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May 17 • 8 tweets • 6 min read
Affle (India) Ltd Q4 FY22 Earnings Concall Insights

#AFFLE #AFFLEQ4 #AffleIndia #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
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Q&A Insights: Rahul Jain of @Dolat_Capital asked about the potential for growth going forward. Anuj Khanna MD replied that historically AFFLE has been beating the overall industry growth trend. Therefore, AFFLE believes it will continue to deliver superior growth vs. industry avg
Q&A Insights: Rahul of @Dolat_Capital enquired about how capex tech capitalization in FCF has played out and outlook. Kapil CFO said AFFLE’s investment in innovations was about INR6.9-7 million for FY22. Plan for FY23 is about 4% +/- 25 bp to invest in innovations of top line.
Q&A Insights: Mayank Babla of @DalalandBroacha asked if the company is facing any talent crunch as in tech industry. Anuj Khanna MD replied that AFFLE doesn’t expect any dramatic changes with respect to its ability to earn a bottom line sensible margin growth performance.
Q&A Insights: Mayank Babla of @DalalandBroacha asked about the number of user conversions in Jampp. Anuj MD said it hasn’t split that out. Jampp's contribution is lesser on conversions and more on CPCU price increase, because the intl. markets have a slightly higher CPCU rate.
Q&A Insights: Vikas Mistry of Moonshot asked if AFFLE will be looking at any big acquisition. Anuj MD said it won’t be looking at it and that Jampp was one of smoothest integrations. And goal of bringing it to single digit profitability in 1st year has been delivered with Jampp.
Q&A Insights: Aniket Pande from @ICICI_Direct asked about margin trajectory going forward in FY23. Kapil Bhutani CFO replied that the company does not expect any dramatic changes in the margin profile.
To read further on the detailed analysis of #AFFLE #Q4 concall Q&A …

alphastreet.com/india/affle-in…

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May 18
Dr Lal PathLabs Ltd Q4 FY22 Earnings Concall Insights

#LALPATHLAB #LALPATHLABQ4 #DrLalPathLabs #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #markets
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LALPATHLAB said it saw significant shift towards direct-to-home business, with home collections now contributing nearly 12%, which used to be in the range of 5-6% during pre-COVID days. Also the company saw bundled packages continuing to rise.
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May 18
Neogen Chemicals Ltd Q4 FY22 Earnings Concall Insights

#NEOGEN #NEOGENQ4 #NeogenChemicals #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
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NEOGEN said FY22 has been the best year in its history with highest level of growth in revenues at 69% in 4Q22 and 45% in FY22.
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May 18
Jubilant Ingrevia Ltd Q4 FY22 Earnings Concall Insights

#JUBLINGREA #JUBLINGREAQ4 #JubilantIngrevia #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
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JUBLINGREA said that its estimated cash outflow of FY23 will be around INR550 crore and for FY24 and FY25 will be INR650 crore and INR600 crore respectively, which are intended to be funded through internal accrual along with reduction in debt.
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May 17
Balkrishna Industries Ltd Q4 FY22 Earnings Concall Insights

#BALKRISIND #BALKRISINDQ4 #BalkrishnaIndustries #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
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Q&A Insights: Ashutosh Tiwari of @EquirusGroup asked if Waluj machinery is still usable or if the capex be incurred later on. Rajiv Poddar Joint MD replied that at the moment it is usable and since there is a strong demand, the company is continuing to use it.
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May 16
Poonawalla Fincorp Ltd Q4 FY22 Earnings Concall Insights

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May 16
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