Questions across 4 calls

Aayush Rastogi

B&K Securities

Tata Technologies Limited

Tata Technologies Limited CC-Sep24.pdf · 2024-10-28

Yes. Thank you. So, I just wanted to understand on the automotive side of the business. So, we have heard that the global players are focusing towards profitability. And today also there were some -- from the one that they are getting kind of job and closing of plants. So, what is the confidence that is giving us that the 2H should be better than 1H? And what are the capabilities that are leading us to have an edge in comparison to the peers that we are seeing kind of a traction in the automotive segment.

Okay. Thank you, sir.

Firstsource Solutions Limited

Firstsource Solutions Limited CC-Sep24.pdf · 2024-10-28

I just wanted to pick your brains on the healthcare segment. So, you called it out that you are kind of facing some kind of tepidness on the payer side of the segment. So, when shall we expect this recovery to be there because our healthcare business has shown good results on QoQ basis, so just trying to understand what is the sort of demand we are seeing in the payer side of the business, and when do we expect that it should be getting bounced back?

And second is on communication media and tech vertical, so if I see for like starting from 3Q FY22 to 3Q FY24, so we have been posting one of the good set of numbers in 3Q for the communication media and tech in 3Q FY22 or 3Q FY23 or 3Q FY24. So, should we assume that the same trajectory is kind of a thing that one can expect for this vertical? I am not asking for any sort of numbers, but in terms of trajectory, if one has to map, then should we expect the same kind of bump for the same vertical in future?

BIRLASOFT LIMITED

BIRLASOFT LIMITED CC-Sep24.pdf · 2024-10-23

So, just a couple of questions. So, if I recall it later, so last quarter, before the last quarter, we were chasing the shorter-term deals and now we are chasing the vendor consolidation deals. So, is it true to understand that we are chasing growth on the back of margins right now and sacrificing to just get the growth wherever we are seeing the opportunity? That's the first question. The second question is that why we are facing the pricing headwind ? Because if we see the commentary of the larger peers or maybe the mid -cap peers of ours, there has not been such negative commentary on the pricing side. So, is it something that has to do with the capabilities that we are having in or what's the rationale behind that we are having some of the pricing pressure in the consolidation deal?

So, first question was that if we recall it better, so last quarter to last quarter, we were kind of chasing the shorter-term deals, we were seeing kind of an uptick. So, we got the growth from there onwards and in this quarter, we are highlighting that we are chasing kind of the consolidation deals. So, is it some kind of a change in its strategy is there that we are ready to sacrifice the margin to just to obtain the growth or the opportunities that are available in the market?

Tata Elxsi Limited

Tata Elxsi Limited CC-Jun24.pdf · 2024-07-10

So just wanted to understand on the health care vertical side. So we are aiming to go ahead with 20% of the SDS revenue. How are we planning on that? ? Because if we see in the last 2 quarters, we are reporting a degrowth in this vertical. So can you just let us know what's the strategy behind that?

Thanks for the detailed answer. Just a second question on transportation. So transportation is doing phenomenally well. So is it totally driven by the top 20 clients and what kind of visibility are we gauging for the next set of, let's assume post-20 clients?