Info Conference Call

Published on May 2016 | Categories: Documents | Downloads: 39 | Comments: 0 | Views: 202
of 2
Download PDF   Embed   Report

Comments

Content
















Q4 Revenue Rs.16550 Cr , $2.446 Billion
Q-o-Q growth of 4.1% in Rupees terms & 1.6% in USD terms
Revenue growth 13.1% in rupees terms, 9.1% in USD terms
Volumes growth 2.4% ( healthy movement)
Utilization rate of 80.1% (See room for more improvement – Vishal Sikka)
Operation Margins – 25% vs 25.9% in FY 16
EPS (this quarter) – 15.74
EPS (full year) – 59.03
Signed 6 large deals + 2 large deals in the financial sector
45% growth in total contract value, large dal win rate has gone up.
Clients of more than USD 50 million – 52, Top 25 clients grew 9%
Focus on Automation project and providing better user experience.
Invested in waterline data science, Karnataka Jaldhara Project.
6-12% increase in Compensation and additional increase for employees with
better performance.
 Revenue growth guidance at 11.5%-13.5%.
 Operation Cash flows of 3785 crs.
 Cash & cash equivalents of 34468 cr vs 31000 cr.

Attrition declining ( 17.1% vs 18.3%)
 DSO – 66 days vs 65 days
 Rupee depreciation @ 2.5%, USD appreciaition vs Australian $ @ 1.4%, Yield
on other income 8.4% vs 8.6% due to declining interest rates in India.
 Effective tax rate of 28%, FY17 expectation at 29-30% (due to SEZ units
move from 100% exemption to 50% exemption).
 Top 10 clients revenue declined 1.7% Q-o-Q
 Top 10 clients revenue appreciated 12.3% Y-o-Y.
 FSI declined 0.4%
 Europe grew by by 2.4%. India by 9.1%
 Guiding for 13.5% constant currency growth by FY17.
Operating efficiency levers will kick in 24-26% growth in operating margins
    Cloud providers dramatically accelerated in the market. Infosys increased
cloud running with partners Amazon & Microsoft.
  Legacy Mainframe Renewal – tremendous opportunity with partners (Amazon
& Microsoft).
    New services in e-commerce (SKAVA).
  Budget impact, no significant decline, budget remains flat.
  Opportunity to cut down costs.
  Training 9000 people for massive automations.
   Vishal Sikka – Automation, Innovation & Education is the driving
force.
   Tremendous potential in financial sector but remained concerned about the
volatility.
   Dedicated team who look at all $20 million + deals. Designed thinking has
become fundamental.

   Last 4 quarters, large deals increased significantly (45% more than last year).

Sponsor Documents

Or use your account on DocShare.tips

Hide

Forgot your password?

Or register your new account on DocShare.tips

Hide

Lost your password? Please enter your email address. You will receive a link to create a new password.

Back to log-in

Close