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.
β€’ Company is taking least amount of risk in dedicated manufacturing and most of ROE is fixed for the next 10-12 years.
β€’ Shared Manufacturing is expected to deliver the same kind of ROE.
β€’ Private Label Manufacturing has volatile ROE

Almost 75-80% is fixed ROE.
Barrier to Entry:
β€’ Already invested more than 350 cr in the past few year
β€’ About to invest 120 crores more for expansion within 1 year
β€’ Company has long term relationship with its established customer
β€’ CRAM is the niche where competitor not able to serve with same quality
Split within Sector:
β€’ Sector Agnostic in all the Foods, Personal Care, Home Care, Leather segment. Not tracked
β€’ Machine for most of the product is fungible.
β€’ Machine with CRAM facility has the same product produced for the next 5-10 years.
β€’ Home care and Personal Care both has revenue share of 40% each

Target on Product:
β€’ Business continuity Plan remains the focus in every product
β€’ Any product with little expansion facility will not be in much focus for the company
β€’ Company has good hold in nearby facility
Client Appreciation:
β€’ Some of the product of Private Label Division had some of the product which remained the highest selling product in e-commerce space.

β€’ Expected Run Rate from the expansion is expected to be 1200-1500 crores.
Organic Growth in FMCG:
β€’ Consumption of FMCG in India is continuously increasing by 5-6%. Demand continuous to be remain there.
β€’ Compare of outside India, there remains good growth available in terms of per capital consumption as well.
β€’ The major growth in the last 3 years remained to be collective effort from the last 7-8 years

Organic Expansion
β€’ It would both in terms of acquisition and green field expansion, as both side of growth is there
β€’ There is good possibility of consolidation of players as well
PLI Scheme: Allocation of certain money has been made in food processing segment but no amount has been announced.
β€’ Company is continuously in touch of government regarding the details. But still not at mature stage.

β€’ β€’ β€’

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More from @tycoonmindset05

18 Nov
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.
Read 5 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
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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.
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- 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.
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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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