Sign in

    Girish Pai

    Research Analyst at BOB Capital Markets

    Girish Pai is Executive Vice President and Head of Equity Research at BOB Capital Markets, specializing in coverage of the Indian IT services sector and major financial firms. He actively covers companies such as Infosys, Mphasis, IDFC First Bank, and RBL Bank, delivering actionable recommendations with a strong track record that includes initiating sector coverage and influencing investment decisions, though precise performance metrics are not publicly detailed. Pai advanced to his current leadership role at BOB Capital Markets after previous experience at Accenture as a Test Architecture Engineering Specialist, reflecting a deep foundation in technology and financial analysis. While he holds senior research credentials in India, he is not FINRA-registered nor a U.S. securities license holder, consistent with domestic regulatory norms for Indian analysts.

    Girish Pai's questions to Infosys (INFY) leadership

    Girish Pai's questions to Infosys (INFY) leadership • Q4 2025

    Question

    Girish Pai from BOB Capital Markets inquired if there were any 'silver linings' or new opportunities, such as supply chain solutions, arising from the macroeconomic situation around tariffs, and asked whether clients have separate budgets for AI.

    Answer

    CEO Salil Parekh responded that Infosys is actively positioning its portfolio to help clients with cost efficiency and supply chain optimization in response to the tariff situation, leveraging both its consulting and tech solutions. Regarding budgets, he noted that while AI spending was initially distributed, he anticipates it will increasingly be funded from a single, central technology budget within client organizations.

    Ask Fintool Equity Research AI

    Girish Pai's questions to Infosys (INFY) leadership • Q2 2025

    Question

    Girish Pai inquired about the mega deal pipeline compared to 2023, whether the TCV-to-revenue conversion rate has changed, and asked for examples of value-based pricing under Project Maximus.

    Answer

    CEO Salil Parekh stated that the company does not share specific data on the mega deal pipeline. CFO Jayesh Sanghrajka noted no significant change in deal signing or revenue conversion timelines. Regarding Project Maximus, he mentioned it includes multiple tracks like new-age pricing and ensuring proper rates for change requests, which have contributed significantly to price realization, but did not provide specific examples.

    Ask Fintool Equity Research AI