#TanlaPlatforms Q3 2022 Concall Highlights

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Financial Update

1. Revenue grew 35% year-over-year to ₹884.9Cr
2. EBITDA grew 60% year-over-year to ₹202.8Cr.
3. EBIT grew by 62% YoY.
4. PAT grew 69% year-over-year to ₹158Cr
5. EPS grew 70% year-over-year to ₹11.66
6. Customers with revenue > ₹10M+ have grown 36% YoY
7. Customers with revenue > ₹500M contributed 57% in Q3 FY22 as against 49% in Q3 FY21
8. In 9M FY22, they added 237 new customers as against 206 additions in 9M FY21
9. Revenue from new customers for 9M FY22 at ₹571 million as against ₹504 million in 9M FY21

Business Update

1. Salary cost is at 14.5% of gross profit in Q3 FY FY22, as against 12.4% in Q3 FY21.
2. Salary cost has increased to 4.3% of revenue from 3.1% in Q3 FY21, primarily driven by new additions and RSU cost.
3. EBITDA margin improved by 425 basis points to 21.9% YOY
EBITDA/CFO was lower
in Q3 because in Q2 cash flows were much stronger and there's been normalisation of cash flows in Q3.
4. Top 20 customer concentration as a percentage of revenue is decreasing and revenue from them is increasing.
5. With the concentration decreasing of the top 20 clients, the company has not lost any customers.
6. Platform business Gross Margin contribution to total at 23% in Q3 FY22.
7. Company has an exclusive multi-year partnership with Vodafone Idea Limited (Vi) for deployment of Wisely to secure, encrypt and enhance performance for the entire international messaging traffic on the Vi network. The commercial launch will be on 1st March.
8. Company released 2 major features on the platform:

AI enabled multi channel delivery engines to reach customers at the right time and the right channel with the right content.

New app enabling seamless integration of any enterprise applications.
9. 88Bn Transactions in Q3 in Trubloq and 31Bn transactions in December 2021.

10. Company has deployed their Trubloq platform in Dubai and UAE through a licensed deal.

11. Scrubber portal went live to ease Tele Maker Operations.
12. Consent management module released for mobile users to effectively manage their consents.
13. Trubloq market share is 63%.
Future Outlook.

1. Company expects its future growth coming from India and from its new products and platforms.
2. The cash in the company will be used on developing products and platforms, brand building and to hire new talents.
3. Company currently does not have any buyback plans.
4. Company is also not in a hurry for international expansion.

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Jan 25
#cartrade Q3 2022 Concall Highlights


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Financial Update.

1. Total revenue ₹102.32Cr for Q3 as compared to ₹88.08Cr in Q2.
2. Adjusted EBITDA Margins for the quarter was 32%, 30% YOY growth.
3. Loss before tax in Q3 was ₹-22.41Cr
4. Loss after tax was ₹-18.48Cr.

Business Update.

1. Company's 9M revenue was impacted because of Covid & Semiconductor shortage.
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5. Company had exceptional and non-recurring, non-cash adjustment of Rs. 140 crores for ESOP granted in FY21.
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Jan 25
#GreenpanelIndustries Q3 FY22 concall highlights:


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1. Net sales were up 34% YoY. Gross margins were up 220 bps at 57%.
2. Price hikes were taken to compensate for increase in raw material costs.
3. EBITDA margins were up 510 bps at 27.2% due to price increases, superior product mix and cost optimization.
4. MDF sales grew by 40.2% ₹356.4 Cr and contributed 84% of the topline.
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6. The Uttarakhand MDF plant remained inoperative for nearly half the
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Jan 25
#SHARDACROPCHEM Q3 2022 Concall Highlights 🧪🌱

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Operational Highlights:

1. Revenues grew by 78.2% you from ₹494 Cr to ₹880 Cr in Q3FY22
2. EBITDA margin expanded by 220 bps YoY to 22.8% in Q3 FY22
driven by economies of scale , effective cost management marginally settled off by higher freight cost.
3.Strong volume growth, high realisation and better product mix
4. Revenue growth YoY- Europe -124% , NAFTA-76% , LATAM-18 % , RoW 19%
5. Geographies wise gross margins
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Jan 25
#Tipsindustries Q3 2022 Concall Highlights

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1. 60%-70% of the Tips library is 90’s Music
2.The Content charge for the quarter was around ₹10 cr
3. Overall the Viewership was reduced due
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Jan 25
#ShemarooEntertainment Q3 2022 Concall Highlights

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1. The revenue for Q3 was ₹ 90 cr
2. The EBITDA was ₹ 9.8 cr % EBITDA margin at 10.88%
3. The net profit for the quarter was ₹ 1.9 cr, PAT margin at 2.07%
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2. Company also had a theatrical release - Dhuandhaar
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Jan 25
#HavellsIndia Q3 FY22 concall highlights:⚡🔌

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1. 15% revenue growth over last year with a 27% CAGR over 2 years. 2. Volumes were flat.
3. Festive demand was encouraging, however demand tapered in later part of Q3, owing
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