#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
Dec 20, NIMF has one of the largest retail assets in the Industry, at 58642cr ($7.8 bn)
Retail assets 26% to NIMF's AUM
Dec 20, NIMF garnered AUM 38,753 cr ($ 5.2 bn) from 'Beyond the Top 30 cities' category ,forms 17.5% of NIMF's AUM vis-a-vis 16.0% for the Industry
As on Dec 20, Individual AUM was Rs. 108,182 cr ($ 14.4 bn) contributed 49% to NIMF's AUM
As of Q3fy21 NIMF is one of the largest ETF players with AUM of 33,939 cr ($ 4.5 bn) & mkt share 13%
Q3fy21 launched 2 NFOs in the passive category
As of Q3fy21 has 92 lakh investor folios, with annualised Systematic book of approx 8,000 cr ($ 1.1 bn)
As of Q3fy21 offers Category II & Category Ill Alternative Investment Funds & total commitment of approx 3,500 cr ($ 466 mn)
Geographical presence 290 location pan India
Q3 fy21 digital transactions upto over 4 lakh ,up 39% vs Q3fy20
Digital channel part 52% to new transactions

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More from @BullsforBears

28 Jan
@LaurusLabs #lauruslabs #Q3marketupdates #Q3investorpresentations
Q3fy21/20 in crs
Rev 1288/730 ,up 76%
Ebidta 433/150
PAT 273/73 ,up 274%
EPS 5.1/1.4

Generic API growth 103% yoy
ARVs up 175% yoy
Generic FDF up 47%
Custom synthesis up 63% yoy
Onco API growth 36% Image
Generic APIs
ARV,Anti-DM,CVS,PPIs,Onco
Commercialized 60+ products
61 DMFs filed

Generic FDF
ARV,Anti-DM,CVS,PPIs,Onco
Filed 26 ANDAs with USFDA
9 final & 8 tentative approvals
Filed 12 dossiers in Canada, 9 in EU ,8 with WHO,2 in S.Africa, 2 in India
Laurus Synthesis
CDMO services for Global pharma
Steroids,hormone mftg
Speciality ingredients in Nutraceuticals,dietary,cosmetics

Commercial scale mfg,clinical phase supplies,Analytics & research

API validation plannd in Unit 5
Optalmic initiated
LSPL-API validatn planned Image
Read 13 tweets
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
EBITDA up 29.7% yoy, +190 bps margin expansion yoy on changing product mix with higher contribution from FD and PFI , improved operational efficiencies from higher capacity utilization
PAT 147 cr up 129.4% yoy
Net Debt down 22% yoy
Net debt to EBITDA 0.7x vs. 1.4x as of Q3fy20 Image
ROCE 32.4%, up on account of higher capacity utilization via addition of new modules & equipment with limited capital expenditure
Q3fy21 launched Ramelteon, Dexmethylphenidate HCI and Potassium Chloride ER tablets (Klor-Con), from GPI and Guaifenesin ER tablets from GIL
Read 6 tweets
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%
Popular segment sales down 6.7%, led by decline 5.7% in priority states Increased consumer prices, unfav state mix contributed to decline
Gross margin 44.6%, up 24bps versus Q2fy20, driven by benign commodities and continued focus on productivity during Q3
EBITDA 384 Crs, down 9.5%
EBITDA margin 15.4%, down 100bps, driven by lower fixed cost absorption, increase in admin expenses
Interest costs 38 crs, down 17% driven by reduced debts and lower interest rates PAT 230 crs
PAT margin 9.2%
Read 5 tweets
27 Jan
@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
Read 6 tweets
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
Net cash Q3 - 1335 mn
Wires&cables
6% yoy growth
Distribution channel double digit growth
Institutional businesses continues 2 face headwinds
Wires > cables
Housing wires strong momentum
Export 2.9 bn,10.5% overall sales,down 33% yoy due higher Dangote base
Exc Dangote, Aus,Asia,UK 29% yoy growth
Fast moving electrical goods
Strong 41% yoy growth in total Rev back of consumer demand,distribution, product mix
FMEG mix to sales up 215bps, up 10.8% yoy
Fans took leadership in few geographies
Segment Ebit margin 5.9% in Q3 & 4.7% in 9mnths
Read 10 tweets
23 Jan
@LTI_Global #Q3marketupdates
Conf call highlights
Seeing good traction in BFSI,Media,CPG Retail,Pharma,Mftg services
2large deal wins in Q3fy21 of $278 mn
$204mn Injazat deal in Dec 20 in UAE ,for high tech vertical, to help in cloud adoption ,best shoring ,ERP modernization
$74 mn deal with a Fortune 500 energy company
Injazat & energy deal revenues to contribute numbers from Q1fy22
Healthy margin growth of 35 bps led by higher utilization, increased offshoring, optimisation in SG&A
- wage hike in Q4 to impact numbers,160 to 170 bps
Offshore utilization due to higher growth, manag confident of maintaining onsite at past levels
Investment in SG&A ,Nordics ,data products to drive margin growth going fwd
PAT guidance of 14 to 15% going fwd
Digital business now contributes 44% to revenues, up 9.5% QoQ
Read 4 tweets

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