Questions across 4 calls

Nilesh Jain

Astute Investment Management

Inventurus Knowledge Solutions Limited

Inventurus Knowledge Solutions Limited CC-Jun25.pdf · 2025-08-01

Thank you for the opportunity and congratulations, Sachin, for a great set of numbers. My first question is on your revenue growth. Obviously, top 5 has grown very well to the north of 70%. But when I look at your other top 5 clients, apart from top 10, it has been flat more or less. How should we look at the top 10 growth apart from your top 5? Maybe you can talk about the organic side of the growth. We can understand that over time, once you cut down the tail, we can expect that at least you grow faster than the outsourcing industry, which is expected to grow at 12%.

Probably, maybe you can just help me with the organic growth, just a rough range, that will be helpful.

Inventurus Knowledge Solutions Limited CC-Mar25.pdf · 2025-05-16

Hi, thank you for the opportunity. Great set of numbers. My first question is, I wanted to understand your strategy on your top 10 clients. So if you look at your top 5 clients they do average revenue of around $15 million. You want to understand the potential for those top 5 clients. And what is our strategy to further cross sell or increase our wallet share there? And then on the next top 5 clients, wherein we do around $8 million average revenue. How do we plan to grow these clients?

Okay, given it's dynamic, if you acquire, you might like last year you acquired Palomar type deal. So that would change the top 10 clients given the so how should we look at the growth on that side? So your top 10 clients and then obviously, under the rest of the clients, obviously, depending how you cross sell them?

Inventurus Knowledge Solutions Limited CC-Dec24.pdf · 2025-02-06

Hi, congratulations on a great set of numbers. Firstly, I had a question on AQuity. At the time of acquisition, when we had acquired, it was a 9% margin. Where are we now in terms of journey to presently, at what margins will be AQuity operating? That's my first question. And maybe I can take other questions.

All right. All right. My second question is, you mentioned you have around 16 tasks. So, just wanted to understand, are there any other features or tasks where you are not present and which are not part of your offering. And what would be those and if you are looking to add those as well?

SAGILITY LIMITED

SAGILITY LIMITED CC-Sep24.pdf · 2024-11-27

Thanks for the opportunity. And congratulations for a good number. Firstly, I just need one data point. I just wanted to understand, top five clients, revenue contribution for this quarter and maybe comparable quarter for the last financial year, if you can provide that?

Okay. So in just to follow -up on that, I was just ch ecking out comparing the numbers for FY '23 and FY '24 and for the quarter one. I see, obviously, number of client groups has increased from 35 to right now currently 45. So there's been addition of around net basis, 10 clients you all have added. And in terms of share, if I look at the growth of your top five client has been around 11% odd. Balance of the remaining clients, revenue contribution has been around 21%. So just wanted to understand, basically, in the next two, three years, where do you see your share of top five clients concentration wise? Like, do you expect it to come down to 75%, 70%? So we can see a larger chunk of growth coming from your new acquisitions or once that you recently acquired?