Cosmo Films conducted the concall today at 2:30 pm

Here are the Conference call highlights

" Expanding speciality area and increasing expertise in niche areas for growth."

Hit 'Retweet' to educate more investors ☎️🧵
Outlook

- This Diversified company has delivered positive return during this period as well.

- They have kept a track on market to avail best results and taking steps cautiously to attain strong growth without hinderance.
- Their Speciality portfolio has delivered an annual growth of 18% for last 3 years.

- They have a target to achieve 80% of revenue from speciality by Fy 2023.

- Under it, the company currently has 6 patents and addition to it 6 are in pipeline.
- With complimentary growth in specialized BOPET line they have a target set to attain 20% plus growth in EBITDA.

- Along with this investment are been made in RnD for longer sustainability.
- Their Masterbatch plant has 1st line with capitve consumption and 25% outside sales.

- They launched FMCG product " Fabritizer " to protect against viruses and bacteria on cloths.

- They are focused to produce Masterbatch for captive use and niche speciality for outside sale.
- This FMCG product is expected to gained very good response with good amount of marketing and branding done for it.

- This products is set by company to be available in each place online and offline mode.

- But the big sales can come by jan 22 onwards.
- Company recently developed eco-friendly products as well.

- Along with this company is under commissioning of adhesive business for packaging, lamination and labels.
- On Petcare, it is an untapped market for them with huge growth prospects.

- They are creating first digital omnichannel for products and services.

- The company expects to gain much out of this low penetration markets.
- And in medium term it is expected to be demerger and set to be a separate different company.
Financials

- Strong EBITDA is been delivered since last 9 quarters in a row.

- High speciality sales, higher margins and ease in increasing cost transfer to clients has helped a lot.

- A strong push from the uptick performance of their subsidiaries has improved business growth
- The reduction in Tax rate has also increased their PAT levels.

- In terms of debt management, they have been able to bring their net debt to equity at 0.5 times

- Company is dealing in both B2B and B2C, in which they have smooth moving in B2B space.
- Company has an investment of 130cr in perpetual bonds, they have new area to invest in mind. So, the money invested in this bonds will be used it as per proper valuations.

- This bonds were invested in good times and have good YTM levels as wells.
- Numbers will be shared when they are redeemed.

- In terms of employees cost, they are expected to increase due to new hirings for new markets.

- The company doesn't perform task until they have proper force for them.
Capex

- Company is planning to incure 330cr of Capex in FY22.

- Along with this new products are been launched to cater people's demand and capture most of the new market.

- And for Petcare business they expect to have low Capex of 15cr by FY22.
- They are set to enter a BOPET project of 400cr with 3 to 4 years payback.

- The construction has began and is expected to be operational bit by Q1 next year.

- This is a multi product line, the revenue is expected around 300 to 350 cr.,
- Company in last 12 years combine has incurred RnD investment of 80cr approx.

- This investment has helped in cutting avoidable costs. And as they are some done with big brands company gets advantage of using premium services.

- The innitiative is much larger then numbers.
- Company has set various specific areas to ease of recycling and incure target cost of 40cr to attain sustainability innitiatives.
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More from @TYMFinance

6 Aug
Caplin Point Laboratories conducted Concall today at 3:30 PM for Q1 FY21

Here are the conference call highlights.

"Mgmt expects to grow at 25% for coming few year"

Hit 'Retweet' to educate more investors ☎️🧵
Business Updates:

• Latin America remain the favorite spot for Caplin
• There was some product changes, to improve the product basket of company.
• Started selling injectibles in domestic market for Covid.
• CRO is set to get the product approval in 15-20 days.
New Products

• Caplin Onco expected to commercialize in March22.
• 4 product launches to be made this year.
• In Phase 2, co. got 2 Vial filling lines from Syntegon, expecting delivery within 12 months
• Lyophilizer from Tofflon ordered, expecting deliver within 9-12 months.
Read 13 tweets
6 Aug
Hikal Ltd conducted the concall today at 2:30 pm

Here are the Conference call highlights

" The company is targeting to becoming a leading global consultation business with HIKAL 2.0."

Hit 'Retweet' to educate more investors ☎️🧵
Outlook

- The company has delivered good growth on yearly scale.

- This was possible due to favourable product mix, less disruptions and strong performance in own generic as well as CDMO segment.
- Their Pharma business, reported strong growth in their own generic and CDMO segment.

- They were boosted with innitiatives to cut their cost to reach further excellence.
Read 20 tweets
6 Aug
Garware Hi-Tech Films conducted Concall today Q1 FY21

Here are the conference call highlights.

Hit 'Retweet' to educate more investors ☎️🧵
Business Updates:

• With 100% capacity, company witnessed health demand from all the products.
• PPF is getting acceptance in diverse market, and is targeting 40% utilization this year.
• Exports contributed 81.5% of sales.
• Value Added contributed 80.4% of sales.
Revenue Mix:

- Thermal: 3% of revenue
- CPD: 46% of revenue
- IPD: 51% of revenue Image
Read 10 tweets
6 Aug
Prince Pipes & Fitting conducted Concall today at 11:30 AM for Q121

Here are the conference call highlights.

"Launched new product Prince One Fit Industrial Pipe to replace the Mild Pipe"

Hit 'Retweet' to educate more investors ☎️🧵
Business Updates:

• Revenue growth of 9% and volume de-growth of 26%. Reduction was
- Covid impact
- Volatility in PVC prices which increased the inventory levels of co.
- Decrease in demand in rural region, espcially in agriculture area.

• June & July month have turned wel
New Product:

• Launched New Prince One Fit Industrial Pipe (PVC pipes)
- It will replace Mild Pipes and.
- Usage in Chemical, Power, Paper & Pulp, Water Treatment.
• 3 Polymer solution for Industrial
• In 2017, Prince was early mover to bring DWC pipe to replace RCC pipes
Read 11 tweets
5 Aug
Vardhaman Special Steels (#VSSL) conducted Concall today at 2:30 PM for Q1 FY21

Here are the conference call highlights.

"Co. is targeting 155K Tonnes of production for FY 22"

Hit 'Retweet' to educate more investors ☎️🧵
Business Updates:

• Sales volumes stood at 43,705 tonnes.
• Growth is attributed from growing demand in the automotive sector & strong demand from OEMs manufacturers.
• Co. received EC for expansion from 2,00,000 MT per annum to 2,80,000 MT per annum of rolled products.
Industry Update:

• Car segment is doing very well, while 2/3 Wheeler are struggling.
• Export market in automotive is doing well, where VSSL has targeted customer. Sales from US is improving.
• Automotive Steel are included in PLI, however DELP scheme is not announced.
Read 11 tweets
4 Aug
Balaji Amines conducted the concall today at 4:00 Pm

Here are the Conference call highlights

" Achieving growth prospects with Over-all Expansion."

Hit 'Retweet' to educate more investors ☎️🧵
Outlook

- Company stands strong by not letting it's operations getting hampered by second wave of Covid-19.

- They gained advantage of having products under essential category.

- Their subsidiaries has also delivered strong results, which supported their volume levels. Image
- Balaji speciality chemicals Pvt Ltd, recorded capacity utilisation of 42% and expect it to reach 50-60% soon.

- This company is expecting to increase their export share by 25-30%

- The company has now the largest Ethylamines in India at 22,500 tons per annum.
Read 18 tweets

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