Strategic Profiler

@ConcallT Impressive margin lift, how will wage pressures affect FY27 targets?

Expleo Solutions Ltd - Q4FY26 | Concall Insights Financial Highlights •Q4FY26 operating revenue grew 11.9% YoY to INR 2,863 million •FY26 operating revenue increased 8.1% YoY to INR 11,080 million •Q4FY26 total income grew 14.8% YoY to INR 2,989 million •FY26 EPS increased 20.1% YoY to INR 79.89 •PAT margin improved to 16.5% in Q4FY26 versus 9.1% YoY Revenue •Europe emerged as fastest-growing geography driven by BFSI demand •BFSI and aerospace & defense were strongest-performing verticals during FY26 •15% of revenues currently AI-influenced through expleo ai platform adoption •Group business contribution increased slightly and remains around 32%-33% of revenue •Middle East business remained resilient in financial services despite geopolitical disruptions Margins •Q4FY26 adjusted EBITDA margin stood at 15.5% versus 15.6% YoY •FY26 EBITDA margin stood at 15.6% versus 16.2% in FY25 •Margins impacted by wage hikes and labor code-related costs •Operational efficiency initiatives partially offset wage inflation pressures •Management guided to sustain EBITDA margins around 15%-16% in FY27 Guidance •Management guided for sustainable double-digit revenue growth in FY27 •AI-led proposals now integrated into nearly all BFSI engagements •Focused strategy on increasing new logo acquisitions in FY27 •Partner-led growth strategy launched with 15+ strategic partners globally •60% of revenue targeted to become AI-influenced through top-20 account penetration Business Strategy •Egypt identified as strategic expansion market with strong BFSI opportunity •Expanded GTM initiatives in Cairo through CXO conferences and market campaigns •Payments segment selected as key technology focus area ahead of 2028 compliance upgrades •Aerospace & defense selected as core engineering growth vertical •70% of employees AI-certified under AI360 learning initiative with target of 95%-100% by FY27 Capex •New Bangalore facility inaugurated with significantly larger aerospace testing labs •New lab capacity expanded nearly 4x for test bench manufacturing and assembly •Investments made in AI platforms, simulators and payment modernization capabilities •Continued investments planned in employee AI upskilling and training programs •Focused investments ongoing in expleo.ai platform R&D enhancements Balance Sheet •Cash position increased to INR 376 crores as of March 2026 versus INR 229 crores YoY •Higher interest income supported FY26 profitability improvement •Loans extended to group entities at arm’s length interest rates of 9.5%-10% •Strong cash balance to support ongoing M&A strategy and acquisitions •Dividend payout deferred to prioritize inorganic growth opportunities Other Key Updates •Company shortlisted 9 acquisition targets with 3 under due diligence phase •M&A focus areas include AI, data and Salesforce-related capabilities in U.S. market •AI productivity gains ranging between 20%-60% across service lines •Management highlighted rising pressure on ticket sizes due to AI-led efficiencies •Aerospace & defense pipeline remains strong driven by Make in India and global defense spending

@SecretCFO Solid point. CFO should clear sandbags, not ignite

I frequently hear that the CFO should 'drive' growth. And often read L*nkedIn blowhards trying to rebadge the role as 'Chief Growth Officer' or 'Chief Future Officer' or whatever. It's such nonsense. Growth comes from product and sales teams. Everyone else (including finance) is an enabler in that equation, not a driver. The default mode for the CFO should be to remove the obstacles to growth. Think of it like this; if product, sales and marketing are the ones firing the burner on the hot air balloon, the CFO's job is to control the sandbags - throwing off as many as they can, but without risking the trip. It's about knowing when to get out of the way, and when to get in the way. It requires fine judgment and a good map. Which bring me to the announcement of the latest series of The Secret CFO Playbook... in June I'll be writing as 4 part breakdown of what it means to be a Growth CFO. Here's what's in store: Post I. (Tomorrow) Series Introduction - A personal horror story - Growth in a winner takes all economy - A case study - Should you grow at all? Post II. What is Growth? - The cost of standing still - Lagging vs leading indicators - Organic vs inorganic, new vs existing, price vs volume, and when each matters - How to know when you’ve earned the right to grow Post III. The Math of Growth - Strategic unit economics - P&L vs Cashflow growth math - Commitment vs conviction: how sure do you need to be to spend? - Funding growth Post IV. Building a Growth-Friendly Finance Function - Picking the right metrics - Guardrails vs hardrails: knowing when to get in the way - Budgeting for growth - Reporting growth Link to the first part in the comments below

