1. The revenue for Q3 was 107 cr up by 13.7% QoQ an 37.7% YoY
2. EBITDA stood at 32.2 cr for Q3 and EBITDA margins stood at 29.9%, giving the industry highest margins.
3. PAT for Q3 was 49.9 cr and PAT margins stood at 44.2%
4. Technology sector contributes around 67% of revenues
5. CPG Contributes 15% of the revenues and other contribute around 18% of revenue.
6. 6 clients were added in this quarter
7. Utilisation stands around 80% - 85%
Business Updates-
1. Latent View Analytics is a pure play Analytics company and also little towards consulting and data engineering, Business analytics is 60% of the business.
1. The revenue for the quarter was 120 cr up by 9% QoQ
2. EBITDA stood at Rs 187 million vs Rs 137 million in Q3FY21, up by 36.6%
3. PAT was at Rs 116 million vs Rs 125 million in Q3FY21
The 9M revenue stood at 293 cr up by 31.3% compared to same period last year
The 9M PAT was up by 12.3%
4. Net cash position stood at 163 cr
Business Updates -
1. The company sees demand and traction also on the renewal side
ER&D business did well in the year 2021 and also the Aerospace business did well.
1. Revenues for the quarter stood at ₹2510 Cr (46% growth YoY).
2. PBT for the quarter stood at ₹1034 Cr (61% growth YoY).
3. Exports contributed to 92% of revenues for the quarter. Europe and the US contributed to 79% of revenues .
4. Generics contributed to 40% and Custom Synthesis contributed to 60% of revenues for the quarter. Nutraceutical business contributed ₹166 Cr for the quarter.
5. They have capitalized ₹196 Cr of capex during the quarter and ₹762 Cr for 9 months. They expect another ₹100 Cr to be capitalized by the end of the financial year. Capex in the new SEZ accounted for ₹368 Cr.
1. Revenues for the quarter stood at ₹332 Cr (7% growth YoY).
2. EBITDA for the quarter was at ₹122 Cr (13.5% growth YoY). EBITDA margin for the quarter was at 37%. PAT for the quarter was ₹101 Cr (12% growth YoY)
3. The Guwahati facility contributed to 80% of the revenues for the quarter. Operating cash flow to EBITDA stood at 73% for the 9 months.
1. Revenues for the quarter stood at ₹796 Cr (5% decline YoY).
2. Gross margins decline by 840 bps YoY.
3. Gross margin compression is due to product mix and they had inventory of increased RM prices which were adjusted to the lower realizations they received.
4. They are seeing an uptick in opportunities in the regulated markets and are expecting to see a sequential recovery from here. They believe that some of the products that they let go due to increased competition is playing in their favor.