US political uncertainty impacting client spending
Management acknowledged that US political overhang continues to create uncertainty, though clients have adapted to it as the new normal.
Datamatics Global Services · Material risks, their source context, and severity in the latest available quarter.
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Management acknowledged that US political overhang continues to create uncertainty, though clients have adapted to it as the new normal.
Two clients transitioning work to captives will continue to pressure digital experiences revenue and margins through Q4 FY26.
Customers remain hesitant to allow AI access to core systems due to data security fears, slowing production deployments.
While the one-time charge is behind, management noted ongoing clarifications could lead to marginal increases in gratuity costs.