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May 2 • 8 tweets • 5 min read
Laurus Labs Limited Q4 FY22 Earnings Concall Insights

#LAURUSLABS #LAURUSLABSQ4 #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
🧵
LAURUSLABS said that based on its healthy product pipeline, it continues to invest in FDF infrastructure. And brownfield expansion at Unit 2 is progressing as per expectation and is expected to add significant capacity to FDF operations, taking the capacity to 10 billion units.
Q&A Insights: Tushar Manudhane of @MotilalOswalLtd asked about the selling prices of ARV, its fall over last 6 months and drivers of it. Satyanarayana Chava CEO said that ARV sales in FY22 for most companies were significantly lower. API and ARV prices both were down around 10%.
Q&A Insights: Tushar Manudhane of @MotilalOswalLtd asked about the $1billion target for FY23, if it will be spread out across four quarters. Satyanarayana Chava CEO replied that it has to be spread out, but a specific number cannot be given.
Q&A Insights: Harith of Spark Capital asked about Laurus Bio, the utilization of the new capacity added as of 4Q. Satyanarayana Chava CEO said that the new fermentation capacity will only come by end of FY24. Therefore, significant growth in revenues at bio can come only in 2025.
Q&A Insights: Tarang Agrawal with Old Bridge Capital asked about the ARV, formulations plus API as a percentage of FY22 revenues. Satyanarayana Chava CEO said that close to 55% of revenues came from ARV.
Q&A Insights: Ratik Gupta from Guardian Holdings asked about maintaining a leadership pipeline in the API segment and US, Europe market share. Satyanarayana CEO said that LAURUSLABS haven’t lost any market share and haven’t seen any pricing pressure on products in Europe and US.
To read further on the detailed analysis of #LAURUSLABS #Q4 concall Q&A …

alphastreet.com/india/laurus-l…

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May 2
HFCL Limited Q4 FY22 Earnings Concall Insights

#HFCL #HFCLQ4 #HFCLLimited #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
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Q&A Insights: Sanjay Shah of KSA Securities asked about opportunities for HFCL in FY23, FY24. Mahendra MD replied that FY23 comes up with multiple opportunities in India. With 5G coming probably in June, there will be large demand for fiberoptic cable and wideband backhaul radios
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May 2
Wipro Ltd Q4 FY22 Earnings Concall Insights

#WIPRO #WIPROQ4 #WiproLtd #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
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WIPRO stated that for FY23, it expects to grow in double digits and margins for the medium term is expected to hold in the 17-17.5% band. However, for the next 2-3 quarters, WIPRO expects to see slightly lower margins.
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Axis Bank Ltd Q4 FY22 Earnings Concall Insights

#AXISBANK #AXISBANKQ4 #AxisBankLtd #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
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Q&A Insights: Mahrukh Adajania from @EdelweissFin asked about transfer of standard assets to ARC. Puneet Sharma CEO said AXISBANK has not transferred standard assets to ARC. There was only one transfer, which was an NPA of INR 215.78 crores, that was sold to an ARC in 4Q.
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Apr 28
Hindustan Unilever Ltd Q4 FY22 Earnings Concall Insights

#HINDUNILVR #HINDUNILVRQ4 #HindustanUnilever #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
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HINDUNILVR said it expects near-term operating environment to remain challenging. The company added that its margins will decline in short-term as price versus cost gap increases.
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Apr 28
HDFC Asset Management Company Ltd Q4 FY22 Earnings Concall Insights

#HDFCAMC #HDFCAMCQ4 #HDFCAssetManagementCompany #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
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Apr 28
KPIT Technologies Ltd Q4 FY22 Earnings Concall Insights

#KPIT #KPITQ4 #KPITTechnologies #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
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