Mayur Uniquoters Limited, conducted their conference call today at 3:00 pm.

"Focused to grow business margin. "

Here are the key takeaways 😁😁...
Business Report
- Business has delivered good growth

- Due to lockdown situation, manufacturers has faces tough issue due to low demand preveilsd in the market.
- Company has gained good and huge demand from international markets.

- Companies products are widely accepted in both domestic and international market.

- They expect from 3rd week of June automotive business will show positive sign.
- They are in talks with OEMs for business like the African client.

-They have received approval from Volkswagen as well but in small quantities for now and it is expected to grow further.

- Huge growth is expected from the new product market.
-For international markets, There is shortage of chips has heavily impacted business, though the demand is good.

- Their Subsidiaries are expected to perform well in upcoming periods.

- Company is still in talks with Tesla, but no updates are there for now.
- Company has started supplying mercedes and additional requests of 30000 will be met as well, and for year end 50000 is the target.

- Company is developing a business relationship with datsun as well for specific materials.
- Companies have received no orders from many of its key location and they are facing delayed payment issue as well.

- IT is expected to get comfortable from next month. The company is strict in terms of not lending heavy which can go against them.
Financials
- Business revenue has grown by approx 14% on standalone basis.

- Related to volumes, management has avoided questions related to it due to covid presence.

- Company still uses good amount of raw material from China and other places.
- They are targeting to reduce their cost and increase demand post this covid situation.

- They want to make products to generate more value for business and with that they have a focus to improve their margins to next level.

- The expected range of margin will be around 8%.
Capex
- Majority of past Capex is completed and little bit of work is left before full efficient launch is done.

- Gwalior plant production is back on track for now.

- Constant push is done on RnD, like for. New product shift from leather to other material.
- At the moment they have about 7 running lines for the company and will be utilised at a good capacity in times to come.
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More from @tycoonmindset05

11 Jun
#CenturyPlyboard conducted their today at 3:30 APM.

Here are the key takeaways πŸ˜€πŸ˜Š
Business Update:
β€’ Q4 was the best quarter for century in history of co.
β€’ Laminate has shown very good performance with increasing margins.
β€’ Q1 FY22 has been affected due to covid, however things have improved now.
β€’ Strengthen the balance sheet and net debt near to 0.
Capacity Utilization & CAPEX:
β€’ Plywood capacity has been ramped up and now is 100%+. Capacity would be increased here, with CAPEX spent.
β€’ Laminates: Current utilization is low. Hence capex can be in next year. Laminates can add another 15-16%

Conti.
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11 Jun
Cera Sanitaryware Ltd, conducted their today at 10:30 AM.

"Co. expects to double itself after every year"

Here are the key takeaways πŸ˜ƒ
Business Updates:
β€’ Macro Outlook and increasing demand drives growth for the company.
β€’ Company has been back to pre covid level growth, and mgmt expect overall demand to exceed supply.
β€’ Working capital has been improved with improvement in receivable days.
Utilization:
- Sanitary ware: 85%
- Faucet ware: 92%

Sales Mix growth QoQ
- Sanitary ware- 62% -48.5 (~-0.5%)
- Faucet ware- 35%- 28.28 (10.49%)
- Tiles- 22% - 20.8 (-6.62)
- Wellness- -10% - 2. (-35.54)

β€’ New product revenue contribution was 20%.
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10 Jun
Polycab Ltd, conducted their conference call on 7th June 2021.

" Target to attain more then Rs 200 Bn sales by Fy2026 "

Here are the key takeaways 😁😁...
Business Report
- Company has generated positive growth this period as well.

- They now command about 20-22% share of organized wires and cables market of India.

- There is a strong momentum around housing wires.

- They still have strong B2B scale-up.
- With upcoming position in B2C strong business is expected.

- Company has increased its focus to leveraging digital to transform business model.

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- New concept are been planned and worked upon.
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9 Jun
Galaxy surfactants Ltd, conducted their conference call today at 12:00 pm

"Creating a strong digital brand for itself and consolidating to further building upon it."

Here are the key takeaways 😁😁...
Business Report
- Company has delivered a strong growth for this year with lockdown situation prevailing in major of their plant areas.

- Persistent partnership made by Companies have helped them to survive such tough times.
- Company has grown its market share in both domestic market as well as the rest of the world.

- Indian markets grew by 5.8%, African markets grew by 13.4% and rest by 4% approx.

- But in terms of volume domestic markets had Grown the most but ROW de-grew by 7%.
Read 16 tweets
8 Jun
@thetanmay has launched a technical analysis course on stock market.

I have been following him when his YT channel AIB had something around 200k subs. Much before that infamous roast.

One thing we should know is that this guy is a Visionary. From launching AIB podcast....
(1/5)
To introducing 'roasting' in the indian society.

This person has been ahead of its time for sure. He brought Podcasting in india when very less % of people knew about it.

He brought Roasting into comedy (though it didnt turn out well)

(2/5)
But that roasting launched a series of new talent on youtube and many teenagers were able to capitalize on it for eg. @CarryMinati

Now he has entered in the field of finance last year, is an Exciting news for us personally πŸ˜ƒ coz

(3/5)
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7 Jun
Jubilant Ingrevia Ltd, conducted their conference call today at 5:00 pm.

"Keep adding value to our products and customers."

Here are the key takeaways 😁😁...

#jubilantingrevia
Business Report
- Despite covid related challenges, company has performed well In FY21.

- They were able to deliver uninterrupted service due to strong supply of raw material and logistics support.

- Company is able to maintain their margins with strong Operating leverage.
- Companies demerger from Life sciences whole business has improved their operating efficiency with good management structure.

- There has been a good demand in CDMO for pharma and agro side business.

- Company is looking for clients from all prespective And take what's better.
Read 24 tweets

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