12th Post on Q4FY21 Results

Businesses covered:
~Dixon Technologies
~Galaxy Surfactants
~KNR Constructions
~Mayur Uniquoters
1/

Dixon Technologies

• Con Rev down 146% YoY & PAT up 57% YoY in Q4
• Entering outdoor lighting & refrigerator segments
• Applying for PLI schemes for mobile phones, AC components, lighting, IT hardware & network products

Detailed Notes: bit.ly/35Gjmm2
2/

Galaxy Surfactants

• Con Rev up 19.6% YoY & PAT up 22% YoY in Q4
• EBITDA/ton at Rs 19465 which is up 16.4% YoY
• FY21 volume growth of 11.2% in India & 8.2% in AMET

Detailed Notes: bit.ly/35PUuIt
3/

KNR Constructions

• Rev up 35% YoY & PAT up 16% YoY in Q4
• EBITDA margin at 19.5% in Q4FY21
• Received 2 new HAM projects of Rs 4500 Cr
• Issued 1:1 bonus shares in Feb

Detailed Notes: bit.ly/3zOKVHO
4/

Mayur Uniquoters

• Rev up 34% YoY & PAT up 40% YoY in Q4
• Product Supply to Mercedes Benz South Africa to start in June
• EBITDA margin at 24%, volume decline at 8-9% YoY in FY21
• Sales Breakup: 32% export & 68% domestic

Detailed Notes: bit.ly/3qhhFoA
All the four updates together here:

bit.ly/3qm4m6j

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More from @SmartSyncServ

23 Jun
AR20-21 Notes

Tata Elxsi

Design Digital

Helping Enterprises Re-imagine Products & Services

Simplifying Technological Complexity

Retweet to help more Investors read AR.🙂 Image
1/

Message From the Chairman

~Strong Operating Performance
~Diversify-Geopolitical & Currency Risk mitigated
~Ranked in the leadership zone of Zinnov Zones 2020 Report ImageImageImageImage
2/

DESIGN DIGITAL

~Industrial Design & Visualization
~Healthcare
~Media Broadcast & Communications
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16 Jun
AR20-21 Notes

Apcotex Industries

Leading producer of Synthetic Rubber & Synthetic Latex in India

Broadest Range of Emulsion Polymers in the market

Fasten Your Seatbelts & Enjoy the ride 🙂

Retweet for wider reach 🙏
1/

Evolution

1980: Started as a division of Asian Paints
1991: Becomes public ltd
1998: Started HSR prodn 10k MT p.a.
2005: Name changed to Apcotex
2009: Entered Acrylic Emulsion business
2013: Latex capacity increased from 40k to 55k MTp.a.
2016: Omnava Solutions Acquisition
2/

Financial Highlights
Read 13 tweets
15 Jun
AR20-21 Notes

Tata Consumer Products

Transforming for Better

Hang on Tight, as we deep dive

Retweet for wider reach. 🙂🙏
1/

Leading with Brands
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Performance Highlights

~Financial
~Operational
~S&D
~People
~Procurement
~Community
~Sustainability
Read 19 tweets
14 Jun
AR20-21 Notes begins🗒️

First on the list is

BKT

Boring Business Steady Compounder

Fasten your seatbelt

Here we go!

Hit L&R if you find value.🙂🙏
1/

Snapshot of Financial Performance

~Last 5 years Financial Highlights
~Rupees Earned/Spent (%)
2/

~Off-Highway Tires
~Large Variety Low Volume (BKT has 2700+SKUs)
~Requires pre & post-sales servicing
~Two subsegments Agricultural & Industrial
~Large Market in USA, Europe, Australasia & India
Read 8 tweets
27 May
8th Post on Q4FY21 Results

Businesses covered:
~CCL Products
~Jyothy Labs
~Marico Ltd
~PI industries
1/

CCL Products

• Con Rev up 25% YoY & PAT up 17% YoY in Q4
• Freeze-dried at 62% utilization in FY21
• Vietnam utilization at 95% in FY21
• India branded Sales at Rs 100 Cr in FY21

Detailed Notes: bit.ly/3bYWzp3
2/

Jyothy Labs

• Revenues up 25% YoY
• All categories except Fabric Care see >33% YoY growth
• Mkt shr gain of 120 bps in Exo, 130 bps in Pril, 170 bps in MaxoCoil, 40 bps in MaxoLV, 60 bps in UjalaW & 100 bps in UjalaIDD.

Detailed Notes: bit.ly/3fokbWg
Read 6 tweets
25 May
Snippets from our Inaugral MissioN SMILE Webinar on 28th Feb 2021🙂
In this month's webinar, we are covering 3 businesses from the travel & travel related sector.

Date: 30th May, 2021

Register here if you wish to attend:

pages.razorpay.com/SSSPremResearch
To know more about MissioN SMILE, watch this 2 min video 🙂

Read 4 tweets

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