#galaxysurfactants #Q3investorpresentations

:Q2 momentum spilled into Q3
:Speciality segment double digit growth
:Domestic mkt double digit growth
:Interim dividend Rs 14

Vols Q3fy21/20
Performance surfactants 36618/34978
Speciality 21620/19295
Total 58238/54273
Revenue HLs
Q3fy21/20 in crs
Performance surfactants 401/387
Speciality 277/242
Total 678/629
PAT 85/48

9mnths fy21 vols
India mkt up 13.3%
Africa & ME Up 6.3%
ROW down -10.1%

9mnth FHs in cr
PS 1292/1187
Speciality 717/759
Total 2009/1946
PAT 223/168
Truly Indian MNC
:Leading mftr of ingredients for home & personal care industry
:preferred supplier for MNC,Regional & local Fmcg
:205+ product grades
: 7 strategic facilities (5 India,1Egypt ,1 US)
: Extensive R&D capacity
: intellectual property- 78 approved,1e applied
1750+ clients
80+ countries
1550+ employees

India's largest mftr of Oleochemical based surfactants & specialty care products for home & personal care

Focus - personal & home care (hair,oral,home,skin,cosmetics,toiletries)
Performance surfactants- Anionic & Non-ionic

Speciality care products - Amphoteric ,Cationic ,UV Filters ,preservatives, speciality ingredients ,fatty alkanolamides & fatty acid esters

Rev mix performance(mainly fmcg) vs speciality(oligopolistic player) 64/36%
Clients - HUL, Dabur ,P&G ,Colgate ,Reckitt, Himalaya ,Emami ,L'oreal, Henkel

Fy20 rev :
MNC 55%
Regional 11
Local & niche 34
Multiple awards from clients - Gold award for its Innovative product TiLS(G) - oil soluble surfactant ,great place to work
Rev in crs
Fy15 1875
Fy20 2602

Fy15 192
Fy20 375

Fy15 68
Fy20 230

Ebidta per tonne
Fy15 12518
Fy20 16716

Vol growth
Fy15 153374
Fy20 224237

Fy15 1.1
Fy20 0.4

Fy15 20.4
Fy20 24.7%

FY15 41
FY20 316

Fy15 18.6
Fy20 23.5%
#galaxysurfactants #Q3marketupdates
Q3 FY21 Cons
Total vol up 7.3% yoy Revenue 677Cr, up 7.7% yoy
EBITDA 122.5 Cr, up 43.3% yoy driven by increasing share of specialty, better product mix & higher capacity utilization PAT 85.2 Cr up 77.6% yoy
Interim Dividend 14Rs

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More from @BullsforBears

3 Feb
#sequentScientific #Q3marketupdates #Q3investorpresentations

Strong 🏋️‍♀️
Q3fy21/20 in cr
Rev 361/317
PAT 37.2/20
EPS 1.52/0.83

9mnth fy21/20
Rev 1014/878
PAT 87.8 /53.1
EPS 3.24/2.18

API Business up 17.2%
Formulations 15.0%

Alivira award best Company in AH India/ME/Africa
EU subdued due operational challenges of Covid
Spain & Germany impacted while Benelux & Sweden reported strong growth
Growth to accelerate with recent launches of CitramoxLA & Halofusol. Tulathromycin launch to reflect from the current quarter
Brazil & Turkey grow strongly driven by mkt share gain existing portfolio & new launches
India business doubled last 9 months
Integration Zoetis portfolio completed

API Business
Highest quarterly sales 1,297Mn, growth 20%
1/3rd sales from global Top-10 AH players in 9M
Read 8 tweets
3 Feb
#Q3marketupdates #Q3investorpresentations

Best Ever Quarterly Revenue, EBITDA & PAT
Rev 4,350 mn, up 24% yoy & 8% qoq Q3’21 EBITDA 1,085 Mn, up 32% yoy & 8% qoq
PAT 658 Mn, up 59% yoy & 16% qoq
Basic EPS 18.47
API Business
Regulated mkt rev 3110 mn, up 12% yoy
,contributed 72% of Q3’21 rev, decline from Q2 result of robust growth in other mkts
Other mkts rev 1240 mn, up 71% yoy
Rev growth 24% yoy (37% yoy ex-ranitidine) driven by growth in vol, scale up Vizag
New products 9% Q3’21rev
Tracking well to plan ,addition of new customers, solid growth order book

R&D & Ops
Vizag onstream, commercialized as planned in Q3
Filed 3 new DMFs US mkt ,2 EU mkt during Q3’21
Market extensions 6 of existing products across 7 different geographies
R&D 138 mn 3.2% Rev
Read 5 tweets
3 Feb
@airtelindia #Airtel #Q3marketupdates
Q3fy21 Highlights

Highest ever cons quarterly rev 26518 cr, up 24.2% yoy

India business highest ever quarterly rev 19,007 cr, up 25.1% yoy

Mobile services India rev up 32.4% yoy led by improving realizations,strong customer addn
Airtel Business rev up by 9.2% yoy back of strong demand for connectivity and solutions

Digital TV business strengthened leadership position

Cons EBITDA 12178 cr
EBITDA margin at 45.9%, up 464 bps yoy

India business EBITDA 8,589 cr EBITDA margin 45.2%; up 594 bps YoY
Cons EBIT 4665 cr ,EBIT margin 17.6%
India EBIT margin 12.7%
Cons Net income (after exp items) 854 cr
Industry leading operational indicators, strong business momentum 4G customers up 12.9 mn for Q3 to 165.6 mn
Mobile ARPU 166 vs 135 Q3’20
Read 4 tweets
3 Feb
#subex #Q3marketupdates #Q3investorpresentations
9mnths fy21
Revenue up 6% ,2758 mn
Ebidta margin 27.3% ,753 mn
PAT (exc exp items) up 101% ,332.5 mn

Products :
Revenue assurance
IOT security
Fraud manag
Identity analytics
Anomaly detection
Network analytics
3 horizon strategy

1 - enhance core areas ( fraud mang,Rev assurance ,Network analytics, partner ecosystem mang)

2 - immediate growth ( IOT security, Analytics center of trust)

3 - long term growth , invest in emerging areas ( Multi-Vertical SaaS)
Crunch metric
Investment rationale

Leader in Digital Trust space

Making strong inroads in the multi vertical IoT Security space; IoT Security Market to touch $4.5 bn by 2022

Incubating virtual startups within the orgztn

Sticky Revenue Model ,60% annuity/ recurring, >98% customer retentn
Read 6 tweets
1 Feb
#emamiltd #Q3marketupdates #Q3investorpresentations
Concall highlights

Rural demand remained strong, urban showed pickup
Healthcare portfolio showed good response due to covid
Product penetration of 4% for Boroplus,Balms,Kesh king,etc
Double digit vol growth guidance for Q4
Manag confident of new launches Boroplus,Emasol
Honey controversy appears to settle down, mkt changing from seasonal to perennial
Fair & Handsome sales showing uptick post rebranding, relaunch
Sanitiser sales witnessing slowdown
Hair oils seeing demand in domestic & ME mkts
Q3 sales Zandu segment
Honey up 2.5% ,Chyawanprash 24%
International business up 26% yoy led by growth in ME & SAARC ,new launches contributed 4% to sales in Q3 ,creme21 grew 82%
30+ new product launches Fy21
E comm sales up 3.5x in Q3 ,up 210 bps
MT channel growth 51% in Q3
Read 4 tweets
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
Commercialized 60+ products
61 DMFs filed

Generic FDF
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

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