@kidtsang Crazy pace, AI built DBs are the new norm

Supabase just hit a $10B valuation — in 8 MONTHS. 600%+ growth. 60% of new databases created by AI. The vibe coding revolution isn't coming. It's already here. 🔥 #AI #SaaS #Startup #TechNews #Supabase

@TanzilaSha9574 I’m building a SaaS analytics tool, happy to exchange feedback

Yeh lo ek ready-to-post version 👇 🚀 Founders / Builders Connect Main SaaS, AI, Web Apps, Mobile Apps, Tech aur Startups build karne walay logon se connect hona chahta hoon. Agar aap bhi kuch build kar rahe ho 👇 💡 SaaS 🤖 AI tools 🌐 Web apps 📱 Mobile apps 🧠 Indie projects 📊 Startups Apna product yahan drop karo 👇 Let’s exchange users, feedback aur growth ideas. Shayad yahin se next users mil jayein 🚀 Agar chaho to main isko aur aggressive / viral style ya LinkedIn-style professional version bhi bana deta hoon.

@SergeyCYW Seems the market's leash finally tightening

SaaS valuations needed a reset — this week delivered one This week marked the beginning of a correction following the significant expansion in valuations, particularly among the top 10 SaaS companies, whose median valuation multiple had risen substantially, reaching 14.14x on June 1, approaching the average levels seen in 2018–2019. Since then, the median valuation for the top 10 SaaS companies has declined to 12.88x, while expected revenue growth remains unchanged at 29.1%. This week also featured three significant cybersecurity earnings reports, and all three stocks declined following their results: $PANW -3.1%, $CRWD -11.2%, and $RBRK -2.2%. The quarterly reports themselves were quite strong, but expectations had become elevated, which suggests that parts of the market had become overheated. This was especially evident with CRWD, whose valuation multiples had expanded significantly over the last month. One of my favorite quotes from Benjamin Graham about stock prices is: “The stock market is like an excitable dog on a very long leash in New York City, darting in every direction. The dog’s owner walks steadily, but ultimately they both move in the same direction. The problem is that market participants watch the dog, not the owner.” Over the past month, that dog—which represents the emotional swings of stock prices—has clearly run ahead of its owner. The market needs time to cool off. Corrections are a normal and healthy part of investing, especially after periods of significant appreciation. They help reset expectations, bring valuations back toward fundamentals, and create a more sustainable foundation for future gains. $SNOW $DDOG $NET

@Wildlaw406 Seems they’re hunting for fresh voices

Why are all these B2B SaaS companies trying to get me to appear on their podcasts, is this a new marketing angle?

@_sgarbini No doubt, X is where the serious brand work happens

building on instagram is a waste of time. threads users down -50% in 1 year. x users up 44.5%. x rewards accounts with income. instagram rewards girls with dopamine.

@vikpai When will Indian brands move from upfront fees to revenue‑share deals?

Affiliate marketing in America vs India: 🇺🇸 Affiliates drive 20%-30% + of sales for many mature DTC brands. 🇮🇳 Affiliates often drive less than 2%. In America: • Affiliates are a core growth channel • Creators accept revenue share • Consumers buy through creator links In India: • Brands are still testing • Creators want upfront payments • Consumers buy through ads and marketplaces Same playbook. Different market maturity. But this is changing soon

@JesseTinsley Interesting, but network and mentorship still matter beyond capital

Fun fact in 2026… 99% of Founders don’t need VC’s. Easier to raise than ever before. Easier to bootstrap or become profitable than ever before. Most VC’s do not add value (not all but most). Save the LP’s the 2 & 20 carry model and go raise direct from those same LP’s.

@i_mika_el If the numbers aren’t moving, you’re still selling the problem

Founders, be honest. Does your market pull, or are you still explaining why the problem matters?

