High-Growth Disruptor: Capturing Long-Term Value in a Market Leader Investment Thesis.

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24 October 2025, 09:00–17:00Venue is TBC - Nairobi, Kenya

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Investment Thesis

• The company operates in high-growth, underpenetrated markets with a dominant position, benefiting from strong network effects and technological advantages.

• Despite temporary regulatory and macroeconomic headwinds, the business remains well-managed, with a clear path to sustainable profitability.

• Sales, EPS, and free cash flow are projected to grow at 15%, 40%, and 45% CAGRs, respectively, over the next five years, supporting significant stock price appreciation.

• A shift from hypergrowth to disciplined capital allocation has improved operating margins, with free cash flow set to accelerate substantially.

• Expansion into emerging technologies and adjacent verticals enhances total addressable market (TAM) and long-term upside potential.

• The company is trading at an attractive valuation relative to its growth outlook, with a fair value target implying substantial upside from current levels

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