Questions across 4 calls

Nitin Padmanabhan

Investec India

Zensar Technologies Limited

Zensar Technologies Limited CC-Nov25.pdf · 2025-10-31

Yes. Hi, good evening, everyone. I think we had a good quarter from a BFS I and Healthcare perspective, but I think TMT has been a pain point again. And it appears, at least on the service line side, that this is on the experience services side. Could you give us some context there? And do you think this has sort of bottomed out from t hat perspective? Any color Top Client versus Experience Services alone? And do you think it's bottomed out? So, that's the first question.

Got it. Got it. So, we have 2 verticals which haven't been really firing, right? So, one is TMT and one is MCS. It's done maybe slightly better earlier, but this quarter has been soft. What do you think will sort of get a consolidated double digit growth for us? Because I think last year we did 2 large deals and anything on that front that could sort of help improve growth, anything from an acquisition perspective that could help sort of alter the portfolio in some form. How are you thinking about this?

Infosys Limited

Updates Infosys Limited has informed the Exchange regarding 'Earnings Call Transcript'. · 2025-10-16

So, a couple of questions. So, one is you spoke about volumes being sort of flattish where realizations being a bigger driver of growth. If you could help contextualize what is driving that? So, that is the first one. The second is any color you can give on the Versent JV, both in terms of when it could sort of accrue the kind of revenue or margins there? And finally, your thoughts on how do you see furloughs this time versus last year? And in terms of smaller deals, do you see any pickup?

External Document © 2025 Infosys Limited 20 Any color on margins for Versent? And the other one was, other questions were on furloughs versus last year and any pickup in small deals?

Infosys Limited CC-Sep25.pdf · 2025-10-16

So, a couple of questions. So, one is you spoke about volumes being sort of flattish where realizations being a bigger driver of growth. If you could help contextualize what is driving that? So, that is the first one. The second is any color you can give on the Versent JV, both in terms of when it could sort of accrue the kind of revenue or margins there? And finally, your thoughts on how do you see furloughs this time versus last year? And in terms of smaller deals, do you see any pickup?

External Document © 2025 Infosys Limited 20 Any color on margins for Versent? And the other one was, other questions were on furloughs versus last year and any pickup in small deals?

Redington Limited

Redington Limited CC-Sep24.pdf · 2024-10-30

I just wanted to reconfirm and sort of understand what I picked up. So one is, I think as you go forward, both TSG, ESG should start looking better, Saudi Arabia should start looking better. As execution comes in, the provisioning should come down. And obviously, where you may see a change in mix and maybe some increase in working capital, that will also be -- there will also be commensurate improvement in margins to that extent because of the mix shift. So overall, as we get into the second half, which is a stronger part of the year, things can only get better overall from a profitability standpoint. Is that a fair understanding overall and summary?