Stockrabit · Analysts
Questions across 5 calls

Vimal Jamnadas Gohil

Alchemy Capital Management Private Limited

Tata Elxsi Limited

Latent View Analytics Limited

Latent View Analytics Limited CC-May26.pdf · 2026-05-18
Yes, thanks, gentlemen. My first question is on the overall outlook that you just provided. Partly, you've answered my question, but I just wanted to get a sense of what are we building in, in terms of tech and non-tech verticals? Are we building the headwinds to continue for the tech vertical because you mentioned that despite strong conversations with our top clients, we'll still see the revenues won't fully cover the decline that we've seen. So that essentially means that the non-tech verticals will do the heavy lifting. Correct me if I'm wrong. And I just want to understand the nature of the decline in the technology vertical. Is it because of absolute cancellation of projects? Or has there been a severe deflation in the amount of work we've done. So basically, what I mean is the volume of work that we've done has possibly increased, but the deflation around that has been higher than our volume growth. Has that been the case?
Understood, Raj. Raj, just on margins, we've had benefits around, of course, the USD. We've also had some employee adjustments that we have done, plus we have had our utilization levels around 90%. I do understand, I mean, the utilization going up because of employee adjustments. But to some extent, I feel we've sort of stretched our levers in terms of margins. In case there is any normalization as far as these levers are concerned, how should we think about margins going ahead? I mean I don't see any levers that we can sort of leverage at this point in time.

Netweb Technologies India Limited

Netweb Technologies India Limited CC-Jun24.pdf · 2024-07-22
Yes sir. Thank you for the opportunity and congratulations on a very strong quarter. Sir my question is again on this national AI mission and as you highlighted previously in the call, I think 5000 crores has been given out for purchasing the compute hardware. So if you can just quantify our opportunity size for us, what is the addressable market over there for us or is it that the entire 5000 odd crores is what we can capture potential ly theoretically and when do we see the execution coming along and will this execution happen at decent margin and working capital levels?
And sir when will this start, when does the execution actually start?

C.E. Info Systems Limited

C.E. Info Systems Limited CC-Dec23.pdf · 2024-01-16
Yes. Thank you for the opportunity. Sir, my first question is on your marketing and business promotion expenses. We've typically done about INR20 crores to INR25 crores every quarter since we have started reporting numbers. This quarter, it was about INR50 crores. So I just wanted to get a sense on what should be the outlook there, given that you're going aggressive for advertising matters. The second question is you spoke about monetization of the same. So is there a possibility that you could quantify what was the revenue from sales of gadgets and ad sales because of Mappls for nine months or quarter, whatever data you wo uld like to share on that front? Thank you so much.
So just to clarify or rather a follow-up over there, Rohan. When you say it's been very cost- effective, what are the benchmarks that we're using when you say cost-effective? Is it the revenue that you are getting? Or what exactly are we looking for?