A multi-cloud, multi-service business architecture, with composable tiles that together deliver the working applications and processes needed in an enterprise
3/
Way forward
~Global Solutions Company
~Delivering digital business acceleration
~Delivering enterprise modernization
4/
Track Record in Product Development
5/
Key Partners
6/
Financial Performance & Highlights
7/
Details of Buyback of Equity Shares
~Open Market Route
~4.47 % of Equity bought back @ 628
~CMP 1150
~Immediate response to the pandemic
~Recovery & Path to Next Normal
~Subsequent Growth
11/
Immediate response to the pandemic
~ Facing the pandemic
~ Work from home – IT Enablement
~ Cash flow crisis
~ Communications with relevant stakeholders
12/
Recovery & Path to Next Normal & Subsequent Growth
~ Penetrate and grow in some focused segments
~ Partnerships with leaders(IBM, Salesforce, etc)
~ Partner engagement in BFSI
13/
Tech Trends Ahead
~Future of the Digital: See Beyond, Rise Above
~Compose your digital enterprise mosaic
~Scale enterprise intelligence
~Leverage Cloud & Edge for flexible infrastructure
~Build a zero-trust enterprise
~Create personalized multiple experiences for customers
14/
Consolidated Financial Statements
~Balance Sheet
~Profit & Loss A/c
~Cash Flow Statement
15/
This brings us to the end of AR 2019-20 Notes
We are not done yet.
More to come soon on Persistent Systems
End
• • •
Missing some Tweet in this thread? You can try to
force a refresh
Incorporated in 2003, Sula Vineyards Limited is India's largest wine producer and seller as of March 31, 2022. The company also distributes wines under a bouquet of popular brands including "RASA," "Dindori", "The source," "Satori", "Madera" & "Dia" with its flagship brand "Sula" being the "category creator" of wine in India.
Business segments
i) The production of wine, the import of wines and spirits, and the distribution of wines and spirits (the "Wine Business");
ii) The sale of services from ownership and operation of wine tourism venues, including vineyard resorts and tasting rooms (the "Wine Tourism Business")
Financial Highlights Q4FY24 and FY24
● Sula Vineyards Ltd reported Revenues for Q4FY24 of ₹117.00 Crores up from ₹110.00 Crore year on year, a rise of 6.36%.
● Total Expenses for Q4FY24 of ₹104.00 Crores up from ₹89.00 Crores year on year, a rise of 16.85%.
● Consolidated Net Profit of ₹14.00 Crores down 17.65% from ₹17.00 Crores in the same quarter of the previous year.
● The Earnings per Share is ₹1.62, down 17.35% from ₹1.96 in the same quarter of the previous year.
● For the full fiscal year FY24, the company sustained its growth trajectory.
● Own Brands Revenue for FY24 grew by 11.1% YoY to Rs. 534.2 Cr, with Elite & Premium constituting 75.2%, up by 15.5% YoY. Elite and Premium volume grew by 13.4% YoY.
● Wine Tourism revenue saw a substantial 21.7% YoY increase to Rs. 54.7 Cr, accompanied by a significant rise in Tastings across the country to 172,237, up by 29% YoY.
● The Net Revenue for FY24 reached Rs. 616.4 Cr, reflecting a 10.7% YoY increase.
● EBITDA for FY24 stood at Rs. 183.6 Cr, up by 14.1% YoY, leading to an improved EBITDA margin of 30.2%, up by 108 bps YoY.
● PAT for FY24 was Rs. 93.3 Cr, an 11.0% YoY increase, resulting in an EPS of Rs. 11.05.
At 45, six months ago, when we recommended the stock in our Small and Microcap Advisory, there were many questions.
A thread 🧵 :
1/6
Today, there's a buzz around RS Software, a micro-cap company pivotal in UPI fintech disruption. Investors are getting excited looking at the management commentary and revenue forecasts at a recently held public event.
2/6
However, there is limited availability of information on RS Software and business is quite complicated to understand.
Therefore, to educate the community on this business, we're offering our comprehensive research report, previously reserved only for our micro-cap advisory customers, completely free of charge. Link is shared at the end of this thread.
But the stupendous growth YoY just proves one point.
"Convenience & Experience" matter more than anything to us.
More so when it comes to our eating habits.
Devyani International [FY23 AR Notes]
Let’s go!
Before we go to the notes from the FY23 AR, let us tell you that we did a deep dive on the QSR space in our 12th and 13th MissioN SMILE webinars in February and March, 2022 respectively.
If you wish to access the recording of our deep dive on the QSR space, become a MissioN SMILE member.
Before we go to the key takeaway from the FY23 AR, let us tell you that we did a deep dive on Apcotex on our 1st MissioN SMILE webinar on 28th February 2021.
The share price was 175 at that time. What a journey it has had since then.
If you wish to access the recording of our deep dive on Apcotex, become a MissioN SMILE member.
"Uber is a fraud & we don't work with them. We're not registered on Uber unlike what they claim in their ARs & advertisements."
Tingo's story has that element & much more.
Top 10 learnings! 🙂👇
We're going to dissect this case & try to derive learnings which we as mango investors can incorporate.
HQ in New Jersey, Tingo has several businesses focused on providing mobile phones, food processing and an online food marketplace for farmers primarily located in Nigeria.
The new report is a revelation in terms of doing deep research on the promoter & management team.