Questions across 5 calls

Kumar Rakesh

Firm not listed in source transcripts

Persistent Systems Limited

Persistent Systems Limited CC-Jul26.pdf · 2026-06-28

Hi, good afternoon. Thank you for taking my question. My first question was around the books of Nagarro, so have we done any incremental due diligence on the books of Nagarro? And are we confident that all the issues related to their books are behind? And related to that is the acquisition multiple as well that it looks like it's premium compared to some of the peers especially in Europe who are trading at. Given the growth profile of the business, what has been the rationale behind the valuation multiple as well?

Thanks, Sandeep, for that. My second question was, you spoke about ERP and CX capability, which two companies bring together. But there's a lot of service line capabilities which are very similar between the two companies, so beyond the industry and geographical expansion is there any cross-selling opportunities as well, sizable, that we can look forward to?

Persistent Systems Limited CC-Apr26.pdf ·

Hi. Good evening. And thank you for taking my question. Sandeep, my first question was on the revenue mix or revenue model for your billing to clients. I understand it would be a combination of your own IP SASVA platform and other platforms, some of the third -party platforms and the employees. How does the mix between our own platform and third-party platform moves quarter on quarter? The reason I'm asking this is that for the last couple of years, we hadn't seen much of seasonality in the revenue growth of the company. But should we expect, given the base where we have reached, that there could be some seasonality which may start coming in, especially when I'm looking at third party software in this quarter was higher than the last quarter. And should we start preparing for some of the seasonality, especially how the mix between third party platform and our platform moves from one quarter to another?

Got that. And from the third -party platform, which you referred to, say from Anthropic, if we start using some of their platform, how does that changes our growth profile and more importantly, the margin profile for the business? Are we largely neutral from that perspective or we are confident that our own platform would be good enough and that mix doesn't dramatically changes between own platform versus third party platform?

Infosys Limited

Updates Infosys Limited has informed the Exchange regarding 'Earnings Call Transcript'. · 2025-07-23

External Document © 2025 Infosys Limited 10 Hi, good evening and thank you for taking my question. Before I get to the question, just a clarification on the guidance part, which you spoke about, Jayesh , just now. So your revision of guidance, especially the top end of the organic growth, it is just a reflection of change in the macroeconomic environment assumptions and not necessarily how you look at the deals ramping up or the impact of third party or any of the operational related issues, right?

Got it. Thanks. And just the first question around t he revenue piece. So in this quarter, you spoke about that there has been pricing and productivity benefit of about 70 bps in the first quarter. Can you just give some details around that? Where are we getting that? And through the year, you spoke about that the third party will come down on a full-yea r basis further. But from first quarter level, will it further come down from these levels?

Infosys Limited CC-Jul25.pdf · 2025-07-23

External Document © 2025 Infosys Limited 10 Hi, good evening and thank you for taking my question. Before I get to the question, just a clarification on the guidance part, which you spoke about, Jayesh , just now. So your revision of guidance, especially the top end of the organic growth, it is just a reflection of change in the macroeconomic environment assumptions and not necessarily how you look at the deals ramping up or the impact of third party or any of the operational related issues, right?

Got it. Thanks. And just the first question around t he revenue piece. So in this quarter, you spoke about that there has been pricing and productivity benefit of about 70 bps in the first quarter. Can you just give some details around that? Where are we getting that? And through the year, you spoke about that the third party will come down on a full-yea r basis further. But from first quarter level, will it further come down from these levels?

Tech Mahindra Limited

Tech Mahindra Limited CC-Mar24.pdf · 2024-04-25

Thanks for taking us through your strategy over the next three years. My first question was more from the near-term growth outlook. So, you are exiting FY24 on a low growth and second half, you went through restructuring of the businesses as well. So ideally, that should have helped you cyclically to recover some of those back into g rowth, and hence, start narrowing the growth relative to peers in this year as well. So is that a fair expectation that we would start seeing a narrowing down of growth and possibly meeting the peer average in FY25, or even that would be more pushed out to FY26 or FY27?

Great. Thanks for that. My second question was for Rohit. So Rohit, when you had joined, you had also started a margin expansion plan in which you were looking at many of the parameters that you talked about today as well, value-based pricing, utilizations upon cost pressure. Rather, you were running war -room sort of a setup as well to improve margin, and the expectation at that time also was to reach sort of 14 to 15% margin. And then a lot of things happened. So, what do you think this time is different and we will be able to achieve this? And many of the parameters that you have worked on earlier this time around will give different results. You did talk about consistency, but a little more detail would be useful.