Slow conversion of large BPM deals
Large BPM deals, especially in healthcare, have been delayed due to global macro uncertainty and client caution.
ALLDIGITECH / bear-case history
Track the concerns that keep returning.
Alldigi Tech · risk themes across the available quarters.
Research layer active
Bear-case history
Risks carried through the record.
medium
AI disruption risk in BPM operations
Analyst raised concern about AI replacing low-value BPM work; management acknowledged but positioned AI as opportunity.
Currency fluctuation impact on revenue
While currency depreciation aided growth, management noted it is a windfall and cannot be relied upon for sustained growth.
Client headcount plateau in existing accounts
Growth from existing clients has plateaued; 90% of volume growth came from new customers, indicating reliance on new wins.