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Aug 4 • 10 tweets • 3 min read
#Cleansciences Q1 2023 Concall Highlights 🧪🧪

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Follow other Q1 23 concall Highlights :
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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.
6. 2 new facilities in unit 3 construction is on going and it will be used for HALS Series and will be operational till H2 FY 23 (December)

7. TBHQ - Antioxidant in food industries - Validation with customers are going on. Clean Sciences running it's capacities at 35-40%
8. PBQ - Used in agro chemcials. This product is manufactured in China while clean sciences is catering the demand from Indian Clients.

9. As dollar nearing $80 customers will relay more on domestic manufacturers like clean sciences
and they are increasing the wallet share with customers.

10. Clean sciences is ready for the competition if it comes as clean sciences invented these processes and they keep improving the yields.
11. Expansions :
HALS - Commercialise till Dec, there no producer of HALS in India.Asset turns 3.5 to 3.7x

12. BASF increased the price hike of HALS series due to higher energy prices.

13. Clean sciences will not be increasing the prices as customers are not able to absorb
the price increase but clean sciences share with the customer will increase.

During such time clean sciences strengthen the relations with clients by keeping the prices similar.

14. Increased R&D strength from 50 people to 70.
15. 25-30% clean sciences revenues are contracted

16. Clean sciences selling the products to API manufacturers and not to innovators.

Some of the products which are not manufactured in India, which clean sciences in manufacturing
(China +1 )
17. Even with lockdowns in china, demand didn't got slowed down.

18. Initially had market share of 50-52% market share in MEHQ now clean sciences have 60-62% market share

19. Vinati Organics is adding the capacity for MEHQ while validation and commercilisation takes time
20. Phenol is key raw material - 40 to 50% of raw material requirement

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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 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 2
#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
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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
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Value Educator Profile picture
Jul 30
#PiramalPharma Q3 Concall highlights 💊💊

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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
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Jul 28
#LaurusLabs Q1 FY23 concall highlights 💊💊

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1. Revenue for the quarter was ₹1539 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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