Dynacons Systems and · 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
42%
Numeric claims
2
Consistency
mixed
Question ledger
Madur Rati · Counter Cyclical Investments
partialThe margin profile for the cloud and data center and cloud and the network and security and the managed services is higher than the workplace solutions. However, each segment uh we we uh are not disclosing segment wise uh margin profitability.
Madur Rati · Counter Cyclical Investments
evasiveWith the product mix that we are uh there if you see our product mix we uh the contribution from data center and cloud has been steadily growing uh there over the years it has moved from 14% to 37% as we are today.
Madur Rati · Counter Cyclical Investments
declinedWe are not giving any revenue guidance uh as per policy we are not giving revenue guidance uh there however we believe that you know we uh our continued focus is to ensure that we improve the product mix.
Madur Rati · Counter Cyclical Investments
partialWe currently do not provide a client segment wise break up of the order book. In terms of timeline, the order execution timeline ranges from some immediate orders to some to be executed over a period of 5 years but an average timeline would be around 2 years.
Ankur Agarwal · Search Capital
partialWe are funding these through multiple avenues. One is through some of the internal approvals. We are also utilizing certain lease options. So we are procuring devices on a long-term lease which collaborates with the revenue.
Ankur Agarwal · Search Capital
evasiveWe do see uh you know this keeping uh steady for a period of time and then we will definitely look at the various alternatives and ensure that the return on capital employed continues to be in a steady state and does not drop significantly.
Ankur Agarwal · Search Capital
evasiveCurrently our managed services and annuity based revenue is around 21% of our overall product mix. We expect this to grow very significantly over a period of time.
Ankur Agarwal · Search Capital
partialWe are seeing a richer solution mix and we believe that this level is not only sustainable but can be also growing. We definitely are confident that the PAT margins will also reflect the quote which you can also see that even with a 10% increase in the business we have been able to raise PAT margins by 27% in this quarter.
Nirj Dalal · 3A Capital Advisor
directWe actively manage input costs and currently do not see material pressures that would impact margins due to our strong OEM partnerships. We have a vendor buy in to all these projects.
Urish Sha · Money Wisers
directOur managed services revenue is around 21% of our current revenue. Recurring revenues are forming a large and growing part. We have a two-prong strategy: cross-selling to existing accounts and acquiring new large enterprise accounts.
Bhagya Bansil · Individual Investor
evasiveWe are in a project nature of business. Our execution depends on project completion. We are not into run rate sales looking at quarter-on-quarter numbers. Year-on-year is a better metric.
Madur Rati · Counter Cyclical Investments
directWe have back-to-back arrangements already with all the IT vendors. The pricing is already agreed with the customer and the OEM. So there is no hit on us.
