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TheMarket🐝 Profile picture
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15 Jan, 7 tweets, 6 min read
#gtpl hathway investor presentation highlights
#Q3marketupdates
No.2 MSO India
No.1 in Gujarat, 67% mkt share
No.6 Pvt wireline broadband player
CATV subscriber base 1.8x last 4yrs,Broadband base up 2.3x
Rev CAGR 22% last 4 yrs ,Ebidta Cagr 18%
FCF + last 4 yrs
#StockMarket
Dividend paying last 4yrs ,30% dividend Fy20
Net debt 392 mn Dec 20 ,down 3511 mn last 4 yrs
Repaid debt 972 mn in last year
Total income (Incl EPC) up 12%QoQ
ISP rev up 84% you
Ebidta 4170 mn in 9Mfy21 ,up 10%
PAT 1314 mn in 9mnths, up 45%
CATV Business
Increased active & paying subscribers 50K each QoQ basis

Broadband increase 185K subscribers in 9mfy21 ,55k in Q3
Active subscribers 590K Q3
5.5% increase in ARPU
Avg data consumption per user 205 GB Dec 20,up 63% annually

Offering 47 channels across genres
Optical fibres cable network - Owned 40000+ KMs, underground 3000+ KMs ,Leased 5500+KMs
TV industry revenue CAGR 9.9% fy15-19 ,480 bn to 714 bn
TV households from 176 mn to 171 mn

Opportunity
Wireless broadband penetration %
China 55
Europe 70
India 6
Growth opportunities

Provide CATV services with broadband,OTT by tieups with diff partners,launch Q4fy21
Expand footprint new mkts by acqs
Monetize GPON infra to provide high speed ,vol broadband
Increasr broadband penetration rural Gujarat
Cross sell 10.6mn CATV households
Pandemic led rise in data consumption via e-learning,WFH,digital payments ,entertainment, e commerce
Historic TV viewership growth of 43%
ARPU up 15 rs in Q3
Net debt decreased from 1279 mn end of Fy20 to 392 mn Dec 20,gross debt from 2158 mn to 1595 mn
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#Nifty #sensex #StockMarket #stocks #markets

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More from @BullsforBears

TheMarket🐝 Profile picture
16 Jan
@hcltech
#Q3marketupdates

Fy21 guidance
Revenue expected to grow QoQ betn 2-3% in constant currency for Q4fy21
Ebit exptd to grow betn 21-21.5% for fy21
Rev cross $10bn milestone in Cy20 ,delivering 3.6% yoy growth in constant currency, CY20 delivered Ebidta 26.6%,ebit 21.5%
#hcltech won 13 transformational deals across industry vertical including lifesciences,healthcare ,tech, financial services

Broad based growth driven by Mode 2 & products & platforms
Mode 2 prime driver of growth, up 25% yoy & 10.9% wow in CC,led by traction in cloud& digital
Products & platforms clocked healthy 9.3% yoy growth in CC on strong new license sales & robust renewals
Ebidta at 28.2% expanded 355 bps yoy
Ebit 22.9% expanded 265 bps yoy,129 bps QoQ
Cy20 operating cash flow $2667 mn & FCF $2407 mn ,up 63.5 & 82.8% yoy
Read 4 tweets
TheMarket🐝 Profile picture
16 Jan
@HDFC_Bank #hdfc
#Q3marketupdates
Good show
Standalone profit 8758 cr vs 7416 yoy

NIM up 15.1% 16317 crs vs 14172 yoy

Loan book increased 16% YoY to 10.82 lakh crs & deposits by 19% YoY to 12.71 lakh crs at the end of Dec 20

CASA Dec 20 43% vs 39.5% Dec 19 & 41.6% Sep20 Image
Provisions 3414 cr vs 3703 qoq vs 3043 crs yoy
Gross NPA 8825 crs (0.81 vs 1.08) vs 11305 qoq, down 21.9 % ,down 189 bps
Net NPA 1016 vs 1756 ( 0.09 vs 0.17% ) down 42% qoq ,down 8 bps
Restructuring under Covid 0.5% of advances
5485 vs 5203 branches yoy
15541 vs 14533 ATMs
CAR at 18.9% against regulatory requirement of 11.075%
Total credit cost ratio 1.25% vs 1.41% Q2fy20 vs 1.29% Q3fy20
Balance sheet size 1654226 cr vs 1395336 Q3fy20
Read 7 tweets
TheMarket🐝 Profile picture
13 Jan
@Infosys
#Q3marketupdates
Consolidated financial data
Large deal signings- $7.13 bn
Digital CC growth - 31.3%
CC Growth - 6.6% yoy
Operating margin - 25.4%
Increase in EPS - 16.5% in Rupee terms

