Inventurus Knowledge Solutions Limited CC-Dec24.pdf · 2025-02-06
Hi, Sachin and Nithya. Good to hear from you. I wanted to ask a couple of questions. One is, firstly, I appreciate the very long-term opportunity which is there and congrats on the progress which you have done in the AQuity acquisition. I just had a question on the deals which you won in the last quarter. What is the ramp timelines of these deals and when do they convert into revenues? And secondly, Q4 will be, I think, the quarter where you will have a base where you have the full AQuity company in the base. So, do you expect to grow as strong as we have seen in this quarter, even in Q4, considering the ramp-up of the deals which you won in Q3? And secondly, this is more of a philosophical question. So, you are at 750 customers as of end of December 2024 and you want to get to that 500 customers with AQuity. So, just wanted to understand, how aggressive will you be in cutting the AQuity clients versus having also a good overall growth, top line growth? Will you kind of go in a pace which will still keep our overall growth good in the double-digit category? Or do you think you will first be very aggressive in cutting AQuity clients irrespective of what impact it might have on revenues? And then how will it impact your profitability growth as well? So, these are two questions.
Yes, thanks for that. So, just to clarify, the 16% year-on-year growth which is shown in this quarter is over a base which had only two months of AQuity, right? And in Q4, you are saying that even with the full impact of AQuity acquisition in the last year, you still expect to grow very strongly. Is that a fair understanding or --