Stockrabit · Analysts
Questions across 2 calls

Krish Beriwal

Nomura

BIRLASOFT LIMITED

BIRLASOFT LIMITED CC-Jun24.pdf · 2024-07-31
I had three questions. First on growth. Given that we have seen a sharp fall in revenues this quarter, Angan, will you see any change in client behavior versus previous quarter? And how much of the fall do we expect to recover in 2Q? There also seems to be a large pass -throug h element in revenue. Can you just quantify this? And do you expect this pass -through element to continue going forward? Second, on margins. If I take out the 220 million odd one -off, our EBITDA margin has fallen by about 220 basis points sequentially. With possible annual salary increment cycle ahead of us, how should we think about full year margins? And how do you plan to create that in a narrow band going forward? And lastly, on deal wins, just wanted to get a sense if you are happy with the current level of deal wins and can you share details on your pipeline?
Yes, I had this last question on deal wins.
BIRLASOFT LIMITED CC-Dec23.pdf · 2024-01-24
Thanks for taking my question. I just had one question on the Rest of the World part of our business. I understand that it is still very early days, but with Manju joining us, Angan, can you share with us some initial color on how we plan to expand our presence in this geography? And what kind of margin headwind can we expect from this in the initial period?
Got it. Got it, sir. That's helpful. And I'll wait for that update. Do you share the number of Fortune 500 or G 2000 clients that we have?