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

#HFCL #HFCLQ4 #HFCLLimited #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
🧵
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
Q&A Insights: Sanjay Shah of KSA Securities asked about the progress on defense equipment side. Mahendra MD said that whatever design HFCL has finished, it’s undergoing trial. Also govt.’s plan to indigenously procure defense equipment would help HFCL a great deal in its business
Q&A Insights: Saral Seth from Indsec enquired about the R&D development in 5G area. Mahendra MD said that HFCL has 2 kind of equipment; 5G radios and transport equipment. HFCL added that designs of small cells and macro cells are progressing well, which might come out in FY23.
Q&A Insights: Saket Kapoor from Kapoor & Company asked that out of the total order book how much is skewed towards the export part. Mahendra Nahata MD replied that the company has INR225 crores of order in hand which is a good number looking at the current export target.
Q&A Insights: Saket Kapoor from Kapoor Company also asked about the net debt level and the cost of funds. V.R. Jain CFO said it is INR730 crores net debt as against INR920 crores for last year, after INR600 crores of capital raising exercise.
Q&A Insights: Saket from Kapoor Company asked about other expenses going up, in commensurate to turnover. V.R. Jain CFO said that this has increased due to the logistics cost and also R&D expense had an excess of about INR5 crores and writing off some of the debt of INR2.5 crore.
To read further on the detailed analysis of #HFCL #Q4 concall Q&A …

alphastreet.com/india/hfcl-lim…

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