Telecom recovery may be slower than expected
Management noted telecom sector remains challenged; while decline moderated to single digits, no immediate upturn is expected.
TECHM / Q1-FY25 / risks
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Material risks this quarter
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BFSI volatility due to small portfolio size
Management acknowledged that BFSI vertical is relatively small, so a few million dollars can cause quarter-to-quarter volatility.
Potential disruption from GenAI on BPS contact center business
Analyst raised concern that BPS contact center services may be first impacted by GenAI; management downplayed but admitted contact center is under 5% of revenue.
Unexpected furloughs in high-tech sector
Analyst asked about unseasonal furloughs; management confirmed one or two clients but said not material or widespread.