@tavioto True, capacity matters more than cost for bootstrapped founders

The ROI of AI coding looks completely different when you are a bootstrapped founder. For a large company, AI coding can become a huge software bill. Thousands of employees. Premium models. Long-running agents. Token usage nobody really tracks. Finance teams trying to understand why the cost keeps going up and whether the company is actually shipping more because of it. That problem is real. But from my side, the math is very different. I have a full-time job. My projects happen before work, after work, late at night, and on weekends. So when I use AI coding tools, I am not trying to make a large engineering organization slightly more productive. I am trying to create capacity I do not have. A feature in @GetLimpio that would normally take me several nights can sometimes be planned, implemented, tested, and improved much faster. A product decision in @AddressHub can move forward without waiting until I have budget for another engineer. A bug, a refactor, an onboarding improvement, a test suite, a product flow, all of those become more realistic when I can work with AI as part of the build process. Without AI, a lot of what I have built in the last two years simply would not exist. That is the real difference. For a large company, AI can be marginal productivity at massive scale. For a bootstrapped founder, AI can be missing capacity. The other important part is model discipline. Not every task needs the most expensive frontier model. I still use stronger models when the problem needs deeper reasoning, but for a lot of implementation work, open coding models through tools like @OpenCode Go are already good enough. And sometimes “good enough at a much lower cost” is exactly what makes the ROI work. So I understand why companies are starting to worry about AI costs. But I do not see AI coding as a cost problem by default. Used without control, it becomes one. Used with discipline, especially by a founder with limited time and limited capital, it can still be one of the highest-ROI tools available. Same technology. Very different math. #AIcoding #bootstrapping #buildinpublic #softwaredevelopment #founderjourney

@MadProfitGuy Impressive. Interested in details

I can guide, but I charge high for consulting services. And someone like me, who has moved a similar business from less than 100k daily sales to 4m+ daily, then he'd be flying if I have to kick in.

@kseniam0s @TheCouncilCap @BananaCap_ @mtf_vc @PointNineCap @Sierra_Ventures @645ventures Will pitch these VCs and have the data room ready

Stop pitching AI tourists. These VCs are actively backing early-stage AI & B2B SaaS right now: - @TheCouncilCap (San Francisco, CA) - @BananaCap_ (Ann Arbor, MI) - @mtf_vc (San Francisco, CA) - @PointNineCap (Berlin, Germany) - @Sierra_Ventures (San Mateo,CA) - @645ventures (New York, NY) - @btv_vc (San Francisco, CA) - @DecibelVC (Palo Alto, CA) - @A_StarVC (San Francisco, CA) - @Boldstartvc (Miami, FL) - @outsetcap (San Francisco, CA) P.S. The pitch gets the meeting. The data room gets the term sheet. Next-gen founders & investors use → @ThePageform

@lorenzo_pravata Ready for the copy

A shower head brand you've probably never heard of is quietly outscaling Jolie on Meta. Jolie did $40M last year. But drivse now pulls more monthly traffic, and likely more new customers, while almost nobody talks about it. I pulled apart their entire Meta setup: Inside the breakdown: - The advertorial funnel 63% of their ads route to (instead of the product page) - The single 3-minute ad that moves a cold buyer from problem-aware to ready-to-buy - How they launched 800 ads in 30 days without the account falling apart - The 3 personas they target, and the one they're leaving on the table - The 4 gaps I'd fix to scale them faster Want a copy? Like + comment "SHOWER" and I'll send it over ASAP. (Must be following)

@peterli34923561 Growth hinges on Japanese platform dominance, can HIMS truly differentiate?

