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“Transformation projects<\/a> have boomed across the globe, and we have benefited out of it. When we correlate the macro commentary to micro which is our data in terms of pipeline, projects, and conversations that we are having with our clients around the globe, right now, we are not seeing any impact of the macro narrative. Our pipeline is still strong and new projects are still being won,” says Rohit Anand<\/a><\/b>, CFO, Tech Mahindra<\/a><\/b><\/i>

Let’s talk about N Chandra’s commentary saying that it is a dark forecast for the year ahead. He says there are supply chain shocks like fuel and semiconductor issues, a challenging macro environment and the year is likely to see low growth and high inflation. Are you alarmed and worried about the state of things?<\/b>
There are different aspects playing in macro and micro. Inflation is high in all the markets, commodity prices are soaring and from a manufacturing perspective, it has impacted different sectors differently depending on the price elasticity of the segment. From an IT perspective, we have been seeing supply side pressures for almost 12 to 18 months. That continues reflecting demand because post Covid, the demand has expanded from IT perspective.

Transformation projects<\/a> have boomed across the globe, and we have benefited out of it. So, after correlating the macro commentary to micro in terms of our pipeline, projects, and the conversations that we are having with our clients around the globe, right now, we are not seeing any impact of the macro narrative. Our pipeline is still strong and new projects are still being won. Last quarter, we announced deal wins of a billion dollars and from a future outlook while the peak might be over from a demand perspective, we saw for 18 months but from an industry<\/a> standpoint, we still feel that growth is going to be favourable as we look forward. It is not reflective of the gloom or doom that we are seeing in the macro side.

Post the fourth quarter, you had indicated deal wins in FY23 that could be about $4 billion. Any change in that?<\/b>
We do not usually give guidance but what we have indicated last year and we kind of re-elaborated it by saying that what we typically see is that because some of these closures are cyclic in nature, the way they close deals, $700 million to a billion is the range we see trending quarterly. Based on the pipeline and timeline of deal closures, we will continue with that which was similar to last year in terms of deal wins. We do not see a change there.

The visibility usually for us is of a 12 to 18 months cycle. Right now, it looks robust but given what you have been hearing, what we have been reading we continue to have those dialogues with our customers, and we look at our pipeline data regularly to see if anything changes.


What is the outlook when it comes to the trend that you are expecting because the Street is a bit worried that the US is going to get into a recession and that is going to derail IT spends. Is that worry a little bit overdone?<\/b>
It is a part of the regular customer interaction cycles. We have not seen too much of a client worry right now. There are two ways to look at it; obviously there could be short term freezes on budgets and spends where people might want to conserve given the uncertainty around it but at the same time, from an IT segment<\/a> perspective, it is also an opportunity to help further offshore a lot of their processes which helps them in their cost cycle management and to efficiently focus on the core areas of their operations.

I think it is an opportunity and might give some short-term knee-jerk reaction in certain organisations which are more impacted on their margins, but we have not seen that rampant. Some start-ups, the Bay Area companies, are having a little bit more reactive changes versus the others who are maintaining the status quo and doing more projects right now.

Four quarters in a row, given that the USD growth<\/a> has been over 4%, is that a reasonable expectation for FY23?<\/b>
What we said about our earnings last time is that for the coming year, when we look at our businesses, 40% of our businesses are in telecom and the telecom cycle is favourable with the 5G wave. So, 5G being the tailwind, with 40% business and some of the enterprise verticals, that is where we see our growth potentials and the pipeline. The deal closure is favourable. Overall from a business perspective, we are looking at a double-digit growth for this year. That is all we had articulated because we avoid giving specific guidance.

Going forward, what are the attrition rates or the trends so far for Q1?<\/b>
I can indicate how things are moving. If one looks at the last two quarters and correlate to it, we had seen our quarter ending attrition numbers improve. So, the cycle which was moving upwards from an attrition percentage standpoint started to plateau and then come down. But as I mentioned, the supply market is still tight.

There is demand for digital and niche skills, data analytics, cyber security and all these are in heavy demand. Yet we continue to see a tight cycle in the market. Attrition will hover around an elevated level in the next couple of quarters before maybe in the second half of next year, we will start bottoming out as we look forward.

As we look ahead, what is giving you sleepless nights, what is your big, key concern going forward?<\/b>
Right now, the newspaper headlines. The macro environment is laid out by a lot of people and some of the top CEOs of multinational banks and investment banks are calling out gloomy headlines. That is obviously a sign of worry but we stick to the fundamentals. We try to stick with the basics which is where our 1,000 customers are, where are they spending, what are we doing to help them better improve their margins and operating profile. We continue that dialogue with them on a regular basis by staying close to them because that is what matters, that is ultimately what will finally reflect in the numbers as we move forward.

Internally, we started a transformation in the company around six quarters back on various aspects, including delivery and process transformation. We will continue evolving on that because that anyway we were working on. In the current environment, we would not stop there. From our perspective, making sure that we focus on our customers and continue to derive value for them, is what we try to do.


