Questions across 3 calls

Sushovan Nayak

Anand Rathi

Sonata Software Limited

Sonata Software Limited CC-May26.pdf · 2026-05-11

Just two bookkeeping questions. One is on the capex, right? I think there is almost a 70% increase in the absolute value of the capex. Any particular reason on what is exactly there and what do we expect as a steady state? That is one and on the IT services business, the margins also, I think they have gone up 20%. What do we expect to be the steady state? Do you expect some improvements over and above this? I think these are the two questions. Thank you.

Sir, can we take the first half capex annualized as the fair number for the capex going forward? Is that fair?

LTM Limited

LTM Limited CC-Jan26.pdf · 2026-01-19

Thank you very much for the opportunity and congratulations on a good set of numbers in a seasonally weak quarter. So just one question on the impact of the labor code. What we understand when we compare with respect to the large-cap peers, your labor code impact is higher than the large-cap peers. It is almost 5.5% of the quarterly revenue versus 2.5% to 3% what we have seen for the other large-cap peers. Is there any reason for that which it is possible to give a view? And what would be the recurring impact of this? Thank you.

SAGILITY LIMITED

SAGILITY LIMITED CC-Dec24.pdf · 2025-02-05

Thank you so much for the opportunity and a great set of results. Congratulations. So, just one thing. I mean, obviously, one of the questions was the cost pressures on the customers, the Payers, which may increase outsourcing penetration, which you had mentioned. The other thing which I was just wondering is with the DOGE coming in, and there may be a lot of impact on the government department workers. Do you think that will accentuate the outsourcing penetration? Do you envisage that to happen, which will potentially benefit you from a tailwind standpoint?

Thank you so much.