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9 Nov, 5 tweets, 3 min read
#amberenterprises Q2fy20 investor presentation
Import of ACs with refrigerants is Prohibited, 4000 crs of RAC were being imported in India
Prohibition will enhance local manufacturing, Amber well placed as a one stop provider for HVAC industry

#nifty #sensex #StockMarket
Strong balance sheet, large client base ,increased penetration in HVAC industry to drive growth
Railway & metro business impacted due to covid,however order book strong
Vocal for local to boost India mftng
China plus 1 to drive export mkt
Increased focus on R & D
#stocks
Q2fy21 / Q2fy20 in crs
Revenue 623/408
Operating Ebidta 39 /22
PAT 12/3
Pent up demand in Q1fy21 led to clearance of channel inventory
Demand uptick for ACs in tier 2,3 cities
Import ban has led to enquiries from large players
Business to achieve normalcy in H2fy21
RAC business
Q2fy21 revenue at 147 cr vs 314 cr in Q2fy20
H1fy21 revenue 307 cr vs 1165 in H1fy20
Dip in RAC revenue in Q1 due to lockdown

Components & mobile application
Q2fy21 rev 261 cr vs 310 cr in Q2fy20
H1fy21 rev at 361 cr vs 694 cr in H1fy20
Contributed 64 vs 50% yoy
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More from @BullsforBears

TheMarket🐝 Profile picture
10 Nov
#balajiamines investor presentation Nov 20

H1fy21 / H1fy20 in cr
Revenue 496/ 467
Ebidta 125/87.96
PAT 82/54
Sales vols up by 8.3% ,from 21376 to 23150 MT YoY

Increased volume off take
Amines 5094 MT
Amine derivative 9916
Speciality chemicals 8140 MT

#sensex #Nifty #stocks
Demand for Acetonitrile,DMF,NEP,DMA,TEA continues to remain elevated ,intermediates for Covid 19 drugs
Debottlenecking of Acetonitrile plant commenced ,production output to jump to 18-20 tons from current 9 tons/day
Antidumping duty will lead to higher capacity utilization of DMF
Subsidiary Balaji speciality pvt chemicals ltd received REACH certification from EU for Diethylene triamine,sales runrate of 10 crs/month
Ethylamines mfg commence end of FY21,DMC to begin in Fy22

Expansion plans
Acetonitrile - installed capacity 9000 TPA, clearance for 18000TPA
Read 11 tweets
TheMarket🐝 Profile picture
8 Nov
@MarksansPharma #marksanspharma Investor presentation Sep ' 20

Revenue growth 36.3%
Ebidta growth 109.5%
PAT growth 95.4%
Cash 154.4 crores
ROCE - Mar'18 12.1% ,Sep'20 29.4%
ROE - Mar'18 7.5% ,Sep 20 22.8%
Net debt to Ebidta - Mar'18 0.89 ,Sep 20 -0.48
Q2fy21 / Q2fy20 in cr
Revenue 360/264
Ebidta 86.8/41.4
Ebidta margin 24.1/15.7%
PAT 50.7/26
PAT margin 14.1/9.8%

H1fy21 /H1fy20
Revenue 691/511
Ebidta 157/76
Ebidta margin 22.7/14.9%
PAT 100/48.5
PAT margin 14.5/9.5%

#nifty #sensex #StockMarket #stocks #markets
95% of company revenues came from regulated overseas mkt

Formulation business from Europe,UK 286cr compared to 225cr last year,growth 27%
US & North America growth 48.7% to 302.5 cr in H1fy21
Australia & NZ revenue 69.4 cr in H1fy21 ,growth of 12.1% YOY
#pharma
Read 14 tweets
TheMarket🐝 Profile picture
7 Nov
@TataConsumer
Brands
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
#Nifty
Read 15 tweets
TheMarket🐝 Profile picture
6 Nov
#sequentScientific
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
TheMarket🐝 Profile picture
6 Nov
#unitedspirits #diageoindia

Q2fy21
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
#nifty
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
Read 6 tweets
TheMarket🐝 Profile picture
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
regulatory filings

#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

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