PTC India Ltd (NSE:PTC)

Q3 2025 PTC India Ltd Earnings Call Transcript

Feb 13, 2025 / 10:30 AM GMT

Release Date Price: ₹137.95 (+4.06%)

Transcript

Key Points

Positve

PTC India Ltd (BOM:532524) reported first-quarter results that slightly exceeded their guidance, indicating strong execution despite a challenging macro environment.
The company has made significant progress in reshaping its go-to-market strategy to be vertically oriented, energizing both the team and customers.
PTC India Ltd (BOM:532524) is focusing on five core areas of its portfolio, including PLM, ALM, SLM, CAD, and SaaS, which are expected to create significant customer value.
The company is integrating AI into its offerings, with the first AI-powered features launching in ServiceMax, aiming to enhance efficiency and productivity.
PTC India Ltd (BOM:532524) has a robust pipeline for the second half of the fiscal year, supported by strategic go-to-market changes and new product releases.

Negative

The selling environment remains sluggish, impacting close rates and necessitating a back-half loaded fiscal year.
There were some contracts that resulted in churn in Q1, although they are expected to return later in the fiscal year.
The company's go-to-market changes are still in early stages, and it may take time to achieve the desired momentum.
Foreign exchange fluctuations pose a risk to cash flow, as a significant portion of ARR and operating expenses are transacted in foreign currencies.
The company is not providing specific guidance for Q3 and Q4, indicating some uncertainty in the near-term outlook.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

PTCI.NS - PTC India Ltd
Q3 2025 PTC India Ltd Earnings Call
Feb 13, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon ladies and gentlemen.

Thank you for standing by and welcome to PTC's 2025 1st quarter conference call. During today's presentation, all parties will be in a listen-only mode. Following the presentation, the conference will be open for questions.

I would now like to turn the call over to Matt Shamma, PTC's head of investor relations. Please go ahead.

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Unidentified_2 [2]
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Good afternoon.

Thank you, Sarah, and welcome to PTC's 2025 1st quarter conference call. On the call today are Neil Barua, Chief Executive Officer, and

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