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The Tycoon Mindset

29 Apr, 11 tweets, 2 min read

KPIT Technologies concall was today at 4:00 pm

Here are the concall highlights 😀

Business Updates:
• Revenue drop YoY, however volumes is same.
• Autonomous driving trend is long term trend which requires software for multiple use.
• Shared Mobility is also showing good trend. For this vehicle replacement with software inbuilt can be seen.

• Company has made strategies to intake efficient employees
• Company focus is to attract few clients but to have very long term plan with those customers.

Deals and Pipelines:
• Pipeline has been increased at highest in the last quarter, which is across the region and verticals.
• Electric Power train has grown marginally, but company expect much of the growth to be coming from Electric Power train.
• Got few deals in OEM

Revenue Share and Margin:
• Revenue Share of quarter in image
• Offshoring is expected to be increasing and company is looking for margins improvement.
• Fixed PRice engagement have gone up for productivity side, and company is expected to see growth productivity as well.

Competitive Landscape:
• There are companies are like Luxoft in Software and technology, and there are certain OEM who wants to own the software.
• Company is working in Tier 1, with their own software.

• Current Run rate is 12%.

Focus:
• Company is engage with semiconductor companies for software past (some software called middle ware).
• Semi Conductor will not be the direct customer but this can be helpful for indirectly connecting with OEM

Commercial Vehicle (CV):
• Growth in electrification in CV and the area of focus remains the same as other vehicle.
• On Autonomous vehicle company has strong focus, as area of scope is wide.
• Company don't see any softness in the autonomous side. Both domestic and export.

T25 Clients:
• These are designated client where company investment over more on the long term contracts with customer. Company is do seeing adding and improving these client list as well.

Risk on Software:
• It is similar to that of software development.
• Main focus remains on quality of product.
• Company has focus of defect free delivery.

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• Revenue share mentioned in image.

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One of the Largest vertically integrated textile player "K P R MILL" conducted their Q4FY21 conference call today at 4:00 pm.

" Expansion in Key Segments for Growth "

Here are the key takeaways 😊...

Overview
- Company made strategic investment in wind power project and co-gen plant for captive consumption.

- Cotton price remain stable for most period , India is cotton surplus country , production have gone up.

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Employees
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30 Apr

IndiaMart Intermesh concall was today at 3:30 PM

"Big Pond (Industry Scope) with few Big Fishes (less players) seems good. But Uncertainty and Fear of Competitor can also tamper down the growing size of Fish (stable growth)"

Here are the key insights 😀

Business Updates:
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"Company is the main supplier of Gears to Indian railways "

Here are the concall details 😃

Overview

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"The tailwind is there with big players as the demand is shifting from small players to big organized players."

Here are the key insights 😃

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Overview

- Quarter was an fantastic quarter in terms of sales growth. The company out did its plan.

- Company smashed all the targets which were planned.

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29 Apr

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Here are the concall highlights 😃

Overview

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