Discover and read the best of Twitter Threads about #concall

Most recents (24)

Q&A Insights: Nitin Gandhi of @KifsTrade asked about reason for volatility in EBITDA margin. Udit S Director said it's because of demand supply imbalance due to COVID for last couple of qtrs. The volatility is expected to continue for a while, though a bit of moderation is seen.
Q&A Insights: Nitin Gandhi of @KifsTrade also asked about nature of huge loans extended in 2022. Udit Sethia Director said that these are loans given by INTLCONV under the respective approvals and are given under market ICD rate, which will give market rate return to the company.
Read 9 tweets
Q&A Insights: Vivek Subbaraman of Ambit Capital asked if company's current balance sheet allows it to bid for IPL at all. Punit Goenka MD replied that it does and ZEEL can participate on its own. ZEEL has zero debt and has qualification to participate in the tender.
Q&A Insights: Vivek Subbaraman of Ambit Capital also enquired if ZEEL is contemplating taking on debt to bid for IPL rights. Punit Goenka MD said it's currently studying all options. There is no need to pay a large sum upfront. Only when the rights start, it will have to pay.
Read 8 tweets
Q&A Insights: Harsh Shah of @lntmutualfund asked about full year revenue growth breakdown in terms of volume and value. Pratik Bora CFO said most of the growth came from volume. For BHA, the most margin-accretive product in portfolio, witnessed around 50% volume growth.
Q&A Insights: Harsh Shah of @lntmutualfund enquired about overall client additions. Siddharth Sikchi ED said it first added 2 new products; para benzoquinone and TBHQ. In products like BHA, added some new customers in LatAm.
Read 8 tweets
Q&A Insights: Gagan Thareja of @ASK_WM asked if growth would get constrained due to lack of capacity for first 3 qtrs of FY23. Rohan D Director said it is currently at 80% utilization and is constantly debottlenecking plants to increase capacity. Expects to reach 90-92% in FY23.
Q&A Insights: Gagan Thareja of @ASK_WM enquired about breakdown of sales growth into volume growth and price of sales mix for FY22. Rohan Desai Director replied that price increased by only 1.5-2% on an avg. overall, therefore whole growth in FY22 was due to volume.
Read 8 tweets
TWL said the company backed the highest ever wagon order placed in the history of Indian Railways for a basic value of about INR7800 crore and a total value of INR9000 crore plus, taking the order backlog to INR10,00 crore for the Indian operation.
Q&A Insights: Abhijeet Dey of Equentis enquired about the avg. blended margins over 3 years for the Indian Railways order. Umesh Chowdhary MD said that avg. blended margin at EBITDA level in TWL’s business is 8-10%. And with the Indian Railways order, it expects the same guidance
Read 10 tweets
Despite two COVID waves, AFL grew revenues 32%, and reduced net debt by more than INR525 crores in the year. Expects retail and online channels to continue to drive growth and account for 60% to 65% of overall sales.
Q&A Insights: Nishit Rathi of CWC asked if US Polo, Tommy, Arrow, and Flying Machine, those will reach double-digit. Shailesh Chaturvedi MD said AFL’s guidance is that it should hit total portfolio double-digit pre-IndAS EBITDA in 12 to 18 months.
Read 9 tweets
Q&A Insights: Gaurav Jogani with @AXIS_Capital asked if the company took any price increase beyond the price increase announced in Dec. VS Ganesh CEO replied that the company didn’t have any further price increase other than the one it had in Dec.
Q&A Insights: Gaurav J of @AXIS_Capital asked that given the raw material stock PAGEIND has, if further price increase will be needed given the higher cotton prices. VS Ganesh CEO said it is closely monitoring the situation. If there is a need, PAGEIND will be touching the prices
Read 8 tweets
MUTHOOTFIN said it expects borrowing costs to go up gradually during FY23. Gold AUM grew by 11% in FY22 and the company expects a growth of 12-15% for FY23.
Q&A Insights: Abhijit Tibrewal of @MotilalOswalLtd asked about weak gold loan demand in core customer segments of 40,000-60,000 ticket size. George Muthoot MD replied that that ticket size has gone up to much higher levels due to economic growth. People now are borrowing more.
Read 10 tweets
KOLTEPATIL said that further from a new business development perspective, the company is focusing on newer micro markets in Pune.
Q&A Insights: Prithvi R of @unificapital asked what kind of price hikes was taken across projects and geographies. Rahul Talele CEO said wherever it got the opportunity of price rise, it has taken it. KOLTEPATIL has hiked price in range of 5-8% in Pune, Mumbai and Bangalore areas
Read 8 tweets
Q&A Insights: Anubhav A of @CreditSuisse asked about Brazil market, how much the 5 launches the company did in 4Q22 contributed as a percentage of sales. Sanjay Gupta ED said it showed a growth of about 21% and roughly about 13-14% of that is the contribution from new launches.
Q&A Insights: Anubhav A of @CreditSuisse asked how Brazil sales growth is expected in FY23. Sanjay Gupta ED replied that Brazilian GDP growth was about 4-4.5% and next year forecast is less than 1%. So assuming market grows at 8-10%, the company should be well above that.
Read 10 tweets
INDIGO said it swung from a profitable 3Q22 to a loss-making 4Q22 because of about 15% higher fuel prices and on 11% lower capacity due to Omicron and a lower RASK of 2.9%.
In 1Q23, INDIGO expects the capacity to rebound at almost 2.5 times the capacity deployed in 1Q22.
Read 11 tweets
Q&A Insights: Rohit Ohri of @progressiveshar asked about any growth capex plan related to property at Bangladesh. Vikash President said that due to COVID in last 2, 3 years, it was unable to take off, but RUPA is hopeful it will be able to start some business activity in FY22.
Q&A Insights: Rohit Ohri from @progressiveshar also asked about the turnover expectation from the Bangladesh property. Vikash Agarwal President answered that it’s difficult to comment but anywhere between INR50-100 crores is quite achievable. RUPA is looking for some partners.
Read 10 tweets
SAIL said it clocked its best ever production and sales during FY22. The sales have been the highest ever at 16.15 million tonnes as compared to 14.94 million tonnes in FY21. For the first time in history of SAIL, the company crossed revenues from operation of INR1 lakh crores.
Q&A Insights: Amit Dixit of @EdelweissFin asked about coking coal cost in 4Q22 in dollar terms and how it’s expected to change in 1Q23. Anil Tulsiani ED said it is likely to go up substantially. In Q4 it was in range of INR28,000-29,000 and it is expected to be up 10-12% in 1Q23.
Read 10 tweets
Q&A Insights: Chirag Shah of @CLSAInsights asked what proportion of incremental customer acquisition is organic. Akshant Goyal CFO replied that more than 50% of new users every quarter are still organic, which means CAC is lower vs. standalone food delivery players.
Q&A Insights: Chirag Shah of @CLSAInsights enquired that as ZOMATO looks for adding adjacencies to its core food delivery business, what are the thoughts on the super app structure. Deepinder Goyal MD answered that ZOMATO haven't seen the super app work in India so far.
Read 10 tweets
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.
Read 9 tweets
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.
Read 8 tweets
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.
Read 11 tweets
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.
Read 8 tweets
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.
Read 8 tweets
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.
Read 8 tweets
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.
Read 10 tweets
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.
Read 10 tweets
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
Read 8 tweets
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%.
Read 8 tweets

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