Persistent macroeconomic uncertainty
Management acknowledged that the macro environment remains challenging and could stress demand, especially in discretionary spending.
COFORGE / Q2-FY24 / risks
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Material risks this quarter
high
Q3 furloughs may impact revenue and margins
Management expects furloughs in Q3, which could offset some of the margin gains from hedge and ARC initiatives.
ARC cost reduction progress slower than planned
Management admitted they are not happy with ARC progress in H1 and are relying on aggressive actions in H2 to meet targets.
Potential slowdown in travel vertical spend
Management noted initial signs of normalization in travel spend, which could impact growth in that vertical.