Questions across 2 calls

Nikhil Chaudhary

Nuvama

Firstsource Solutions Limited

Firstsource Solutions Limited CC-Sep23.pdf · 2023-11-08

Congratulations on new role. My first question is regarding Ritesh, it's been almost two years since we have growth even in terms of your commentary for the business segment, mortgage business continued to face challenges and expect it to remain -- or at least delivery moderate growth only. we are not seeing reboun d despite of increase in delinquencies. While in CMT, we are -- at least due to top client basically moving to -- towards higher offshoring, revenue growth is getting impacted. So just want to understand, given you must be working on strategy win, maybe it 's a bit early, but what's the road map to take revenue growth, let's say, from low single digit to high single digit first and then ultimately to double digit? Any thinking, any road map you have?

Sure, Ritesh. My second question is regarding your comment on Gen AI that disruption due to Gen AI is creating opportunity for you and you are training some AIOp offerings, right? Can you please give more color, maybe quantify if possible?

Redington Limited

Redington Limited CC-Sep23.pdf · 2023-11-07

My first question is regarding the investment we are doing, basically streamlining some of the investment we have done in last couple of years, can you please give us color in terms of which are the areas where we are seeing investment getting trimmed and what would be the cost pointer?

Very helpful SV. My second question sir is regarding , we have mentioned that we are seeing challenges in global geographies. And, we are looking at profitable revenue growth, while even this quarter we have seen growth coming from outside rest of the world grew faster than SISA. So, just want to understand how we are thinking in terms of maybe scaling back some of our investment in those troubled geographies. The current quarter has been just like you mentioned that factoring cost in Turkey was so high. So, just want to understand how we should think about the coming quarter given, change in strategy happen in middle of the quarter.