Discover and read the best of Twitter Threads about #Insights

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LALPATHLAB said it saw significant shift towards direct-to-home business, with home collections now contributing nearly 12%, which used to be in the range of 5-6% during pre-COVID days. Also the company saw bundled packages continuing to rise.
Q&A Insights: Prakash Kapadia of Anived asked why the growth was lower in organic non-COVID revenue that was only up 4% in 4Q YonY. Arvind Lal EC said that in month of Jan. non-COVID was fairly low, mainly due to Omicron wave, however, the company exited on a good note in 4Q.
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NEOGEN said FY22 has been the best year in its history with highest level of growth in revenues at 69% in 4Q22 and 45% in FY22.
Q&A Insights: Anshul Verdia from @EdelweissFin asked that on the organic chemicals revenue, what led to the moderation QonQ of INR6 crore in terms of topline. Harin Kanani MD said it was driven by product mix and mainly because NEOGEN was trying to develop some new molecules.
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JUBLINGREA said that its estimated cash outflow of FY23 will be around INR550 crore and for FY24 and FY25 will be INR650 crore and INR600 crore respectively, which are intended to be funded through internal accrual along with reduction in debt.
Q&A Insights: Rahul Veera of @AbakkusInvest asked about the breakup of INR1,250 crore incremental investment. Shyam Bhartia Chairman replied that specialty chemical is INR750 crore, nutrition and health solution is INR200 crore, and chemical intermediates is INR300 crores.
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Q&A Insights: Ashutosh Tiwari of @EquirusGroup asked if Waluj machinery is still usable or if the capex be incurred later on. Rajiv Poddar Joint MD replied that at the moment it is usable and since there is a strong demand, the company is continuing to use it.
Q&A Insights: Ashutosh Tiwari of @EquirusGroup also asked about the capex number for FY23. Rajiv Poddar Joint MD answered that it will be roughly INR900 crores for FY23.
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Q&A Insights: Rahul Jain of @Dolat_Capital asked about the potential for growth going forward. Anuj Khanna MD replied that historically AFFLE has been beating the overall industry growth trend. Therefore, AFFLE believes it will continue to deliver superior growth vs. industry avg
Q&A Insights: Rahul of @Dolat_Capital enquired about how capex tech capitalization in FCF has played out and outlook. Kapil CFO said AFFLE’s investment in innovations was about INR6.9-7 million for FY22. Plan for FY23 is about 4% +/- 25 bp to invest in innovations of top line.
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POONAWALLA said its Housing arm delivered its highest ever profit before tax of INR101 crores against INR14 crores last year.
Q&A Insights: Nikhil Rungta of @NipponIndiaMF asked about the 30 BP impact due to ESOPs on the opex side and its outlook. Sanjay CFO said that the charge may increase for FY23. But this is a notional charge to P&L and will get reflected multifold into performance of the company.
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Q&A Insights: Tejas Shah of Spark Capital asked about realization split increase that happened between price increase and premiumization during FY22 and 4Q. Ramesh Dua MD replied that price increase was about 25% across all categories, in few categories more and few others less.
Q&A Insights: Tejas Shah with Spark Capital asked about Sparx brand in ecommerce platforms. Gaurav Dua EVP Marketing said that Sparx brand has done very well in e-commerce platform; the growth rate was more than 40%. So there is traction of sports shoe selling more on e-comm.
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SBIN said it clocked highest ever profit of INR31,676 crores for FY22, up 55.2% YoY.
Q&A Insights: Mahrukh Adajania from @EdelweissFin asked about breakdown of loan book by benchmark rates. Dinesh Khara Chairman replied that T-bill was about 11%, MCLR about 41% and external benchmark was about 23%, mainly repo rates.
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Q&A Insights: Sanjay Shah of KSA Securities asked about opportunities for HFCL in FY23, FY24. Mahendra MD replied that FY23 comes up with multiple opportunities in India. With 5G coming probably in June, there will be large demand for fiberoptic cable and wideband backhaul radios
Q&A Insights: Sanjay Shah of KSA Securities asked about the progress on defense equipment side. Mahendra MD said that whatever design HFCL has finished, it’s undergoing trial. Also govt.’s plan to indigenously procure defense equipment would help HFCL a great deal in its business
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LAURUSLABS said that based on its healthy product pipeline, it continues to invest in FDF infrastructure. And brownfield expansion at Unit 2 is progressing as per expectation and is expected to add significant capacity to FDF operations, taking the capacity to 10 billion units.
Q&A Insights: Tushar Manudhane of @MotilalOswalLtd asked about the selling prices of ARV, its fall over last 6 months and drivers of it. Satyanarayana Chava CEO said that ARV sales in FY22 for most companies were significantly lower. API and ARV prices both were down around 10%.
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WIPRO stated that for FY23, it expects to grow in double digits and margins for the medium term is expected to hold in the 17-17.5% band. However, for the next 2-3 quarters, WIPRO expects to see slightly lower margins.
Q&A Insights: Kumar Rakesh from @BNPParibas asked about the operations of Rizing. Rajan Kohli MP said that Rizing will operate under Application and Data business, adjacent to SAP business. The idea is to drive synergies between Rizing and Wipro’s SAP business and go to market.
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Q&A Insights: Mahrukh Adajania from @EdelweissFin asked about transfer of standard assets to ARC. Puneet Sharma CEO said AXISBANK has not transferred standard assets to ARC. There was only one transfer, which was an NPA of INR 215.78 crores, that was sold to an ARC in 4Q.
Q&A Insights: Rohan Mandora from @EquirusGroup enquired about the segments where the bank will look to grow faster. Puneet Sharma CEO replied that the focus segments would be the mid-corporate segment and commercial banking segment.
