Stockrabit · Analysts
Questions across 2 calls

Rishi Jhunjhunwala

Firm not listed in source transcripts

Persistent Systems Limited

Persistent Systems Limited CC-Jun24.pdf · 2024-07-19
Yeah. Hi thanks for the opportunity. A couple of questions , firstly on margins. So, what are the wage hikes that we have decided and when is it going to roll out? And just in terms of the initiatives that we are taking to optimize cost, is there kind of trajectory that we can build in, in terms of which areas are going to see benefit from that over what period of time?
Thanks. And just a second question on revenues. Right . So, clearly you know, such strong revenue growth is also a function of the large deal ramp up that is happening, which is reflected in increased subcon costs as well, which is probably mostly onsite . S o, there will be a shift that will start happening from onsite to offshore once the deal ramp up is kind of stabilized. So just wanted to understand, how many quarters do you think, after which it will start happening and whether should we expect any kind of deflationary pressures from that which will be difficult to offset, say, in the second half of the year?
Persistent Systems Limited CC-Sep23.pdf · 2023-10-19
Yeah hi. Can you hear me?
Great! Thank you for the opportunity. 2-3 questions. Firstly, over the past 12 months, as you’ve seen demand slowing down across the industry, I just wanted to understand what has been your experience in terms of the ACV getting converted into revenues? Ha s that been complete 100% or have we seen delays in that? And the reason we are asking that is, while you rightly mentioned that your disclosures on ACV, TCV are among the best, it would just help us in understanding how the deviation could potentially be if the macro remains the way it is.