#CDSL Q3 2022 ConCall Highlights

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Numbers Update-

1. Demat accounts across both the depositories stands at 8.4cr,

2. CDSL has 70% of the share at 5.8 cr accounts.
3. The revenue for the Q3 was 151 cr up by more than 50% YoY

4. Number of Demat AC opened as of Dec 21 is more than 29 Lakhs.

5. EBITDA for the quarter stood at 87.42 cr and PAT stood at 63.76 cr

6. The revenue from transaction charges stood at 52.7 cr
7. CVL contributed 33.6 cr of the revenues

8. IPO charges contributed 23.41 cr of revenues

9. Annual issuer charges contributed around 28.98 cr of revenues

10. The 9M debtors provisions stands around 8 cr compared to 7.34 cr previous year.
Business Updates-

1. CVL has seen healthy performance during the quarter, KYC saw a healthy uptick while GST business had dropped as compared to previous year.

2. RTA has now over 800 companies

3. The increased in the volume of fetch has improved the business of CVL
4. Two major expenses for the company are operating costs and employee cost, SMS chargers and alerts cost is the highest cost in operating cost.

5. LIC IPO can bring in additional revenues as it is mandatory to have an demat account to apply for an IPO
6. Company has seen higher participation from Tier 2 and Tier 3 cities compared to last year

7. Company gives discounts to larger players based on the volume of new fetches
8. Going forward CDSL plans to bring in wealth managers to bring their investors on the platform (The programme is not yet launched)
9. Having an insurance in demat is still voluntary, if this becomes mandatory it can bring in additional income to the company

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Feb 13
#LatentViewAnalytics Q3 2022 Concall Highlights

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Numbers Update-

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.
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Feb 13
#ExpleoSolutions Q3 concall highlights

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Numbers Update -

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
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4. Net cash position stood at 163 cr
Business Updates -

1. The company sees demand and traction also on the renewal side
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Feb 13
#Deepaknitrite Q3 2022 Concall Highlights 🧪🧪

Operational Highlights

1. The revenue for the quarter was ₹1748 cr it was up 41% YoY as against ₹1240 Cr in same quarter previous year
2. EBITDA margins stood at 22% translation to EBITDA of ₹378 Cr
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Feb 13
#DivisLaboratories Q3 FY22 concall highlights 💊💊

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1. Revenues for the quarter stood at ₹2510 Cr (46% growth YoY).

2. PBT for the quarter stood at ₹1034 Cr (61% growth YoY).
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Feb 13
#ErisLifesciences Q3 FY22 concall highlights 💊💊

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1. Revenues for the quarter stood at ₹332 Cr (7% growth YoY).
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2. Gross margins decline by 840 bps YoY.
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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.
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