Bluspring Enterprises · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
10
Answered directly
70%
Numeric claims
4
Consistency
contradicted
Question ledger
Kushi Kapoor · Nan Capital
evasivethe product revamp is now completed with a better UIUX for both seeker and recruiter. we're extremely confident that you know there'll be a upward revenue trajectory starting with this current quarter onwards. we've also been bringing down our uh uh cost base to levels that you know we have uh visibility of break even uh in next three quarters.
Adar Spincha · Nijen Capital
partialwe've used this year to do two three different things with Foundate. One is on the product itself. uh we've revamped the product and you know uh the product obviously is now with much better UIUX much much better search capabilities... we are confident and this should now help us uh go back to the uh regular revenue trajectory of you know 25 plus crores a quarter which we used to see in founded earlier.
Kausto Babna · BMSPL Capital
directthis labor code uh it was a notification uh given by government of India on 21st November. Certain clarifications on other aspects of uh national floor wages is still not announced but there are many laws that is already uh effective immediately. ... we don't see any margin uh profile coming down because of labor code.
Anand Mundra · my temple capital
directthis 29 crores that you can see has two splits in this one is the core employees of,400 people that we are having that is not passable back to the customer that is close to around 9 crores. So the remaining uh 20 odd crores is what we have taken for what we call it as associate population who are our revenue generators.
Anand Mundra · my temple capital
directwe don't see any margin uh profile tailing down because of labor code changes. In fact, we have some tailwinds coming through because uh this will put everybody into a framework of all statutories and retires to be taken at a uh particular level which will only enhance uh organized players like us.
Anand Mundra · my temple capital
evasivewe will wait for the money to be credited which may take a couple of months post it becoming due. So the first date it becomes due is 1st of March... we'll come back to the uh investor community to share the impact as and when we receive this amount.
Anand Mundra · my temple capital
directquarter and quarter at a blended level our operating businesses have uh sequentially grown by 1%. Wherein you can see this uh telecom has telecom industrial verticles they grow by 3%. So what we see is uh starting from September onwards uh the new rollouts and the network rollouts uh that we had uh received the plans from the telecom operators have not happened.
Anand Mundra · my temple capital
partialin our security vertical uh even 20 30 lakhs uh quarter movement in terms of the absolute makes a lot of difference in terms of the percentages. So while the revenue has grown by 3% we would have expected IITA to grow at 3% as well which is a miss of around 75 lakhs. So these 75 lakhs to 80 lakhs of uh one-time provision we have taken on certain receivables.
Aryan Shukla · Prudent Cooperate
directin terms of burn over next three quarters on a cumulative basis I believe you know somewhere between 30 to 35 crores we may have to invest further in the business post which the P&L will start looking positive. ... We've not changed our guidance. We believe that uh while there has been a bit of a slowdown in the rollouts but we've also been working on how do we diversify our revenue streams.
Priyanka Shrevastav · KC Capital
partialour ROC currently is a double digit ROC at a blended level. ... we don't have a ready answer in terms of what exactly is facilities and food ROC that you are seeing ... I can actually come back to you uh one on one post uh we uh have the answer at a business level.
Priyanka Shrevastav · KC Capital
directbuyback is uh uh is is not an option as of now. Uh so basically uh we are not thinking about any of such corporate restructuring as of now for the very reason that first we want to stabilize the entire operating business of ours.
Aryan Shukla · Prudent
directwe have a debt levels of 107 crores in terms of uh our debt levels as on December. Um our DSO days as mentioned in my speech is close to around 98 days for our operating businesses which was around 105 days uh last quarter. Our debt has reduced by 29 crores quarter on quarter.
