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: Heet Vora - Guardian Capital Partners - Analyst
: So (technical difficulty) numbers. Just one question that, I have is with the order wins that we've got in Australia, is this a recurring number? Or is
it some one-off win which we've received for the quarter?
Question: Heet Vora - Guardian Capital Partners - Analyst
: Just one more on the low-margin contracts, which we've been shedding. So we are seeing the margin improvement. So is it safe to assume that
most of our low-margin contracts are now behind us?
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MAY 01, 2025 / 11:00AM, SISI.NS - Q4 2025 SIS Ltd Earnings Call
Question: Heet Vora - Guardian Capital Partners - Analyst
: And just one last question was with regards to the labor loss. Are we hearing anything new on the labor loss or any wage hike?
Question: Heet Vora - Guardian Capital Partners - Analyst
: And just the last question is, would you like to give any guidance for the upcoming year, how do you expect the growth?
Question: Gopinadha Reddy - PNR Investments - Analyst
: Congratulations on a good set of results this time and good orders from Australia. My only question is why this -- that we have taken write-off --
what you call goodwill write-off this particular quarter? Any specific reason? Or it is just a normal procedure? I don't understand why it has been
taken now itself.
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MAY 01, 2025 / 11:00AM, SISI.NS - Q4 2025 SIS Ltd Earnings Call
Question: Gopinadha Reddy - PNR Investments - Analyst
: Yes, sir. I understood it. Sir, my doubt was like last year, we have taken the goodwill write-off. So I thought that was it. And again, it came.
So I wanted to know why particularly this quarter, is there any slowdown in those business, which we have taken in this particular year again, that
kind of a doubt it is not on the total overall situation. I mean, we have taken last year, we are taking -- yes, sir.
Question: Gopinadha Reddy - PNR Investments - Analyst
: Okay. Are there any other businesses or acquisitions where we need to take further or everything is done, sir? Is it a clean slate now?
Question: Chirag Maroo - Keynote Capital - Analyst
: I just have a follow-up question on the earlier participant. As you said that, majority of impairment as per you has been done for now and for
foreseeable time you are not seeing. I'm able to see that there is INR700 crores goodwill still on books. Could you just elaborate this goodwill is for
which particular entity? And is there a possibility for an impairment for any other entity to come into picture in the future?
Question: Subir Sen - Aditya Birla Sun Life - Analyst
: Just two points I have. What would be the management priorities in this financial year? And any comments on [ATJJA], whether that will continue
or any views on that?
Question: Subir Sen - Aditya Birla Sun Life - Analyst
: Would there be any further equity dilution in the company?
Question: Subir Sen - Aditya Birla Sun Life - Analyst
: And would you be also looking at any new or adjacent line of business in this financial year?
Question: Subir Sen - Aditya Birla Sun Life - Analyst
: Just one point of repetition, I think that goodwill of INR700 crores, you mentioned that mostly the impairment testing has been done and there
would not be any further requirement of any impairment now. That is the right understanding based on the performance of the companies which
were acquired?
Question: Gopinadha Reddy - PNR Investments - Analyst
: Sir, in Australia, we got a big leap in orders. Is there any change that we have done? Or my question is in terms of will this kind of -- this level of
orders will keep coming every year? Or is there a possibility of improvement or how is it we got this time? And how is it, sir? Can you please elaborate
on that?
Question: Gopinadha Reddy - PNR Investments - Analyst
: Sir, these EBITDA margins there were compressed because of their labor charges increase by the government there. That pressure is not there on
these orders, right? It's all at our comfort levels?
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MAY 01, 2025 / 11:00AM, SISI.NS - Q4 2025 SIS Ltd Earnings Call
Question: Gopinadha Reddy - PNR Investments - Analyst
: And last question, sir, we were looking into a few acquisition opportunities. Are there anything to be -- and you have anything to tell?
Question: Gopinadha Reddy - PNR Investments - Analyst
: Okay. The thing is there was a pressure in the market, and there were many people direly looking for somebody to acquire. Is the situation the
same? Or is there any improvement in competitive situation also? You can tell in those terms also, it's okay. You don't need to name any companies,
sir.
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