Share this page!

Enter Twitter Thread URL to Unroll

Needs to be the full URL like: https://twitter.com/threadreaderapp/status/1644127596119195649

How to get URL link on Twitter App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
Vinod 🛸 Profile picture
@svinod_kumar
May 1 • 4 tweets • 3 min read Twitter logo Read on Twitter
#EarningsExplosion
Datamatics Global Services Ltd

Earnings at ATH
Price consolidation close to highs

It's a great combo when backed by

SuperIncrease in margins
ROCE,ROE hitting 20

FY23 EPS 32
PE 11

Management indicated 15%+ growth for FY24
Channel breakout?
@TrendTrader85 ImageImageImage
Rev was up 11.7% Qoq,32.9 % yoy
EBITDA up 42.7%,63.5% yoy

Business segment wise

Digital operations
Deals with back-office operations in banking, finance, insurance & retail

It is 45% of rev grew at 31% YoY
23% EBIT margin, ⬆️232bps driven by cost optimization

BullishOutlook ImageImage
Digital Technologies
41% of total revenue
Grew at 29% yoy and 7% QoQ

#gamechanger
9.1% EBIT in Q4Fy23, up 445bps

Datamatics invests 25cr a year to build a suite of products

Trufare is a fare collection product & went live in Q3 for Mumbai & Kolkata metros
#ProductMonetized
Risks

54% of Revenue is from USA,
24% of Rev from BFSI may see Slowdown

Management has guided for 15% + growth and doesn't see headwinds affecting their business

Exposure to AI, Education, and manufacturing sectors could help

Datamatics is in strong EarningsMomentum phase Image

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Vinod 🛸

Vinod 🛸 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 @svinod_kumar

Vinod 🛸 Profile picture
Apr 24
Blockbuster Result of the day⚡️
Eimco Elecon

#Q4FY23
Rev: 64 vs 36 Cr
EPS: 16.94 vs 3.78 YoY vs 8.48 QoQ
Forward PE : single digit!

Did you know its fortunes are linked to Coal India?
Something big is happening !!
Insider scoop on Eimco Elecon ⬇️

*If useful, please share!!
Business:
Eimco Elecon has a near monopoly in the underground coal mining equipment industry in India, with healthy market share backed by an extensive after-sales service network

🔸Long standing relations with Coal India (CIL) & The Singareni Collieries Company Ltd. (SCCL)
Background

Lets understand operations of Coal India before we get to the big trigger for #EimcoElecon??

India accounts for 12.5% of global coal consumption.
In FY22, out of 622.6 million tonnes of coal mined, nearly 96%, was opencast (OC) coal
But,There is a problem with OC🔰
Read 13 tweets
Vinod 🛸 Profile picture
Feb 26
Will PB Fintech be that elusive profitable new-age tech co?

Management certainly thinks so and has guided for 1000cr PAT by FY27

(Stock rose above 200 DMA)

Here's how it plans to achieve profits?🧵

PS:#pbfintech still has unused cash reserves of 5000cr raised from IPO 😮
#PBFINTECH is the owner of PolicyBazaar and PaisaBazaar, 🇮🇳 largest marketplaces for insurance and credit products respectively

PolicyBazaar is already EBITDA positive

PaisaBazaar achieved EBITDA breakeven in Q3Fy23
75% of cards issued is end-to-end digital>>improve margins
Path to profitability #PBFintech

1️⃣ Renewal expansion
Most of the costs to acquire new user is booked in 1st year. Hence Operating margins in renewal > 85%

It took 14 years to get to renewal ARR to ₹210 crores & then 1 year to increase it by ₹105 crores!! #exponential ⬆️
Read 8 tweets
Vinod 🛸 Profile picture
Nov 14, 2022
Knowledge Marine & Engineering Works ltd (SME)

Result JUST AMAZING🔥
EPS H1 FY23 22.6 vs 15.7 H2 vs 3.3 H1Fy22

EBITDA to Cashflow 75% vs 105% QoQ
Pref issue(1.85%) to Mr.Ashish Kacholia at 700

Wanna know more on KMEW, how they gained MOAT in this biz is aweinspiring!!🧵
Management

About CEO: Mr. Sujay Kewalramani has gained extensive business experience of over 15 years in the field of ship building, repairing, dredging by working in Shipping majors - L&T Shipbuilding, Mercator Limited and Adani Ports & SEZ Ltd

outlookindia.com/outlook-spotli…
KMEW started as a small ship-repair unit in 2015 and has since evolved into a dredging and ship-owning company providing essential services to minor and major ports
Geographical presence expands all the way starting form Kandla Port in the West to Calcutta port in East of India
Read 22 tweets
Vinod 🛸 Profile picture
Jul 9, 2022
Diagnostic stocks have been hit hard lately.Why?
Too many new entrants, more competition & price war.

Is there a silver lining somewhere?
More the healthcare sector expands more the business to whom? May be a labware supplier??
I think so & that's why I like Tarsons Products🧵
Tarsons products is a leading high quality plastic labware supplier to Pharma,CRO,Diagnostics and research industry with 39+ years of experience in lifesciences
It has established pan-India distribution & few to have global export network with 45+ distributors across 40 nations. Image
Why now?

Favourable Environment
Covid has enabled investment in healthcare infra, research & tests
Meditourism, CRO services will further expand market.

Technically, stock has broken out of range with volumes indicating investor interest.
Revenues up 30% YOY, PAT up 46% YOY Image
Read 12 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!

Send Email!

:(