Syrma SGS Technology Limited CC-Jun24.pdf · 2024-08-06
I just wanted to understand the margins because if we remove the FX and the PLI benefit, then on an effective basis, the margins come to about 3.6% for the quarter. We are guiding to about 7% for the full year. Obviously, we understand there will be some impact of Joh ari that will add up. But are you confident of 8% plus operating margins for the second half of the year or the remaining part of the year to get us to 7%? And what kind of gives us the confidence that this will flow through in terms of numbers?
Sure. Just a follow-up on revenue, given that we are indicating 45% at the top end, would imply that this quarterly run rate continues for the next three quarters plus. Does that mean that deceleration in consumer business is partially offset by increase in healthcare? Does the consumer revenue flatten out or slightly decrease from these levels for the coming quarters?