Questions across 7 calls

Mayank Babla

Enam AMC

Affle 3i Limited

Affle 3i Limited CC-Feb26.pdf · 2026-02-02

Congratulations on a great set of numbers and the sustainable performance that you displayed. My question pertains to the other expenses part of it. While I acknowledged it earlier in the call, Kapil sir gave some commentary on it. It is consistently trend ed down from 8.3% of revenue to now 6.4% of revenue. How should we look at this over the next 2 to 3 years? Is this a function of operating leverage playing out or is there some other element to it? Because the lowest it has been reported was at 4.5% of revenue in June of 2022. So how should we look at this component?

Sure. My second question would be about the connected TV space. Could you give us a little more color or shed some more light on the progress of that and the overall scheme of things?

Affle 3i Limited CC-Sep23.pdf · 2023-11-06

Good morning. I was wondering what was the contribution from YouAppi during the quarter. Last quarter we had around Rs. 45 crore of contribution in two months of consolidation. If we just adjust for that in this quarter presuming equal contributions of around Rs. 67 crore was from YouAppi , then y-o-y organic business growth rate falls significantly to 2.5% y-o-y. Two main sources of impact that you quantified were Rs. 11 crore from emerging markets and Rs. 14 crore from developed market. Am I on the right track?

Sure. Anuj. In the beginning of the call in your commentary, you mentioned about some partnership with Samsung but I missed that. Could you please repeat that?

Cartrade Tech Limited

Cartrade Tech Limited CC-Nov25.pdf · 2025-10-28

Yes. Congratulations on a great set of numbers. Could you please shed some light on the competitive landscape in each of the verticals that you are present and how do you see that evolving in the next sort of two years to four years?

Sure. And the likes of Spinny would be a competitor…?

Sonata Software Limited

Sonata Software Limited CC-Dec24.pdf · 2025-02-06

Thank you for taking my question. Sir, given the recent unfortunate and unforeseen developments in the ramp -down, by how many quarters can we expect the USD 500 million aspiration to be pushed back by, earlier it was FY26 and after mid FY27, now that could be delayed, right??

And my second question would be these large high-tech sorts of plant that we've seen impacting our business, these companies are with very deep pockets. So can you help us reconcile that , why would they cut down IT spends and shift them to sort of capex on AI? If you can help us reconcile or understand that.

Sonata Software Limited CC-Dec23.pdf · 2024-02-01

My first question is towards Jagan, sir. Sir, in the beginning of the call, you had mentioned that the target for Quant was around 60% growth in C Y23 and 36% growth in CY24, but it ended up, the expectations are much better than what you had earlier targeted. So, for CY24, if I am not mistaken, you said that the target is 64% revenue growth?

And in terms of EBITDA?

Sonata Software Limited CC-Sep23.pdf · 2023-10-25

I just had one question, and this was around this quarter we lost one of the seniors to a peer. So, I wanted to understand from you if there was any key man risk at all over there and if yes, has it changed or derailed our vision of international revenues doubling in the next four years or any sort of vision changes there?

PVR INOX Limited

PVR INOX Limited CC-Sep23.pdf · 2023-10-19

Congratulations on a great set of numbers. My question is around the screen openings. So in the earlier calls we had mentioned that our vision is to expand more towards the south and around 35 to 40% of the new screen openings will be in the south, now pertaining to that I noticed that we are fairly concentrated around Karnataka the new scr een openings, so wanted to understand why the skewness towards Karnataka and what is the strategy as far as other states are concerned in the south?