Revenue growth >15% drives margin expansion
If revenue grows beyond 15%, margins will expand; growth of 30% would lead to greater expansion.
BILLIONBRAINSGARAGEVENTU / guidance tracker
Keep management guidance in view.
Billionbrains Garage Ventures · forward-looking guidance across the available source record.
Research layer active
Guidance tracker
What management said would happen.
margins
Cost-to-serve and cost-to-grow to grow slower than revenue
Cost-to-serve (tech) and cost-to-grow (marketing) will increase at a lower rate than revenue growth.
Cost-to-operate to stabilize after Q1 FY27
Excluding risk-related costs, cost-to-operate will increase in Q1 due to appraisals, then remain stable in absolute terms for the rest of the year.
Fisdom profitability by FY28
Fisdom (wealth management) is expected to become profitable by FY28.