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#subex #Q3marketupdates #Q3concall #Q3updates
Concall transcript Q3fy21
Rev 93.9 cr ,Ebidta 20.3 cr & PAT 8.5 cr
9mfy21 Rev 275.9 cr up 6% yoy
Interim dividend of 10%
Moved into new corporate office in Bengaluru
In IoT focus on mftng sector,secured 4 new customers in Q3
ID central (identity analytics solution) launched in Indonesia, 1st customer onboard

NGP platform, next gen platform to revolutionize way telcos operate in OSS & BSS system ,cloud native API based application

Expect more 5g contracts in APAC & ME in coming quarters
Vision to emerge as a leader in digital trust solutions in multi vertical environment

Closed about $28.5mn deals in 9mfy21 ,Q4 to exceed Q3 in deal wins

Tech mahindra partnership around Block chain area

New product offering for Telcos- Augmented Analytics platform
Read 9 tweets
IRCTC conducted their earnings con-call today at 11.30 AM

Here are the key takeaways of the call πŸ˜€πŸ‘‡

- Tourism segment was affected the most during the pandemic.

- Unique proposition is through mass transportation where they connect people to places of religious importance.

- Each tour has 700 to 800 people. Last tour which company started got filled in 4 days.
Tourism evolution

- Tejas is a travel moat

- In Mass tourism all things are taken cared off.

- 2 bharat Darshan trains are running at great capacity. And planning to complete many such tours.
Read 15 tweets
Laurus Labs conducted their earnings con-call today at 11:00 am

Here are the key highlights πŸ˜€πŸ‘‡

@unseenvalue @drprashantmish6 @punitbansal14 @shrutiahuja110 @SwarnashishC

Business Updates:
β€’ Contributor for this year was the robust product basket.
β€’ Formulation contribution of 39%.
β€’ See product filing in image
β€’ Continue investing in infrastructure.
β€’ De-bottle-necking the plant continuous to remain online.
β€’ Expanding capacities in key API.
β€’ See the segment revenue breakup in the image.
β€’ Dedicated a special plant location for CRAMS Facility.
β€’ Richcore will be named as Lauruas Bio and acquired 100% in Richcore
Read 12 tweets
Ganesha Ecosphere conducted their earnings con-call today at 10:00 am

"Golden opportunites in the business to environmental fibre"

Here are the key highlights πŸ˜€πŸ‘‡
Business Updates:
β€’ Closed with 300 customer.
β€’ Plants started in phases. Recovery of textile sector in pandemic was slow.
β€’ Price of certain products has reach to pre-covid level.
β€’ With new capacity company is going to do filaments yarn and spurt yarn.
β€’ Bio-degradable fibre has capable of bio-degrade in land and ocean within an year.
β€’ company will be also starting short cut fibre which have application in cement industry.
β€’ Company is also working on re-cycle footprint which will have edge in the market over long term.
Read 14 tweets
Jyothy Labs conducted their earnings con-call today at 3:00 PM

Here are the key highlights πŸ˜€πŸ‘‡

@drprashantmish6 @unseenvalue @proxy_investor @deepakshenoy

Sector Trend:
β€’ Strong demand in Homecare and healthcare
β€’ Institutional business has gradual comeback and now near to pre-covid level
β€’ New launches: Exo All Surface Cleaner launched in South of India
β€’ Media spent increased for more growth
β€’ Market share has been improved
Business: Updates:
β€’ A&P spend increased with growth in business segment.
β€’ Segmental performance in image.
β€’ Due to lower other expenses the EBIDA margins have seen growth insipte of increase in adv. cost.
Read 12 tweets
Navin Fluorine conducted their earnings con-call today at 10:00 am

Here are the key highlights πŸ˜€πŸ‘‡

Business Updates:
β€’ EBIDTA Margins increased 2.6%
β€’ High value business grew healthy and not contributes 68% of the total revenue.
β€’ Crams business grew at 71%YoY while specialty chemicals grew by 16% YoY.
β€’ Refrigerant business degrew by 27%, due to lower volumes.
β€’ Company did added new customer.
β€’ JV with Piramal is expected to be completed before April 2021
β€’ Significant business of the company has come from the repeat sales, which was the 1 molecule which delivered good growth.
Read 16 tweets
ICICI General Insurance conference call was at 7:30 pm.

"Industry seeing steady growth post new normal"

@dmuthuk @darshanvmehta1 @datta_arvind @ms89_meet

Here are the Key takeaways of the call πŸ˜ƒπŸ‘‡

Business Updates:
β€’ Most of the business segment has shown good pick up.
β€’ Motor insurance delivered good growth.
β€’ Commercial Segment- Fire Insurance showed good growth and Marine is also moving in good direction.

See Product mix performance in image. Image
β€’ Motor has reaced to previous level
β€’ Health sector has reached to pre-covid level.
β€’ New covid in the recent quarter has seen slight stabilization.
β€’ Launched a website for SME for buying and claiming for insurance.
β€’ Around 65% of the policy came digitally this year.
Read 15 tweets
Gateway Distriparks conference call was today at 5:00 PM πŸ˜€

"Parent Company of Snowman Logsitics"

Here are the Key takeaways πŸ‘‡πŸ§΅

Business Updates:

β€’ Improvement in rail freight made the highest TEU over past quarter
β€’ Expansion plans are work in progress.
β€’ New facility are expected to come up with expansion in untapped region.
β€’ Expansion has been made in new cities which will be announced soon.
Sustainability of Rail Business:
β€’ There was improved turned around time as most of the railways was slowed down, which made the utlisation good
β€’ Indian Rail gives 5% of discount (rebate) currently for certain region transportation.
Read 15 tweets
Metropolis acquisition update conference call was on 18th Jan 2021

"Acquisition of Hi-tech Diagnostics will make Metropolis 2nd largest Diagnostics company in India."

Amazing Concall to understand Diagnostic business.😎

Here are the Key takeaways πŸ§΅πŸ‘‡

#concall Image
Overview of acquisition strategy

- Current acquisition is strongly aligned with overall strategy.

- Indian diagnostics industry offer tremendous opportunity given the need of the consumer.

- During the pandemic it has amplified more and has leas to consolidation of industry.
- M&A is important pillars of the company's growth strategy.

- Current acquisition will help strengthen the leadership position and help them to enter a new market, have a consumer reach too.

- Acquired company is a debt free company. Image
Read 30 tweets
#Subex is setting the market abuzz with many brokers talking of relisting above 20 Rs - which is across a major 8 year breakout level of around 18.50

#CrunchMetrics #IDCentral #DigitalTrust #IoT #IoTSecurity
Will be see a dream run in #Subex post relisting given fundamentals are fast improving for both business operations and balance sheet

See embedded thread for brief history of its turnaround.

#CrunchMetrics #IDCentral #DigitalTrust #IoT #IoTSecurity #CyberSecurity
Typo-plz read β€œWill be” as β€œWill we”

I think we will 😊-next 2yrs at #Subex should be similar or better to what #TanlaPlatforms achieved in same time since #Karix acquisition in Aug2018

Cash books are ringing at Subex with good visibility

So watch this space for M&A/BuyBack!!
Read 59 tweets

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