Digitide Solutions · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
11
Answered directly
55%
Numeric claims
0
Consistency
—
Question ledger
Joti Singh · Aryan Capital
partialThe structural levers for improvement in margin are the product mix... second is the geography mix... on top of that, as we leverage AI to automate and optimize our operations, that will give further boost to the margin.
Joti Singh · Aryan Capital
partialOur revenue for employee has been pinching up as well. In fact versus quarter 3 there is a 1.5% improvement on the revenue per headcount and as you would have also noticed that our headcount has actually come down a little bit.
Sanjay Sha · SKS Securities
partialMost of our contracts are three-year contracts... in the next financial year 60 to 70% of revenue of the ACV gets materialized... the tech and digital is higher than our current mix... BFSI segment has been under pressure... our proactive approach of embedding AI has been working in our favor.
Sanjay Sha · SKS Securities
partialOur inorganic strategy is absolutely clear. We are looking at five cohorts... horizontal capabilities that align with our current capabilities... the acquisition will be for an asset that springs us global revenues... bias towards tech and digital... which is also going to be margin accative.
Sanjay Sha · SKS Securities
partialAll the de merger related expenses were taken care of in the last quarter itself. This quarter the labor code impact... we have taken care of that as well... we are operating as one digitide... the decision of making it one entity merging it that's decision that the shareholders and the board will be taking.
Gorov · Capital Farming Consultant
partialThe bookings that I make in FY25... will translate roughly into an ACV of 600 give or take. So of that about 60 to 70% should materialize in the subsequent year... net addition comes in the ballpark of about 200 to 250...
Gorov · Capital Farming Consultant
partialBased on the first three quarters... we are very very confident that in FY27 we will be doing a double digit growth on the revenue.
Gorov · Capital Farming Consultant
directThe 300 is the key customers that we mentioned. Obviously our list of customers could be longer... the key customers is the 300 and within that now as we have added and we've also exited some contracts that list will be about 325 to 330.
Gorov · Capital Farming Consultant
partialDigitide has a platform-led business... which is the payroll business... the margin profile is very different... the business that we report under all is of a higher margin profile... the other business that we have is largely domestic BPM... our strategy is how do we improve that.
Man Patil · Patel Investments
directWe are very very confident that in FY27 we should see double-digit revenue growth... the annuity based business is twofold... at an overall digitized level almost 70% of our business is annuity based.
Alle Dal · 130 Capital
partialWe are seeing AI as an opportunity to grow my top line and optimize my bottom line... we have actually embedded a lot of AI already... we are mapping about almost 4 million transactions through agent AIs. We have 15,000 AI agents... it's actually a creative for us.
Anul · Invet
partialThe building blocks for the transformation of the tech and digital business is already in place and we are seeing the sales momentum... between Q2 to Q3 we've already expanded our margin for the segment... that's the game on improving the margin further.
