Stockrabit · Analysts
Questions across 2 calls

Abhishek Pathak

Firm not listed in source transcripts

Persistent Systems Limited

Persistent Systems Limited CC-Mar25.pdf · 2025-04-24
Yeah, hi, am I audible?
Hi, Sandeep. Congrats again on a consistent quarter. So, I had a couple of questions. Firstly, you know as you say you are still on track to h it that 2 billion dollar s revenue run rate by FY27. How shall we think about the growth split between FY26 and ’27 I mean i n the context of the current macros should we expect a bit of short-term snags and then maybe an acceleration in ’27. Or are you confident that your deal wins and your pipeline gives you probably an even split between now and let’s say FY27, right, that’s one. And the second question is on the healthcare deal, I understand that there could be offshoring that might come in from next quarter. Do you think this probably gives us an added benefit in terms of margins going forward and how do we model this particular event going ahead. And just a last question on the platform led revenues and SASVA. Do you think the current sort of development kind of pushes back the uptake of your platform services by let’s say you know a few months and is there any way to quantify what percentage of our incremental revenues are coming from platform services and how they should let’s say evolve going forward. Thank you so much.
Persistent Systems Limited CC-Apr26.pdf ·
Yeah, hi. Am I audible? Hello.
Yeah, yeah. Hi. Hi, Sandeep. Thanks for the opportunity. Sandeep, a couple of questions. Firstly, on the top 5 accounts, they were just slightly soft this quarter. If you could just guide us which vertical sort of contributed to the softness amongst the top 5 clients and sort of what's the outlook, whether it's BFSI or healthcare or hi-tech, that would be quite helpful? And the second question, just a clarification on the 2 billion run rate. So essentially, we are talking about a quarterly annualized rate and not necessarily FY’27, $2 billion in revenues. Is that correct?