Questions across 4 calls

Baidik Sarkar

Unifi Capital

Newgen Software Technologies Limited

Newgen Software Technologies Limited CC-Mar25.pdf · 2025-05-02

Virender, Congrats on a good year overall. Well, there was a time in the previous years when you specifically called out that order book growth was higher than your revenue booking, right? Obviously, that was more sentiment led given how strong FY '24 was. If I just backtrack to just the current quarter, not perhaps Q3, but the first month of April and Q4, how does that sentiment look on the ground today? I ask in the context of oil prices in the Middle East, the U.S. led issues. And broadly, probably cessation of banking products like demand in India. So just keeping this in perspective, how would you define that sentiment as things look today?

Sure. I understand. In terms of the complicated 18 -, 24 -month projects, that kind of long gestation period, which were the primary geographies that saw that? And is it fair to assume that in H1 of this year, sorry?

Newgen Software Technologies Limited CC-Mar24.pdf · 2024-04-30

Congrats to you and the team on a strong quarter and what's been a phenomenal year overall. Multiple things are firing for us today at the same time. I think the best way to synthesize all of that was last year in your words like you said this in the past few quarters, is your order book and the pipeline is perhaps growing at a pace that is faster than your revenue booking pace. And given where our order pipeline today, where do you think we are in this cycle, right? Are we -- I mean, do we reckon we're in the middle of the cycle or perhaps moving towards the end of the cycle in terms of how banks and financial institutions are thinking about their digital journeys and how that's relevant to us?

Sure, sure. So obviously, multiple moving parts, and I will not get into details here, but I think you had highlighted a level of about $500 million by the end of FY '27, right? So if we have to slice that into the products and the initiatives that will help us get there, how should we imagine each of these ports better?

Newgen Software Technologies Limited CC-Sep23.pdf · 2023-10-17

Hi, good evening and congrats on a very strong show. How should we interpret this phase of your momentum , is this an outcome of our regular go to m arket investments that just happened to fructify at this point in time today clustered together in a small time frame or the momentum that you are witnessing from the demand side of the genre that we have not seen earlier, to that extent that the super cyc le that is fresh and to that extent unique. I am just trying to understand how we should interpret this momentum that probably you may not have witnessed before.

How long or deep do you think the cycle will be right, and does the numbers of H1 change the historical 40:60 split that we have seen annually? Normally we see a flush of spends in Q3 and Q4. Is that direction still on or is the cyclicality curve smoothening.

Sonata Software Limited

Sonata Software Limited CC-Sep23.pdf · 2023-10-25

Could you give us a flavor on how your large client looks specifically? There was a sense of weakness in the previous quarter. I understand the re have been some pullback maybe like the macros. How are you reading this specific engagement with Microsoft, any flavor will help? And also, on the large deals, have we added to this kitty, did you say your pipeline is at 25% or was it the order book?

In the domestic product s business, I understand every now and then, there will be a quarter of consolidation. So, should we read Q2 as one of those quarters or is there a caution in the demand ecosystem specifically, any flavor from you would help?