Questions across 2 calls

Ashish Aggarwal

Sundaram AMC

Suzlon Energy Limited

Suzlon Energy Limited CC-Mar25.pdf · 2025-05-29

3 questions from my side. Fir st of all, when you gave us guidance of 60% growth on EBITDA, given the contribution, this should be growing at more than 60% , theoretically your EBITDA should be going faster, given your fixed cost will not define at the same. Just wanted to understand where we are missing this thing. And secondly, on the segmental margins on the O&M business, it seems like that the margins have grown very sharply. Anything one-off in that one should be awa re of? And lastly, on the bala nce sheet, there are really very sharp increase in contract capabilities. What is the reason for this...

Sorry, what I meant was on the P& L, right, on the consol P&L, i f we look at the segmental profit. It seems like that the segmental margins in O&M has declined from roughly 38% to 26%.

L&T Technology Services Limited

L&T Technology Services Limited CC-Mar25.pdf · 2025-04-24

I hope I'm audible. Sir, two questions from my side. First of all, on the guidance given the deal signings tailwind we are seeing both in Q3 & Q4 and as you said in Q1, assuming there is no major macro headwind now from here on apart from what we have seen, is it fair to assume that organically FY26 will be, if not better similar to FY25? That's my first question. And secondly, on the comment you have made about the investments, you have made and some of the software proprietary solutions, etc , which have been provided to the clients. At a later stage, are these reimbursements from the clients or these are the investments you have already made, and this will not be reimbursed from the clients?

The investments for the proprietary reimbursements?