Coforge · 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
12
Answered directly
88%
Numeric claims
1
Consistency
consistent
Question ledger
Abhishek Pathak · Motilal Oswal
directGiven the large deal momentum we've seen in quarter three and what we think is likely to happen in quarter four, we would suspect that while healthcare and high-tech will continue to grow at a tier that they are, banking might be the fastest-growing core vertical of the firm next year.
Abhishek Pathak · Motilal Oswal
directWe've restructured how we deliver. We are moving towards hybrid delivery models that combine agentic workflows with human expertise. And finally, critically, we're also willing to underwrite outcomes. Our risk-reward commercial models tie our fees to our clients' achieved results.
Abhishek Pathak · Motilal Oswal
partialThe increase in whether it is details or it is long-term unbilled, it is tied to the nature of the contracts that are being signed up. And the way we are tracking our numbers internally is we are making sure that there is FCF to PAT as a ratio that is getting delivered quarter-on-quarter.
Vibhor Singhal · Nuvama
directWe believe healthcare, high-tech public sector will grow on steroids next year. In healthcare, we continue to focus on life sciences, and we continue to focus on payer. Public sector, we continue to focus as we have on U.K. and on Australia public sector largely. We have no plans of approaching the U.S. public sector.
Vibhor Singhal · Nuvama
directWe believe that the total number of large deals on an average will go up. Banking is likely to do extremely well. Travel, we think, is likely to do exceptionally well. High-tech, healthcare, and this is all pre-Encora will, we believe, continue to grow on steroids going forward.
Vibhor Singhal · Nuvama
directOur take is that maybe by March end latest, sometime before our results for sure, we will be able to get the approval for Cigniti merger. When it comes to Encora acquisition, HSR approval is expected sometime in February. And I think by March timeframe, we should be able to get pretty much all the approvals.
Manik Taneja · Axis Capital
directThe other cost typically includes a cost related to either if there is any large SI deal, which includes any third-party component. So that cost is included there. And that goes up and down depending upon when a milestone is achieved. It is seasonal.
Manik Taneja · Axis Capital
directOne is a large impact. One is because of the currency. I think that's the biggest impact that we are seeing because hedge losses get allocated not to the overall revenues, but largely to Americas and Europe.
Manik Taneja · Axis Capital
directWe would characterize it as it's going swimmingly well. The feedback from them was exceptional. Things are moving exactly where we expected them to be and possibly slightly better than that.
Kawaljeet Saluja · Kotak Securities
partialWhen we look at the other direct cost, it has grown almost 4.5% YoY. And so there was a seasonality. So similar spike in quarter three last year, it happened in the other cost. And it happens in case there is any third-party component which is included as part of the solution to the customer.
Kawaljeet Saluja · Kotak Securities
partialWe take 90% of the exposure. We hedge the 90% of the exposure in a respective currency for next quarter, followed by 80, 70, 60. The reason why the hedge losses have come in. It's not because of just dollar-pound. It's because of largely because of dollar.
Dipesh Mehta · Emkay Global
directTypically what we do is we contain the revenue recognition because there is a risk and reward. So we do a balance assessment, and we contain the revenue recognition. And once we pass the toll gate, which is a contractual toll gate, then the revenue gets recognized. So there is no contingent liability in the balance sheet.
