Questions across 4 calls

Manik Taneja

Firm not listed in source transcripts

Tata Technologies Limited

Tata Technologies Limited CC-Jun25.pdf · 2025-07-14

Hi, thank you for the opportunity. I had a couple of questions. The first question was with regard to the expectation that we should start to see a recovery from Q2 onwards. Could you talk about how you see the demand within your anchor customers and outside of that? And if the sequential rebound essentially is largely led by anchors or the external customers? That's question one. The second question was with regards to our on-site offshore revenue mix. It appears that metric also got impacted with the pressure that we saw in terms of revenue, if that's the only reason for the change in terms of metrics? Or there is also a change in terms of the type of projects that you're winning, which is impacting this metrics? Those are the two questions.

Sure. That's make sense. I think the question was with regards to our on-site, offshore revenue mix then.

Persistent Systems Limited

Persistent Systems Limited CC-Mar25.pdf · 2025-04-24

Thank you for the opportunity. Congratulations once again for a steady performance. This question was with regards to our healthcare vertical once again, when I look at the revenue split up by customers it appears that the top single customer has once again grown while we have seen a sharp decline in rest of the healthcare portfolio. If you could talk about that as well as the potential margin implications of some of the onetime deals that we saw in FY25 not being there, in that context what will be the levers to drive margin expansion in line with our three year strategy.

Persistent Systems Limited CC-Mar24.pdf · 2024-04-22

Hi. Thank you for the opportunity and once again congratulations for the steady execution, Sandeep. Just wanted to get your thoughts around a couple of aspects. Number one, on the Healthcare side we've seen very steady, very strong growth through the cour se of the last few quarters. How should we be thinking about near term growth in the Healthcare side, given this is largely being led by one large deal ramp up? That's question number one. The second question was for Sunil. In terms of our revenue metrics break up, we see that the software license essentially has gone up in Q4 compared to Q3, which is unlike the usual seasonality. If you could help us understand what's driving that and how should we be thinking about this aspect? Thank you.

Thank you. All the best for the future.

Persistent Systems Limited CC-Dec23.pdf · 2024-01-22

Hi, good morning to the leadership team. I hope I'm audible?

So, couple of clarification questions. Sunil, the first question is for you. When I look at our segmental performance, what we see is that through the course of last three or four quarters, our segmental margins on the Hi- tech side have been coming off with the exception of this particular quarter. So, what is explaining the movements in terms of segmental margins given the fact that in the past , we renegotiated the deal at the large customer, which was to step up the margins for the business and also the second question is basically clarification on this large ramp up, is this largely to do with the Healthcare business, which was a deal that you won on the Healthcare Payer side in the prior quarter?