Q1-FY24 · CP Gurnani
Tough times don't last, unprecedented times don't last, you know, challenges of global economy, challenges of communication media sector.
TECHM / language trends
Read confidence between the lines.
Tech Mahindra · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
tracked
Q1-FY24 · CP Gurnani
This quarter is a blip in our growth trajectory.
Q1-FY24 · CP Gurnani
We know what we need to do. We just now have to get in to execute, and execute.
Q1-FY25 · Mohit Joshi
We will prioritize margin over revenue.
Q1-FY25 · Mohit Joshi
We do not see an opportunity for a wage hike at this time, and we will revisit it in the second half of the year.
Q1-FY25 · Mohit Joshi
The commercialization models are not very well developed now, and I do not expect this to be a significant contributor to our revenues.
Q1-FY26 · Mohit Joshi
This marks our seventh consecutive quarter of margin expansion. This is a significant milestone and speaks of the rigor of our operating model and our continued focus on cost efficiency and the quality of our revenue mix.
Q1-FY26 · Mohit Joshi
Our value lies in helping clients transition from proof of concept to production, from the sandbox to production systems.
Q1-FY26 · Rohit Anand
If the growth situation turns out worse than that based on the macro, then, of course, there will be a relook at that plan.
Q1-FY27 · Rohit Anand
We delivered our strongest revenue growth since the start of our transformation journey while continuing to expand margins for 11 consecutive quarter.
Q1-FY27 · Atul Sona
AI is just not a technology theme for us. It is becoming a structural lever for growth, delivery, modernization, productivity, talent transformation, and long-term competitiveness.
Q1-FY27 · Mohit Joishi
We're very happy with the margin growth that we've been able to deliver. I'm also mindful of the fact that we have the wage bill coming up in this quarter and we will certainly have some productivity pressures from an AI perspective and we still have to deliver the 15% margin right so we're not taking that for granted.
Q2-FY24 · C.P. Gurnani
We are now halfway through what would reasonably be called as one of the toughest years for IT services.
Q2-FY24 · C.P. Gurnani
I do want to admit that we had not budgeted enough for this slowdown.
Q2-FY24 · Mohit Joshi
We will be ready sometime in April to come to you with three sets of plans: a plan for margins, a plan for revenue, and a plan for the organization.
Q2-FY25 · Mohit Joshi
We will prioritize margins over large deals at this point of time.
Q2-FY25 · Mohit Joshi
We are the only IT services player that has a unique software capability for the telecoms business.
Q2-FY25 · Mohit Joshi
We are seeing the percentage of GenAI-infused deals go up every quarter.
Q2-FY26 · Mohit Joshi
We are not expecting next year to be the same as this year. We are expecting a higher growth for the industry and for ourselves next year.
Q2-FY26 · Mohit Joshi
Our visa dependence in the U.S. is under 30%... we feel that this is a manageable problem.
Q2-FY26 · Rohit Anand
We are committed to that plan of increasing margins every quarter and getting towards that target.
Q3-FY24 · Mohit Joshi
We are embarking on a turnaround phase in Tech Mahindra's evolution, and we are actively making foundational moves to upgrade Tech Mahindra's performance.
Q3-FY24 · Mohit Joshi
I don't think we don't see telecom as having bottomed out. We still see a significant amount of volatility, at least for the next couple of quarters.
Q3-FY24 · Mohit Joshi
If we have to make a trade-off, we will deliver the margins because we don't want to do substandard growth or get into poor contracts just for the sake of showing growth.
Q3-FY25 · Mohit Joshi
We're where we set out to be, if not a little bit further, and on the steady path towards achieving our long-term goals.
Q3-FY25 · Mohit Joshi
I feel it's a little bit like an iceberg, right? You can thankfully see the tip of the iceberg. You can see the top 10%. The 90% below it, right, is the one that gives me a huge amount of confidence that we are building momentum towards achieving the FY27 goals.
Q3-FY25 · Mohit Joshi
We are the only player that has the capability to build large language models from scratch that is not relying on existing model frameworks.
Q3-FY26 · Mohit Joshi
We recorded our highest quarterly deal bookings in the last five years, our highest deal wins on a last 12-month basis in the last five years, and our largest deal win in Europe in the comms industry.
Q3-FY26 · Mohit Joshi
We expect to grow higher than the peer average by the end of FY 2027 while progressing towards a 15% EBIT margin for FY 2027.
Q3-FY26 · Mohit Joshi
I just feel that nobody's really come up with a metric which is candidly credible and auditable.
Q4-FY24 · Mohit Joshi
We have set ourselves very high standards. We will be consistently doing the right thing.
Q4-FY24 · Rohit Anand
The big differentiating source for us is the new structure. That's why I'm seeing a lot of confidence...
Q4-FY24 · Mohit Joshi
There is no reason why this platform... should not be delivering in the top three of the peer group.
Q4-FY25 · Mohit Joshi
We have moved from being somewhere in the median to being in the top quartile in a single year.
Q4-FY25 · Mohit Joshi
Our strategic narrative for AI is AI Delivered Right because we feel that implementation is as important as invention.
Q4-FY25 · Mohit Joshi
I told him the secret of happiness is low expectations.