Basilic Fly Studio · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Questions audited
11
Answered directly
68%
Numeric claims
3
Consistency
mixed
Question ledger
Anik Madwani · Step Trade Capital
directif you compare there have been lot of initiative taken by the management... all this will cumulatively sum up close to 2.5 to 2.8% in the total margin. So if you see the total OCI margin for the YD we stand at 13%. And if I add back this oneoff I stand at 15.8% versus the 14.8% of the last year.
Anik Madwani · Step Trade Capital
partialAbsolutely. And in fact we are also expecting some better winning... we do foresee this as a it may be some uh impact may remains for the coming March quarter. It may not go completely off but it will be very largely covered by the better utilizations and better rates.
Vir Mahadevia · Malik
directApproximately four projects average of 2 million for each project and it goes up to 8 to 9 million for these four projects.
Vir Mahadevia · Malik
directthis will save the cloud cost and we are estimating for 16 users... it would be effectively between 4.5 to 5 of savings... this is 5 cr of saving annually... it has a potential to increase from 5 cr annually to the 15 CR as we increase the headcount.
Vir Mahadevia · Malik
partialour employee ratio as a percentage of the revenue has improved from previous period of 69.7% to the 66.3%. A significant 3% reduction... the current year employee benefit include the seance cost and the employee appraisal...
Vir Mahadevia · Malik
partialthere is a significant 9% uh close to 9 to 10% recovery which has happened... we are expecting larger parts to come in the current quarter and the following quarter. It's going to take some time... in the next two quarter it should address good amount.
Surendra Reddi · Chartered investors
partialwe expect the quarter at least at the par or slightly better than the current run rate... we do expect the numbers to improve as the winnings continue to happen.
Prana JN · Deal Wealth Capital
partialwe will be more going into the detail for the next financial year as we close the March... our CGR is in the range of the 25 to 30% CAGR on the top line and our margin continuously improving gradually... we internally target into the marginal improvement in a range of one and a half to 2%.
Prana JN · Deal Wealth Capital
directwe've recently worked on picture season 5... upcoming episodes are coming on Netflix... Mission Impossible... upcoming Disney movie... working on some of TV series for water brothers... potentially a biggest project for water in the last 20 years.
Prana JN · Deal Wealth Capital
directthe aged receivables are not from the premium production houses. The aged receivables are more for the India business wherein we get the subcont subcontracted business from the studios...
Prrenit (individual investor) · Research desk
partialthose production houses many time we get the sizable signing amount. So those are pretty much on the track... standard of the 30 days and generally we get the payment division cycle of the 30 max to max 45 days.
Pankage (individual investor) · Research desk
declinedthat for the quarter that is the unpublished information once you come for the March definitely we will be happy to detail that.
