Stockrabit · Analysts
Questions across 4 calls

Sarang Sanil

RW Investment Advisors

Indegene Limited

Indegene Limited CC-Sep24.pdf · 2024-10-28
Good morning, team. Thank you for the opportunity. I had two questions. Firstly, was there any material expense booked in other expenses that you'd like to call out and where would you like the margins to settle in FY25 and 26? I believe in Q4, you had me ntioned that you'd like to be in the 22% to 24% bracket, but the computation of EBITDA was slightly different, and margins looked optically higher back then?
Sure sir. Secondly, with a lot of blockbusters going off date in the next one to two years, is there any spending behaviour change with your clients due to this and how differently are they planning to tackle this time compared to the patent cliffs that happened in the last decade?

C.E. Info Systems Limited

C.E. Info Systems Limited CC-Mar24.pdf · 2024-05-13
Congrats on a good set of numbers. The first question is continuing where Anmol from DAM Capital left, on technical services outsourced, ri ght? And the assumption is that that could be lumpiness in this line item as and when we grow fast. But on a very basic level, what does this cost really pertain to? Is this the cost that we incur for maybe mapping through feet on street or something else that you can explain in a better manner?
Got it. Got it. Got it. Understood. So it basically is linked to specific projects, right?