Questions across 5 calls

Srinivasu K.

TIA

Latent View Analytics Limited

Latent View Analytics Limited CC-Feb26.pdf · 2026-02-02

Congratulations for the great set of Q3 numbers. You mentioned that 4 joint wins and 30 -plus leads with Databricks and also funding support for POCs. So can you quantify Q3 Databricks linked revenue? And also what is the expected conversion rate for these 30 leads, at least for next couple of quarters?

And regarding your AI accelerators, like MARKEE, MigrateMate, some of them I've seen in your website. So across this analytics, agentic automation, governance, what accelerators do you sell repeatedly today? Is it like fixed price or subscription or part of services?

Latent View Analytics Limited CC-Nov25.pdf · 2025-10-27

Sir, you said you are targeting $19 million Databricks revenue this year while building the SAP on Databricks competency, right? So how do you see revenue acceleration from this channel? And also, is the margin profile on Databricks above the company average?

Pine Labs Limited

Pine Labs Limited CC-Feb26.pdf · 2026-01-28

Congratulations for the strong set of numbers. My question is about the VAS activation that you said is 28% now. What is the target by FY2027?

Okay. Thank you and best of luck.

Newgen Software Technologies Limited

Newgen Software Technologies Limited CC-Jan26.pdf · 2026-01-20

Yes. Again, my question is a follow -up to the previous 2 questions on the AI side. Basically, I just want to understand that there's a lot of discussion that AI is fundamentally disrupting the traditional workflows with agentic workflows, which is actually lowering the entry barriers. So from Newgen's perspective, does this disruption put pressure on our traditional BPM workflows? Or is it actually expanding your opportunity because of the new initiatives that you have taken?

Just a follow-up on that. So over the next couple of years, do you see AI for Newgen as basically a margin lever because AI reduces the implementation effort? Or do you see it as a pricing lever, because agentic workflows improves the STP and reduces the tax? Or do you see it's like staying competitive, because everyone is offering AI, so it's like protecting your moat?

Netweb Technologies India Limited

Netweb Technologies India Limited CC-Nov25.pdf · 2025-11-03

My first question is about, there is a huge competition across compute vendors across the world like NVIDIA, AMD and Intel. And there is a high chance that GPU prices will be falling down. So what is your pricing book to handle this? Do you pass through most of this pricing decline or retain the same set to protect your 14% to 15% EBITDA margins?