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TheMarket🐝 Profile picture
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27 Jan, 6 tweets, 2 min read
@ApolloTriCoat
#Q3marketupdates #Q3investorpresentations

Apollo tricoat - 3 steps ahead
Q3fy21/20 in crs
Rev 503/229
PAT 38/18
EPS 12.46/5.93

9m fy21/20
Rev 1006/434
PAT 70/31
EPS 23.24/10.35

Full on ahead not only 3 steps
50 % mkt share in structural steel tubes 9mfy21,sales vol CAGR 27% fy11-20

Most products with 1500+ SKUs (shapes & sizes)
Highest scale with 10 plants - 2.5 mn ton capacity
Largest sales network 800+ distributors
Lowest cost producer
Premium pricing to peers
50000+ retailers
Existing product portfolio
Door solution - Chaukhat (Indias 1st closed steel door frame ) ,monthly sales reached 4000 ton ,2 lakh/month chaukhats ,UP,HP,Rajsthn,Punjab

Home beautification - Elegant ,Signature, Plank
Designer tubes
Signature
Elegant
Upgrade to conventional tubes,aesthetically superior,corrosion & rust resistant due to galvanized layer

Planks
New age steel tube product to completely replace wood with steel
Gross block 9820/ton
Asset turnover - 5.6x
Sales realization - Rs 55000/ton
Ebidta margin - 12%
Ebit margin - 11%(6000/ton)
Working capital days - 0
Total capital employed - 9820/ton
Q3 fy21 at a glance

Vol 72604 ton ,up 54% yoy
Net profit 379 mn ,110% up yoy
D/E 0.2
Ebidta 572 mn ,up 101% yoy
Net WC days -4 from -2 in 2020
1123 mn 9m operating cash flow
ROCE 40.3%, fy20 was 20
Capacity 350000 ton

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TheMarket🐝 Profile picture
28 Jan
@LaurusLabs #lauruslabs #Q3marketupdates #Q3investorpresentations
Q3fy21/20 in crs
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Commercial scale mfg,clinical phase supplies,Analytics & research

API validation plannd in Unit 5
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Read 13 tweets
TheMarket🐝 Profile picture
28 Jan
@GranulesIndia #granulesindia #Q3marketupdates #Q3investorpresentations

Q3Fy21 Highlights Revenue from ops up 20% yoy driven by 4 new launches in Q3 & increase in mkt share existing products across the three segments – API, PFI and FD Image
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PAT 147 cr up 129.4% yoy
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Read 6 tweets
TheMarket🐝 Profile picture
27 Jan
#unitedspirits @DiageoIndia #Q3marketupdates
Q3fy21 highlights
Net sales down 3.6%, improved qoq driven by off-trade resilience,trade recovery offset by contraction of business in Andhra Pradesh
Prestige & Above - Net sales down 0.8% Image
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EBITDA 384 Crs, down 9.5%
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TheMarket🐝 Profile picture
27 Jan
#nipponlifeindia #Q3marketupdates
Business Highlights • Dec'20
AUM 3,52,360 crore ($ 47bn)
Q3fy21 avg AUM 2,13,033 cr($ 28.4 bn), share of Equity Assets rose to 39.1% of AUM vs 38.9% Q3fy20
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Q3fy21 launched 2 NFOs in the passive category
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TheMarket🐝 Profile picture
23 Jan
@PolycabIndia #Q3marketupdates #Q3investorpresentations

Q3 earnings presentation
Revenue Q3 27988 mn ,up 12% yoy
9m 58891 mn ,up 12% yoy
PAT 2636mn ,up 19% yoy
9m 6027 mn,up 9% yoy
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TheMarket🐝 Profile picture
23 Jan
@LTI_Global #Q3marketupdates
Conf call highlights
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2large deal wins in Q3fy21 of $278 mn
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Read 4 tweets

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