BLACKBUCK · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
12
Answered directly
79%
Numeric claims
0
Consistency
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Question ledger
Sachin Diction · Research desk
evasivewe typically would not give forward understanding of really how we look at it but I think what you're saying is absolutely right that uh because as you know that our market share are like market shares are pretty much you know closer to that 50% level range late 40s right as we speak today
Sachin Diction · Research desk
partialwhatever number you just quoted is possible because we've been gaining you know market share continuously. But the pace to reach there is hard to determine.
Sachin Diction · Research desk
evasiveblended incremental margin I don't think is the right way to look at this business we need to basically split this after allocating the HU cost into what is the core business AITA margin and what is the new business AITA margin
Sachin Diction · Research desk
directI think we're still figuring out we're building a lot of like products inside uh you know and uh yeah doing a lot of experimentation doing a lot of like you know I think I would say ground work at this moment
Vishal Agaral · Research desk
directat broad scale there is literally you know no competition from an overall end to-end perspective but if you look at segment wise if you look at let's say assuming payments right there are a lot of banks which do this
Vishal Agaral · Research desk
directlast earnings call we' given the visibility we were live in four we decided to open 10 which will make it to 14 and we gave a visibility that by you know by end of by by second half by the uh by probably June 2026 is when we will be in 14
Parikhit Kabra · Research desk
directthere are two areas where this is coming from other than like you said cost of super loads one would be manpower the second would be in terms of let's say sim cost for GPS etc
Parikhit Kabra · Research desk
directthe operating model the crux of the operating model uh continues to deliver and work well. uh the cities which basically have been launched later continue on the similar path as you know the uh first city which is Bangalore
Rishi Junjinala · Research desk
directif you believe that you know we've really built out the playbook the distance to that is let's say 100 right I believe in the city of Bangalore we are somewhere in the zone of 50 to 60
Rishi Junjinala · Research desk
directyou may have seen some one bib or two bibs kind of a change which is not a material change but yeah you may have seen that. No standard change. No major improvement largely same.
Rishi Junjinala · Research desk
directthe current tax you should always model on as 25% of other income. Uh right broadly that should hold true and the uh deferred tax you should model it as broadly about 25% of the EIA excluding the other income.
Gorov Rataria · Research desk
directit's actually neither of these definitions. It's more like uh if we reach and hit that scale of 100 we know how to build this business fully and like after that it's only replication and expansion.
