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Aug 2 β€’ 6 tweets β€’ 2 min read
#Tipsindustries Q1 23 Concall Highlights 🎡🎡

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1. Released 185 new songs vs 73 last qtr (Q4 22). Highest in any qtr till now. 142 non film songs and 43 film songs.

2. Next qtr acquisition costs will increase as tips planning to acquire more
music

3. Payments are done in parts to acquire the Music :
i) 20-25% amount - Signing
ii) 50% amount - Audio and Video Release
iii) 25% amount - Final Content Release

4. Tips have a good budget (Approximately double compared to last year)for FY 23 for content acquisition.
5. Tips industries acquired PS films (2 Movie deal in 5 languages with 60 songs) for less than 25 cr

6. Q1 and Q4 are slow generally qtrs for youtube while Q3 contributes highest revenues from youtube
7. Tips able to negotiate better for acquisition if they have better new releases.

8. Even after covid demand is able to sustain for songs.

9. Tips opened the office in South for south Indian music for which Raju Herwani is helping tips industries ( Telugu, Malayalam, Kannada )
10. Tips writes off the entire cost of the movie/song when the first song is released, payment for the same might be done historically.

11. Company is planning to grow revenues at 30% +
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More from @ValueEducator

Value Educator Profile picture
Aug 4
#supremeindustries Q1 23 Concall Highlights

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Check other Q1 23 concall highlights
Link : valueeducator.com/q1-2023-concal…
1. The company sold 108,922 MT of plastic goods and achieved net product turnover of INR
2,169 crore during the first quarter of the current year against sales of 71,264 MT and net
product turnover of INR 1,310 crore in the corresponding quarter of previous year, achieving
volume
and product value growth of about 53% and 66% respectively. High volume growth
because of low base last year. Company expects volume growth of 15% for FY 23

2. Total consolidated income and operating profit for the first quarter of the current year
amounted to INR 2,211 crore
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Aug 4
#Cleansciences Q1 2023 Concall Highlights πŸ§ͺπŸ§ͺ

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Follow other Q1 23 concall Highlights :
valueeducator.com/investor-resou…
1. Cash balance of 280 cr

2. i) Performance chemicals contributed 66% of revenues

ii) Pharma and agro chemicals 23%
iii) FMCG 10% of revenues

3. Capex in Q3 - 23 cr

4. Increased capacities of MEHQ and Guiacol increased by 50% and plants are operational, currently 50%-60% capacity utilization

5. Planning to increase Para Benzoquinone PBQ Capacity from 500 MT to 1000 MT in coming months.
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7. TBHQ - Antioxidant in food industries - Validation with customers are going on. Clean Sciences running it's capacities at 35-40%
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Value Educator Profile picture
Aug 2
#saregama Q1 23 Concall Highlights 🎡🎡

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1. Music business segment grew 38% YOY (Caravan + Licencing)

2. Crossed 550 mn views for sarekaru vari pataa movie

3. Nathunia bhojpuri song crossed 150 mn youtube views in 3 months
4. Planning for a big jump for content acquisition after QIP. There will be regional content acquisition as well.

Planning to take 30-35% out of total content which will be around 800 cr so saregama would be taking 240 to 280 crs
5. Useful life of music initially was taken as 6 years while after the assessment, company changed to 10 years.

6. Marketing cost expensed immediately while content acquisition cost will be amortized over 10 years. Higher for the first 2 years and liner after that.
Read 11 tweets
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Aug 1
#LaxmiOrganics Q1 2023 Concall Highlights

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1. Despite the market volatility and the inflationary pressure seen across the globe the Speciality Intermediates (SI) business saw growth both in the exports & in the contribution margins.
2. Commissioned a new plant for SI supplies to an agrochemical major. Most of this capacity is already contracted.

3. The AI business saw QoQ improvement in EBITDA Margins and exports also grew very well. Almost 40% of the revenues of the company came from exports in the Q1FY23.
4. The company optimizes procurement between imports and local supplies to support the margin expansion in the AI business that was aided also by the softening of petrochemicals and acetic acid prices internationally.

5. The quarterly EBITDA at 104 Crores resulted in an
Read 25 tweets
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Jul 30
#PiramalPharma Q3 Concall highlights πŸ’ŠπŸ’Š

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The demerger of Piramal enterprises is expected to be completed by Q3 FY2023

Q1 FY2023 Performance

Pharma Revenues Image
CDMO :
Q1 FY23 Revenue grew 8% YoY
Despite the global challenges in biotech funding, company is witnessing high RFP activity from existing and new clients according the management

Major Issues in the CDMO business
1. Significant attrition at overseas site during pandemic Image
2. Customer order deferrals
This is coupled with several execution and supply chain challenges

Capacity expansion in niche capabilities ( Previously Planned CAPEX: US$157mn growth capex underway):

- Inaugurated new API plant in Aurora, Canada
- Upgraded Oral Solid Dose
Read 13 tweets
Value Educator Profile picture
Jul 28
#LaurusLabs Q1 FY23 concall highlights πŸ’ŠπŸ’Š

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1. Revenue for the quarter was β‚Ή1539 Cr (20% growth YoY). The EBITDA margin was 29.5% for the quarter despite inflationary pressures.

2. They saw significant growth in their CDMO business
(196% growth YoY, 60% growth QoQ) which helped offset the muted performance of the ARV business.

3. RM prices remain elevated due to the geopolitical situation and the Covid lockdown in China. But they are expecting gradual decrease in RM prices during the year
4. They are confident of achieving the aspirational target of $1 billion in revenue which will be supported by several approvals during the year.

5. With respect to their ARV business in LMIC markets - the demand was soft but the major issue is that the pricing has been largely
Read 18 tweets

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