Questions across 2 calls

Omkar Sawant

Marcellus Investment Managers

Inventurus Knowledge Solutions Limited

Inventurus Knowledge Solutions Limited CC-Nov25.pdf · 2025-10-31

Yes, so a couple of weeks back, Optum, which is owned by UnitedHealthcare, they launched some products in coding, RCM, basically the areas where IKS has their product. If I have to take an example, so Optum Real, if you see, it's a real-time platform for RCM integration. Optum Integrity, they are reporting a productivity increase of 73% in coding. So I had two parts to this question. First, from a tech perspective, since Optum or United is so large, they have a wider database. How do our products stack up against their products? And secondly, over, say, the next 3 years, how do the competitive dynamics change if Optum ramps up their investments in this area? I mean, what prevents our customers, any barriers for these customers to adapt?

Yes, that's helpful. And my second question is, on this number of revenue from repeat customers. So, this quarter we have reported 85%, last quarter it was 95, and the quarter prior to that was 90%. Why is this number so volatile? Any color on that?

Indegene Limited

Indegene Limited CC-Jun25.pdf · 2025-08-01

Yes. Actually, I had 2 questions, both on Tectonic. So first, Tectonic, how does this complement our CultHealth services because even that was our effort to move up the marketing value chain? And the second question is that as we are moving up the marketin g value chain and competing with these specialized health care marketing agencies, the reason that these marketing agency exists is that they do a lot of customized work. They have local understanding and local nuance. And for our context, which is global operations, centralized operations, which we cater to, how does that fit in when we compete with these marketing agencies?

Yes, yes. It does. And just a follow -up to this. In the Investor Day, you mentioned that for any technology that you launch, you track 3 critical KPIs, right, reduction in time to market, resource optimization and the number of use cases that you address. Can you help me understand how does Tectonic cater to all 3 KPIs? Some color on that?