• FY27 financial outlook: The company reiterated its high single-digit FY27 revenue growth guidance despite a 1% sequential dip in Q1, attributing the dip to regular seasonal patterns. Normalized margins are expected to remain around last year's 19% level or improve by 0.5% to 1%.
• AI deal traction: Roughly 60% of new deals signed this year are largely AI-driven, transitioning from proof-of-concept stages into larger, outcome-based project engagements with decision-making cycles reduced by 2 to 3 months.
• Pricing and costs: Clients are demanding lower pricing due to anticipated AI efficiencies, while the company works to balance reduced labor requirements against the fluctuating and rising token costs of newer AI models.
• Headcount and hiring: Net headcount growth will remain lower than revenue growth as AI offsets labor needs, prompting the company to focus on internal workforce reskilling rather than aggressive recruitment.