I have a question on order book only. Like, what is current value of unexecuted order and -- as well as the new one which we received during the year.
And this unexecuted order book likely to come in execution in FY '26 or it will extrapolate for 1 in FY '27 as well?
Congratulation on a good set of numbers. I have a couple of questions. So, a few years back we were guiding that we have an intention to reach around USD0.5 billion kind of revenue in the next couple of years. Is that still intact? And by what are we aspire to be there on the milestone which we've spoken earlier? And second, the number of logo addition, which we are providing every quarter in the presentation, how many of them are active and giving business on a regular basis at aggregate level whichever logo we have disclosed so far in the presentation? And third, what average engagement size are we looking whenev er we empanel any logo with us a nd even from the current empanelled logos and from potential one? Yes, that's all from my side?
Just one follow-up if I can. So, going forward the health care practice, what percentage are we looking to have in overall pie, similar to the portion that we have at BFSI rig ht now or is the second order will remain on the healthcare side rather the BFSI?
Hello. Yes, I have a couple of questions. So, one of our top clients yesterday in their earnings call mentioned that they are focusing on Asian market and considering India and Indonesia for their assembly plants and also news articles referring that from June this year, where India plant is going to start the production. So how will this benefit us in terms of margin and getting the business like getting more volume from this account, let's say they are actually considering Asia for their volume target which they have mentioned yesterday in their earnings call?
Okay. And second is on our parent, Tata Motors also that they are facing some competition from other players in the category and they're considering more this ICE-based cars. So does that anyway impact our volume with them also?
I just want to understand the demand environment. So, some of our peers reported that the slowdown in the Europe, mainly they're facing execution related challenges, whereas we think that in H2 | 24 situation will improve and we like to report a better performance compared to H1. So how we feel that H2 will be better? And any conversation with our existing client that they're going to accelerate the spend and all?
Okay. Thank you. | 25
I just have one question. The pace of development and innovation in AI is moving at rapid scale. Do you think any way it will impact our business model going forward? The way cost curve is falling in developing LLM and AI that we have witnessed in past 1 month. Your thought on the same thing?
So I have a couple of questions. I just want to know when this amortization and depreciation charge will get normalized? And second, as we aim to almost reach to double the size of the top line in next 3 years or more than that, what will come from the pricing per se, I mean, increasing the price of the services which we are offering from cola perspective? And second, from logo addition point of view, should I take assumption like we will double the existing client base to reach to that attrition level which we mentioned during Analyst Day? Yes, that's two questions I have.
On depreciation and amortization part. When it will normalize?
Hi, am I audible?
Yes. So, I have one question. So, every year, what average price increase took place in for the 16 available features on platform for the existing legacy clients? Yes.
I have two questions , in one slide in our presentation you mentioned that India's ER&D contribution is 3x. So the current delay doesn't change the long term outlook and second for FY26, any color if you can share on demand front and what is the discussion ongoing with the client for FY26?
And just one more last question, in the aerospace and defense side, some of our client facing the engine part and component related issue on timely manner , so i s that situation normalized or better than before or still they are facing similar issue on supply side?
So, Manish, I have 2 questions with respect to Telecom and BFS vertical. So how do we see, for the next 3 remaining quarters of the fiscal? And what sort of discussion going on for these 2 verticals?
Any pecking order, like, which verticals do that, like, who do well in incoming quarters, and you have more expectations from one of them?
Yes. Manish, I have a few questions. I joined the call a bit late. Sorry for again asking the same questions if already asked. In comparison to FY '24, what do you think about FY '25 and FY '26 in terms of the client behavior and vertical -wise the growth pickup and all? Because on the margin front, you have done an excellent job. And on growth front now, what's the way ahead? Because since pass-on year as we are looking for the growth in this business. Yes, I understand the macro challenges are there, but still.
Thanks for the opportunity. I have just one question. Within BFSI amongst top five clients, which areas facing the normalization of growth practice wise if you can share that.
Okay, thanks all the very best.
Hope I am audible, congrats on this acquisition. So, from FY25 point of view, which vertical you think like this travel one, like it was surprise where expectations from your end apparently very low, but we see that you know some silver lining would come and it will surprise any support in which we are analyzing.
My second question is on acquisition; we aim for a $2 billion kind of turnover and largely from organic part of that will come into this. But let's say the integration of the acquired entity and everything goes as per plan, do you think that we will surpass even $2 billion in the prospect, right?
Sir, I have one question on media and communication vertical. So, what's the behaviour of clients who experience for this vertical during the quarter? And what's the outlook going forward? Because in previous one of the calls, we mentioned that by end of the years, we were expecting that this vertical to bottom out. So, is it still intact? Or any behavioural change you witnessed even in the 1Q as well?
Okay, all the very best.
Hello, thanks for this opportunity. I have one important question. Some of the global...
Now it's better?
Yes. Nitin, I have one question on margin front. So the margin road map which we still -- as an outlook in FY '25, are we going to drive that? And what is our outlook on hiring as well?
I just want to know that what gives us confidence that the H2 would be better compared to H1 and your outlook and expectation with FY25 in terms of growth revival or recovery?