Revenues
Q3 fy20 / Q3fy21 in $ mn
Digital - 1761/1318
Core - 1755/ 3243
#stocks
Revenue in % Q3 fy21/fy20
Financial 33.1 /31.5
Hi tech 8.2/ 7.6
Life sciences 7.1 /6.7

By client geography
USA 61.6 /61.3
Europe 24 /24.4
ROW 11.8/11.5
India 2.6/2.8

Number of clients added -139
Number of mn $ clients
1mn $ - 761
10 mn $ 246
50mn $ 60
100 mn $ 29
#TCS
Voluntary attrition down from 15.8% in Q3fy20 to 10% in Q3fy21

FCF in crs
Q3fy20 - 4759
Q3fy21 - 5683

Q3 revenue up yoy by 8.4% in $ ,up 6.6% in constant currency
Digital revenues cross 50% of total revenue
Q3 margin 25.4% ,yoy up 350 bps
Opg margin 24.5%
#Q3marketupdates
Read 5 tweets
TheMarket🐝 Profile picture
2 Jan
#industowers
Mkt leader telecom tower space in India, 95801 towers ~16% industry ,post merger 1,70,000 towers ,29% mkt share
Rev up 5.4% QoQ 37 bn,Rental up 3.4% QoQ 23.3 bn post rise in tenancy rates ,tenancy addition, energy rev up 9% 13.8 bn ,Ebidta margin down 130bps
#telecom
PAT up 4% 7.3 bn
Net tenancy up 2116 vs decrease 365 in Q1 to 176332
5g infra rollout require dense network, however 5g more asset light, faster rollout,increase profitability
WFH ,Digitization,increased data consumption will sustain growth going fwd
@airtelindia @reliancejio
Tenancy addition 2116 location is highest past 13 quarters
Post merger shareholding- Airtel 36.7 ,VIL 28.2 ,Providence 3.25 ,remaining public
Energy Ebidta loss due to operator shift from fixed energy to pass through model
Tenancy addtn to remain steady post Agr case
#telecom
Read 7 tweets
TheMarket🐝 Profile picture
31 Dec 20
#glandpharma
Injectable focused B2B company
Mkt includes US,Europe,India,Australia
Niche area - sterile injectables,Oncology,Opthalmic solns
Focus -complex injectables,first to file,NCE-1, 505(b)(2) filings
Chinese promoter Shanghai Fosun Pharma is a global pharma major
#pharma
Fosun acquired controlling stake in gland 74% in 2017 for $1.09 bn
Gland has 267 ANDA filings in the US Mkt, 215 approved
267 filings - 191 sterile injectables, 50 oncology ,26 ophthalmic
Out of 267,101 ANDA are owned by Gland of which 71 approved
Good regulatory compliance
No #USFDA warning letter till date
7 mftng facilities - 4 finished Formulations, 3 API
API facilities 100% captive consumption
63% of Fy20 revenue of 2633 cr were from US mkt
Focus on injs with high entry barrier, limited competition, strict regulatory reqs

#API #cdmo
Read 12 tweets
TheMarket🐝 Profile picture
30 Dec 20
@TitanCompanyLtd
Jewellery saw sharp uptick in Q2fy21 ,98% precovid levels
Added 14 Tanishq stores,8 in Q2
Watches / eyewear recovery sluggish 55/61 % precovid
Mkt share gains for organized players,strong balance sheet,franchisee model,digital spending,ecommerce driving sales
Rise in gold prices led to robust gold jewellery & coin sales
Smaller towns driving demand
Recovery 77% in Jun to 98% in Sep quarter
50% Tanishq stores concentrated in rural areas
Wedding season ,diwali to further boost jewellery demand
#titan #Nifty #sensex #StockMarket
Reopening of stores, malls, vaccine may increase footfalls in Q3,Q4
Launched 'Gift a Titan' & new jewellery division ' Rooted from Zoya'
Launched its 1st smartwatch 'Titan connected X'
Taneira launched 1st Chennai store ,total 13 stores functional
Read 4 tweets

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