Stockrabit · Analysts
Questions across 10 calls

Moez Chandani

Ambit Capital

Tata Elxsi Limited

Tata Elxsi Limited · 2026-07-14
Yes, hi. Good evening and thank you for taking my question. My first question was on your overall growth expectations for FY27. I think you've said last quarter that you probably would be aspiring for a high-single -digit sort of a number. Is that something which is still the aspiration given issues that you've outlined in transportation? Or do you think it would be more, say, closer to the mid-single-digit number for the year?
Okay. Understood. And then secondly, just broadly on, I think in a previous question you briefly touched upon AI and that's impacting some of your hiring, but how have your conversations with clients been on the AI implementation? What are your clients saying and is that impacting, say, your volume growth or your T&M projects going forward?
Tata Elxsi Limited CC-Jul26.pdf · 2026-07-14
Yes, hi. Good evening and thank you for taking my question. My first question was on your overall growth expectations for FY27. I think you've said last quarter that you probably would be aspiring for a high-single -digit sort of a number. Is that something which is still the aspiration given issues that you've outlined in transportation? Or do you think it would be more, say, closer to the mid-single-digit number for the year?
Okay. Understood. And then secondly, just broadly on, I think in a previous question you briefly touched upon AI and that's impacting some of your hiring, but how have your conversations with clients been on the AI implementation? What are your clients saying and is that impacting, say, your volume growth or your T&M projects going forward?
Tata Elxsi Limited CC-Apr26.pdf · 2026-04-21
Hi, good evening and thank you for taking my question. My first question was on the broader transportation segment. So last year's been turbulent for the entire segment, but looking at Q4, I think things were flattish. What's your outlook for the transportation segment going into FY27? And for the overall business, is the aspiration still double -digit growth for the financial year?
Understood. And the second question is on margins. Again, margins saw a very sharp improvement this quarter. What seems to be driving that , especially I think since utilization is still at about 73%, like you said ? And then in terms of sustainability for this margin improvement going forward, what would your comments be?
Tata Elxsi Limited CC-Sep25.pdf · 2025-10-09
Hi, good evening and thank you for taking my question. T he first question was on the media and communications side. So we’ve seen that segment being challenged for quite a few quarters now. But there's a strong growth pick up this time around. So do you think that we've sort of bottomed out in this segment or was this just a large deal ramping up a nd do you think growth will moderate for the next few quarters in that segment?
Got it. Understood. My second question was on your attrition levels. So that's gone up for the third quarter in a row now. Now given that your demand environment is weak across the sector, where exactly is the challenge in terms of attrition and then do you think that will also impact your wage hike if this continues going up?
Tata Elxsi Limited CC-Jun25.pdf · 2025-07-10
Good evening and thank you for taking my question. My question was on the media and communications segment. So there, you said that the industry has been subdued for several quarters now. But anything incremental that you've seen in Q1 versus what you were seeing a couple of quarters back? And what needs to change for this segment to really revive in terms of growth? I know that you're expecting growth to come back in Q2. But really, where do you see the industry going in the medium-term? And you see a material acceleration in terms of growth there?
Yes, thank you for that. My next question was on your system integration and support segment. I've seen a very sharp decline on a quarter-on-quarter basis at nearly down 30%. So how should we think about that? Do we expect that this is going to continue to decline going forward?

L&T Technology Services Limited

L&T Technology Services Limited CC-Mar25.pdf · 2025-04-24
Hi, good evening and thank you for taking my questions. I had three questions. Firstly, in terms of the large deals that you've signed, is there any change in terms of pricing or timelines for these deals vs the deals that you were signing, let's say, two or three quarters ago? That's the first question. Secondly, when it comes to geography, in your conversations with clients, is there any particular geography that you're seeing is worse impacted by these macro headwinds, particularly from North America v s Europe? And just thirdly and my last question, your onsite mix has seen a sharp increase this quarter. Is this just because of the Intelliswift acquisition or has there been any other strategic shift in terms of your onsite/offshore revenue mix?
All right. Got it. Thank you.

Cyient Limited

C.E. Info Systems Limited

C.E. Info Systems Limited CC-Mar24.pdf · 2024-05-13
My first question was on the Map-led business. So your EBITDA margins in the business seem to have seen a decline. They were about 56% in Q2, and they're about 49% in Q4. So anything that's happened there that's led to a decline in margins? And how should we think about these margins moving forward?
All right. All right. Understood. Secondly, any plans that you have for the cash balance that you have currently? I think INR557 crores of cash was mentioned in your presentation. So any plans of returning this cash? Or do you...

Tata Technologies Limited

Tata Technologies Limited CC-Mar24.pdf · 2024-05-03
I wanted to understand what percentage of your revenue contribution ex - VinFast has been driven by your anchor clients versus your non -anchor clients? And also on a related note, is there any particular client or a project that you would like to call out that has helped you scale up your and replace of VinFast revenues so strongly in Q4 as well as Q3?
Sure. Is there any particular client that you'd like to call out where you've been able to scale up so fast, so as to replace these revenues from VinFast?