Questions across 3 calls

Dipesh Mehta

Emkay

BIRLASOFT LIMITED

BIRLASOFT LIMITED CC-Sep24.pdf · 2024-10-23

Couple of questions. Angan, you highlighted a couple of times some of the factors which weigh on the performance. And deal intake I think for last few quarters, we expected it to improve – so far not improved. So, progress on some of these improvement measures is not progressing to the extent which we might have anticipated a few quarters there . So, can you help us understand how much of it is because of external factors and how much would be because of internal factors, which you can course-correct and which you have identified, and let's say, steps taken to improve on those parameters, if you can give some broad sense around it? Second related question is also on margin side because our aspirational range is much higher than where we are currently operating . So, if you can provide some color around those things from medium-term perspective? And last question is about …..maybe if you can answer th ese, and then I have one follow-up.

So, similar question on revenue side and deal intake side . You addressed it well on the margin side. If you can help us understand, because your deal intake continues to remain muted, revenue growth is also, let's say, this quarter is decent, but if I look Y-o-Y, it is still weaker if I put that in context of 100 million deal, which started ramping from April. So, two-part question. First, 100 million deal, whether ramp-up is there on schedule? And the second thing is, despite the 100 million deal, growth is muted. If you can address it, thanks.

Wipro Limited

Wipro Limited CC-Sep23.pdf · 2023-10-18

Couple of questions. First, about sales and marketing increase. T his quarter , it is showing some spike percentage of revenue. There is a good uptake Q-o-Q, Y-o-Y. If you can help us understand what drives these significant of expression in sales and marketing. The related question is if I look number of new client s which we had every quarter , it is showing moderat ion for last few quarters. So, these two numbers are not matching with directionally , if you can provide some sense. Second question is about if I look reconciliation item , earlier we indicated some correction is driving that item. Now this quarter again it is increased. So, 2.2 billion loss in the line item. How we should understand this line item and how would you expect it to trend in the coming quarter? Thank you.

So, is it now over from Q3 onwards this line item will not be there, or you expect it to recur?

Coforge Limited

Coforge Limited CC-Mar24.pdf ·

Yeah, thanks for the opportunity. Couple of questions starting with the gross margin at the beginning of year , I think we indicated about 50 bps expansion at gross level. It didn't materialize which partly reflect into your EBITDA margin miss also, flat tish versus slightly lower kind of thing . So can you help us understand what played out and what give you confidence next year with unlikely to recur kind of thing from margin trajectory perspective. Second question is about salary hike, if you can give some sense about how we look at salary hike this year in FY25. Third question is about the revenue growth trajectory H1 versus H2 kind of thing. How you look, you expect normal seasonality to play out based on the deal, strong deal in tech what we have witnessed, or you are expecting or observing some kind of changes in the quarterly dynamics across the year. And last is related to maybe previous question. So, broadly what you are indicating is QIP size will mirror Cigniti related payout and it would not be any materially different than that. Thanks.

Thank you.