Stockrabit · Analysts
Questions across 22 calls

Abhishek Pathak

Motilal Oswal

LTM Limited

LTM Limited CC-Jun24.pdf · 2024-07-17
So I have a couple of questions. Firstly, on BFSI, could you please help define these high-priority transformation areas and how these have changed let's say, from the past quarter where the banks were just shy of spending on them? That's one. And the second question is on enterprise-wide GenAI, which verticals do you think adopt, they scale up the fastest? In other words, which verticals do you think already have a lot of data estate in place? And secondly which verticals have a better business case to scale up GenAI in your opinion?

Tata Consultancy Services Limited

Tata Consultancy Services Limited CC-Jun24.pdf · 2024-07-11
Hi. Thank you for the opportunity. My first question was on the communications vertical. Sir, what near -term catalysts do you see in this vertical which could meaningfully alter client behavior and what could bring it back to growth? We've seen almost five quarters of a decline now. So, when do you expect the historic capex that the operators have done to trickle down to services? That's one. And secondly, on the FY '24, another strong quarter. So, do you think client behavior here is any different to, let's say, BFSI where cost takeout is the main theme? Do you see more adventurous projects here or is the theme pretty much similar? Thank you.
Got it. Thanks.