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Feb 15 • 11 tweets • 2 min read

#Xelpmoc Q3 2022 Concall highlights

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1. Operating revenue for Q3FY22 was ₹18.3 million compared to ₹11.2 in Q2FY22.

2. Net loss for the Quarter was at ₹29.9 million mainly because of Esop.

3. Portfolio value of investments increased from ₹436.3 million on December 31, 2020 to ₹611.2 million on December 31, 2021.

Business Update

1. Signal Analytics, a wholly owned subsidiary raised ₹52.4 million by way of preferential allotment of Pre Series A. Thereby Xelpmoc shareholding in Signal has changed to 91.95% on a fully diluted basis.

2. During the quarter the company incorporated its wholly owned subsidiary Xelpmoc Design and Tech UK Limited for facilitating international expansion plans.
3. Xelpmoc also started their office in Hyderabad.

4. Company had some success in Uk and Us markets. Some of the projects are ongoing and these projects are onboarded in the recent past.

5. Their portfolio companies continue to grow.

6. Company continue to focus on the education sector with a multitude of opportunities that have arisen due to the Covid pandemic. They see some good growth opportunities in this space

7. Challenges around closing deals with new start-ups have decreased due to the pandemic situation.

8. Attrition rate was not high but there were some attrition.

Future Outlook.

1. Company expects traction in their service business from Q1FY22.

2. Company hopes and plans to see at least 8 to 10 clients per month and convert 1 or 2 depending upon the size of the projects for their service and start-up business.

2. Coming FY some of the start-ups will complete 7 years in their portfolio so the company will plan and discuss regarding selling their stake and cashing out.

3. Company currently has 3 products and they will re-look these products seriously and if they get a chance they will launch those in or after Q3FY23.

4. Company continue to look for startups to invest in. Mostly their focus is to invest in seed and pre-seed stage.

5. Company is also in talks with a VR,AR company.

6. Management expects sustainable green numbers in books from next Q3 onwards.

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Feb 15

#Nazaratechnologies Q3 2022 Concall Highlights 🎱🎲

Financial Update

1. For Q3FY22 revenue was ₹185.8 Cr vs ₹130.4 Cr in Q3FY21 a growth of 42% on YoY basis.

2. Q3 EBITDA was at ₹30.2 Cr as compared to ₹27.3 Cr in the same quarter of the previous year.

3. For 9M FY22 revenue was ₹446.6 Cr vs ₹330.8 Cr in 9MFY21 a growth of 35% on YoY basis.

4. 9MFY22 EBITDA surged by 141% to ₹79.7 Cr as compared to ₹33.1 Cr in 9MFY21.

5. Esports segment recorded revenue of ₹109.3 Cr in Q3FY22 vs ₹57.8 Cr last year in the same quarter, a growth of 89% YoY basis.
Their Gamified early learning segment recorded revenue of ₹47.2Cr.

6. Freemium segment had revenue of ₹5.7 Cr

Read 16 tweets

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@ValueEducator

Feb 15

#RateGain Q3 ConCall Highlights

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1. RateGain is a company that provides SaaS solutions to Hotels, travel agencies and Car rentals.

Numbers Update-
1. The revenue for the Quarter was up by 57.4% YoY stood at 99 cr

2. The EBITDA stood at 10.6 cr and the margins were 10.7%

3. PAT margins was 6.3%

4. RateGain has gross margins of 80%

- The company repaid a loan of 900 million rupees to Silicon Bank

- Revenue per employee stands at 6.91 million per employee which is up by 17% YoY

- My Hotel Shop contributed 20 cr of revenue in Q3

- 22% of the revenues are from transactions

- 99.9% revenues of the company are recurring

Read 16 tweets

Value Educator

@ValueEducator

Feb 15

#Galaxysurfactants Q3 2022 Concall Highlights 🧪🧪
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Operational Highlights

1. The revenues for Q3FY22 stood at ₹929.1Cr from ₹674.7 Cr in same period previous year accounting to growth of 37.7% YoY

2. EBITDA for the quarter stood at ₹78.2Cr translating to EBITDA margins of 8.4%

3. PAT contracted by (-46.5%) YoY to ₹45.6 Cr in Q3FY22 from ₹85.2Cr in Q3FY21 translating to PAT margins of 4.9% for the current quarter

4. Supply led volatility continued in Q3FY22

5. While the volumes remain flat YoY, the decline in EBITDA impacted the overall performance

6. Across the board inflationary scenario combined with Supply Chain challenges (Freight Costs + On time Container availability + Port congestion)

Read 13 tweets

Value Educator

@ValueEducator

Feb 15

#BodalChemicals Q3 concall highlights 🧪🧪

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Operational Highlights

1. The revenues for Q3FY22 stood at ₹568.4Cr from ₹373.2 Cr in same period previous year

2. EBITDA for the quarter stood at ₹56.2Cr translating to EBITDA margins of 9.9%

Revenue split for 9MFY22

1. Basic chemicals- 9%, Dyestuff- 36%, Dye intermediates- 36%, Caustic soda-12%, TCCA- 2%, Others-5%

2. Export revenue contributed 33% and rest 67% were contributed from domestic markets

During the quarter, the price of basic raw materials went up significantly led by coal prices and supply disruptions from China.

Read 20 tweets

Value Educator

@ValueEducator

Feb 15

#Granules Q3 FY22 concall highlights 💊

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1. Revenue for the quarter stood at ₹996.8 Cr (18% growth YoY).

2. EBITDA for the quarter was at ₹173 Cr (17.9% decline YoY).

3. EBITDA margins were at 17.4% compared to 25.1% in Q3 FY21.

4. They faced challenges during the quarter such as RM price increases, unstable supply from China and logistics issues. Their volumes were down compared to last year but they have been able to pass on a significant amount of price increases to their customers.

5. The overall gross margin recorded is lower due to change in segment mix in the total revenue. Share of Finished dosage has come down from 57% in Q2 to 46% in Q3 due to higher inventory build-up at USA and year end.

Read 14 tweets

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Feb 13

#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.

Read 8 tweets

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