eClerx Services · 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
67%
Numeric claims
1
Consistency
consistent
Question ledger
Sepa · Equia Securities
evasivefor the full year we will be in the top quartile on the growth and 24 to 28% on aa and we will show a sequential growth in AIA for 27 also we are saying that we will be in the top quartile of the growth U in terms of whether it'll be lower or higher I think uh I wouldn't want to comment at this stage.
Sepa · Equia Securities
directour pipeline is strong sep and our ACV conversions that we have reported are healthy and uh quarter and quarter abration may be there but I think given a good ACV closure in Q4 we expect that it should definitely be better than what we did in Q4 if you look at the sequential growth.
Sepa · Equia Securities
directI think we in F sorry sorry that is the right way. However we are seeing good traction on Agentic AI across our industry segments and we are having uh both we are building capability.
Girish P · BB Capital Markets
directon margin yes we would like to retain the same guidance between 24 to 28%. uh I think it was in line with what we had expected uh like and which is what we had told you guys uh during our Q3 results. So uh no it was not a surprise for us.
Girish P · BB Capital Markets
directthe contractual nature is not very different in terms of what the other contracts have been.
Jimit · Research desk
directWe don't think that number is going to meaningfully change because um uh AI is another productivity tool um and it takes time to implement.
Rohit Toad · Research desk
directThere is a recclass of uh some expenses from um business promotion into subcon uh in this quarter uh which is for the full year which is why that number is appearing high but um on a BAU basis um if we exclude that then there is um no meaningful um change.
Sepa · Equia Securities
evasivethese are not like mutually exclusive things. See our biggest advantage and I've been saying this I I think if you look at these in discrete manner agent tech domain IP a process headcount I'm sure companies who are looking it in that manner will never get it right.
Sepa · Equia Securities
declinedIt's it's little too early. I think see the point is if clients have to we have to stay relevant for clients business and get clients mind share right in terms of the share of the wallet.
Girish P · Dob Capital
directthe wage hike impact in Q1 will be similar uh so typically about 300 to 350 basis points. The margin walk from uh 25 to 26 roughly is you know that on delivery and support uh employees cost it was uh broadly flat. GNA and SND costs is where uh most of the margin improvement showed up.
Girish P · Dob Capital
partialQ1 we expect to be stronger than Q4 uh quarter on quarter volatility uh may continue. I think I won't want to comment which half will be stronger whether H1 or H2.
Abhishek Bandari · Namura
partialon the operating revenue we'll be in the top quartile on the bookings our aspiration is to definitely show year-on-year growth but it's a little difficult to predict uh because uh we showed a 24% growth and I I think we are optim like we are working towards showing an increase on y on y on the bookings as well
