R System Con call was today at 11:00 AM

Here are the Key highlights of the conference call πŸ˜€
Business Updates:
β€’ Business is now coming to new normal
β€’ Witnessed good traction using RPA, cloud, IOT, mobility,
and analytics
β€’ Digital offerings continue to contribute over 40% of revenues
β€’ Served 26 Million Dollar+ customer
β€’ QoQ came mostly from volume growth.
β€’ Digital service is expected to grow more than other segment.
β€’ Margin improvement was due to Work from home, saving of travelling cost and rupee depreciation.
Gross Margin Sustainability
β€’ Company is currently at ATH EBIDTA margins.
β€’ There was growth in terms of volume and price realization.
β€’ WFH decreased the cost of the company. (Travelling cost expects to have reduction of 40-50%)
β€’ Overall utilization increase by 2-3%.
Mgmt expect to have this margins sustainable over next few quarter 1-2% up down may happen

End of the thread.
This was the shortest conference call we have ever heard (ended in 25 mins)

β€’ β€’ β€’

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More from @tycoonmindset05

18 Nov
Hindustan Foods Con call was today at 4:00 PM

Here are the Key highlights of the conference call πŸ˜€

Past few years the growth drivers macro factors are
β€’ GST- This had made good growth in the decentralization of the supply chain making a good place for organised share.
β€’ Consolidation of contract manufacturing companies.
β€’ Digital and E-Commerce increasing demand.
β€’ Achieved the highest sales growth.
β€’ Started the contract manufacturing for toilet cleaner in Sailvassa with capacity of 1000KLPA per day. Plant site was built in 7 months.

β€’ Beverage plant in Mysuru in progress.
β€’ Malt Beverages plant in Coimbatore is in progress.
Read 11 tweets
9 Nov
VIP Industries Con Call was today at 5 PM!

Here are the Key highlights of the Conference CallπŸ˜€

@MAJORshailendra @BaluGorade @MrRChaudhary
@equitybulls @SmartSyncServ @Stockcentric1

-It will take a year or two to reach at Pre-Covid Levels
-They are trying to get more international business
-Planning to expand their Bangladesh business
-There was some loss in average selling price this quarter
-They are 2nd largest Luggage company in the World

-E-comm sales is 27% and this is going to be their material channel ahead
-It will continue to be in this range
-Amazon and Flipkart would be like their departmental/retail stores and simultaneously they would be having their exclusive stores also
Read 13 tweets
9 Nov
Affle Concall was today at 11:00 AM

Here are key highlights of the Conference CallπŸ˜€

When the going gets tough, tough gets going!

@darshanvmehta1 @varinder_bansal @hemangjani9
- Company had a 72.5% YoY growth in PAT.

- Growth has been in CPCU and non CPCU market by both existing and new costumers in both domestic and international market.

- Management is optimistic on industry trend.
- Company is focusing on creating an integrated platform for the customers and is investing in human resources to enhance the business experience.

- numerous opportunity across market organically
Read 17 tweets
8 Nov
#Buyback season continue πŸ₯³πŸ₯³

NTPC buyback updates:

Record Date for buyback: 13th November
Buyback Price: Rs 115
Buyback size: Rs 2275 crores

Read in further thread about the buyback play πŸ‘‡πŸ‘‡

@sonalbhutra @connectgurmeet

Few highlights:

To participate in retail category, one can go for around 2,200 number of shares.

The theoretical acceptance ration in this case would turn out to be around 19%.
However 100% of application is not possible in buyback.

Assuming 3 different scenario for the expected application of buyback that is 50%, 70% and 90%, the tender ratio would turn out to be 37%, 26% and 21% respectively.
Read 7 tweets
5 Nov
HLE Glasscoat Concall was today at 4:00PM

Here are key highlights of the Conference Call πŸ˜€
β€’ In manufacturing ever plant require to convert solid into liquid by filtration. ANFD does filtration, washing of impurities, drying and is automated.
β€’ Complied with CGMP
β€’ Can be useful even in hazardous chemical
β€’ Focus remain of launching quality product and annual innovation in products.
β€’ Company has Formidable player in Glass line market.
β€’ Manufactured 250 products for even single order and have already fulfilled many diverse range of order.
Read 16 tweets
3 Nov
Neuland Laboratories Concall was today at 5:00 PM.

Here are key highlights of the Conference Call πŸ˜€

@unseenvalue @drprashantmish6 @AdityaKhemka5 @punitbansal14
Business Updates:
β€’ GDS and CMS segment both have contribute well.
β€’ Unit 3 will be commercialized in 2 quarter of FY 2021
β€’ Growth was led by Levofloxacin and Levetiracetam
β€’ CMS business was the key driver for growth. Good progress from CMS
β€’ Expectation of 90cr this year and 60-70cr is done
β€’ No further updates on CAPEX but there will be need

β€’ Growth driven by increase in commercial projects which done well. Baseline project done well
β€’ CMS business could be volatile. Overall growth is positive
Read 21 tweets

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