Stockrabit · Analysts
Questions across 2 calls

Ankur Rudra

Firm not listed in source transcripts

Hexaware Technologies Limited

Hexaware Technologies Limited CC-Feb26.pdf · 2026-02-05
Thank you for your comments on AI, Keech. Just zoom ing out a bit, what's the best way to assess your relative competitiveness here? I'm asking this becaus e in the lack of anything else, investors normally look at growth. On that basis, if one looks at the gr owth trajectory on the last five quarters, we've gone from 16% organic growth CC basis to perhaps flat this quarter, maybe 1%. It's a bit of a contrast versus what we've seen in your peers with broadly simila r mixes. Maybe you can highlight why the investor should not assume AI is more negatively impacting you versus others.
Thank you. If you could clarify, you mentioned you baked AI as a dampener in the existing business as you renew things for this year also. How should we think about the level of impact on an existing renewal? Is it 30, 40%? Is it a lot more? Given it's evolving at a very rapid pace, as you mentioned as well, how is this changing?

Tech Mahindra Limited

Tech Mahindra Limited CC-Jun25.pdf · 2025-07-16
Hi, thank you for taking my question. The first question is on your demand environment you are seeing. Have you seen any signs of weakness over the course of the quarter because of trade deals or uncertainty there, number one? Number 2 related question is, signing momentum has improved the last couple of quarters, but we haven't seen revenue momentum improve yet. Any comments in terms of when you see that improving? Thanks.
Thank you, Mohit. It does. Just a follow- up, if I can. You know, you highlighted demand environment has been a bit mixed overall. Some of your peers have highlighted demand environment is not particularly strong, and we have seen some unexpected margin weakness in your peers as well. Do you think it's tougher for you to meet your margin and growth aspiration targets for both fiscal ‘26 and ‘ 27 in the light of this? It makes it tougher to achieve the same target you set in a period where the environment might have been better?