BIRLASOFT · 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
45%
Numeric claims
3
Consistency
mixed
Question ledger
Girish Pai · BB Capital Markets
evasiveIt's hard for me to say whether Q3 will really be a growth today because of the uncertainty that we are facing. But our job is going to be to focus on order book and deliver higher order book.
Girish Pai · BB Capital Markets
partialOur renewals will be at our current margin at the minimum. However, new deals in the range of about 30 to 50 million will definitely come at a lower margin.
Girish Pai · BB Capital Markets
evasiveWe have not taken a decision on salary hikes just yet. Senior leadership salary hikes were done at the beginning of this year around January.
Girish Pai · BB Capital Markets
evasiveWe'll have to wait and watch in terms of how it shapes up. Currently we don't have a comment on that because we'll have to see the new regulation.
Priyanka · Valum Capital
directOne of the biggest learnings is that our order book has not been very strong. The entire team is focused on driving order book. We also realize we need to be more domain oriented.
Priyanka · Valum Capital
evasiveI don't know whether the growth will be single digit or whatever. It's hard for me to now say. My entire focus is a quarter on quarter.
Priyanka · Valum Capital
directAn acquisition currently is going to be a distraction. We need at least three or four quarters of sustained quarterly growth performance and then look at something.
Deep Ma · MK Global
evasiveIt is hard for me to say whether we'll be positive quite frankly. We don't give a guidance. On margins, our endeavor is at least to keep the margins at that level.
Deep Ma · MK Global
partialWe have won two reasonably large deals. One deal is getting signed in the month of August. The two big deals are Q3 Q4 decisions. Hopefully we will be able to close one out of the two.
Deep Ma · MK Global
partialThis quarter we've had to take it to about 36% because of a provision that we have made. We are engaging with our tax experts and have started transitioning our terms of engagement with key customers.
Sepa · EQS Securities
directOur top 24 customers or top 40 customers have not matched up to the kind of growth we had seen. Some of this work is becoming insourced. Our focus needs to go back into mining these accounts.
Sepa · EQS Securities
partialOur going in position right now is that the EBITDA margins will be in the current range give or take a few. As the revenue growth comes back the margins will automatically improve.
