- Most of the employees are wfh, 7 percent of people are working in office and on field
- Quarterly growth has been impacted due to covid and forex impact
- Strong qoq growth in video connect services
- Organisations are looking more towards cloud computing services and enhance requirement for secured connectivity.
- IZO private cloud platform is created for cloud end to end solution for customers requirement
- IZO cloud helps in enhancing security in cloud connectivity.
- Hosting services grew by 14 percent yoy.
- Have got good traction in IZO Platform.
- Media portfolio has now seen some recovery.
- Has partnered with Star india to broadcast @IPL for the third year in a row.
- Strong recovery in other platforms.
- Enabled tata comm home solution to Croma. Croma employees now can contact customers via video conference and develop a stable and seemless omnichannel.
- All the 150 stores will be installed with this system in the coming quater
- Payment solution business still remains affected.
- Focus towards innovating solution to increase customer retention and deliver superior customer experience.
- Pipeline remains robust.
- Last quater received best service provider.
- Ebitda margin have increased. 3 successive quater of double digit ebitda growth.
- Pat grew by 613% yoy
- India business grew by 7 percent and foreign business have grown by 16 percent
- Video connect platform grew by 70 percent yoy
- High demand for cloud security
- Share of more profitable serivces in the portfolio has been a major driver for profit.
- Expecting some large international deals in the coming quaters.
- Indian IT companies have shown a strong growth but tata communications have not been able to show the strong uptick in revenue. This is mostly due to international transactions have not yet picked up.
- India growth rate in enterprise side is not picking up because of network related slowness.
- In UCC space the traffic reached 1 billion minutes but now it has come down to 600 million minutes.
- Cost optimization programmw results would he seen by next year.
- Some of the covid cost benefit might go away in future qauters
- Thus, margin would be around 22%-25%.
- Tax rates would around 28%-30%
- Accumulated losses from international entities will help to bring down the net taxes.
- Focus toward improving on-site offshore mix in employees cost.
- Structural benefits would be around 150 crs. And covid benefits have been around 50 crs.
- Deal pipeline is quite strong and there are good amount of funnel ads in the pipeline.
- Scope and initiative in operational efficiency: focus is towards productivity and large part had been done and thus there has been a margin expansion.
- Plans regarding future monetization of assets, company is looking for it but no specific way ahead yet.
- Big shifts are happening in media business. The customers are shifting from satellite to fiber optics.
- IRR hurdle rate is about the range of 20%.
- Company has seen a phenomenal growth in ROCE. The mix of the product portfolio will lead to increase in Ebitda growth.
- Going forward the incremental cashflow would be used to deleverage the company.
β’ β’ β’
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-Company facing problems due to Covid
-Granules has achieved the highest numbers in the history of growth story.
-PAT growth of 20% after 2021 with base of 2021.
-ROCE increased due to better utilization of plants.
-Out of approved ANDAs 6 are yet to be launched.
- PAT growth is higher than revenue growth: Due to good product mix, price realization
- Vizag facility is expected to come up next year
- Intentionally delayed launched of some products due to COVID
- Supply chain remain the continuous focus of the company
Updates on Industry:
β’ Ravi season is expected to be good.
β’ Agriculture sector is expected to deliver good growth in the coming months due to good rainfall
β’ Pesticides and Insecticides use was less in the coming quarter.
β’ 3 key products show good growth
β’ Prioritizing cash flow result to increase in cash flow
β’ Main focus remain to bring new and innovative product
New product:
β’ Launched 1 formulation product, and gradual pick up in sales
β’ 2 new crop nutrition product
Data facts:
β’ Opening of economy and there is uplift now from corona
β’ Market shares of company has increase 2.35. Currently at 17.5% market share.
β’ Market share of group and overall business was 24.4%.
β’ Market share product was ULIP at 30%, non Par at 37% and PAr at 33%
Data facts
β’ Policy sold over 4 lacs
β’ New margin business has seen good growth
β’ Main focus now is to control cost.
β’ 48 crores set for provision of Corona, and there is no need for additional provision issue.
Β€ SIP is defined as a method of investing a certain amount periodically. It is one of the methods of investing in a mutual fund. Don't be misled by the fact that mutual funds are all about SIP.
Β€ Strong focus over SIP has led people to change their investment style, ignoring the impact on their returns. When there is a sharp correction in the market, it is much advisable to invest in a lump-sum.
1/ In 1886, May 8, John Pemberton used coca leaves, sugar, and cola nuts to prepare his syrup. The product was first sold as a medicinal beverage in Jacob's pharmacy in Atlanta for 5 cents a glass for diseases including nerve disorders, headaches, indigestion & morphine addiction
2/ It was John Pemberton's bookkeeper, Frank M. Robinson, who gave the syrup the official name as Coca-Cola, including the logo too. Pemberton had left it to Robinson to promote the product of his own.