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Jan 31 • 12 tweets • 3 min read
#Birlasoft Q3 concall Highlights 💻⌨

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Numbers Updates -

1. The revenue for Q3 was 143.4 Million dollars up by 4.7%QoQ and 20.1% YoY
2. The TCV of the deal wins in Q3 was 185 million dollars, the new business contributing about 121 million dollars, The year to date TCV stood at 474 million dollars.
3. The Enterprise business was up by 6.1% QoQ and 81% YoY
4. Business technology and transformation was up by 4.4% QoQ and 31% YoY
5. Cloud based services was up by 2.7% QoQ and 29%YoY
6. The manufacturing vertical was up by 9% QoQ and 20% YoY
7. Energy and utilities was up by 8.4% QoQ and 20.2% YoY
8. EBITDA margin was 15.2%, PAT stood at 114 cr up by 10.5% QoQ
9. The DSO stood at 55 days
10. The Offshore contributed overall 49.5%
11. The Overall deal pipeline stood at 1.2 billion dollars
12. Cash and cash equivalent stood at 1135 cr as of 31st Dec 2021
Business Updates -
1. #Birlasoft was named as a leader in the SAP S/4HANA System Transformation – Midmarket - U.S. region by Information Services Group.
2. The capex for the quarter was 39 cr out of which 23 cr was for renewal of premises and rest of it was for IT and related assets
3. The company foresees a lot of demand as the customers are increasing their IT spends
4. Strategy going forward is to be a business ready platform where to bring about benefit in tech space and other industries and services
OEM based net new selling, it was a separate initiative, it was started as a 9 month experiment and it was successful.
5. Birlasoft shifted form ERP player to a digital enterprise in the past 3 years, while improving the efficiencies the company wants to focus on bringing newer offerings.
6. Life Sciences revenues will start coming from February.
7. Enterprise digital business to do well as the focus is on adding value after cloud migration.
8. Annuity revenue mix was 72% in last quarter, and will be computing the number next in Q4.
9. Company is seeing growth in all the ERP SAP, Oracle etc
10. The company has moved a few things from Time and material to fixed Price components without reducing the billing.
Employee Update-
1. The total headcount stands at 11,945 which is down by 120 personnel QoQ, company has started freshers hiring, 80 freshers were hired in the month of Jan.
2. The sales & support headcount stood at 1104, sales headcount is up by 8% this year.
3. The attrition was all time high at 31.4% in Q2 it was about 40%
Company plans to add 1500 freshers for the next financial year

Guidance-
1. The Guidance is to maintain more than 15% margin
2. Attrition to stabilize in coming quarters at 18% - 19%

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More from @ValueEducator

Feb 2
#HappiestMinds Q3 22 ConCall Highlights

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Numbers Update -

1. The revenue for Q3 stood at 284 cr up by 47.3% YoY and 7.3% QoQ

2. Total income for Q3 was 292 cr

3. EBITDA stood at 76 cr up by 27.8% YoY, PBT at 65 cr up by 22.8% YoY
4. EBITDA Margins were industry leading at 26.1%

5. DSO stood at 93 days

6. Attrition 21.1% TTM

Business Segments -

1. Product Engineering Services - The revenue from PES was 136.6 cr

2. Digital Business Services - The revenue from DBS stood at 85.11 cr
3. Infrastructure Management & Security Services - The revenue from IMSS stood at 63.22 cr

4. The revenue from automation was 27.1% of total revenue, reported separately because automation overlaps with all the business segments.
Read 9 tweets
Feb 2
Jubilant Ingrevia Q3 2022 Concall Highlights 🧪👨‍🔬

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Operational Highlights

1. Revenue grew by 44% on YoY basis, driven by growth across product segments to ₹1,286 cr in Q3FY22 from ₹893 cr in Q3FY21
2. Revenue from Pharma, Nutrition and Agro end use increased significantly.

3. Most of the input cost is passed on resulting in better realisations

4. Acetic acid prices were high due to china and supply constraints
The change in duty for acetic anhydride and methanol will benefit more to consumers than the manufacturers
Read 17 tweets
Feb 2
#NeulandLabs Q3 FY22 concall highlights 💊💊

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1. Revenue for the quarter is ₹238.4 Cr (2.9% decline YoY). EBITDA for the quarter was ₹34.2 Cr (26.8% decline YoY) with an EBITDA margin of 14.3%.
2. They are facing supply chain issues due to raw material volatility and high logistics cost. They also benefited in the last few quarters due to raw material hedging for key ingredients, but those contracts expired in Q2 which caused a decline in margins.
They are holding higher inventory in case of possible future disruptions.
3. Currently profitability is low due to costs associated with commercialization on Unit 3. They expect more volumes from Unit 3 in the coming quarters.
Read 22 tweets
Feb 1
#AjantaPharma Q3 FY22 concall highlights 💊🧪

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1. The company has announced a buyback of ₹352 Cr including taxes. Including dividend, total payout to the shareholder for the financial year is at ₹434 Cr
2. Emerging Markets business (Branded Generics) - Spread across Asia and Africa and contributes 41% of revenues. Exports to these markets were ₹361 Cr (26% growth YoY).
Sales to Asia were ₹194 Cr (1% decline YoY). Sales to Africa were ₹167 Cr (87% growth YoY) however growth looks higher due to low base effect.

3. US Generic Business - Contributed 22% of revenues. Sales were ₹166 Cr(3% growth YoY).
Read 16 tweets
Feb 1
#EaseMyTrip Q3 2022 Concall Highlights ✈🏨🛎

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Financial Update.

1. Gross Booking Revenue (GBR) was Rs. 1,293 Crs up 44% QoQ basis and up 65% YoY.
2. Adjusted Revenue Rs. 152 Crs 147% YoY
3. Air Segment Booking 24.56 lacs 49% YoY.
4. Profit After Tax (PAT) Rs. 40 Crs 84% YoY
5. For 9M FY22 - Gross Booking Revenue (GBR) Rs. 2,544 Crs 108% YoY.
6. Adjusted Revenue Rs. 302 Crs 208% YoY.
7. Air Segment Booking 50.36 lacs 87% YoY.
8. Profit After Tax (PAT) Rs. 83 Crs 167%YoY.
9. 92.3% GMV comes from B2C business .
10. 88.8% transactions are done by B2C customers.
Read 14 tweets
Feb 1
#Punjabchemicals Q3 2022 Concall Highlights
🧪👨‍🔬

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Operations Highlights

1. The revenue for Q3FY22 grew by 22% QoQ to ₹255 Cr from ₹208.8 Cr in the previous quarter.
2. Gross margins stood at 37% in Q3FY22 compared to 40.6% in previous quarter, degrowth of (-362 bp)

3. 53.05% contribution of revenue from exports and 46.9% from domestic markets

4. Top 10 products contributed 65%+ revenues in 9MFY22
5. The contracts with Nippon Kayaku and a japanese company are performing well, the clients are satisfied with the product quality and high demand for molecules is anticipated
Read 10 tweets

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