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
Business strategy

1. Focus on debottlenecking on existing products

2. 34 new products under pipeline and expected to launched in coming years

3. 55% of business is from the life science segment and 45% from speciality.
Post capex as the revenue mix shifts more to speciality, margins expansion will be visible

4. If raw material prices stay high and continue at these levels, the revenue will be doubled earlier than FY26
Segmental Overview

Speciality chemicals

1. Revenues stood at ₹349 Cr contributing 27% to revenues with 21.8% EBITDA margins

2. Speciality Chemicals revenue grew by 22% YoY driven by volume growth across products and passing-on of higher input costs.
3. Pharma Sales share to total revenue grew to 52% from 47% earlier

Health and Nutritions

1. Revenues stood at ₹216 Cr contributing 16% to revenues with 24.4% EBITDA margins
2. Nutrition and Health Solutions revenue grew by 37% YoY driven by higher volumes and improved price realisation
3. Sales in vitamin B3 improved due to high realisations and volume growth
4. Revenue share from EU increased to 36% as against 20% last year and share from North America increased to 21% from 11% earlier
Life sciences

1. Revenues stood at ₹722 Cr contributing 56% to revenues with 13.9% EBITDA margins

2. Life Sciences Chemical revenue grew by 60% YoY, driven by higher prices on account of favourable market conditions
3. High demand in european as well as domestic regions

4. Life Sciences Chemical revenue growth was driven by higher prices of Ethyl Acetate and Acetic Anhydride
Capex

1. Food Grade Acetic Acid. (expected by April to June 2022)

2. CDMO GMP Facility at Bharuch. (expected by July to Sep 2022)

3. Three Multi-Purpose plants of Speciality Chemicals. (expected by July to Sep 2022)
4. Acetic Anhydride Plant. (expected by Jan to March 2023)

5. Agro Actives Phase-1. (expected by Jan to March 2023).

6. Diketene plant is commissioned and demand is high in India as many consumers are importing. Customers are waiting for commissioning of the plant.
7. Capex is on course and expect to double the revenues in FY26 from FY20 mark
8. Committed investment worth Rs. 450 Crore for key growth capex is progressing well. At peak capacity these investments are expected to generate additional annual revenue of ₹ 900-₹1,000 Crore at prevailing prices
9. Capex cash outflow for the year is expected to be in the range of ₹300 crore.

10. Gross Debt reduction by ₹263 Crore and Net Debt reduction by ₹201 Crore compared to 31st March 2021

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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.
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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.
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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).
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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.
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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
Feb 1
#InfoEdge Q3 22 Concall Highlights 💻🍔

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Consolidated Financials

1. Record Q3 Billing at ₹468.1 crore, up ~58% YoY. Billing including acquired operating businesses
(IIMjobs, Zwayam and DoSelect) at ₹486.4 crore, up ~60% YoY

2. YTD Billing ₹1184.6Cr a YoY growth of 61%.

3. Q3 Revenue at ₹403.3 crore, up ~48% YoY.

4. Adjusted PBT for Q3 stood at ₹2621.1Cr.

5. YTD Revenue at ₹1074.7 crore, up ~33% YoY.
6. Operating EBITDA stood at ₹212.1 Cr vs ₹68.2 Cr last year growth of 64.4% from Q3 2021 and 6% Q3 2020.

7. Operating expense excluding depreciation and amortization was ₹291.2 Cr up 42.7% YoY, primarily driven by advertising and promotion spends.
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