Stockrabit · Analysts
Questions across 2 calls

Ashish Chopra

Goldman Sachs Asset Management

Newgen Software Technologies Limited

Newgen Software Technologies Limited CC-Dec24.pdf · 2025-01-20
Jeet, a couple of questions on the trends that you were highlighting. Firstly, on the fact you're mentioning that the execution cycle of the orders you're now winning is maybe slightly shorter in terms of tenure, but there are implementation cycles of previously won orders, which are much larger. So the downstream support and AMC revenue is also kind of getting delayed. But then should that not reflect in your executable order book? So while your nine months order inflow is the same, but could you throw some color on how the executable order book as a consequence of this is changing maybe right now versus where it was this time last year?
Yes, that will really help. That's very clear. And also on the insurance segment, so I think you called out that as an area of focus earlier during the year, and now you've shared some highlights of wins and the wins you expect next quarter. So it seems to be progressing quite encouragingly, just in line with your plans. But just a couple of questions, if you could help us with, in terms of, first, what are the segments within insurance? What's the kind of product or solution that you're selling there versus the likes of digital lending and supply chain trade finance and banking? And secondly, how do the order sizes here compare, let's say, from a mature insurer versus a mature bank when you win an order there?
Newgen Software Technologies Limited CC-Mar24.pdf · 2024-04-30
I think last year, we saw the Y -o-Y growth starts from 34% and then end at 23% in the fourth quarter. You highlighted that the trajectory this year also probably should be the same in terms of the way we should expect it. I was just wondering why should that be the case? And what was it last year as well that growth is phenomenal?
So just to reconfirm if I understand correctly. So while the linear business obviously is sort of ready state. You're saying that the closures of deals now happen in a more spread-out fashion, versus probably the previous year?