Stockrabit · Analysts
Questions across 16 calls

Ruchi Mukhija

ICICI Securities

KPIT Technologies Limited

KPIT Technologies Limited CC-Nov25.pdf · 2025-11-10
Yes.. Thank you for the opportunity. I have two questions. First, you have clearly demonstrated progress on profitability led by what you call the solution as well as the AI effort and productivity. Given the current context where growth is likely soft, can you elaborate how you plan or what is our strategy to rei nvest these efficiency benefits? Do we see continued margin expansion? Or you would think to prioritize in adjacencies, investments that you have been highlighting to us?
Thank you. Thank you, Mr. Patil. All the best.
KPIT Technologies Limited CC-Mar25.pdf · 2025-04-28
Now most of questions have been answered. Just to double -click on China strategy. Do you think localization, partnership, ecosystem and special solutioning, will it have some implication on margin for KPIT? And now how flexible we are if it requires some balance sheet commitment to build China scale business for us?
Got it. In the presentation prepared comments mentioned that transformative large deals we expect to contribute revenue in H2. Just to clarify here, are the ramp-up timeline have been planned like that or because of the tariff situation, this is some delay that we anticipate?
KPIT Technologies Limited CC-Dec24.pdf · 2025-01-29
Congratulations on good execution in this tough quarter. I have a couple of questions. We have had a very good run in Asia over the last 2 years. Asia revenues seen about two and half times jump. Do you see this geography to stay resilient and not see challenges that European or North American automakers are seeing today?
Yes. And then I had a few questions on margin. In the prepared remark also Mr. Patil highlighted, we are working on improving employee productivity, and we see that playing out in numbers also. Could you explain what is driving revenue or productivity? What are we doing to keep this lever engaged for us?
KPIT Technologies Limited CC-Sep24.pdf · 2024-10-23
I wanted to check the change in demand dynamics that you alluded earlier, that it was concept through the quarter? Or it was more a quarter-end phenomena?
Yes. I want to check the change in demand dynamics that you alluded in your commentary where we're experiencing offshoring and it indicates slight slowness in the second half. Is this kind of demand scenario persist through the quarter? Or it was more quarter -end conversation with the client? I'm trying to assess whether KPIT managed to deliver 4.6% growth despite these dynamics, or we started to see change in the client conversation more towards the end of the quarter only?

Inventurus Knowledge Solutions Limited

Inventurus Knowledge Solutions Limited CC-Nov25.pdf · 2025-10-31
First regarding the client concentration, 7% of your incremental revenue in the quarter came from top five clients this quarter. So we have a two-part question. Could you confirm if Palomar and WWMG are the primary drivers for growth in the quarter as depicted in the top five? And second, how should we think about the revenue trajectory of a non-top-10 client bucket in the near to medium term?
Got it. Given the typical business cycle, how do the enrollment season in US winters and the holidays impact IKS's second half performance? If you could highlight how the seasonality plays out for IKS?
Inventurus Knowledge Solutions Limited CC-Jun25.pdf · 2025-08-01
Thank you for the opportunity and congratulations, Sachin and team, for a great set of numbers. First question, we are now in 18-month journey of transitioning AQuity business. Also, the loss of large client and the start of last fiscal is in the base. So, is it fair to assume that as we transition to different quarters of current fiscal, we should see the YOY growth momentum of our business accelerate and move more closer to what we used to do prior to AQuity, more like a 20% growth mark?
Secondly, in our top 5 clients, looks like the Palomar deal has scaled up and now we have different set of top 5 clients. Also, it would be great if you could talk about the transition time for Palomar and do we expect transition time for the Western Washington Medical Group with two to three quarter transition? Should that also lead to change in our top 5 customers?

Newgen Software Technologies Limited

Newgen Software Technologies Limited CC-Mar25.pdf · 2025-05-02
First, if I look at the annuity revenue mix, it's been trending down even when I look at the annual number. Could you help us understand why we are trailing behind or why the annuity revenue mix is trending down?
Secondly, if we look at the growth number this year, we saw a successive growth moderation for FY '25. Q1 we had 25% growth rate. Now we are ending Q4 with 15% Y-o-Y top line growth. So when you look into the deal wins, what do you see the near - to medium-term growth that Newgen can have?
Newgen Software Technologies Limited CC-Sep24.pdf · 2024-10-15
Congratulations on a good set of numbers. I have two questions. Firstly, if you look at the APAC has seen a 50% plus growth for second consecutive quarter. Sequentially, also there is the recent growth for second consecutive quarter. This appears to be supported by a large project ramp-up. So, is this ramp-up complete or likely to continue in the near future?
Understood, sir. Secondly, annuity -based revenue this quarter has registered 14% Y -o-Y growth which is softer and has fallen below 20% mark after 10 quarters. So, could you explain the reason and how to think about the trajectory going forward?

SAGILITY LIMITED

Tech Mahindra Limited

L&T Technology Services Limited

Tata Technologies Limited

Tata Technologies Limited CC-Jun24.pdf · 2024-07-18
Thank you for the opportunity. Warren, I had question on demand only. You report there has been some issue in a couple of large projects. Could you elaborate more on what kind of issues are these, are these going to persist, or do we see reversal of these issues and we can count on growth from these projects?
Secondly, one of your large peers HCL Tech called out specific weakness in automotive or in European geography. Is your experience suggest something similar? Do you expect -- or do you see any challenges specifically for your European clients?