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Girish Pai

Bank of Baroda Capital Markets
2Calls
2Companies
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FSL

Firstsource Solutions Limited

All company calls
Firstsource Solutions Limited CC-Jun25.pdf
30 Jul 2025
Open call
  1. Ritesh, this increase in guidance at the lower end, from 12% to 13%, was it because Q1 turned out to be better than what you expected? Or is it that you are expecting the next nine months to be better than what you were anticipating three months back?

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  2. How are demand conditions today compared to, say, three months back? Are they worse, better or broadly the same?

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  3. Just two last questions. One is the $1 billion mark has been achieved already, at least from a run rate perspective. Any new targets that you want to set for yourself? And when is that going to happen? And the quantum of the hike? Would it be similar to what you had in the previous years?

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BSOFT

BIRLASOFT LIMITED

All company calls
BIRLASOFT LIMITED CC-Jun24.pdf
31 Jul 2024
Open call
  1. Angan, are you saying that the demand environment is turned to the worse? And is this specific to your company or you're saying it's much more industry -wide?

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  2. Okay. My second question is these deals that got delayed, any specific verticals that they belong to?

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  3. And if you kind of dig a little deep in Manufacturing, is there any specific subsector within Manufacturing, which is giving us pain?

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