Discover and read the best of Twitter Threads about #insights

Most recents (24)

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
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.
Read 8 tweets
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.
Read 7 tweets
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.
Read 8 tweets
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.
Read 9 tweets
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.
Read 9 tweets
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.
Read 8 tweets

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