Discover and read the best of Twitter Threads about #Q4FY23

Most recents (5)

Q4FY23 has come to an end.

What better way to celebrate this than reading crisp yet detailed concall notes of 80+ businesses across market caps.

Here we go!

#Q4FY23 #SSSinsights
Read 14 tweets
Another Bank, another result🚨

SBI Bank's Q4FY23 results are in!

Standalone Net Profit of Rs 16,695 crores beats estimates. 🤑

A detailed thread🧵⤵️

#Q4FY23 #StockMarketindia #SBIQ4results Image
SBI Bank has achieved a remarkable whopping 83% growth in standalone net profit, rising from Rs 9,113 cr YoY to Rs 16,695 cr in Q4.

Similarly, operating profit rose 25% YoY to Rs 24,621 cr
During Q4FY23, Net Interest Income(NII) grew by 29% YoY, from Rs 31,198 cr to Rs 40,393 cr

Additionally, Net Interest Margin(NIM) during the quarter increased 44 basis points YoY to 3.84%
Read 9 tweets
#NewsAlert 🚨 PVR Inox plans to shut down 50 cinema screens over the next 6 months

#PVR #PVRInox #PVRCinemas #MovieTheater #Business Image
#EarningsWithMC | PVR Inox reported net consolidated loss for #Q4FY23 at Rs 333.37 crore, widening from the loss of Rs 107.41 crore in the same quarter last year.

More details⤵️
moneycontrol.com/news/business/…

#PVR #PVRInox #PVRCinemas #Earnings #Q4Results #Stocks #Markets
#PVR Inox announced its intention to close around 50 #cinema screens within the next six months. These screens either operate at a loss or are situated in malls that have reached the end of their life cycle.

Read at ⬇️
moneycontrol.com/news/business/…

#PVRCinemas
Read 3 tweets
As per NASSCOM report 100 GCC’s were set up in CY2022.

Was reminded of a 2022 report from Morgan Stanley and Ridham Desai spoke eloquently about this Megratrend last year :

INDIA is going to be the “Office of the World”🎯 @rndx1

Are you playing this theme ?
Having worked in a GCC 8 years ago, it did help me connect the dots .

I am playing this theme via #REITS

How the tables have turned 👇🏻

2019 it was IT/ITES that led this space , in 2023 it’s GCC.

Nothing is PERMANENT!🎯

#Office #changingIndia

Observe . Learn . Evolve .
Here’s the kicker though:

500 more GCCs are expected to come to 🇮🇳 over the next few years !
Read 4 tweets
Blockbuster Result of the day⚡️
Eimco Elecon

#Q4FY23
Rev: 64 vs 36 Cr
EPS: 16.94 vs 3.78 YoY vs 8.48 QoQ
Forward PE : single digit!

Did you know its fortunes are linked to Coal India?
Something big is happening !!
Insider scoop on Eimco Elecon ⬇️

*If useful, please share!!
Business:
Eimco Elecon has a near monopoly in the underground coal mining equipment industry in India, with healthy market share backed by an extensive after-sales service network

🔸Long standing relations with Coal India (CIL) & The Singareni Collieries Company Ltd. (SCCL)
Background

Lets understand operations of Coal India before we get to the big trigger for #EimcoElecon??

India accounts for 12.5% of global coal consumption.
In FY22, out of 622.6 million tonnes of coal mined, nearly 96%, was opencast (OC) coal
But,There is a problem with OC🔰
Read 13 tweets

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