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May 17 • 8 tweets • 6 min read
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.
Q&A Insights: Ashutosh Tiwari of @EquirusGroup also asked about the capex number for FY23. Rajiv Poddar Joint MD answered that it will be roughly INR900 crores for FY23.
Q&A Insights: Siddhartha Bera of @Nomura enquired about drivers for freight cost jumping sharply and its outlook. Rajiv Joint MD said that this jump is due to the new and renewed contracts renegotiated at current cost. BALKRISIND expects this trend to continue for some time.
Q&A Insights: Siddhartha Bera from @Nomura asked about capacity expansion outlook. Rajiv Poddar Joint MD answered that the whole team is working on the drawing board. And added that as soon as the company has something more specific it will be announced.
Q&A Insights: Siddhartha Bera of @Nomura asked about the working capital outlook going forward. Rajiv Poddar Joint MD said that the working capital will remain at the current levels. This is due to growing turnover of the company, growing lead times and raw material cost going up
Q&A Insights: Jinesh Gandhi of @MotilalOswalLtd asked about the price increases taken in 4Q22 and 1Q23. Rajiv Poddar Joint MD sid that in 4Q, it took a price increase of 2-3% towards the end of Feb. BALKRISIND is planning to take another price increase in June of 3-4%.
To read further on the detailed analysis of #BALKRISIND #Q4 concall Q&A …

alphastreet.com/india/balkrish…

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May 18
Dr Lal PathLabs Ltd Q4 FY22 Earnings Concall Insights

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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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May 18
Jubilant Ingrevia Ltd Q4 FY22 Earnings Concall Insights

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May 17
Affle (India) Ltd Q4 FY22 Earnings Concall Insights

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May 16
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