Questions across 4 calls

Harsh Chaurasia

Vallum Capital

BIRLASOFT LIMITED

BIRLASOFT LIMITED CC-Mar25.pdf · 2025-05-29

Good morning, sir. I have a couple of questions from the vertical perspective. So first of all, on the BFSI, where the broader IT is very positive on BFSI, and this is the only vertical which is growing for most of the peers, why has the growth started to decelerate for Birlasoft? That was my first question. And the second question is on Health care/Life Sciences. You mentioned earlier about the in-sourcing as well. But in the prior quarter, you called out that there would be some quarter of softness, but we have even hired senior leaders for MedTech and some other verticals beneath healthcare. So wanted to understand when this will start to kick in for growth in Healthcare/Life Sciences.

Got it. Thank you very much, sir.

BIRLASOFT LIMITED CC-Jun24.pdf · 2024-07-31

So I have two questions, more on the strategic side. So in Q1 FY '24, we talked about like we have very less presence in core banking segment. So could you provide more detail or any update like what's the progress on that thing? And second is you made a statement abou t like we are still investing in Digital business. So can you elaborate more on that? Like where are we investing? And third would be more from a data side. Like approximately how much would be the Microsoft contribution in our total revenue?

Sonata Software Limited

Sonata Software Limited CC-Sep24.pdf · 2024-11-06

Sir, I have two, three questions. So, first is when I see your Retail segment vertical, it has been degrowing from the last couple of quarters. I know there is a business condition, but when you speak about your deal pipeline, so can you give us some idea about like what percentage of the deal pipeline is contributed by Retail and Manufacturing, so what I am implying is so when the overall business condition improves, the run rate in the Q oQ growth will be much faster than our peers? My second question is from a margin perspective. This is a clarification. So, when I see on Y oY basis, your cloud and IMS revenue has been the major contributor in the international business. So, are we doing a lot of pass-through revenue type of deals which is impacting our margins ? And third is basically when you say the 22% to 20% margin dilution was planned, so can you give the breakup of 200 bps which we have invested in business, so like what have we done investment on the large deal size and on the geographical expansion side from that perspective?

Indegene Limited

Indegene Limited CC-Jun24.pdf · 2024-08-01

Good morning, sir. Thanks for giving me this opportunity. So I have one question. So basically last two, three months we have seen the healthcare and pharma GCC getting set up in India. So I wanted to know what can be the potential revenue impact of healthcare GCC getting set up in India on us? And secondly, could you please help us und erstand what is the kind of work, that is getting done in GCC and what we are doing? Can you differentiate between two of them? So that's it.