Q1-FY24 · CP Gurnani
Tough times don't last, unprecedented times don't last, you know, challenges of global economy, challenges of communication media sector.
TECHM / language trends
Read confidence between the lines.
Techm · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
tracked
Q1-FY24 · CP Gurnani
This quarter is a blip in our growth trajectory.
Q1-FY24 · CP Gurnani
We know what we need to do. We just now have to get in to execute, and execute.
Q1-FY25 · Mohit Joshi
We will prioritize margin over revenue.
Q1-FY25 · Mohit Joshi
We do not see an opportunity for a wage hike at this time, and we will revisit it in the second half of the year.
Q1-FY25 · Mohit Joshi
The commercialization models are not very well developed now, and I do not expect this to be a significant contributor to our revenues.
Q1-FY26 · Mohit Joshi
This marks our seventh consecutive quarter of margin expansion. This is a significant milestone and speaks of the rigor of our operating model and our continued focus on cost efficiency and the quality of our revenue mix.
Q1-FY26 · Mohit Joshi
Our value lies in helping clients transition from proof of concept to production, from the sandbox to production systems.
Q1-FY26 · Rohit Anand
If the growth situation turns out worse than that based on the macro, then, of course, there will be a relook at that plan.
Q2-FY24 · C.P. Gurnani
We are now halfway through what would reasonably be called as one of the toughest years for IT services.
Q2-FY24 · C.P. Gurnani
I do want to admit that we had not budgeted enough for this slowdown.
Q2-FY24 · Mohit Joshi
We will be ready sometime in April to come to you with three sets of plans: a plan for margins, a plan for revenue, and a plan for the organization.
Q2-FY25 · Mohit Joshi
We will prioritize margins over large deals at this point of time.
Q2-FY25 · Mohit Joshi
We are the only IT services player that has a unique software capability for the telecoms business.
Q2-FY25 · Mohit Joshi
We are seeing the percentage of GenAI-infused deals go up every quarter.
Q2-FY26 · Mohit Joshi
We are not expecting next year to be the same as this year. We are expecting a higher growth for the industry and for ourselves next year.
Q2-FY26 · Mohit Joshi
Our visa dependence in the U.S. is under 30%... we feel that this is a manageable problem.
Q2-FY26 · Rohit Anand
We are committed to that plan of increasing margins every quarter and getting towards that target.
Q3-FY24 · Mohit Joshi
We are embarking on a turnaround phase in Tech Mahindra's evolution, and we are actively making foundational moves to upgrade Tech Mahindra's performance.
Q3-FY24 · Mohit Joshi
I don't think we don't see telecom as having bottomed out. We still see a significant amount of volatility, at least for the next couple of quarters.
Q3-FY24 · Mohit Joshi
If we have to make a trade-off, we will deliver the margins because we don't want to do substandard growth or get into poor contracts just for the sake of showing growth.
Q3-FY25 · Mohit Joshi
We're where we set out to be, if not a little bit further, and on the steady path towards achieving our long-term goals.
Q3-FY25 · Mohit Joshi
I feel it's a little bit like an iceberg, right? You can thankfully see the tip of the iceberg. You can see the top 10%. The 90% below it, right, is the one that gives me a huge amount of confidence that we are building momentum towards achieving the FY27 goals.
Q3-FY25 · Mohit Joshi
We are the only player that has the capability to build large language models from scratch that is not relying on existing model frameworks.
Q3-FY26 · Mohit Joshi
We recorded our highest quarterly deal bookings in the last five years, our highest deal wins on a last 12-month basis in the last five years, and our largest deal win in Europe in the comms industry.
Q3-FY26 · Mohit Joshi
We expect to grow higher than the peer average by the end of FY 2027 while progressing towards a 15% EBIT margin for FY 2027.
Q3-FY26 · Mohit Joshi
I just feel that nobody's really come up with a metric which is candidly credible and auditable.
Q4-FY24 · Mohit Joshi
We have set ourselves very high standards. We will be consistently doing the right thing.
Q4-FY24 · Rohit Anand
The big differentiating source for us is the new structure. That's why I'm seeing a lot of confidence...
Q4-FY24 · Mohit Joshi
There is no reason why this platform... should not be delivering in the top three of the peer group.
Q4-FY25 · Mohit Joshi
We have moved from being somewhere in the median to being in the top quartile in a single year.
Q4-FY25 · Mohit Joshi
Our strategic narrative for AI is AI Delivered Right because we feel that implementation is as important as invention.
Q4-FY25 · Mohit Joshi
I told him the secret of happiness is low expectations.