Q2-FY26 · Guru Prasad
We've got to that point now [50% contribution from high-margin businesses] is the time for us to deepen that for H2 and thereafter.
QUESS / language trends
Read confidence between the lines.
Quess · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
tracked
Q2-FY26 · Kapil Jooshi
Gross margin we will sustain, on operational efficiency point of view we don't have any plan for major investment in IDC so hopefully our margin will be stable low double digit going forward in the same range what we have reported for last two quarters.
Q2-FY26 · Kushal Maheshwari
OCF to EBITDA conversion remains strong at 109% underscoring the quality of earning and disciplined cash flow management.
Q2-FY26 · Guru Prasad
New tax rate or the tax incidence should be in the range of 10 to 12%. So as compared to previously which was we had guided for 5% but I think the new normal on the tax rate is around 10%.
Q3-FY26 · Niraj Jain
In the last five quarters our EBITDA margin has expanded from 1.6% to currently at 2.03%. So if you look at it there's been a 47 basis point improvement in EBITDA margin in the last five quarters of our operation of Quessco.
Q3-FY26 · Lohit Batra
The medium to long-term impact after this reset is over will be towards formalization and towards consolidation. We feel that with the kind of understanding that Quess has on governance on compliance and being able to keep our customers always indemnified for the laws in India, there will be more and more clients who would be interested in working with Quess for our abilities and we will be able to see more tailwinds over a period of time.
Q3-FY26 · Lohit Batra
We have a clear ambition to scale to 1 million associates over the next four to 5 years worldwide with high cash flow generation and a sustainable dividend policy as guardrails that must be met.
Q4-FY26 · Lohit Bhatia
High margin businesses now contribute 50% of the total profitability. A structural shift that is beginning to reflect in our margin trajectory.
Q4-FY26 · Kapil Joshi
It would be safe to say that we would continue to remain and measure ourselves in the 11 to 12% margin category for the medium term.
Q4-FY26 · Lohit Bhatia
We remain concerned and we continue to keep watching that situation extremely carefully.