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Tech Mahindra开始转换回6季度&将继续进化:首席财务官

“我认为有不同的宏观和微观方面上演。通胀显然是高在所有的市场中,商品价格飞涨。从生产的角度来看,它影响不同行业不同的价格弹性取决于段。从IT的角度来看,我们已经看到供应方面压力几乎12到18个月。继续反映需求因为Covid,需求已从过去的视角。”

  • 更新在2022年6月10日下午03:13坚持
”转换项目在全球范围内蓬勃发展,我们受益。当我们与我们的数据的宏观评论微管道而言,项目,和对话,我们正在与我们的客户在世界各地,现在,我们没有看到任何宏观叙事的影响。我们的管道依然强劲,新项目还在赢了,”说罗希特阿南德首席财务官,科技马辛德拉

让我们来谈谈N钱德拉的评论说,这是一个黑暗的预期未来一年。他说有燃料和半导体供应链的冲击问题,一个具有挑战性的宏观环境,今年可能会出现低增长和高通胀。你震惊和担心的事情吗?
在宏观和微观有不同的方面。通货膨胀高在所有的市场中,商品价格飞涨,从生产的角度来看,它影响不同行业不同的价格弹性取决于段。从IT的角度来看,我们已经看到供应方面压力几乎12到18个月。继续反映需求因为Covid后,需求已从过去的观点。

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转换项目在全球范围内蓬勃发展,我们受益。所以,关联后的宏观评论微管道,项目,和对话,我们正在与我们的客户在世界各地,现在,我们没有看到任何宏观叙事的影响。我们的管道依然强劲,新项目还在赢了。上个季度,我们宣布赢得十亿美元,从未来的前景虽然峰值可能从需求的角度看,我们看到了18个月,但从一个行业的角度来看,我们仍然觉得增长作为我们期待将是有利的。不反光的阴郁、厄运,我们看到在宏观方面。

第四季度,你已经赢了显示协议FY23可能约为40亿美元。有任何改变吗?
我们通常不给指导,但我们去年表示,re-elaborated它说,我们通常看到的是,因为这些闭包是在自然界中循环,他们亲密的方式交易,范围7亿到十亿是我们看到趋势的季度。关闭管道和时间表的基础上交易,我们将继续与去年类似的交易获胜。我们没有看到改变。

可见性对我们来说通常是12到18个月的周期。现在,看起来健壮但鉴于你一直听到什么,我们一直在读我们继续这些对话与我们的客户,我们看看我们的管道数据定期看到如果有任何变化。

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有什么前景时的趋势预计因为街上有点担心美国将进入一个衰退会破坏花。是担心有点过头了吗?
这是一个常规的客户交互周期的一部分。我们还没有看到太多的客户现在担心。有两种方法可以看;显然有可能短期内冻结预算和花费人们可能想保护考虑到不确定性,但与此同时,从一个这段的角度来看,这也是一个机会帮助进一步离岸很多他们的流程,帮助他们成本周期管理和有效地集中在核心业务领域。

我认为这是一个机会,可能会给一些短期下意识反应在某些组织更多的影响他们的利润,但我们还没有看到,猖獗。一些初创企业,海湾地区公司,有一点反应变化和维持现状的人现在和做更多的项目。

连续四个季度,考虑到美元增长已经超过4%,是一个合理的期望FY23吗?
我们上次说关于我们的收益是未来一年,当我们看我们的企业,40%的企业在电信和电信5 g波周期是有利的。5 g是顺风,有40%的业务和一些企业垂直,这就是我们看到增长潜力和管道。交易关闭是有利的。整体从业务的角度来看,我们正在考虑今年的两位数增长。这就是我们的,因为我们避免给予具体指导。

前进,人员流失率和Q1的趋势到目前为止?
我可以指示如何移动。如果一个看起来在最后两个季度和关联,我们看到了季度结束消耗数量提高。向上移动的周期从一个消耗比例的角度开始高原,然后下来。但正如我所提到的,供应市场依然紧张。

对数字和利基技能的需求,数据分析,网络安全,所有这些都是在大量需求。然而,我们继续在市场上看到一个紧缩周期。摩擦会徘徊在一个高水平在未来几个季度可能在明年下半年之前,我们将作为我们期待开始触底反弹。

在我们展望未来时,是什么让你失眠,你大,未来的关键问题?
现在,报纸的头条新闻。乐动扑克宏观环境是由很多人提出的一些顶级跨国银行和投资银行的首席执行官们呼唤悲观的头条新闻。显然是担心的迹象,但我们坚持基本面。我们试着坚持的基础就是我们1000客户,他们消费,我们做什么来帮助他们更好的提高他们的利润和操作配置文件。我们继续定期与他们对话,保持接近他们,因为这是重要的,这最终将最终反映在数字我们在前进。

在公司内部,我们开始转换在六个季度各方面,包括交付和流程转换。我们将继续发展,因为我们在研究。在当前环境下,我们将不会停止。从我们的角度来看,确保我们专注于我们的客户,继续获得价值,就是我们要做的。


