#unitedspirits #diageoindia

Net sales declined 6.6%,sequentially improved over last quarter
Net sales declined 3.4% after adjusting for one off benefit of bulk scotch sales last yr
Prestige & above segment grew 1%
Popular segment sales declined 12.5 over last yr
Priority sales declined 10% over last year,increased consumer prices & unfavorable state mix impacted demand
Gross margin down 42.1% over 284bps driven by contraction in Andhra pradesh & decline in south franchise business
Ebidta 270cr ,down 35.1%,Ebidta margin 12.6% down
Ebidta margin affected by higher A&P investment to support rollout of 2 core brands, Mcdowells No.1 whiskey & Royal challenge
Interest cost 51 cr,12% higher compared to last year
PAT 128 cr, down 43%
#nifty #sensex #StockMarket #stocks @United_Spirits
First half performance highlights

Net sales declined 29.7% ,marked improvement seen sequentially in 2nd quarter vs Q1fy21
Prestige & above segment sales declined 25%
Popular segment sales declined 31% & priority down 27%
Gross margin down 42% ,415 bps
Ebidta 192 cr,down 76%
Ebidta margin 6% ,down 1191 bps due to negative impact of fixed cost deleverage, post adjustment for one off bulk scotch sales & restructuring costs,ebidta down 74%
Interest cost 101 crores
PAT down 87 crores
Operating cash flows strong,debt repayment of 780 cr
#unitedspirits may be debt free in Fy22
May soon start giving dividends
Diageo dividend yield is 3.12%,good dividend paying history
#Nifty #sensex #StockMarket #stocks #markets

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More from @BullsforBears

7 Nov
Tata salt largest salt brand in India
Tata tea 2nd largest tea brand in India
Tetley 4th largest tea brand in UK & largest in Canada
Himalayan 1st natural mineral water brand in India
Tata sampann Leading national brand
8'0 clock 4th in R&G coffee in US
9.6K crore consolidated revenue in FY20, current MKT cap 47K cr
Reach - 200 mn households in India,distribution 2.2 mn retail outlets
Among top 10 FMCG companies in India
2250 employees
Number 2 branded tea player globally
Aspiring to get a larger share of Fmcg mkt in India
Executive summary
Cons revenue grew 19% to 2781cr,strong growth India business
Cons Ebidta grew 26% ,INR 402 cr
Packaged beverage business India grew 29%
India food business grew 13%
Branded Int beverage business grew 11%
Cons PBT for the quarter higher ht 31% ,345 cr
Read 15 tweets
6 Nov
Q2Fy21 / Q2Fy20 (in million)
Revenue 3463 /2842 (growth 21.8%)
Ebidta 598/378 (growth 58.2%)
Ebidta margin 17.3/13.3 %

H1Fy21 /H1Fy20
Revenue 6565/5622(growth 16.8%)
Ebidta 1119 /763( growth 46.7%)
Ebidta margin 17/13.6%

#nifty #sensex #StockMarket #stocks
The making of Sequent 1
Focus - transition from multi business model to pure play animal health business
Scale - Indias largest & amongst worlds top 20 animal health company
Capabilities - across APIs & formulations
Financial - mid teen Ebidta margin,RoCe 20s,good cash flow
Carlyle acquired 25.2% ,became new promoter on Aug 17,2020 & acquired additional 27.82% on Sep 8 2020
Neeraj Bharadwaj ,Rahul Mukim & Gregory John Andrew's join board as Carlyle nominees

@OneCarlyle #sequentScientific
Read 13 tweets
31 Oct
@SyngeneIntl conference call transcript Q2FY21

Revenue from operations up 12%, 519 cr ,Ebidta 169 cr, PAT 84 cr
#COVID19 impacting operations of the company & its clients
Set up the busiest PCR testing center in Bangalore
Overall growth driven by discovery science,R & D center
Significant success for 2 clients
1)Albireo pharma - compound Odevixibat met primary endpoint in phase 3 for children suffering genetic liver disease
Syngene worked on registration batches to phase 3,helping in
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#pharma #Nifty
2) C4 therapeutics - biopharmaceutical company, novel therapy for cancer & neurodegenerative disease through Targeted protein degradation, recognized leader ,syngene conducted discovery research projects for C4 over last 3 years
#sensex #cdmo
Read 11 tweets
29 Oct
#Navinfluorine investor presentation Q2fy21

Revenue 512 cr
High value business
H1FY20/H1FY21 - 253/332 ,increase 32%
Ebidta - 146 cr
Operating PBT - 125cr

H1FY21 revenue contribution from high value business - 65%

#Nifty #sensex #StockMarket #stocks
Revenue 308 cr
High value business Q2Fy20/Q2Fy21- 141/201 ,increase 42%
Ebidta 93cr
PBT 83cr


Legacy business 253/180 ,decrease 29%

High value business
253/332 ,increase 32%

Total revenue 506/512 ,increase 1%

Operating Ebidta 128/146

Speciality chemicals well balanced growth driven by life sciences & crop science segments

CRAMS Strong customer traction augurs well


Speciality business
180/199 ,increase 11%
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High value business units 253/332,increase 32%
#crams #cdmo
Read 6 tweets
29 Oct
Piramal Q2 results update
28% increase in equity
39% reduction in debt D/E 0.96
12% YoY increase net profit 1124cr
No.of exposure >15% net worth of financial services - 1
Pharma arm valued EV of $ 2.7-3.1bn
CDMO revenue growth YoY 20%
@PiramalGroup #pharma #Nifty #sensex
India consumer product YoY growth +25%
Ebidta margin Q2fy21 23%
Net debt :
Mar'19 - 55,122cr
Oct'20 - 33457 cr
D/E - 2 to 0.96
Segment wise equity allocation
Financial 48%
Pharma 22%
Unallocated 23%

Equity of 25,000 cr for financial services to acquire oppurtunities
Consolidation in real estate picking pace - industry wise decline in number of developers since 2012 - 53%

Wholesale loanbook
Mar 19 - 51436cr
Sep 20 - 45840cr

Top 10 exposure
Mar 19 - 18404cr
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No.of account with> 15% net worth decreased frm 3 to 1
Read 6 tweets
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@Mphasis financial result Q2fy21
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AWS launch partner for airline,focus on healthcare,trade finance
Major contender as per Everest fr Cloud native Dev services 2020
New partnerships - Snowflake
Highest overall QoQ CC organic growth in over a decade
Highest quarterly revenue of $327.4mn ,crosses pre covid peak of Q4'20
Direct business : achieves $1bn annualized run rate

BCM : Consistent track record of double digit YOY growth
QoQ growth 17.4%,best in class
Insurance: QoQ overall growth 2.5% ,strong pipeline visibility
Broad based & strong growth across verticals in direct business
Europe grew 8.2% YoY in Q2'21 in CC,direct business Europe grew 23% YoY in CC
#innovation #AI #cybersecurity #IoT #sensex
Read 10 tweets

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