KOLTEPATIL said that further from a new business development perspective, the company is focusing on newer micro markets in Pune.
Q&A Insights: Prithvi R of @unificapital asked what kind of price hikes was taken across projects and geographies. Rahul Talele CEO said wherever it got the opportunity of price rise, it has taken it. KOLTEPATIL has hiked price in range of 5-8% in Pune, Mumbai and Bangalore areas
Q&A Insights: Prithvi Raj with @unificapital also asked if the company is looking for new launches in FY23. Rahul Talele Group CEO replied that in FY23, the company is confident of launches of more than INR4,000 crores, which was INR1,000 in FY22.
Q&A Insights: Pritesh S of @MotilalOswalLtd asked about the INR7,000 crore target of signing new projects, its location and outright vs. JDA purchase. Rahul CEO said 7 non-binging townships are signed; around 60-70% from Pune and 30% from Mumbai and B’lore. 2 are outright, 5 JDA.
Q&A Insights: Pritesh Sheth of @MotilalOswalLtd asked that after the rate hike, if there is any change in customer buying patterns. Rahul Talele Group CEO said there is no impact in the near future but if rate hike is beyond 100 basis points the buying pattern can get impacted.
Q&A Insights: Alkesh Thakkar with Antique Broking asked about Bangalore portfolio as the company is not able to get deals there. Rahul Talele Group CEO said that the company is serious about this region and have moved one of its senior resource to take care of Bangalore region.
To read further on the detailed analysis of #KOLTEPATIL #Q4 concall Q&A …

alphastreet.com/india/kolte-pa…

• • •

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

May 27
Q&A Insights: Gaurav Jogani with @AXIS_Capital asked if the company took any price increase beyond the price increase announced in Dec. VS Ganesh CEO replied that the company didn’t have any further price increase other than the one it had in Dec.
Q&A Insights: Gaurav J of @AXIS_Capital asked that given the raw material stock PAGEIND has, if further price increase will be needed given the higher cotton prices. VS Ganesh CEO said it is closely monitoring the situation. If there is a need, PAGEIND will be touching the prices
Read 8 tweets
May 27
MUTHOOTFIN said it expects borrowing costs to go up gradually during FY23. Gold AUM grew by 11% in FY22 and the company expects a growth of 12-15% for FY23.
Q&A Insights: Abhijit Tibrewal of @MotilalOswalLtd asked about weak gold loan demand in core customer segments of 40,000-60,000 ticket size. George Muthoot MD replied that that ticket size has gone up to much higher levels due to economic growth. People now are borrowing more.
Read 10 tweets
May 26
Q&A Insights: Anubhav A of @CreditSuisse asked about Brazil market, how much the 5 launches the company did in 4Q22 contributed as a percentage of sales. Sanjay Gupta ED said it showed a growth of about 21% and roughly about 13-14% of that is the contribution from new launches.
Q&A Insights: Anubhav A of @CreditSuisse asked how Brazil sales growth is expected in FY23. Sanjay Gupta ED replied that Brazilian GDP growth was about 4-4.5% and next year forecast is less than 1%. So assuming market grows at 8-10%, the company should be well above that.
Read 10 tweets
May 26
INDIGO said it swung from a profitable 3Q22 to a loss-making 4Q22 because of about 15% higher fuel prices and on 11% lower capacity due to Omicron and a lower RASK of 2.9%.
In 1Q23, INDIGO expects the capacity to rebound at almost 2.5 times the capacity deployed in 1Q22.
Read 11 tweets
May 25
Q&A Insights: Rohit Ohri of @progressiveshar asked about any growth capex plan related to property at Bangladesh. Vikash President said that due to COVID in last 2, 3 years, it was unable to take off, but RUPA is hopeful it will be able to start some business activity in FY22.
Q&A Insights: Rohit Ohri from @progressiveshar also asked about the turnover expectation from the Bangladesh property. Vikash Agarwal President answered that it’s difficult to comment but anywhere between INR50-100 crores is quite achievable. RUPA is looking for some partners.
Read 10 tweets
May 25
SAIL said it clocked its best ever production and sales during FY22. The sales have been the highest ever at 16.15 million tonnes as compared to 14.94 million tonnes in FY21. For the first time in history of SAIL, the company crossed revenues from operation of INR1 lakh crores.
Q&A Insights: Amit Dixit of @EdelweissFin asked about coking coal cost in 4Q22 in dollar terms and how it’s expected to change in 1Q23. Anil Tulsiani ED said it is likely to go up substantially. In Q4 it was in range of INR28,000-29,000 and it is expected to be up 10-12% in 1Q23.
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!

:(