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Jan 25 • 8 tweets • 2 min read
#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.
6. Company to deploy up to USD 100 mn (INR 750 crores) for strategic acquisitions and investments in the automotive ecosystem in coming months.
7. Company has tied up with MG motors to provide an auto finance platform so that their customers can apply for a loan online with their preferred financier.
8. Company is aggressively working in expansion of their new franchise business Carwale abSure.

9. Carwale abSure is already serving 18 cities with 22 outlets and company plans to scale to 200 outlets in the next two years, they have already have 23 partners
10. Their shriram auction business has tied up with 2 leading OEMs Ashok Leyland & BharatBenz.
With this deal SAMIL will be providing their Online-Offline auction platform to all potential buyers approaching dealers of
Ashok Leyland & BharatBenz to sell their used vehicles and purchase new vehicles.

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Value Educator Profile picture
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
Read 25 tweets
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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
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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
to opening up of the lockdown, but had no direct effect on Tips business.
4. When Tips came up with their IPO in the year 2000 they acquired 12 Labels at once like Times music, Gold Theatre and also a western
5. As always content cost is written off in the same year of acquiring the content. They do lumpsum deals with singer instead of royalty model
Read 8 tweets
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Jan 25
#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
Read 10 tweets
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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.
4. The company increased the spending on brand promotion which is expected to continue
5. Margins have been under pressure with elevated commodity costs and partial transition in pricing especially in consumer durables
6. Last few weeks have seen the return of COVID-led anxiety in the demand market. But unlike last year, the recovery is expected to be swift.
7. Price hikes were not taken in December and January because the best season is Feb-March-April. Price hikes have been announced and
Read 15 tweets
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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
EBITDA increased by 107% to ₹141 Cr and EBITDA margin was up by 260 bps to 33.5%, despite high inflationary pressure on raw materials
3. Crisil upgraded credit rating from A+/Positive to AA-/Stable
4. Investments undertaken in past years resulted in healthy revenues despite input pressure
5. EBITDA margins of 28+/-2% are sustainable as the product portfolio diversifies
Read 10 tweets

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