Share this page!

AlphaStreet India Profile picture
Twitter logo
May 18 • 9 tweets • 6 min read
Dr Lal PathLabs Ltd Q4 FY22 Earnings Concall Insights

#LALPATHLAB #LALPATHLABQ4 #DrLalPathLabs #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #markets
🧵
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.
Q&A Insights: Prakash Kapadia of Anived asked why the growth was lower in organic non-COVID revenue that was only up 4% in 4Q YonY. Arvind Lal EC said that in month of Jan. non-COVID was fairly low, mainly due to Omicron wave, however, the company exited on a good note in 4Q.
Q&A Insights: Prakash Kapadia of Anived enquired about Suburban in terms of the milestone payout. Arvind Lal EC said that that piece is closed now. It was linked to FY22 performance and the company is not paying anything over and above what it had paid in the first tranche.
Q&A Insights: Chirag Dagli of @dspmf asked about profitability of COVID business vs. rest in FY22. Arvind EC said it’s difficult to segregate COVID profitability. COVID business gave huge operating leverage in FY22. But as it slides down, it will impact the overall number in FY23
Q&A Insights: Sriraam Rathi from @BNPParibas asked if the 14-15% base business growth could be achieved from FY23. Arvind Lal EC said that the company feels that it is in the mid-teens range going forward. So LALPATHLAB believes it should be in place for that kind of growth.
Q&A Insights: Sriraam Rathi from @BNPParibas asked if the margins that was lower in Q4 was impacted by Omicron only or something else. Ved Prakash Goel CFO said that one reason was largely the impact of Suburban consolidation and also the impact of Omicron on non-COVID business.
Q&A Insights: Neha of @BankofAmerica asked about non-COVID realization being down low-single digit YonY and if the trend is similar ex Suburban and otherwise. Ved Prakash CFO said like to like rev. per patient is almost flat. So non-COVID utilization is almost same as pre-COVID.
To read further on the detailed analysis of #LALPATHLAB #Q4 concall Q&A …

alphastreet.com/india/dr-lal-p…

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with AlphaStreet India

AlphaStreet India Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @AlphSt_India

AlphaStreet India Profile picture
May 18
Neogen Chemicals Ltd Q4 FY22 Earnings Concall Insights

#NEOGEN #NEOGENQ4 #NeogenChemicals #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
🧵
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.
Q&A Insights: Anshul Verdia from @EdelweissFin asked that on the organic chemicals revenue, what led to the moderation QonQ of INR6 crore in terms of topline. Harin Kanani MD said it was driven by product mix and mainly because NEOGEN was trying to develop some new molecules.
Read 8 tweets
AlphaStreet India Profile picture
May 18
Jubilant Ingrevia Ltd Q4 FY22 Earnings Concall Insights

#JUBLINGREA #JUBLINGREAQ4 #JubilantIngrevia #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
🧵
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.
Q&A Insights: Rahul Veera of @AbakkusInvest asked about the breakup of INR1,250 crore incremental investment. Shyam Bhartia Chairman replied that specialty chemical is INR750 crore, nutrition and health solution is INR200 crore, and chemical intermediates is INR300 crores.
Read 11 tweets
AlphaStreet India Profile picture
May 17
Balkrishna Industries Ltd Q4 FY22 Earnings Concall Insights

#BALKRISIND #BALKRISINDQ4 #BalkrishnaIndustries #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
🧵
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.
Read 8 tweets
AlphaStreet India Profile picture
May 17
Affle (India) Ltd Q4 FY22 Earnings Concall Insights

#AFFLE #AFFLEQ4 #AffleIndia #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
🧵
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.
Read 8 tweets
AlphaStreet India Profile picture
May 16
Poonawalla Fincorp Ltd Q4 FY22 Earnings Concall Insights

#POONAWALLA #POONAWALLAQ4 #PoonawallaFincorp #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #stocktowatch
🧵
POONAWALLA said its Housing arm delivered its highest ever profit before tax of INR101 crores against INR14 crores last year.
Q&A Insights: Nikhil Rungta of @NipponIndiaMF asked about the 30 BP impact due to ESOPs on the opex side and its outlook. Sanjay CFO said that the charge may increase for FY23. But this is a notional charge to P&L and will get reflected multifold into performance of the company.
Read 8 tweets
AlphaStreet India Profile picture
May 16
Relaxo Footwears Limited Q4 FY22 Earnings Concall Insights

#RELAXO #RELAXOQ4 #RelaxoFootwears #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #stocktowatch
🧵
Q&A Insights: Tejas Shah of Spark Capital asked about realization split increase that happened between price increase and premiumization during FY22 and 4Q. Ramesh Dua MD replied that price increase was about 25% across all categories, in few categories more and few others less.
Q&A Insights: Tejas Shah with Spark Capital asked about Sparx brand in ecommerce platforms. Gaurav Dua EVP Marketing said that Sparx brand has done very well in e-commerce platform; the growth rate was more than 40%. So there is traction of sports shoe selling more on e-comm.
Read 10 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

:(