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Ankur Rudra

JPMorgan Chase & Company
INFY

Infosys Limited

All company calls
Updates Infosys Limited has informed the Exchange regarding 'Earnings Call Transcript'.
18 Apr 2024
Open call
  1. Thank you and welcome, Jayesh, on the new role. So first question is- Salil, the environment clearly appears difficult. Now the main thing that we find a bit difficult to understand is the lack of revenue acce leration despite very impressive large contract signings that you have enjoyed fo r close to a year now. Could you maybe elaborate a bit more on the persistent disconnect?

    Read in transcript
  2. Thank you for the additional color. I mean, maybe to ask you in another way, if you just report your large contract signings on your contracts above a certain threshold, if you were to look at the overall contract signing, would the momentum there be more similar to the revenue momentum we see? External Document © 2024 Infosys Limited 10

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  3. Understood. Just one last clarification. The 100-bas is point impact you highlighted Jayesh, is that revenue impact a combination of the impact of t he rescoping, which is probably one time, and the penalty because it seems a lot more than 15% of one client?

    Read in transcript
+3 more questions in this call
Infosys Limited CC-Mar24.pdf
18 Apr 2024
Open call
  1. Thank you and welcome, Jayesh, on the new role. So first question is- Salil, the environment clearly appears difficult. Now the main thing that we find a bit difficult to understand is the lack of revenue acce leration despite very impressive large contract signings that you have enjoyed fo r close to a year now. Could you maybe elaborate a bit more on the persistent disconnect?

    Read in transcript
  2. Thank you for the additional color. I mean, maybe to ask you in another way, if you just report your large contract signings on your contracts above a certain threshold, if you were to look at the overall contract signing, would the momentum there be more similar to the revenue momentum we see? External Document © 2024 Infosys Limited 10

    Read in transcript
  3. Understood. Just one last clarification. The 100-bas is point impact you highlighted Jayesh, is that revenue impact a combination of the impact of t he rescoping, which is probably one time, and the penalty because it seems a lot more than 15% of one client?

    Read in transcript
+3 more questions in this call