Discover and read the best of Twitter Threads about #Q1FY23
Most recents (4)
Data Patterns #Q1results analysis📊
#StockMarket #StockMarketIndia #Investing #Investment #Q1FY23 #Earnings
@mystock_myview @KommawarSwapnil @kuttrapali26 @harrie007 @TheFactFindr @SmartSyncServ @abhymurarka @LnprCapital @FaviloF @krishnblue @AdityaD_Shah @Trinkerr_IN
(1/13)
#StockMarket #StockMarketIndia #Investing #Investment #Q1FY23 #Earnings
@mystock_myview @KommawarSwapnil @kuttrapali26 @harrie007 @TheFactFindr @SmartSyncServ @abhymurarka @LnprCapital @FaviloF @krishnblue @AdityaD_Shah @Trinkerr_IN
(1/13)
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Contents🔖
👉About the company
👉How were the results
👉Management commentary
👉Future outlook
👉Key triggers
👉Key risks
(2/13)
👉About the company
👉How were the results
👉Management commentary
👉Future outlook
👉Key triggers
👉Key risks
(2/13)
How were the Pharma results?
Who Outperformed?
Who Underperformed?
A #Thread🧵
#StockMarket #StockMarketIndia #Stocks #Investing #Investment #Q1FY23
@mystock_myview @KommawarSwapnil @kuttrapali26 @harrie007 @TheFactFindr @anand1377 @suru27 @sahil_vi @mishika_chamria
(1/10)
Who Outperformed?
Who Underperformed?
A #Thread🧵
#StockMarket #StockMarketIndia #Stocks #Investing #Investment #Q1FY23
@mystock_myview @KommawarSwapnil @kuttrapali26 @harrie007 @TheFactFindr @anand1377 @suru27 @sahil_vi @mishika_chamria
(1/10)
Before reading, kindly join our telegram where we post lots of information along with great technical charts everyday!
Use the link below👇
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First, lets have a quick look on how the results were📊
A Deep-Dive Thread on #RateGain 🧵🧵. Let's go!
Have you heard about the movie - The Bucket List? Jack Nicholson & Morgan Freeman portray the amazing story of two travelers in their final years, The main plot follows two terminally ill men on their road trip
Have you heard about the movie - The Bucket List? Jack Nicholson & Morgan Freeman portray the amazing story of two travelers in their final years, The main plot follows two terminally ill men on their road trip
with a wish list of things to do before they finally say goodbye to the world. No, this thread isn't about that movie, but decoding a company that's enabling the world's incessant desire to TRAVEL, especially that's in Turbo mode after the world being locked up for 2 years...
Hotels are striving hard to optimize costs, improve RoI and reduce the CAC (customer acquisition cost) by generating direct revenue through metasearch platforms, RateGain finds itself in a sweet spot - with its Tech stack offering.
#Vision
#Vision
#VIP Industries
#Q1FY23: Results, Concall, Investor Ppt, Stock Price
YOY: Net sales:⬆️179%; PAT:⬆️2280%
QoQ: Net sales:⬆️64%; PAT:⬆️813%
EPS: ₹4.88 vs ₹0.18 YoY vs ₹0.88 QoQ
Coming of a low base, still a good qtr
Highest revenue qtr ever
+5% growth over Q1 FY20
(Cont'd)
#Q1FY23: Results, Concall, Investor Ppt, Stock Price
YOY: Net sales:⬆️179%; PAT:⬆️2280%
QoQ: Net sales:⬆️64%; PAT:⬆️813%
EPS: ₹4.88 vs ₹0.18 YoY vs ₹0.88 QoQ
Coming of a low base, still a good qtr
Highest revenue qtr ever
+5% growth over Q1 FY20
(Cont'd)
- New launches: 38 in Luggage & 127 in Backpacks
- Entered 68 new towns; added 21 & signed 23 more stores
- The Wedding Collection (Vaani Kapoor), Change The World (Varun Dhawan) campaigns +ve
- EBITDA: 18.3%; Cost controlled; PBT: ₹100cr
- Hard Luggage: 46% of Revenue
(Cont'd)
- Entered 68 new towns; added 21 & signed 23 more stores
- The Wedding Collection (Vaani Kapoor), Change The World (Varun Dhawan) campaigns +ve
- EBITDA: 18.3%; Cost controlled; PBT: ₹100cr
- Hard Luggage: 46% of Revenue
(Cont'd)
- Own & control manufacturing: 79%
- Volume growth: 8% on FY20 base
- Q1 Headwinds: 24% inflation, 90% of loss of biz from Future Group store closure, impacting 15% revenues
- Gross Margin: 49.9% vs 53.3% (Q4FY23) due to 4.9% higher raw material costs, but price⬆️ 2.1%
(Cont'd)
- Volume growth: 8% on FY20 base
- Q1 Headwinds: 24% inflation, 90% of loss of biz from Future Group store closure, impacting 15% revenues
- Gross Margin: 49.9% vs 53.3% (Q4FY23) due to 4.9% higher raw material costs, but price⬆️ 2.1%
(Cont'd)
