1. Films & TV crossed 100 cr revenues with 15% margin
2. Currently total catalogue of songs stand at 142k vs 130k
3. sarkaru vaari paata and gangubai crossed 1 B views in 3 months
4. Launched 2 marathi movies and 1 web series in this qtr.
5. Management positive about shift from ad-based revenue to premium paid music. Globally this shift already started. In India it's expected in next 12 to 18 months. It it happens saregama will grow at much higher rate
6. Not directly impacted due to netflix. Saregama is content provider and not music/films platform.
7. QIP funds not invested in RPG group companies. Till now acquired Mango music and Issues related expenses utilized from 750 cr. Waiting for deals at good valuations.
8. Live event have margins of 5 to 7% without any investments. Saregama is partner in Diljit Dosanjh world tour of live music shows.
9. 26% growth in live music revenues compared to last year. Revenue impacted in both years due to covid
10. Before content charges expected to grow at 32-34%.
After content charges expected growth 23-25%
11. Pani Pani Song crossed 2B views
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Suven Pharma is a Contract Development and Manufacturing Organization (CDMO). They support the global life sciences industry and fine chemical majors in their NCE development.
1. Introduction
β’ Natco pharma, is an India based pharmaceutical company involved in the manufacture and marketing of APIs and Finished Dosage Formulations.
β’ NATCO has established presence in the Domestic as well as International markets through its subsidiaries in markets like Brazil and Canada. .The US has the largest contribution out of their international business.
β’ On going chip shortage affected SDA revenues in Q4.
β’ SDA are used in manufacturing of zeolites which have application in emission control of vehicles.
β’ Q1 and Q2 will have lower demand due semiconductor shortage.
β’ Got formal approval from 2 large customers for SDA segment. Supply for one of the customer will start from Q2 2023, for second customer supply is expected to start from Jan 2023.
1. Introduction
Mayur Uniquoters is primarily engaged in the business of manufacturing and sale of PU (Polyurethane) / PVC (Poly Vinyl Chloride) synthetic leather which is widely used in different segments
such as Footwear, Furnishings, Automotive OEM, Automotive replacement market, and Automotive Exports.
Mayur Uniquoters Ltd is the largest manufacturer of artificial leather, using the 'Release Paper Transfer Coating Technology' in India.
Mayur has the largest installed capacity for manufacturing of synthetic leather in the domestic organized segment with a capacity of 4.05 million linear meters per month (LMPM) of PVC coated fabric having Italian coating lines.
β’ Expected to grow 20-22% in volume for FY 23 and 50% in value terms. Expected revenues for FY 23 would be around 2250 cr.
β’ Targeting to deliver 5000 cr revenues till FY 27. (Current revenues of 1551 in FY 22).
β’ Entering in new Speciality Products : Epichlorohydrin and chlorinated pvc. ECH capacity will come in May June of 2022 and CPVC will be online in Q2 2023. Both of these plants needs 3 months to stabilize operations.
1. Revenues for the full year were βΉ4936 Cr (3% growth YoY). Gross margin was at 55.6% and EBITDA margin was 29.1%
2. There was significant volatility in the cost of raw materials, solvents and energy. The disruption in the supply chain and logistics has increased mainly
due to the war in Russia and lockdowns in China. This is expected to continue in Q1 and normalization is expected from Q2 onwards.