Questions across 6 calls

Dipesh Mehta

Firm not listed in source transcripts

Hexaware Technologies Limited

Hexaware Technologies Limited CC-Feb26.pdf · 2026-02-05

Okay, thank you. Thanks for the opportunity. A couple of questions. First, just want to understand about the acquisitions. If you can give some sense abou t SMC and Cybersolve, how those acquisitions have played out because now I think a number of quarters have played out. In terms of synergy benefit, what we envisage, as well as capability expansion, have they help us to extend our overall addressable market. If you can give some sense. We made so me impairment provision in some of the past acquisitions, if you can help us understand it pertai ns to what. Second question is about the overall deal intake. We said we have a good healthy intake in Quarter 4, but can you provide some sense about how the ACV played out in CY25 compared to, CY24? Any change we made to guidance practice, the way we guide for future, if any changes we made to give some comfort about the way we guide.

Understood. Thank you.

BIRLASOFT LIMITED

BIRLASOFT LIMITED CC-Jun25.pdf · 2025-08-07

Yes, thanks for the opportunity. A couple of questions. First about the outlook; I think last time you had indicated about quarter two to be a growth quarter and then I think for the full year also you made two observations. First, about our aspiration to deliver at least p ositive growth in FY26. And secondly, the EBITDA margin roughly around 13%, that’s for the year. So if you can provide your broad observation on these two things, whether we continue to aspire to reach positive growth and 13% of EBITDA for the year. Second question, you indicated right shifting of some deal. Can you help us understand whether those deals will be -- are already closed or we are yet to see that closure happening? And whether it would be large sized, in terms of a relatively chunky deal compared to our usual size of the deal s? If you can answer th ese question, then I have a couple of follow-ups? Thanks.

Fair point. And on the margin side, if also you can comment?

Persistent Systems Limited

Persistent Systems Limited CC-Jun25.pdf · 2025-07-23

Yeah. Thanks for the opportunity. Am I audible?

Yeah. I have just two questions. First of all, if I look at the hedge position, there is a sharp increase , so is there any change in terms of the way we look at our hedge strategy? And second question is about the SASVA. Can you provide some sense about, let's say, SASVA influenced deal intake, deal pipeline, revenue, whichever way you can provide some sense around it ? And how it is changing compared to maybe a year back?

Persistent Systems Limited CC-Mar25.pdf · 2025-04-24

Thanks for the opportunity. J ust want to make sense about the macro uncertainty, whether there is some kind of delay in ramp ups, deal closure / decision making elongated as well as some cancellations. If you can give some sense in 3 months , how are we finding overa ll situation. You indicated some caution in the pipeline but if you can give some more detail on it and whether it could have an implication in terms of deal signing. We have seen very strong deal signing over the last few quarters, whether you expect some bearing on it because of overall condition. And second question I have is on SASVA. If you can give some sense about how SASVA contributes to the overall revenue - any quantified number or qualitative colour compared to let’s say 4 quarters how SASVA is impa cting overall deal pipeline, deal booking or revenue. If you could give some context there.

Persistent Systems Limited CC-Jun24.pdf · 2024-07-19

Thanks for the opportunity. A couple of questions. First, about the employee policy change, which you referred to. Now attrition seems to be a slight inch-up. So, if you can give some sense about attrition and some of these policy changes, how employees are taking it in terms of their overall compensation and related implications? The second question is about Hi-Tech. You partly alluded to it in terms of engineering segment did well, but overall performance was still weak . So, if you can help us understand which area is seeing a headwind leading to muted revenue growth for the last few quarters? And Salesforce also, you partly touch ed upon how in terms of where headwind were there particularly in Europe ? So, if you can give some comments about how Salesforce Ecosystem is playing out for us? Thank you.

Persistent Systems Limited CC-Sep23.pdf · 2023-10-19

Thanks for the opportunity. Two questions. First, I just wanted to understand if you can provide some demand trend what we are witnessing in BFSI and Healthcare, which obviously if you c an help us get some business outlook also for those two verticals. And, any sub-segment if you see area of strength and area of weakness in those two buckets, that would be helpful. Second question is about deal wins. We have a good deal win quarter. We have partly benefited from some of the slippage which we have seen in Q1. But, if you can provide some quantification in terms of quality of deal and other things, that would be helpful. Thanks.

Yeah. And the second question about deal win , if you can give some qualitative comment about this.