Author: Karan Sharma

The Concall Summary Guy | CFA | Investor

Concall Summary: V Mart Retail Ltd Q4FY20

Reading Time: 2 minutes Participants ICICI Prudential Spark Capital Edelweiss Invesco Mutual Fund Motilal Oswal Phillip Capital HDFC Securities Nirmal Bang Concall Highlights V-Mart has a strong presence in Bihar, Uttar Pradesh, Jharkhand, Orissa, and Bengal. Migrant laborers in these states are returning from cities. They used to send money to their families which will come down The company […]

Concall Summary: Dharamsi Morarji Chemical Company Q4FY20

Reading Time: 3 minutes Business Update  There was an impact of a corona virus outbreak on the results of the company in March as all customer plants were shutdown Did lose turnover of Rs 10 crores due to the plant shutdown Participants Ultra Capital Candyfloss Advisors Bamboo Capital Sunidhi Securities Vriddhi Capital Atom Investments Alphaaccurate Advisors GIRIK Capital Sapphire […]

Concall Summary: Solara Active Pharma Sciences Ltd Q4FY20

Reading Time: 2 minutes Business updates Have stopped production of Ranitidine because USFDA has found NDMA impurities increase in some formulations when stored at higher temperatures. This molecule contributes 7% of our overall sales Looking at a positive outlook from a customer who has started lifting API’s and things should look good from H2FY21 Have added nine newer markets […]

Concall Summary: Aarti Drugs Ltd Q4FY20

Reading Time: 3 minutes Business Updates  API segment contributed 89% of revenues and Formulation contributed 11% of the revenue For FY20, revenue contribution: Antibiotic: 44% Antiprotozoal: 15% Antifungal: 7% Antidiabetic: 10% Anti therapeutic: 10% Others: 14% Improvement in working capital led to reduced debt to equity ratio Further CAPEX is planned, to introduce newer products in anti-diabetic categories Participants […]

Concall Summary: KRBL Ltd Q4FY20

Reading Time: 2 minutes Business Overview Revenue at Rs 1,062 crores vs Rs 1,196 crores YoY EBITDA at Rs 238 crores vs Rs 232 crores PAT at Rs 150 crores vs Rs 137 crores Participants Credit Suisse Nippon Mutual Fund Marshmallow Capital Kotak PMS Care Portfolio Managers Banyan Tree Vallum Capital Concall Highlights Borrowing at the end of Q4FY20 […]

Concall Summary: HIL Q4FY20

Reading Time: 2 minutes Business Update Have formed 10 workstreams within the organisation to protect profitability and also health of workers Have resumed manufacturing at all our plants but biggest challenge is retaining workforce Expecting demand to improve due to better rainfall Costs are higher due to increased purchase price of fiber from Russia & Kazakhastan The roofing category […]

Concall Summary: Tata Coffee Q4FY20

Reading Time: 2 minutes Business update The Vietnam facility is operating normally without any interruptions Prices of both arabica and robusta variety were down during the quarter gone by but in March there was some price spike in Arabica prices The instant coffee business in India and Vietnam continues to do well The order book for the global market […]

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