Questions across 5 calls

Yogesh Aggarwal

HSBC

L&T Technology Services Limited

L&T Technology Services Limited CC-Mar25.pdf · 2025-04-24

Just couple of questions. Firstly, a few clarifications. Sorry if I have missed. So, in the quarter, you added $33 million incremental revenues. How much was from Intelliswift?

Okay. The second, Amit is that I mean it's related to the margin impact itself because it looks like the 150 bps was if the full quarter integration was there. Just to clarify on that. The other thing is on the guidance of double-digit growth in next year. Does that include Intelliswift as well because that would mean that 7% - 8% growth would come from there itself? So that's the question.

ETERNAL LIMITED

ETERNAL LIMITED CC-Dec24.pdf · 2025-01-20

Hi guys. I have a couple of questions. Firstly, on the top 50 stores, which are obviously mature stores and have a very high throughput and a contribution margin of 6.4%. Is this the peak we can expect, or is there potential for the contribution margin to increase even for these stores? If so, what factors would lead to further expansion, if any?

Okay, good. The second question is on densification. As you said, the bulk of the new stores are more like network stores in similar cities. Have you seen this result in lower delivery costs? Because I'm hoping that the delivery radius has come down across larger cities. Has there been an impact on delivery costs, or is that something we should expect in the future?

KPIT Technologies Limited

KPIT Technologies Limited CC-Mar24.pdf · 2024-04-29

Couple of questions. Firstly, from a longer -term perspective, let’s say, over the next 3 years, this year is likely to be the peak year of R&D spend for all the European OEMs. And from next year, it’s likely to be flat. So, I was curious, how do you guys relate your growth? Is it largely driven by increase in outsourcing and offshoring? Or do you guys worry about the absolute growth in R&D spend in your clients? That is one. And related to that, over the next 5 years, let’s say, you have to be $2 billion, can it happen with the existing client base itself? Or at some point, you will have to open up and go for Tier-1 suppliers and some of the adjacent areas?

This is helpful. But in your long-term planning, let’s say, 3 years, do you do assume growth in the engineering spend in your clients? You’re not expecting a flattish R&D spend?

Maruti Suzuki India Limited

Maruti Suzuki India Limited CC-Mar24.pdf · 2024-04-26

So just firstly, Rahul san, based in your remarks, so there is a 140 basis point one-off in material cost.

So in your opening remarks, you said 140 basis points of one -off impact in material cost. Is that correc t? And what was it regarding?

Tata Consultancy Services Limited

Tata Consultancy Services Limited CC-Mar24.pdf · 2024-04-12

Hi, good evening. Just a couple of questions. On the TV, you guys mentioned that there is only one large mega -deal in the entire quarterly TCV, which is very strong. But still, the near -term growth outlook is not very clear. So, I was just a bit confused. If a large part of the deals are smaller in TCV, shouldn't the near -term outlook improve quite a bit? That is one. And secondly, just on the India business, Krithi, in the past, companies have regretted growing India business after a while, due to issues with margins, cash flows, etc. So, do you think the market has matured now and it's not a risk going forward?

Thank you so much.