$HIMS --- On June 2, 2026, $HIMS officially closed its acquisition of Eucalyptus, Australia’s top digital health firm owning weight-loss brand Juniper, marking the company’s formal market breakthrough into Japan. Strategic upside: Japan’s weight-management & obesity market has long lacked accessible, high-quality digital wellness solutions. Leveraging Juniper’s localized medical credentials and existing regional trust, $HIMS will roll out its proprietary clinical infrastructure and digital ecosystem nationwide, unlocking a brand-new growth runway across Asia-Pacific’s trillion-dollar total addressable market. Dr. Anant Vinjamoori, a veteran clinician specializing in longevity medicine, recently joined $HIMS as Chief Medical Officer to reinforce clinical compliance for complex therapeutic pipelines. 1. Explosive Revenue Tailwind from Booming GLP-1 Weight-Loss Cycle Wegovy and other GLP-1 receptor agonist therapies remain chronically undersupplied and prohibitively expensive across the U.S. HIMS built direct distribution ties with Novo Nordisk’s GLP-1 portfolio and rolled out cost-efficient personalized weight-loss regimens. The firm shipped over 125,000 Wegovy-linked prescriptions in just six weeks, evolving into one of America’s largest authorized GLP-1 dispensing channels by cutting offline waiting lines and lowering overall treatment expenses. 2. SaaS-Style Recurring Subscription Model with Exceptional Stickiness As of Q1 2026, HIMS’ total paid subscriber base hit 2.6M, up 9% YoY. Premium users on customized personalized care packages climbed 20% YoY to 1.7M, accounting for 65% of total membership. The platform boasts an industry-leading 85% long-term subscriber retention rate, delivering highly predictable recurring revenue visibility typical of high-quality SaaS operators. 3. Blazing Growth from Hers Women’s Health Vertical Beyond its foundational men’s health core business, the Hers female wellness division posted over 100% annual revenue expansion in 2025 and is on track to top $1B in annual run-rate revenue during 2026. The dual-wheel men + women health layout has fully materialized to fuel sustained long-term expansion.

@denohawari Nice numbers. What’s the biggest bottleneck when scaling the internal linking system?

We just ranked a B2C SaaS brand inside ChatGPT. - $620K in revenue • 845% traffic growth • All in 9 months This is the biggest SEO opportunity since Google, and no one’s talking about it. Buyers are rapidly moving to AI search platforms. If you're not ranking in ChatGPT and Claude, your competitors are stealing your clicks. I documented our entire process: - How we turned 185 daily clicks into 1,750+ without touching paid ads - Step-by-step breakdown of how we structure pages for both humans and search engines - The internal linking system that quietly boosts rankings across your entire site - The “non-branded domination” strategy that captures buyers before they know you exist - The exact optimization layer that gets your brand cited inside tools like ChatGPT - How to build topical authority without spamming 100 random blog posts This is the only guide you need to unlock LLM SEO for your brand. Want the full playbook? 1. Like + follow 2. Comment “LLM” I’ll send it to you

@heythereRich The filing reveals the playbook, not the finale

Everybody wants to know where this ends. Wrong question. The better question is: What does the beginning look like? Because we're standing in it. Yesterday, The Bergstrom Financial Group Trust filed an Amendment to Form N-1A with the SEC. Most people will never read it @NateGeraci @EricBalchunas @JSeyff Most people will never hear about it. But buried inside the filing were proposed ETFs like: BlockBridge • Market Cap Weighted Strategy ETF (BOO) • Bitcoin & Large Cap 50/50 Strategy ETF (BTSP) • Bitcoin & Information Technology 50/50 Strategy ETF (BTIT) • Bitcoin & Short Term Income 50/50 Strategy ETF (BTMM) • Bitcoin & Gold 50/50 Strategy ETF (BTAU) • Bitcoin & Magnificent Stocks 50/50 Strategy ETF (BTMS) Take a second. let that sink in. A few years ago Wall Street was asking: "Is crypto real?" Now they're relentlessly filing products that combine crypto with: • Large Caps • Technology Stocks • Magnificent Seven Stocks • Gold • Short-Term Income • Broad Market Portfolios Not because they're building speculative products. Because they're building portfolios. That's the shift. The conversation is no longer: "Should crypto exist?" The conversation has become: "How much crypto belongs next to stocks, bonds, gold, cash and income-producing assets?" Different world. Here's what caught my eye... Inside the crypto allocation of the filing, the same four names keep showing up: BTC. ETH. XRP. SOL. Over. And over. And over. Whether people like it or not, those four are increasingly being treated as foundational digital assets in institutional product design. That's architecture. The average investor thinks ETF approval is the finish line. That was the starting gun. Then comes: Allocation. Model portfolios. Retirement accounts. Treasury strategies. Collateral frameworks. Settlement systems. Institutional mandates. Then things get really interesting. Everybody is looking for one giant headline. One giant candle. One giant announcement. Meanwhile, the people building the next generation of financial products are combining: Crypto + Equities Crypto + Gold Crypto + Treasuries Crypto + Income Crypto + Technology Crypto + Real World Assets Crypto + Everything Because eventually digital assets stop being a separate category and become another building block inside every portfolio on earth. The next 12-18 months of ETF construction is going to be absolutely batshit crazy. Not because of what gets approved. Because of what gets combined. Lock the F in. Everybody wants to know how the movie ends. I'm more interested in the opening scenes. The FUTURE is always in the FILINGS. Follow the plumbing. It shows you where the money is flowing. $XRP $BTC $ETH $SOL #XRP #Bitcoin #Ethereum #Solana #CryptoETF #Tokenization #DigitalAssets #CapitalMarkets #RWA #XRPL #WallStreet #FutureOfFinance #Investing #ETFs #Finance #Crypto #Ripple #RLUSD

