Hi, Warren. Hi, Uttam. Congratulations on a good set of results. So, my first question is picking on Warren statement that you expect growth to accelerate towards the second half of the year. So, when you say accelerate, does it mean that from the...
Is it better now?
Congrats on a good set of numbers. I have just one question. In terms of the double -digit growth that you're targeting, organic growth that you're targeting next year, how do you see it timing through the year in terms of the cadence that we expect? Would it be more of a 2H phenomena that you would see a pickup in growth? Or how would -- how are you looking at the entire year?
And just one follow -up on that. What kind of demand environment are you baking in for that growth? Are you also expecting some improvement or recovery in the demand environment? Or a status quo in terms of that?
I have a question for Warren. Warren, I'm just trying to understand the 10% plus kind of a growth for the next quarter, trying to break it down across segments because I assume that this product has grown at such a strong pace this quarter. It could see a seasonal decline next quarter. And despite that, we are guiding for 10% plus. And we are also talking about gradual recovery. So, all of that, I mean, I'm finding it difficult to wrap my head around it. So just wanted to understand how are you seeing growth across different segments for 4Q?
Okay. Just a clarification there. So, the 10% for FY '27 is including ES-Tec, right?
A couple of questions from my side. First one is, is the recovery that you're speaking of, is that also coming from an improvement in the challenges that the OEMs have been grappling with over the last year? Has the situation there improved or is it more of a latent demand or delayed ramp - ups which are finally starting to come through, which may also make the demand more volatile from here? How do you see that?
Thanks. That's helpful. But just prior to the tariff situation, the European OEMs were undergoing significant stress in terms of profitability competition. Has that situation improved or is that pretty much the same?
Hi. Thank you for taking my question. My question is around the fact that last quarter for FY '27, we were aspiring for a double -digit growth for the business overall for FY '27 and led by transportation and healthcare verticals. Now, this quarter, healthcare has been a bit of a disappointment. And last quarter, if I remember correctly, we were expecting growth in transportation in Q4. We've come out at flattish. So, just comparing your expectations for FY '27, how was it last quarter? And what would be the aspiration as we start FY '27?
Yes. And the other question is now, given the tough geopolitical issues that we have had in this quarter, did we see clients now pushing back on the signing of deals or decision -making cycles getting slightly elongated, which may again mean that the recovery that we were expecting may also get pushed back by a quarter or two? Are you seeing signs of that as well in this quarter?
Yes, thank you for taking my questions. Congratulations on a good set of results. My first question is on the transportation vertical. So would you put down this performance mostly to an anticipated ramp -up that we were expecting from 1H itself? Or would you also attribute it to some extent to an improvement in the demand environment? Do you see that? And in a similar vein, now having registered a strong growth in 3Q, it sets up a high base as we head into 4Q. So would we be able to see growth on this number? How do you look at it?
Yes. My question was that the growth was primarily driven by the ramp -up that you were already anticipating? Or did you also see an easing in the demand environment to some extent?
So, my first question is on the automotive vertical. So, you've mentioned that Europe is holding up better. Europe, Asia is holding up better versus the U.S. So, what is the apprehension in terms of U.S. clients, which is holding them back, where as the European clients are able to spend more. So, what are you hearing in terms of client conversations?
Sure. And in Europe, have they moved past the impact of tariffs that we're going to have , and profitability, competition from China ? Have they moved past that and are ready to open their purses a lot more, or is that still lingering?
Hi. Good evening, and thank you for the opportunity. My first question is for Sukamal. Sukamal one of the problems that has impacted Cyient in the past, is the predictability in terms of revenue trajectory? Could you highlight what you are doing to improve on that front? And related to that, is the revenue growth cadence that you look at now. So, is it that your aim to improve growth with each quarter versus the last quarter? Or is it to keep it in a band as you move along each quarter? What kind of predictability are you looking at in the business?
Thank you. And my second question is in terms of margins, Prabhakar , what kind of a growth are we penciling in to get to our margin target in DET business? How much are we dependent on a particular growth number for getting to that target?
So my first question is, Sukamal, how do you think the quarter panned out versus your expectations at the beginning of the quarter? So what were the positive and negative surprises? And was the growth in line with what you were expecting or better or worse ? How did you see the quarter?
Sure. And secondly, what -- were you able to implement the changes that you had planned during the quarter? I mean, the pace of these changes, is it going slower than expected or in line? And what are the key pain points that you are trying to resolve at this point?
Hi. Thanks for taking my question. My first question is on the deal. Give me some clarification, so your three -digit multimillion -dollar deal, is that included in this quarter's TCV?
Sure. And when do we expect the ramp-up of this deal?
I have a few questions. First is Asia has been a key growth driver for us over the last several quarters. Post the tariff announcements, have you seen more caution in your clients in Asia as well which might lead to some tapering in growth in 1H? Like how are the conversations changed there?
Sure. And then talking about these geographies, how is the demand environment, if you could just elaborate in brief different in U.S. versus Europe, for example, Asia, you have already explained. But how are clients, including the US and Europe?
Hi, congratulations on a good set of results, and thank you for taking my questions. I have a few questions. First is on your stated strategy that you would look to penetrate more into mid-tier Pharma companies as well as look to crack complex deals, probably improve your deal structure as well, deal pricing, etc. Any improvement on that front that we have seen?
Thank you. And then on BroadPath acquisition, I'm sorry if I missed it, but have you specified the growth that BroadPath has been seeing over the last few years? Because I could only find that it's $70 million in revenue. But how has the growth been in recent times?