Questions across 6 calls

Moez Chandani

Ambit

Cyient Limited

Cyient Limited CC-Jun26.pdf · 2026-05-26

First, I just want to understand the destructuring for the fund raise and the debt that you've announced. Can I get a sense of how much is the debt raised at, what interest rate has been raised at?

All right. Understood. And then just on the related terms, we completed the Kinetic acquisition on April 8. So, can I just get a sense of how the deal is structured? Is there any equity, is there any cash payout that you're doing? How are you raising funds for the cash? Is it equity from Cyient Semiconductors' balance sheet? Is it further debt that you expect to make for the payment? Or are you expecting infusions from the parent company into Cyient Semiconductor?

Cyient Limited CC-Jun25.pdf · 2025-07-24

So my first question is on the global uncertainty that you called out, which happened sometime in March. So how did that evolve throughout the quarter? Any sense of that changing as we enter July and your outlook in terms of Q2 based on the global uncertainty.

Understood. And then maybe from a geographic perspective, it looks like Europe seems to have seen a bit of a decline this quarter. Anything specific in that segment, particularly because you had issues with projects from the Citec acquisition in the past. So anything you'd like to call out there?

Tata Technologies Limited

Tata Technologies Limited CC-Jun24.pdf · 2024-07-18

Good evening and thank you for taking my question. My first question was on your near-term outlook. Sir, do you expect growth to be gradual in Q2 and then accelerate forward in Q3 and Q4 or do you think that we'll be returning to significant sequential growth in Q2 itself. So how do you see growth coming in throughout the next few quarters?

Got it. And also, on the BMW JV when do you start -- when do you expect it to start contributing to revenues?

Tata Elxsi Limited

Tata Elxsi Limited CC-Jun24.pdf · 2024-07-10

I wanted to understand your outlook on utilization. Given that headcount has declined, do you see the utilization levels right now have peaked? Or do you think that there's still more leeway for increasing your utilization? And could that have an impact on margins as well?

C.E. Info Systems Limited

C.E. Info Systems Limited CC-Dec23.pdf · 2024-01-16

Hello.

Yes, sure. Good evening and thank you for taking my question. So my first question was on KOGO and Indrones. So can you just give a sense of how you're looking to monetize these products and also how soon do you expect them to become profitable?

C.E. Info Systems Limited CC-Sep23.pdf · 2023-11-01

I had a question on the B2C part of the business. So, can you give us some idea of how you plan to monetize both the B2C app MAPPLs, as well as the investment that you have done in Kogo Tech Labs.

My next question was on your margins especially in the IoT-led business. So, your sale of map data and services that contribution has remained constant from Q1 versus Q2, but your margins expanded by 200 basis points. So, what exactly drove this margin expansion since your subscription revenue sort of was more or less constant across the quarters?