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Jun 21 • 8 tweets • 6 min read
Clean Science and Technology Limited Q4 FY22 Earnings Concall Insights

#CLEAN #CLEANQ4 #CleanScienceandTechnology #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #markets
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Q&A Insights: Harsh Shah of @lntmutualfund asked about full year revenue growth breakdown in terms of volume and value. Pratik Bora CFO said most of the growth came from volume. For BHA, the most margin-accretive product in portfolio, witnessed around 50% volume growth.
Q&A Insights: Harsh Shah of @lntmutualfund enquired about overall client additions. Siddharth Sikchi ED said it first added 2 new products; para benzoquinone and TBHQ. In products like BHA, added some new customers in LatAm.
Q&A Insights: Sanjesh Jain of @ICICI_Direct enquired about other expenses rising sharply. Pratik Bora CFO answered that coal prices have increased 77%, which in turn has led to power and fuel cost increasing by around 106% on YonY.
Q&A Insights: Ankur Periwal with @AXIS_Capital asked about the price differential vs. competition on the existing portfolio. Siddharth Sikchi ED replied that competitors are unable to price higher than CLEAN. And CLEAN’s prices are in a range where it is still making decent money
Q&A Insights: Abhijit Akella from @kotaksecurities asked about margin outlook for FY23. Siddharth Sikchi ED answered that business looks robust and is seeing volume growth across all segments. However, it's difficult to predict raw material prices going forward.
Q&A Insights: Rohit Nagraj of @EmkayGlobal asked that since 70% of sales are exports, how much are yearly contracts. Siddharth Sikchi ED answered that yearly contracts are rare and then comes half yearly and quarterly. In India, it is a monthly basis. CLEAN is with all contracts.
To read further on the detailed analysis of #CLEAN #Q4 concall Q&A …

alphastreet.com/india/clean-sc…

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Jun 21
International Conveyors Ltd Q4 FY22 Earnings Concall Insights

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Jun 21
Zee Entertainment Enterprises Limited Q4 FY22 Earnings Concall Insights

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Jun 20
Aether Industries Ltd Q4 FY22 Earnings Concall Insights

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Jun 20
Titagarh Wagons Limited Q4 FY22 Earnings Concall Insights

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Jun 20
Arvind Fashions Ltd Q4 FY22 Earnings Concall Insights

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