#ShemarooEntertainment Q3 2022 Concall Highlights

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Numbers-
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%
4. The Digital revenue was ₹ 48 cr up by 20% YoY
5. Revenues from Traditional Media was ₹ 42 cr up by 26.4% YoY
6. Debt currently stands at ₹248 cr
7. Overall Inventory is down at ₹700 cr from ₹706 cr, the peak was ₹ 750 cr
Business Updates-
1. The Company released 13 new titles during the quarter with content across movies, web series and plays
2. Company also had a theatrical release - Dhuandhaar
3. Shemaroo has 20th most subscribed YouTube channel in the world
4. This quarter did a deal with Spotify for its Shrimad Bhagavad Gita podcast
5. In Q3 there was additional spend done towards Shemaroo Gujarati, it had high cost of marketing and advertising spend.
6. The employee cost for the quarter was relatively higher due to performance linked incentives ware paid in the month of DEC 2021
Management has not taken a salary hike since 4 years
Marathi Bana-
1. Shemaroo MarathiBana premiered the Marathi dubbed version of 'Baahubali' with noted Marathi film and theatre personalities lending their voices
2. The rating an the ranking of Shemaroo’s Marathi Bana remains stagnant yet faces some competition from existing players as well as the newly entered Sun Marathi
Marathi Bana to breakeven next quarter
Business Segment Update-
1. Advertisement segment grew the most, it grew by 35%+, Syndication business was a little higher than last year, subscription business was down as lockdown was opened and peoples movement began the consumption time was down.
2. The Traditional Media segment saw better growth this Quarter, management is confident that it will maintain the growth.
The company to spend less Investment on the Syndication side and focus will be more towards the B2C business
3. In the Digital Media YouTube comprises of 2/3rd of the revenues making it 65% of the revenues, Telco is less than 10%, ShemarooMe is 25%-30% rest is syndication and others.
Syndication business is mixture of cyclicality and seasonality

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More from @ValueEducator

Jan 25
#cartrade Q3 2022 Concall Highlights

@NeilBahal

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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.
But the company has grown despite the car market de-growth.
2. Shriram Automall listing touch All time high of 1.3Mn.
3. Company had 31 mn Average Monthly Unique Visitors in Q3.
4. 86.20% Organic Unique Visitors in Q3.
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:

@NeilBahal

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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.
5. MDF volumes fell by 2.4%. MDF domestic revenues were ₹307.35 Cr whereas exports contributed ₹43.05 Cr. Domestic realizations are up by 42.6% and export realizations are up by 49%.

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
6. Europe- 36%, NAFTA 37%, LATAM 14%, ROW 23%

Segmental review

1. Agrochemicals : Non-Agrochemicals revenue mix stood at 82:18 in Q3 FY22 as against 81:19 in Q3 FY21
2. Agrochemicals revenues during Q3 FY22 grew by 79.8% YoY
Read 12 tweets
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
#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
to high inflation and then omicron scare.
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Jan 24
#MEGHMANIFINECHEM Q3 2022 Concall Update

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Operational Highlights

1. Revenue up by 91% to ₹422 Cr backed by increase in revenue of Chlor-Alkali and Derivatives by 104% and 59% respectively
2. Overall plant utilisation was marginally up at 79% compared to 78% previous year same period
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Read 10 tweets

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