  • 发表在2022年6月10日下午03:07坚持
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  • Tech Mahindra开始转换回6季度&将继续进化:首席财务官
“Transformation projects<\/a> have boomed across the globe, and we have benefited out of it. When we correlate the macro commentary to micro which is our data in terms of pipeline, projects, and conversations that we are having with our clients around the globe, right now, we are not seeing any impact of the macro narrative. Our pipeline is still strong and new projects are still being won,” says Rohit Anand<\/a><\/b>, CFO, Tech Mahindra<\/a><\/b><\/i>

Let’s talk about N Chandra’s commentary saying that it is a dark forecast for the year ahead. He says there are supply chain shocks like fuel and semiconductor issues, a challenging macro environment and the year is likely to see low growth and high inflation. Are you alarmed and worried about the state of things?<\/b>
There are different aspects playing in macro and micro. Inflation is high in all the markets, commodity prices are soaring and from a manufacturing perspective, it has impacted different sectors differently depending on the price elasticity of the segment. From an IT perspective, we have been seeing supply side pressures for almost 12 to 18 months. That continues reflecting demand because post Covid, the demand has expanded from IT perspective.

Transformation projects<\/a> have boomed across the globe, and we have benefited out of it. So, after correlating the macro commentary to micro in terms of our pipeline, projects, and the conversations that we are having with our clients around the globe, right now, we are not seeing any impact of the macro narrative. Our pipeline is still strong and new projects are still being won. Last quarter, we announced deal wins of a billion dollars and from a future outlook while the peak might be over from a demand perspective, we saw for 18 months but from an industry<\/a> standpoint, we still feel that growth is going to be favourable as we look forward. It is not reflective of the gloom or doom that we are seeing in the macro side.

Post the fourth quarter, you had indicated deal wins in FY23 that could be about $4 billion. Any change in that?<\/b>
We do not usually give guidance but what we have indicated last year and we kind of re-elaborated it by saying that what we typically see is that because some of these closures are cyclic in nature, the way they close deals, $700 million to a billion is the range we see trending quarterly. Based on the pipeline and timeline of deal closures, we will continue with that which was similar to last year in terms of deal wins. We do not see a change there.

The visibility usually for us is of a 12 to 18 months cycle. Right now, it looks robust but given what you have been hearing, what we have been reading we continue to have those dialogues with our customers, and we look at our pipeline data regularly to see if anything changes.


What is the outlook when it comes to the trend that you are expecting because the Street is a bit worried that the US is going to get into a recession and that is going to derail IT spends. Is that worry a little bit overdone?<\/b>
It is a part of the regular customer interaction cycles. We have not seen too much of a client worry right now. There are two ways to look at it; obviously there could be short term freezes on budgets and spends where people might want to conserve given the uncertainty around it but at the same time, from an IT segment<\/a> perspective, it is also an opportunity to help further offshore a lot of their processes which helps them in their cost cycle management and to efficiently focus on the core areas of their operations.

I think it is an opportunity and might give some short-term knee-jerk reaction in certain organisations which are more impacted on their margins, but we have not seen that rampant. Some start-ups, the Bay Area companies, are having a little bit more reactive changes versus the others who are maintaining the status quo and doing more projects right now.

Four quarters in a row, given that the USD growth<\/a> has been over 4%, is that a reasonable expectation for FY23?<\/b>
What we said about our earnings last time is that for the coming year, when we look at our businesses, 40% of our businesses are in telecom and the telecom cycle is favourable with the 5G wave. So, 5G being the tailwind, with 40% business and some of the enterprise verticals, that is where we see our growth potentials and the pipeline. The deal closure is favourable. Overall from a business perspective, we are looking at a double-digit growth for this year. That is all we had articulated because we avoid giving specific guidance.

Going forward, what are the attrition rates or the trends so far for Q1?<\/b>
I can indicate how things are moving. If one looks at the last two quarters and correlate to it, we had seen our quarter ending attrition numbers improve. So, the cycle which was moving upwards from an attrition percentage standpoint started to plateau and then come down. But as I mentioned, the supply market is still tight.

There is demand for digital and niche skills, data analytics, cyber security and all these are in heavy demand. Yet we continue to see a tight cycle in the market. Attrition will hover around an elevated level in the next couple of quarters before maybe in the second half of next year, we will start bottoming out as we look forward.

As we look ahead, what is giving you sleepless nights, what is your big, key concern going forward?<\/b>
Right now, the newspaper headlines. The macro environment is laid out by a lot of people and some of the top CEOs of multinational banks and investment banks are calling out gloomy headlines. That is obviously a sign of worry but we stick to the fundamentals. We try to stick with the basics which is where our 1,000 customers are, where are they spending, what are we doing to help them better improve their margins and operating profile. We continue that dialogue with them on a regular basis by staying close to them because that is what matters, that is ultimately what will finally reflect in the numbers as we move forward.

Internally, we started a transformation in the company around six quarters back on various aspects, including delivery and process transformation. We will continue evolving on that because that anyway we were working on. In the current environment, we would not stop there. From our perspective, making sure that we focus on our customers and continue to derive value for them, is what we try to do.


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