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Rohan Nagpal

Helios Capital India
2Calls
2Companies
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TATAELXSI

Tata Elxsi Limited

All company calls
Tata Elxsi Limited CC-Jun25.pdf
10 Jul 2025
Open call
  1. Yes. So, just continuing on the ramp-up within the OEM business. So, if I look at the impulse to spend and invest more in R&D and the electrification in SUV programs, etc, that has been constant for the last 2 or 3 quarters or maybe longer, actually. And if I look at the macroeconomic environment, it seems to be stable, if not deteriorated.

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  2. Fair enough. I was just asking because you said that there is there is a slowdown, so to speak, in North America, you're not quite sure when that'll come up, but you said Europe and Asia, you see that ramp. So okay, I guess it's within that subset for you. But if you're looking at the pipeline, are you seeing if opportunities are increasing? Is the pipeline for follow -on work with your existing portfolio?

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  3. Okay. But all of this momentum is solely within your existing customers? Is it going to be difficult to expand to other logos within this year?

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LTM

LTM Limited

All company calls
LTM Limited CC-Dec24.pdf
16 Jan 2025
Open call
  1. So, just, sorry, this is on the productivity pass through again. So, since we're at a stage where we are generating the productivity gains internally and then passing them on, there has to be a fairly objective way of measuring the kind of productivity gains that we have seen because there is a contract that determines payment.

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  2. I just have a follow-up over here. So, if there is AI in everything, we just expect like productivity benefits that could have a material impact in the relationship with our top client to effectively diffuse through our entire client base and every workstream? Is that right?

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