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HINDUNILVR said it expects near-term operating environment to remain challenging. The company added that its margins will decline in short-term as price versus cost gap increases.
HINDUNILVR reported that the company crossed the INR50,000 crore turnover mark in FY22. The company remains confident of outpacing FMCG market growth and recovering margins in a phased manner.
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Q&A Insights: Prayesh Jain of @MotilalOswalLtd asked about business going ahead with the merger between HDFC Limited and HDFC bank. Navneet Munot MD said this will facilitate more efficient cross-selling of banking and financial services products that includes insurance and MF.
Q&A Insights: Prayesh Jain of @MotilalOswalLtd asked how the company’s expenses are panning out. Navneet Munot MD replied that opex has been around 13 bp which has been the trend. However, despite business promotion, marketing, NFO etc. HDFCAMC has maintained the expenses.
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For FY23, KPIT said it’s looking at revenue growth in the range of 18-21% in constant currency, 18-19% EBITDA margin and about 25% volume growth.
Q&A Insights: Karan Uppal from @Phillip_Capital asked about the $125 million client wins in 4Q and if all were T21 clients. Kishor Patil CEO said KPIT’s focus has been on T21 and most of the wins were for T21.
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AUFI generated its higher ever operating profit in 4Q22. The company said 40% of its new customers acquired in 4Q were through the recently launched digital channels and products.
Q&A Insights: Aditya Jain of @Citi asked about steady reduction in cost of funds on liability side and share of floating rate loans on the book. Sanjay Agarwal MD said it was due to inflation and interest rate cycle being tough. The share of floating was 25% and 75% was fixed.
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Q&A Insights: Suresh Ganapathy from @Macquarie asked about the details of the 80 bp change in operating assumptions impacting margin. Niraj Shah CFO said that it’s the seasonality assumptions the company had at the beginning of the period, given what’s seen in the portfolio.
Q&A Insights: Suresh Ganapathy of @Macquarie also asked about change in equation due to the merger of HDFC Limited and Bank. Vibha Padalkar MD replied that with this merger there will be a direct alignment and also will have cross-sell opportunities in a structured manner.
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Q&A Insights: Abhishek Murarka from @HSBC_IN asked about the NIM and cost to income outlook for FY23. Rajeev Jain MD said opex to NIM would remain elevated. Eventually it will lead to better OpEx to NIM ratio.
Q&A Insights: Apurva Deshmukh of @CRISILLimited enquired about percentage of consumer durable in stand-alone AUM of Bajaj Finance. Rajeev Jain MD said that it’s close to INR 20,000 crores in terms of balance sheet (BS) of consumer durable financing. On aggregate, it is 10% of BS.
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ICICIBANK said its employee expenses increased by 21% YonY. And the bank had about 105,800 employees at March 31, with employee count increasing by about 7,000 in the last 12 months.
Q&A Insights: Mahrukh Adajania of @EdelweissFin asked about margin outlook and if repo rate hike will gain margin. Rakesh CFO replied that it’s difficult to give an outlook. The target would be to try and see how margins can be maintained. But it will be a function of the market.
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MFL closed the year with highest ever revenue and PAT of INR1,551 crores and INR253 crores respectively, which is attributed to a volume growth of 20% and higher realization for all the products.
Q&A Insights: Manish Jain of @MoneylifeAdvice asked about the demand outlook for ECH in domestic industry. Maulik Patel MD said currently the ECH is in its peak demand due to the infrastructure projects. MFL said it expects this to remain the same for next one or two years.
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For the first time, TATVA said, it crossed the revenue mark of INR400 crores, profit before tax of more than INR100 crores and exports revenue of INR300 crores.
Q&A Insights: Sanjay Jain of @ICICI_Direct asked how FY23 looks like for SDA, if revenue will be same as FY22. Chintan Shah MD said TATVA expects more or less to maintain the revenues of FY22 in FY23. TATVA expects 1Q to be low, 2Q to improvement, and 3Q, 4Q to see strong demand.
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Q&A Insights: Kashyap Javeri from @EmkayGlobal Investment asked about the spend of budgets that were 2x in FY22 vs. FY21. Harvinder CFO said that the 2x budget were for technology spend which has been growing and it was higher by 70% in FY22. And for FY23 it’s 2.5 times vs. FY22.
Q&A Insights: Prayesh from @MotilalOswalLtd asked about the share of the recurring segment on the corporate finance side and its outlook. Harvinder CFO said that ISEC has a 70% market share in the equity capital market. For outlook, on private equity M&A, ISEC is seeing traction.
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Q&A Insights: Dhaval Shah of Svan Investment asked about price increase scenario. Kaushik Roy MD said there is a sharp increase in crude price. However, PCBL said it doesn’t want to take advantage of the situation but also want to pass a reasonable portion of cost to the customer
Q&A Insights: Jain of @ICICI_Direct asked how large is Russia in terms of capacity. Kaushik MD replied that on capacity, the size is similar like India. In terms of capacity it is 1.1 million tonnes. The difference is that 30% is used domestically and 70% goes to Western Europe.
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Larsen & Toubro Infotech Limited Q4 FY22 Earnings ConCall Summary

#LTI #LTIQ4 #LTInfotech #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
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LTI said FY22 saw the company cross the $2 billion revenue milestone, by delivering its highest ever revenue growth this year. As for headcount, during Q4, LTI added 2,448 on a net basis and for FY22 it stood at 10,657. In 4Q22, attrition was 24% vs. 22.5% in 3Q on an LTM basis.
Q&A Insights: Vimal Gohil of @UnionBankTweets asked about weakness in cash flow generation in FY22 and outlook. Anil CFO said LTI had a strong cash flow conversion in 4Q22 at 97% vs. 70% in 3Q, mainly due to better working capital construct. LTI expects to continue in same range.
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