Investment Basics
Clean Sciences Q1 2023 Concall Highlights
Cash balance of 280 cr Performance chemicals contributed 66% of revenues Pharma and agro chemicals 23% FMCG 10% of revenues Capex in Q3 – 23 cr Increased capacities of MEHQ and Guiacol increased by 50% and plants are operational, currently 50%-60% capacity utilization Planning to increase Para Benzoquinone PBQ Capacity from 500 MT to 1000 …
Macrotech Developers Q1 2023 Concall Highlights
Industry Updates by Management Two major housing markets i.e US and China are facing problems. High mortgage rates in US are slowing down the housing sector. Management on Sector – “Housing markets in India are at the beginning of a long sustainable upcycle lasting for about 10 to 15 years.” While the RBI raised …
Gland Pharma Q1 2023 Concall Highlights
Price pressures and syringe shortage plus other supply chain issues (Impact of shortage of API and primary packing materials) witnessed in the US. Management expects the new launches to normalize the impact. Ensured timely new product launches and commercialized key products such as Bortezomib, Pemetrexed, Pantoprazole and Cyanocobalamin in the US market. Received 180 days …
Laxmi Organics Q1 2023 Concall Highlights
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. Commissioned a new plant for SI supplies to an agrochemical major. Most of this capacity is already contracted. The AI business saw QoQ improvement in EBITDA Margins …
Tatva Chintan Q1 2023 Concall Highlights
Q1 22 Revenues 88.4 Cr vs Q1 23 106.8 Cr – Decline of 17% EBITDA 15.2 Cr vs 26.3 Cr – Decline of 42% EBITDA % at 17% vs 25% Geopolitical issues, covid lockdowns in china and semiconductor shortages affected the company’s performance Q1 22 – 52% vs 7% Q1 23 – SDA Contribution Forex …
Saregama India Q1 2023 Concall Highlights
Music business segment grew 38% YOY (Caravan + Licencing) 550 mn views for sarekaru vari pataa movie Ittu si bat movie (Arjit singh, Juvian Nautial) Nathunia song – 3 months – 150 mn youtube views Planning for a big jump for content acquisition after QIP. There will be regional content acquisition as well. Useful life …
Mayur Uniquoters 2022 Concall highlights
Mayur Uniquoters Q4FY22 Highlights Operational Highlights Mayur Uniquoters Ltd being a market leader in the synthetic leather industry and an organised player has been able to leverage the emerging opportunity and deliver exemplary performance in the past year both in national …
HCG Q4 2022 Concall highlights
HCG Q4FY22 Highlights Operational Highlights:- HCG now has 40+ Oncologist Experts recruited in this quarter with a strength of 450 Overall Doctors. HCG Introduced First Microsoft Holo Lens which is nothing but the Next Generation Holographic Headset for the …