Stockrabit · Analysts
Questions across 22 calls

Anmol Garg

Dam Capital

BIRLASOFT LIMITED

BIRLASOFT LIMITED CC-Mar24.pdf · 2024-04-29
I have a couple of questions. Firstly, you have talked about expansion outside of U.S. Now would this happen organically? Or are you also looking at acquisitions? And are you also looking to expand outside of Europe?
Sure. And I have a second question. So you had talked about Gen AI in your opening remarks. From that perspective, I just wanted to understand if clients are asking us to use tools like co - pilot, and it might increase the productivity for them but maybe reduce our overall T&M contracts for us. If you can indicate if that is happening and if -- any of it is getting compensated by better pricing?

C.E. Info Systems Limited

C.E. Info Systems Limited CC-Sep23.pdf · 2023-11-01
So, just have two questions, firstly, on the margin side so we have seen strong margin performance in 1H at upwards of 43%. While initially, we have guided for 40% margin range in FY'24, from that perspective, do you see investments that the Company would have to make in the second half that can bring down the margins in 2H?
And secondly wanted to have your perspective a bit on the drone business. Currently, like you indicated that it’s currently a small percentage of revenue, but let's say in two to three years down the line how do you see this business to be, and in what all services that MapmyIndia wants to focus on particularly on the drone side of things?