Stockrabit · Analysts
Questions across 15 calls

Karan Uppal

PhillipCapital India

Tata Elxsi Limited

Tata Elxsi Limited · 2026-07-14
Yes, hi. Thanks for the opportunity. Just a question on the transportation vertical. So last quarter US OEMs have commented pretty strongly in terms of R&D investment either on SDVs or investment in hybrid platforms. So are you seeing any traction on, on these areas from, from the US OEMs? And secondly, do you expect the transport vertical to start growing from Q2 onwards sustainably?
Got it. So despite pressures in Europe, you are still expecting the US and APAC to basically offset that and help?
Tata Elxsi Limited CC-Jul26.pdf · 2026-07-14
Yes, hi. Thanks for the opportunity. Just a question on the transportation vertical. So last quarter US OEMs have commented pretty strongly in terms of R&D investment either on SDVs or investment in hybrid platforms. So are you seeing any traction on, on these areas from, from the US OEMs? And secondly, do you expect the transport vertical to start growing from Q2 onwards sustainably?
Got it. So despite pressures in Europe, you are still expecting the US and APAC to basically offset that and help?
Tata Elxsi Limited CC-Jan26.pdf · 2026-01-13
Yes, thanks for the opportunity. Just a few questions on the transportation vertical. Sir, you mentioned about normalization of spends going ahead. Just wanted to pick your brain around the areas which you are seeing good traction in, be it hybrids, EVs, ADAS , connected, if you can share some thoughts there? And in the pipeline, are you seeing large programs on the SDV front?
Okay. Second thing is for the outlook for this automotive business, is it broad-based across your, let's say, of 10 to 15 accounts? Or is it more concentrated between, let's say, 2 to 5 accounts where you are seeing deal ramp-ups?

Latent View Analytics Limited

Latent View Analytics Limited CC-May26.pdf · 2026-05-18
Rajan, You mentioned about the AI impact on the business is like that almost half of the work has some bit of AI involved. So if you can give some examples in terms of the nature of services, which we are delivering as well as the deal sizes. And if you can also comment how the deal sizes are different from the traditional deal size of around $0.5 million to $1 million or maybe $1 million to $2 million. And how much of it is, let's say, the token cost, which could be a pass-through revenue and how much is retained by LatentView, so that's my first question?
Second is on this OpenAI and Anthropic launching their services arm, it's a very recent phenomenon. So any anecdotal evidence of, let's say, enterprises maybe giving more work to the services arms of OpenAI and Anthropic and maybe rationalizing third-party vendors, not LatentView, but anyone else you have seen in the industry, any observations there?
Latent View Analytics Limited CC-Dec24.pdf · 2025-02-07
Congratulations on a strong set of numbers, both on growth and margins. And thanks for the additional disclosures around the operating metrics in the presentation. So the first question is on the productivity benefits. So Rajan, you alluded to some of the productivity benefits which needs to be passed on to the clients. So some of our peers are highlighting about this where they have passed on these productivity benefits to the high-tech clients. Now you have 65% exposure to this segment. So are you also witnessing a similar ask from these large high-tech clients in any of the work schemes? Yes, that's the first question.
So just a follow-up on that. So you don't expect passing on these productivity benefits to the clients, you don't expect that to be deflationary for you from the revenue perspective. You still think that based on your capabilities and the solution set, you can still find ways to generate additional revenue. Is that what you are saying?
Latent View Analytics Limited CC-Mar24.pdf · 2024-05-07
Two questions from my side. Firstly, on the hiring. So, if you look at the hiring for this quarter, it is probably the strongest since the IPO. However, the commentary on FY25 growth is a bit cautious. So, how shall we interpret this? Are you being more conservative given that FY24 was a bit weaker than your expectation? That's first. And a related question to that is if you can give us the vertical outlook for FY25. In FY24, the growth was led by technology and industrial verticals. But Retail, CPG, and BFSI were a bit muted. So, the growth outlook vertical -wise would also be helpful.
Just a follow-up on the first question. So, the hiring is very strong. So, are we hitting the peak in terms of our utilization, and hence the hiring is very strong?

Cyient Limited

Cyient Limited CC-Jan26.pdf · 2026-01-22
Yes. Thanks for the opportunity. Sukamal, you spoke about on the verticals outlook. Just wanted to check on the geography front, there is a lot of noise around the tariff war against restarting between U.S. and Europe. So, macro uncertainty remains high. So, within that, if you can provide the outlook on various geographies in terms of U.S., Europe and APAC. And also, a related question is in terms of the confidence on the pipeline conversion , given this macro backdrop. So, are you confident of converting the pipeline in Q4 and beyond. Yes, that ’s the first question.
Sure. Any color in terms of the geography front in terms of the pipeline?
Cyient Limited CC-Mar25.pdf · 2025-04-24
A couple of questions on the aerospace vertical. So one of our large customers in aerospace has given a profit warning due to the impact of tariffs and also U.S. Airlines last month have given profit warnings due to the weak travel demand. So how is it impacting the aerospace, especially on the MRO side? That's first question.
Okay. Secondly, on the green hydrogen deal, if you can comment what is the size of the deal and whether it will move the needle for the sustainability vertical? And has it already ramped up? Or is it expected to ramp up in the next couple of quarters?

KPIT Technologies Limited

KPIT Technologies Limited CC-Jun25.pdf · 2025-07-30
The first question is on the overall deals. So have you seen any pickup in terms of the projects which were stalled or delayed due to macro uncertainty in last few months? And do you expect Q2 to stabilize? Or there could be some additional drop in revenue in Q2? Yes, that's the first question.
Okay. And can you, sir, can you please mentioned about the demand trends you are seeing across various geography markets like Europe, Asia and U.S. And the recent U.S. and Europe as well as U.S. and Japan trade deals, would that have any positive impact on the R&D spending as that brings some certainty with respect to tariffs on auto?
KPIT Technologies Limited CC-Mar25.pdf · 2025-04-28
The first question is again on, let's say, FY '26. So assuming there is some certainty to tariffs in next 3 to 4 months, will that be a trigger for auto companies to start resuming the spend? And also will that have an impact on the growth trajectory through FY '26?
Okay. Secondly, on Mercedes deal. So congratulations on that deal. So just wanted to understand the size of this engagement. Is it similar to our previously announced SDV deals like of Honda or of Renault? And also, if you can mention the tenure of them.
KPIT Technologies Limited CC-Mar24.pdf · 2024-04-29
Congratulations on very consistent execution. So, 2 questions from my side. Firstly, on the spending. So, incrementally, amongst the various areas like SDV, middleware, electric power train, autonomous and connected, which are 1 or 2 areas which are driving the lion’s share in terms of the incremental spending from OEMs? Or do you think it is pretty broad based in nature?
Got it. Second is on the competitive intensity. So, we have recently seen Tier-1 IT services players acquiring Germany - based auto R&D companies. So, does that in any way increase the competitive intensity which may affect us in medium term?
KPIT Technologies Limited CC-Dec23.pdf · 2024-01-30
Congrats on a strong set of numbers. First question is in terms of the T25 clients. So in the past, you have mentioned that there are two clients which have crossed $100 million revenue threshold. So any update on that number? Have you seen that number increase? And what's the potential in terms of T25 hitting the $100 million run rate?
Okay. Okay. Secondly, in terms of commercial vehicles, you've partly answered. So in the past, it has been a bit volatile if you look at last three to four quarters' performance. So now you are expecting the volatility to reduce, and from here on, the performance should be strong?

Tata Technologies Limited