
新根软件(Newgen Software)首席执行官塔伦·南德瓦尼(Tarun Nandwani)表示,由于强劲的订阅业务、健康的庞大交易储备以及对人工智能主导的企业解决方案不断上升的需求支撑了下半年的增长,该公司预计全财年营收增长将加速至十几。
Newgen Software expects its revenue growth to accelerate into the teens for the full financial year as a strong subscription business, a healthy large-deal pipeline and rising demand for AI-led enterprise solutions support growth in the second half, Chief Executive Officer Tarun Nandwani said.
南德瓦尼表示,在报告了上半年8%的增长后,这家软件产品公司对剩余两个季度的更强表现充满信心。该公司还预计延期的许可交易将在下半年完成,从而增加营收的可见度。
Nandwani said the software products company is confident of stronger performance in the remaining two quarters after reporting 8% growth in the first half. The company also expects delayed license deals to close during the second half, adding to revenue visibility."
“我们看到上半年实现了8%的增长,订阅营收的预订量表现强劲,”南德瓦尼说,“许可和大型交易储备也很健康,这让我们对全年的双位数增长充满信心。”
We have seen H1 growth at 8% with strong bookings for our subscription revenue," Nandwani said. "The license and large deal pipeline also is healthy, which is giving us confidence for double-digit growth for the whole year."
他补充说,在订阅和许可营收的共同支持下,公司预计全年营收增长将达到十几。
He added that the company expects revenue growth to be in the teens for the full year, supported by a combination of subscription and licence revenue.
订阅营收持续扩张,支持营收也有所增长,这让公司对10月至12月以及1月至3月季度的业绩充满了信心。
Subscription revenue has continued to expand, while support revenues have also grown, giving the company confidence about its performance in the October-December and January-March quarters.
尽管由于印度和亚太地区项目的延迟,最新季度的许可营收同比下降了约18%,但南德瓦尼表示,公司预计这些交易将在下半年完成。
Although licence revenue declined about 18% year-on-year in the latest quarter due to delays in India and Asia-Pacific projects, Nandwani said the company expects those deals to close in the second half."
“我们预计在第三季度完成签约。一些大型交易从第一季度推迟到第二季度重新招标,导致了延误。但我们预计这些交易将在下半年完成,”他说。
We are expecting closures in Q3. Some of the large deals went into retender from Q1 to Q2, which led to the slippage. But we are expecting these closures in H2," he said.
新根软件还看到银行、医疗保健、保险和政府等领域对其人工智能驱动产品的需求不断增加。该公司最近推出了人工智能主导的工作流和编排解决方案,并表示这些方案在印度、中东、亚太地区、欧洲和美国正受到越来越多的关注。
Newgen is also seeing increasing demand for its AI-powered products across banking, healthcare, insurance and government sectors. The company recently launched AI-led workflow and orchestration solutions, which it says are gaining traction across India, the Middle East, Asia-Pacific, Europe and the United States."
“对我们来说,医疗保健领域已经开始为我们带来大笔交易,”南德瓦尼说,并补充说,面向零售、商业和微型、小型及中型企业(MSME)银行的人工智能主导贷款解决方案已在多个地区形成了强大的项目储备。
For us, the healthcare domain has started giving us large deals," Nandwani said, adding that AI-led lending solutions for retail, commercial and MSME banking have created a strong pipeline across multiple geographies.
该公司在第二季度已经赢得了大约10笔与人工智能相关的交易,其中三个项目在此期间进入了生产阶段。
The company has already won around 10 AI-related deals in the second quarter, with three projects moving into production during the period."
“我们的编排技术加上人工智能,对于我们现有的客户来说是一个非常好的选择……我们在第二季度赢得了大约10笔人工智能交易,其中大约三笔已经投入生产,”他说。
Our orchestration along with AI is a very good bet for our existing customers... We have won around 10 AI deals in Q2, and around three have gone into production," he said.
尽管本季度的利润率高于其长期目标,但新根软件计划维持20%至22%的净利润率指引,因为该公司将继续投资于产品开发和人工智能能力。
Despite reporting margins above its long-term target during the quarter, Newgen plans to maintain its 20-22% net margin guidance as it continues to invest in product development and AI capabilities.
南德瓦尼表示,公司打算将运营效率转化为对新的人工智能产品的再投资,而不是最大化短期盈利能力。
Nandwani said the company intends to reinvest operating efficiencies into new AI offerings rather than maximise near-term profitability.
关于贡献了大量营收的中东市场,南德瓦尼表示,在今年早些时候的旅行中断之后,商业状况已经有所改善。他补充说,由于公司主要服务于大型企业客户,账款回收保持稳定,并预计应收账款周转天数将逐步改善。
On the Middle East, which contributes a significant share of revenue, Nandwani said business conditions have improved after travel disruptions earlier in the year. He added that collections remain stable as the company primarily serves large enterprise customers and expects debtor days to improve gradually.
截至下午12点41分,新根软件股价在印度国家证券交易所(NSE)交易价格为476.60卢比。该公司目前市值达67.9203亿卢比,其股价在过去一年中下跌了46%以上。有关完整采访,
Newgen Software shares were trading at ₹476.60 as of 12:41 pm on the NSE. The company, which has a current market capitalisation of ₹6,792.03 crore, has seen its shares decline more than 46% over the last year. For the full interview,