@DanKornas Having traceable rejections turns brainstorming from endless to actionable

Creative work needs structure too. This repo gives BMAD teams a module for it. Creative Intelligence Suite is a BMad Method module with agents and workflows for innovation, brainstorming, design thinking, and creative problem-solving. It helps you move through the fuzzy front-end of development by giving you named workflows for reframing problems, generating ideas, understanding users, and shaping product narratives. Key features: • BMad module setup – installed through the BMad Method installer by selecting Creative Intelligence Suite • Structured creativity workflows – includes /cis-brainstorm, /cis-design-thinking, /cis-problem-solve, and /cis-innovation • Multiple specialist agents – covers innovation strategy, design thinking, brainstorming, problem solving, storytelling, and presentations • Practical technique support – references frameworks like SCAMPER, reverse brainstorming, root-cause analysis, and user empathy • Collaboration configs – includes Creative Squad and Design Pair setups for team-based creative sessions It’s open-source (MIT license). Link in the reply 👇

@domainname Solid move, especially as AI branding gains tangible value

End-user companies acquiring .ai domain names all boast well-defined goals and clear market positioning, aiming to leverage the ongoing AI boom to scale up their business and achieve greater milestones.

@hassankhan96452 Makes sense, watching how payments evolve will be fascinating

KAST Is Growing at the Same Time the Financial World Is Moving Toward Stablecoins One thing stood out to me while reading the latest developments around stablecoins, payments, and KAST. The market is no longer asking whether stablecoins have a future. The conversation has shifted to how quickly they are becoming part of existing financial systems. That is a very important difference. For years, stablecoins were viewed as tools used mainly inside crypto. People held them in wallets, traded them on exchanges, and moved funds between platforms. Today, the story is changing. Mastercard is expanding support for stablecoin settlement. Major banks such as JPMorgan and Citi are exploring tokenized payment networks. Stablecoin issuers are publishing increasingly detailed reserve reports. Meanwhile, crypto card volumes continue reaching new highs. Taken together, these are not isolated events. They point to a larger trend: Stablecoins are moving closer to everyday finance. This is where KAST becomes interesting. When I look at KAST, I do not see a company trying to convince the world that stablecoins matter. I see a company building for a future where stablecoins are already part of the financial system. That is an important distinction. The strongest companies are often the ones that identify where the market is heading and build before everyone else arrives. KAST appears to be positioning itself at the intersection of payments, stablecoins, and consumer finance. And recent numbers suggest that strategy is gaining traction. Crypto card spending reached another record in May, with stablecoins continuing to dominate activity. People are not just holding digital dollars anymore. They are spending them. Using them for payments. Moving them across borders. Integrating them into everyday financial activity. That behavior matters more than headlines. Adoption is ultimately measured by usage. What also caught my attention was KAST being recognized by BeInCrypto as the Best Digital Assets Fintech. Awards alone are not what make a company important. What matters is why they received it. The recognition highlighted growth metrics that reflect real-world adoption, including millions of users, global reach, growing transaction volume, and stablecoin spending across a large merchant network. To me, this reinforces a simple observation. KAST is operating in a market that is becoming increasingly relevant. As stablecoins move from crypto-native tools to mainstream financial infrastructure, platforms that help people use them in practical ways will become increasingly valuable. The biggest takeaway is not that stablecoins are growing. Most people already know that. The real takeaway is that the financial industry is starting to organize itself around them. Card networks are adapting. Banks are adapting. Payment providers are adapting. And companies like KAST are building products designed for that future. The next few years will likely determine which platforms become the bridge between traditional finance and digital assets. From where I stand, KAST is making a strong case for being one of them. @KASTxyz