Revenue side:
Any idea in which quarter they would be entering into UK market as they seem to have regulatory approval if i am not wrong?
Possible to get revenue numbers of some of Indian B2B clients to get a sense. Dominos I am not counting as they are facing stangnat growth from last 4-5 quarters. This will give some indication on India b2b revenue. Considering sine of clients sales numbers mentioned above , this looks odd.
Cost side:
With food inflation going down, was expecting expenses to be on lower side (60% of cost being COGS which ideally should be food grains), so, not able to find reason why there is an increase.
As management does not hold any conference calls, is there a possibility to collect our questions, research and whatever is difficult to find, we can try to get a view from management.
Agree, it is good that some correction is happening. Post Q1 results, it had jumped from 37 pe to almost 60, total non-buy zone