The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Samir Dosani - - Analyst
: Yes. So a couple of questions. One is, Rajesh, on the US business, you're trying to foray in the US and the geography. If you can just highlight like
which are the areas that we are targeting? And how is the competitive intensity like, because it's very difficult to sell software business banking
software in the US, we've seen in other players. So what is the competitive intensity? And when do you think there will be initial signs of some
progress here? And whether it will require any investment on your part?
The second question is for Vasudha. When you look at your funnel and deal wins that have been phenomenal. But when I, look at your last 12
months revenue growth, obviously, excluding GeM also has seen some deceleration, right? You have come down to 12%. So do you think this can
accelerate given your deal wins and whether you hold your guidance on revenue?
And the third is on GenAI. Very simply, if you can just indicate the number of projects, like in some way, can you give us like some metric to
quantitatively track that this is the number of projects that you have worked on versus last quarter, last quarter this was the number of places we
have worked on? So these are three questions.
Question: Samir Dosani - - Analyst
: So I'm just tracking the last 12 months revenue, not QoQ. So I think that is the prediction. I'm sure that it was one has to track.
Question: Samir Dosani - - Analyst
: Okay. And on GenAI level?
Question: Samir Dosani - - Analyst
: Six months back. Six months back, how much the number was is something we can mention.
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JULY 26, 2024 / 11:30AM, INEE.NS - Q1 2025 Intellect Design Arena Ltd Earnings Call
Question: Samir Dosani - - Analyst
: Got it. Got it. And sorry, last, if I'm allowed a follow-up, so this investment in US whether that impactable margin improvement trajectory or that it
was already built in, if you can comment on that Vasudha. Thanks.
Question: Samir Dosani - - Analyst
: Okay. The other thing it will be higher gross margins like will it initially have some lower margins that's doing business you think?
Question: Samir Dosani - - Analyst
: Sure. Thanks for that.
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