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May 27 • 8 tweets • 6 min read
Page Industries Ltd Q4 FY22 Earnings Concall Insights

#PAGEIND #PAGEINDQ4 #PageIndustries #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #Markets
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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
Q&A Insights: Devanshu Bansal of @EmkayGlobal asked about the cost savings considering GM dropping by 200 bp in 4Q, but EBITDA margin expanding by 500 bp. Chandrasekar K CFO answered that it is due to the much higher volume in 4Q22.
Q&A Insights: Devanshu Bansal of @EmkayGlobal also asked about the volume growth for 4Q22 and FY22. Chandrasekar K CFO said that volume for 4Q21 was 46 and for 4Q22 it was 50. And volumes for FY21 was 148 and FY22, it is 191.
Q&A Insights: Ankit Kedia of @Phillip_Capital asked about growth differential between metro tier 1 market and the rural market. VS Ganesh CEO said PAGEIND is seeing overall growth be it the category or tiers of cities. All product categories and all channels have performed well.
Q&A Insights: Bharat Gianani of Moneycontrol Pro asked about the revenue growth target for the next 2-3 years. VS Ganesh CEO replied that PAGEIND in fact is now looking at $2 billion and beyond. PAGEIND is working on those aspirations and is well poised to counter those hikes.
To read further on the detailed analysis of #PAGEIND #Q4 concall Q&A …

alphastreet.com/india/page-ind…

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More from @AlphSt_India

AlphaStreet India Profile picture
May 27
Muthoot Finance Limited Q4 FY22 Earnings Concall Insights

#MUTHOOTFIN #MUTHOOTFINQ4 #MuthootFinance #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #Markets
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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.
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May 26
Kolte-Patil Developers Ltd Q4 FY22 Earnings Concall Insights

#KOLTEPATIL #KOLTEPATILQ4 #KoltePatilDevelopers #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #Markets
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KOLTEPATIL said that further from a new business development perspective, the company is focusing on newer micro markets in Pune.
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May 26
Torrent Pharmaceuticals Ltd Q4 FY22 Earnings Concall Insights

#TORNTPHARM #TORNTPHARMQ4 #TorrentPharmaceuticals #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #Markets
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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.
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May 26
InterGlobe Aviation Limited Q4 FY22 Earnings Concall Insights

#INDIGO #INDIGOQ4 #InterGlobeAviation #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #Markets
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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.
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May 25
Rupa & Company Limited Q4 FY22 Earnings Concall Insights

#RUPA #RUPAQ4 #RupaCompany #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #Markets
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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.
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May 25
Steel Authority of India Ltd Q4 FY22 Earnings Concall Insights

#SAIL #SAILQ4 #SteelAuthorityofIndia #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #Markets
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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.
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