Q1-FY27 · Manish Tandon
This is one of the largest opportunities our industry has seen and Zensar is well positioned to leverage it.
ZENSARTECH / language trends
Read confidence between the lines.
Zensar Technologies · tone and specificity signals across the available quarters.
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Language signals
What changed in management language.
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Q1-FY27 · Manish Tandon
We are not too worried about the large companies entering into this segment because their operations, their processes, their overall structure is not really designed for SMBs.
Q1-FY27 · Pulkit Bangari
At least for Q2 and Q3 we would expect the margins to be in the similar range as what we are seeing in Q1 because the ramp up and growth are priority and eventually once we have achieved that margins will follow from Q3 onwards.
Q2-FY26 · Manish Wangwad
You can have either GPUs or people, not both. We are seeing that a lot of opex is being rationalized in the TMT space to spend on capex-related things and we don't see this trend going away in a hurry unfortunately.
Q2-FY26 · Manish Wangwad
I am paranoid about everything but this [low book-to-bill] is not something that I'm really worried about primarily because I think the pipeline that we are dealing with is pretty good. It's a question of being able to convert a couple of them quickly.
Q2-FY26 · Manish Wangwad
Any AI related discretionary spend is very welcome by clients. Any non-AI related discretionary trend is a tough call because as you know with Liberation Day tariffs and things changing every day there are enough and more uncertainties. As far as AI is concerned, it's open season for discretionary projects.
Q3-FY26 · Manish Tandon
We have been grappling with multiple problems and if we didn't fix the margin issue first then there will be no investment available to invest in the business to transform the business and that is why we took the important problems first.
Q3-FY26 · Manish Tandon
When I joined one of the things I told the team that the best is yet to come and I am very confident even today that the best is still to come. We are now in a position to really do M&A, be it investing in AI, be it launching new verticals. We have created the framework and the scaffolding in the organization.
Q3-FY26 · Manish Tandon
My job is to deliver shareholder value. Shareholder value comes from profit growth EPS growth. Our EPS growth is 24.1% year-over-year, our profit growth is 18.1% year-over-year in dollar terms. I challenge you to find any large-scale players who have delivered 18.1% profit growth year-over-year.