Questions across 5 calls

Abhishek Kumar

Firm not listed in source transcripts

Persistent Systems Limited

Persistent Systems Limited CC-Jun25.pdf · 2025-07-23

Hi. Good evening and thanks for taking my question. My question is again on SASVA. We have heard from most of the peers that product development is where AI-led productivity has been the highest and many of these players have been proactively passing back those productivity gains and our sense is , that results in some revenue deflation. But for us, it seems that, given our core a lot of what we do is product development. This is resulting in n et new revenue for us. Just wanted to understand if I'm thinking right . And if so, what is driving this? Are we taking wallet share, market share or is SASVA helping us unlocking new opportunities?

Okay. My second question is, you indicated that you need bigger pipeline given the slowdown in decision making, etc. Do you see, therefore, a revenue and margin trade -off going forward? Are you willing to sacrifice margin to make sure that your pipeline is larger and you achieve your $2 billion goal by FY27? Thank you.

Persistent Systems Limited CC-Dec24.pdf · 2025-01-22

Yeah. Hi. I hope I'm audible. Sandeep, you mentioned that you know you are very confident of your FY27, $2 billion revenue run rate - revenue aspiration. That is p retty much a giveaway you know of what to expect next two years in terms of growth. My only question is does this include any inorganic contribution from here on, or given the order backlog we have, you are pretty confident of achieving it organically?

Persistent Systems Limited CC-Sep24.pdf · 2024-10-22

Yeah. Hi. Good evening. Thanks for taking my question. Two questions. One, I heard in couple of the deals that we have won this quarter , there was an element of us setting up centers for our clients. So, is this phenomenon relatively new where we are helping them set up a GCC or something of that kind and are these kind of slightly longer in tenure, and therefore it impacts ACV versus TCV kind of calculation that is my first question, then I will follow up.

My second question is , you know , the onsite effort share has gone up, looks like some of the deals, large deals that we won last year were ramping up. Now, as we talk right -shoring that can have a deflationary impact on the revenues. So, how does that pan out in the second half on top of furloughs and other headwinds that we have?

Coforge Limited

Coforge Limited CC-Dec23.pdf · 2024-01-22

Yeah, hi. Thanks for taking my question. This is Abhishek from JM Financial. Sudhir, as you rightly mentioned, the story of Coforge has been to eke out growth in a challenging environment, but when I look at the performance across verticals even if I look at the nine months of this year, it seems to be again driven predominantly by BFS, while I think at the beginning of the year you had said that probably most of the verticals will grow in a narrow range. So, just wanted to understand, is the demand in other verticals are kind of surprised us negatively or we have not been able to eke out the growth in other verticals as well as we have been able to do in BFS, any color? The question really is because if this trend continues, does it become a headwind next year?

Okay, that's helpful. Thank you and all the best.

LTM Limited

LTM Limited CC-Sep23.pdf · 2023-10-18

When you say 2H better than 1H, are we talking about better Y-o-Y growth or sequentially better 2H compared to 1H? Asking this question as 2H comps on Y-o-Y basis is favorable?