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I have two questions. One is, you have fairly spoken about the deal wins and existing EN or NN component of it, and probably H2 would be better than H1 from deal wins perspective. But can you throw some light in terms of renewal rates for you guys?
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My second question is on your comment that you have not lost any significant deal to competition. So, just wanted to understand whether this has any elements of, let's say, pricing discounts or probably on -site heavy sort of ramp -ups and relatively lower margins in the near term. Does that link to this point, or is it anything else?
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And my last question is on the ERP front. So, we have seen companies talking about the traction coming in the ERP front, be it SAP, Oracle, or any other ERP system, right? But if I look at your deal wins, your growth, that traction doesn't look in your numbers. So, any clarification there?
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Analyst questions
Hasmukh Vishariya
Tata Mutual Fund
2Calls
2Companies
BSOFT
All company callsBIRLASOFT LIMITED
BIRLASOFT LIMITED CC-Sep24.pdf
23 Oct 2024
LATENTVIEW
All company callsLatent View Analytics Limited
Latent View Analytics Limited CC-Jun24.pdf
26 Jul 2024
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Yes. Thanks for the opportunity. My question is around the guidance and risk to that guidance. So just wanted to understand that for the lower end of the guidance, what sort of deals momentum you have considered for the existing book of business, how from the existing book of business, how much, let's say, revenue growth can come from and how much i s built in from the potential, let's say, deal conversion?
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Got it. Just a thought process behind the question was basically you have talked about macro improving or the macro improving from H2 onwards. If that, let's say, gets pushed by a quarter or two, whether there is any risk to the guidance is what I wanted to understand?
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