Stockrabit · Analysts
Questions across 8 calls

Kawaljeet Saluja

Kotak

LTM Limited

Wipro Limited

Wipro Limited CC-Mar24.pdf · 2024-04-19
Hey, Srini. Many congratulations on your elevation to the CEO role. I have three questions for you, Srini. The first one is the fact that you have been with the organization for more than three decades, and you have been quite a remarkable performer. However, you cannot say the same thing for Wipro organization as a whole. So, what is your view or what is your assessment for the reasons for Wipro's challenges and aspects of Wipro's business that require a fix?
So, you basically think that there is nothing wrong with just those portfolio challenges, etc. Those are tactical challenges which are there, you know. And just a simple focus on execution would do the trick.

Infosys Limited

Updates Infosys Limited has informed the Exchange regarding 'Earnings Call Transcript'. · 2024-04-18
Hi. I have a couple of questions or maybe slightly more than that. The first question is on the guidance in itself. It has been more of quite a series of mi sses in FY 2024. What are the learnings you have incorporated when you basically have taken a stance or taking another stab at guiding for FY 2025? That is the first question.
Okay. Fair enough. The second question that I had is that can you detail the reasons or factors that led to the rescoping of projects with a large client? Typically, your large deals do carry execution risk. External Document © 2024 Infosys Limited 12 So what are the learnings from the past large de als that you have signed, which have incorporated in the current crop of large deals here?
Infosys Limited CC-Mar24.pdf · 2024-04-18
Hi. I have a couple of questions or maybe slightly more than that. The first question is on the guidance in itself. It has been more of quite a series of mi sses in FY 2024. What are the learnings you have incorporated when you basically have taken a stance or taking another stab at guiding for FY 2025? That is the first question.
Okay. Fair enough. The second question that I had is that can you detail the reasons or factors that led to the rescoping of projects with a large client? Typically, your large deals do carry execution risk. External Document © 2024 Infosys Limited 12 So what are the learnings from the past large de als that you have signed, which have incorporated in the current crop of large deals here?
Updates Infosys Limited has informed the Exchange regarding 'Transcripts of the press conference and earnings call conducted after the Boardmeeting held on October 12, 2023'. · 2023-10-12
Hi, thank you. I have a couple of questions. My fi rst question is that can you quantify the revenue one-timers? And are these revenue one-timers in th ird-party items bought for service delivery to clients or those are separate?
Okay. The second part of the question is that can you detail out the verticals to which the mega deals belong? And the other question related to the deals is that normally, you expect the direction of revenue growth and deal wins to synchronize, wher eas actually, they are moving in the opposite direction. So what needs to change for the synchronization to happen again?
Infosys Limited CC-Sep23.pdf · 2023-10-12
Hi, thank you. I have a couple of questions. My fi rst question is that can you quantify the revenue one-timers? And are these revenue one-timers in th ird-party items bought for service delivery to clients or those are separate?
Okay. The second part of the question is that can you detail out the verticals to which the mega deals belong? And the other question related to the deals is that normally, you expect the direction of revenue growth and deal wins to synchronize, wher eas actually, they are moving in the opposite direction. So what needs to change for the synchronization to happen again?

Tata Consultancy Services Limited

Tata Consultancy Services Limited CC-Mar24.pdf · 2024-04-12
Hi. Thanks a lot. I have a couple of questions. First is on TCV and the relative lack of, what I would say, excitement about the near -term growth acceleration. Is there anything in the composition of TCV which is leading to this relative lack of enthusiasm , anything which you can throw some color on the renewal component or the ACV, anything that can help us understand the dynamics of growth and our TCV a little bit better?
And Krithi, anything in terms of renewals versus new TCV? Because I saw a stream of announcements, but plenty of them were renewals. So how does that compare with the historical average? And if you can throw any -- if you can add any insights on the ACV number, that would be useful as well.

Coforge Limited

Coforge Limited CC-Dec23.pdf · 2024-01-22
Hey, hi. Thanks for giving me the opportunity and Sudhir congratulations on once again a robust quarter. A couple of housekeeping questions and then a question for you Sudhir, but first Saurabh for you. Saurabh, the couple of questions are like first is that have you locked in on the type of instruments ESOP that you want to give out, you know because the accrual that you're taking is 3% which seems to be largest. So, are you going for an RSU structure or more of a ESOP structure, which is a discount to the market price?
Okay. #2, basically, I have a preference between the two is where would you - what would you prefer?