Questions across 3 calls

Vidyadhar Ginde

Sohum Asset Managers

Tata Technologies Limited

Tata Technologies Limited CC-Dec24.pdf · 2025-01-21

You did mention in one of your answers that the automotive industry in the West is facing an existential crisis. So, do you think that if some of the big auto players in the West, especially in Europe or the US, if they were to not survive or -- would it take considerable years before that happens? Or is that an event which can happen in the next 12, 18, 24 months?

My understanding is that in terms of the EV part, except for Tesla and some of the top Chinese guys, almost all other players in the West are way behind. And so, is that correct? And so even if they merge some of these guys, how does it really help in a sense? And is-- the gap between these top players in China and Tesla, can it be narrowed much in, say, 12 -24-month time frame? Because from the other thing I understand is that one of the big issues for these guys is providing an EV, which -- in terms of quality, which matches these top guys plus at the price at which they are able to deliver, especially with the Chin ese guys.

C.E. Info Systems Limited

C.E. Info Systems Limited CC-Jun24.pdf · 2024-08-12

So my first question was regarding the annual report. You have discussed in detail about addressable market size in various areas such as drones as a service, drone solutions, defense, B2C digital maps and services, a lot of MEA markets and SEA, and given what is the addressable market size improvement slightly increased, slightly up to 2030. I presume this will also start co ntributing to revenue over the next few years and probably will contribute something to your revenue by FY '27 and FY '28 when you are targeting INR1,000 crores of revenue. So should we expect that we need revenue to come from these new areas to move to INR1,000 crores? Or if anything comes from these areas, it will take your revenue to a level higher than INR1,000 crores? And will you, at some stage, give us a road map of revenues from these areas also so that we have much better clarity on your overall revenue?

No, no, what I'm saying is, for example, the road map which you gave us of your INR1,000 crores, certainly did not include B2C digital maps and services, in-app advertisement as well as going to MEA and SEA road maps. And I presume yo u will do that before FY '27, FY '28. So that was my question.

C.E. Info Systems Limited CC-Mar24.pdf · 2024-05-13

Yes. So my question was on the Hyundai order. So if you could give us some color on whether Hyundai is an existing customer. And what was the tenure and the size of the old contract, which probably, I presume, you're continuing until Q1 FY '25? Because I think what everybody is trying to find out is that whether this contr act which means INR400 crores contract, will help you boost your revenue growth next year and you'll go back to over 40% revenue growth, which will be a function of how much of it is net new. How that contract compares with the old contract and whether it's going to be evenly divided over 5 years or it's back-ended, front-ended appear that it probably will take a ramp-up over a 2- , 3-year period as more and more vehicles use that kind of technology. That's what I think everybody is trying to find out because this probably is one of the best news which has come out of your company since you got listed. So it would really be useful if you could give us some color. And eventually, what everybody is trying to ask is that, will that help you drive much stronger revenue growth next year? And will you return to over 40% revenue growth while maintaining margins at about 40%?

So can we say that the revenue from this account next year should be significantly higher than this year? I think the next question is that, ar e you pretty confident of showing more than 40% revenue growth, which you were quite reiterating most of the times seemed to be listed, etcetera, but maybe last couple of quarters?