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
71%
Numeric claims
7
Consistency
mixed
Question ledger
Abhishek Pathak · Motilal Oswal
partialAs far as the pivot towards large deals is concerned, that's a pivot that we've embraced over the years. That is not just a pivot that we've done. That's part of our approach towards sales, irrespective of the macros.
Abhishek Pathak · Motilal Oswal
directAs far as Sabre margins are concerned, it will not have any downward dip in our margins. Saurabh had guided to the fact that by fiscal year 2027, reported EBITDA will hit 18%. This year, you've seen we're at 16.6%. We will deliver on that pledge.
Vibhor Singhal · Nuvama Equities
partialThe drivers, in our case, the two areas we focused on are the same areas that John talked about: transformation and legacy modernization. There is always the cost play out play that we are all always aware of.
Vibhor Singhal · Nuvama Equities
directIt's a mixed bag. On the con side, given the recent change in geopolitics impacting the global economy, we are seeing the travel industry take a more cautious approach. For fiscal year 2026, despite the cons, our outlook on travel is strong.
Vibhor Singhal · Nuvama Equities
directThis is how, at least structurally, over the last many, many years that our H2 from OCF perspective has been higher than H1. I guess on an ongoing basis, we believe that anywhere between 67%-70% OCF is what we would generate.
Ankur Rudra · JPMorgan
partialWe do not believe that the velocity of large deal closure, and in quarter four, as I just shared, we signed five large deals. Sabre was only one of them. As far as $2 billion is concerned, we would not like to share a timeline.
Manik Taneja · Axis Capital
directWhen we look at the number of days, yes, there will be leverage coming in. That is why I said that between Q3 to Q4, it was a tough quarter. There were a lesser number of days. Even then, we did a 100 basis point margin expansion.
Dipesh Mehta · Emkay Global
partialUtilization, we are at 82% for the quarter. We think that's a good number because in our utilization, we count pressures as well.
Abhishek Kumar · JM Financial
directWe have been working very closely with the leadership team of Sabre. We've also taken non-recourse factoring, and we've also taken a credit insurance policy in case anything unforeseen happens.
Sandeep Shah · Equirus
evasiveWe can't give a number-based guidance, Sandeep, but I will just reiterate what we said. We expect very strong growth in FY 2026 as well.
Vibhor Singhal · Nuvama Equities
partialWhen our size, we believe we are within touching distance. It's a question of which year we touch $2 billion. So we're no longer a small firm. The Sabre deal was one against two of the largest SIs in the world.
Abhishek Pathak · Motilal Oswal
directThe client complaint claims that a hacker tricked service desk agents into resetting employee passwords. The company did not handle core cybersecurity services for the client. The liability amount cannot be determined at this time.
