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Jun 21 9 tweets 6 min read
International Conveyors Ltd Q4 FY22 Earnings Concall Insights

#INTLCONV #INTLCONVQ4 #InternationalConveyors #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #markets
🧵 Q&A Insights: Nitin Gandhi of @KifsTrade asked about reason for volatility in EBITDA margin. Udit S Director said it's because of demand supply imbalance due to COVID for last couple of qtrs. The volatility is expected to continue for a while, though a bit of moderation is seen.
Jun 21 8 tweets 6 min read
Zee Entertainment Enterprises Limited Q4 FY22 Earnings Concall Insights

#ZEEL #ZEELQ4 #ZeeEntertainment #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #markets
🧵 Q&A Insights: Vivek Subbaraman of Ambit Capital asked if company's current balance sheet allows it to bid for IPL at all. Punit Goenka MD replied that it does and ZEEL can participate on its own. ZEEL has zero debt and has qualification to participate in the tender.
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
🧵 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.
Jun 20 8 tweets 6 min read
Aether Industries Ltd Q4 FY22 Earnings Concall Insights

#AETHER #AETHERQ4 #AetherIndustries #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #markets
🧵 Q&A Insights: Gagan Thareja of @ASK_WM asked if growth would get constrained due to lack of capacity for first 3 qtrs of FY23. Rohan D Director said it is currently at 80% utilization and is constantly debottlenecking plants to increase capacity. Expects to reach 90-92% in FY23.
Jun 20 10 tweets 7 min read
Titagarh Wagons Limited Q4 FY22 Earnings Concall Insights

#TWL #TWLQ4 #TitagarhWagons #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #markets
🧵 TWL said the company backed the highest ever wagon order placed in the history of Indian Railways for a basic value of about INR7800 crore and a total value of INR9000 crore plus, taking the order backlog to INR10,00 crore for the Indian operation.
Jun 20 9 tweets 6 min read
Arvind Fashions Ltd Q4 FY22 Earnings Concall Insights

#ARVINDFASN #ARVINDFASNQ4 #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #markets
🧵 Despite two COVID waves, AFL grew revenues 32%, and reduced net debt by more than INR525 crores in the year. Expects retail and online channels to continue to drive growth and account for 60% to 65% of overall sales.
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
🧵 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.
May 27 10 tweets 6 min read
Muthoot Finance Limited Q4 FY22 Earnings Concall Insights

#MUTHOOTFIN #MUTHOOTFINQ4 #MuthootFinance #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #Markets
🧵 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.
May 26 8 tweets 6 min read
Kolte-Patil Developers Ltd Q4 FY22 Earnings Concall Insights

#KOLTEPATIL #KOLTEPATILQ4 #KoltePatilDevelopers #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #Markets
🧵 KOLTEPATIL said that further from a new business development perspective, the company is focusing on newer micro markets in Pune.
May 26 10 tweets 7 min read
Torrent Pharmaceuticals Ltd Q4 FY22 Earnings Concall Insights

#TORNTPHARM #TORNTPHARMQ4 #TorrentPharmaceuticals #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #Markets
🧵 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.
May 26 11 tweets 7 min read
InterGlobe Aviation Limited Q4 FY22 Earnings Concall Insights

#INDIGO #INDIGOQ4 #InterGlobeAviation #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #Markets
🧵 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%.
May 25 10 tweets 7 min read
Rupa & Company Limited Q4 FY22 Earnings Concall Insights

#RUPA #RUPAQ4 #RupaCompany #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #Markets
🧵 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.
May 25 10 tweets 6 min read
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
🧵 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.
May 25 10 tweets 7 min read
Zomato Ltd Q4 FY22 Earnings Concall Insights

#ZOMATO #ZOMATOQ4 #ZomatoLtd #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #Markets
🧵 Q&A Insights: Chirag Shah of @CLSAInsights asked what proportion of incremental customer acquisition is organic. Akshant Goyal CFO replied that more than 50% of new users every quarter are still organic, which means CAC is lower vs. standalone food delivery players.
May 18 9 tweets 6 min read
Dr Lal PathLabs Ltd Q4 FY22 Earnings Concall Insights

#LALPATHLAB #LALPATHLABQ4 #DrLalPathLabs #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #markets
🧵 LALPATHLAB said it saw significant shift towards direct-to-home business, with home collections now contributing nearly 12%, which used to be in the range of 5-6% during pre-COVID days. Also the company saw bundled packages continuing to rise.
May 18 8 tweets 5 min read
Neogen Chemicals Ltd Q4 FY22 Earnings Concall Insights

#NEOGEN #NEOGENQ4 #NeogenChemicals #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
🧵 NEOGEN said FY22 has been the best year in its history with highest level of growth in revenues at 69% in 4Q22 and 45% in FY22.
May 18 11 tweets 6 min read
Jubilant Ingrevia Ltd Q4 FY22 Earnings Concall Insights

#JUBLINGREA #JUBLINGREAQ4 #JubilantIngrevia #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
🧵 JUBLINGREA said that its estimated cash outflow of FY23 will be around INR550 crore and for FY24 and FY25 will be INR650 crore and INR600 crore respectively, which are intended to be funded through internal accrual along with reduction in debt.
May 17 8 tweets 6 min read
Balkrishna Industries Ltd Q4 FY22 Earnings Concall Insights

#BALKRISIND #BALKRISINDQ4 #BalkrishnaIndustries #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
🧵 Q&A Insights: Ashutosh Tiwari of @EquirusGroup asked if Waluj machinery is still usable or if the capex be incurred later on. Rajiv Poddar Joint MD replied that at the moment it is usable and since there is a strong demand, the company is continuing to use it.
May 17 8 tweets 6 min read
Affle (India) Ltd Q4 FY22 Earnings Concall Insights

#AFFLE #AFFLEQ4 #AffleIndia #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
🧵 Q&A Insights: Rahul Jain of @Dolat_Capital asked about the potential for growth going forward. Anuj Khanna MD replied that historically AFFLE has been beating the overall industry growth trend. Therefore, AFFLE believes it will continue to deliver superior growth vs. industry avg
May 16 8 tweets 6 min read
Poonawalla Fincorp Ltd Q4 FY22 Earnings Concall Insights

#POONAWALLA #POONAWALLAQ4 #PoonawallaFincorp #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #stocktowatch
🧵 POONAWALLA said its Housing arm delivered its highest ever profit before tax of INR101 crores against INR14 crores last year.
May 16 10 tweets 6 min read
Relaxo Footwears Limited Q4 FY22 Earnings Concall Insights

#RELAXO #RELAXOQ4 #RelaxoFootwears #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #stocktowatch
🧵 Q&A Insights: Tejas Shah of Spark Capital asked about realization split increase that happened between price increase and premiumization during FY22 and 4Q. Ramesh Dua MD replied that price increase was about 25% across all categories, in few categories more and few others less.