#subex #Q3marketupdates #Q3concall #Q3updates
Concall transcript Q3fy21
Rev 93.9 cr ,Ebidta 20.3 cr & PAT 8.5 cr
9mfy21 Rev 275.9 cr up 6% yoy
Interim dividend of 10%
Moved into new corporate office in Bengaluru
In IoT focus on mftng sector,secured 4 new customers in Q3
ID central (identity analytics solution) launched in Indonesia, 1st customer onboard

NGP platform, next gen platform to revolutionize way telcos operate in OSS & BSS system ,cloud native API based application

Expect more 5g contracts in APAC & ME in coming quarters
Vision to emerge as a leader in digital trust solutions in multi vertical environment

Closed about $28.5mn deals in 9mfy21 ,Q4 to exceed Q3 in deal wins

Tech mahindra partnership around Block chain area

New product offering for Telcos- Augmented Analytics platform
Augmented analytics platform to enable to move towards SaaS based offerings

Course corrected post covid focus from oil & gas to mftng sector ,ID central in Indonesia to cover 75% population,expect to add 3-4 customers/ month

Crunchmetrics facing challenges(POCs to agreements)
Avg project completion time of 9 mnths prolonged due to onsite issues

5g products around capacity manag,security,campaign

Horizon 2,3 backlog of $1.5-2 mn

Added 12 employees in Q3, employee expenses up account of increments

Quarterly revenue run rate around $7-7.5 mn
Capacity increase of 20% to enable taking new projects & executing them

Aim $100 mn revs in 3-4 years ,new areas IoT security & ID Central can scale up quickly

Aim to get institutional & long term investors to invest into the subex story

4% esops to allote to employees
Focus on digital trust
- 3 broad areas
Risk manag( fraud,leakage), Security ( post quantum cryptography, homomorpgic encryption ), Identity
Also real time insight

New areas in next 2-3 yrs to contribute $15-20 mn of annual recurring revenue

Expect $3.5 mn travel expenses
Telcos are among the most vulnerable sectors to cyber threats like DDoS, fraud and revenue risk & leakage. How is @subex using AI to help the world's biggest telcos manage these risks? @csknet has some insights.


• • •

Missing some Tweet in this thread? You can try to force a refresh

Keep Current with TheMarket🐝

TheMarket🐝 Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!


Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @BullsforBears

14 Feb
#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
Read 9 tweets
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

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!