Coforge · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
12
Answered directly
79%
Numeric claims
3
Consistency
contradicted
Question ledger
Abhishek · Motilal Usual
evasivethe intent is to deliver a robust growth but the intent is equally not to classify that or to offer hard numbers around it... the environment is challenging and yet the confidence is high that we should be able to deliver industry-leading growth
Abhishek · Motilal Usual
partialthe EBIT reset in quarter 4 has been a structural reset. It has come off the back of the automation and AIEL interventions... our GNA costs have in absolute terms to be held constant and it is AI based interventions that are allowing us to do it.
Abhishek · Motilal Usual
directwe were working with our auditors. I think we thought it is better to do it towards the year end wherein you look at this change and so that the reporting gets aligned more to market peers
Sulab Goa · Morgan Stanley
partialwe believe the tailwind comes from framework agreements that we have signed and not recognized under the order executable... we've already signed a material framework engagement. We think we will in reasonably short order sign bigger framework agreements.
Sulab Goa · Morgan Stanley
directthe rigor that we have brought in within the organization in terms of the way collections are being followed, the way payables are being managed and the way contracts are being structured. We believe that 100% is the bare minimum FCF to PAT will deliver in FY27
Vibhor Singh · Noama Equities
directthe tech services industry perforce has to do well. There is a clear need for AI ready data pipelines... agent life cycle management... managed services to monitor models and to govern agents.
Vibhor Singh · Noama Equities
partialfirms that ride those waves are firms that will continue to do well... we are faster to execute, nimble to change and client intimacy is an important aspect.
Vibhor Singh · Noama Equities
directthe travel vertical continues even in the short term to do really well... the impact of spirit airlines on Coforge is negligible to none. The budgeted revenue from that airline was about 10 bips for fiscal year 27.
Vibhor Singh · Noama Equities
directit should have a impact of roughly 15 to 20 million in pass through in quarter one itself.
Vibhor Singh · Noama Equities
directroughly $40 million a year.
Deep Ma · MK Global
directthe OCI won't change I think it's just that the hedge loss in the other income will be 164 crores which is already there as part of fact sheet.
Ravi Menon · Access Capital
directthe answer is no. The high-tech business of Enora... we expect the high-tech business... starting Q1 itself start growing and grow handsomely through the fiscal year 27.
