Reading Time: 3 minutes Business updates from CSL Finance Concall Summary The provisioning is not specific to any particular account but in general due to the challenges being faced…
Author: Karan Sharma
The Concall Summary Guy | CFA | Investor
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…
Reading Time: 2 minutes Business overview AUM at Rs 109,749 crores vs Rs 104,482 crores YoY; up 5.04% Q4FY20 NII at Rs 1,917 crores vs Rs 1,902 crores…
Reading Time: 2 minutes Business Overview Disbursement for the quarter was Rs 347 crores as compared to Rs 465 crores in Q3FY20; the company disbursed Rs 605 crores in…
Reading Time: 2 minutes Business Overview Consolidated Revenue for FY20 at Rs 3,453.55 crores, down 1.3% YoY FY20 PAT at Rs 545 crores, down 5% YoY Net worth at…
Reading Time: < 1 minute Business Overview (Standalone) NII at Rs 287 crores vs Rs 227 crores YoY; NIM at 12% vs 12% YoY Cost to income ratio at 36.7%…
Reading Time: 2 minutes Business Overview AUM at Rs 138,055 crores, up 7% YoY Opex to NII at 27.9% vs 35% YoY PAT at Rs 962 crores, down 19%…
Reading Time: 2 minutes Participants: IIFL Investec Jefferies Edelweiss Spark Capital JM Financial Emkay Global Sundaram Mutual Fund Business Overview: Revenue at Rs 537 crore vs Rs 740 crore…
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…
Reading Time: < 1 minute Participants Edelweiss Goldman Sachs Emkay Global Investec Dalal & Broacha Invesco Nippon Life Motilal Oswal Reliance Securities Investment Management Nirmal Bang Concall highlights Volume growth…
Reading Time: 2 minutes Business Overview Revenue for the quarter at Rs 317 crores vs Rs 437 crores YoY PAT for the quarter at Rs 10 crore vs Rs…
Reading Time: 3 minutes Business Update Export business would have had its best ever year in terms of volume growth but due to loss of business in lockdown the same could…
Reading Time: 2 minutes Business Update Segmental business Specialty chemical business has been the key growth driver and there was strong demand from export market for the products There…
Reading Time: 2 minutes Business overview PAT at Rs 393 crore vs Rs 346 crore YoY ROAA at 6.3% vs 6.5% YoY ROAE at 28.3% vs 36.1% YoY Capital…
Reading Time: 2 minutes Business updates The net borrowings stand at Rs 1179 crores The SARTANS market is quite stable and no single company has too big a market…
Reading Time: 2 minutes Participants: Equirus Edelweiss Phillip Capital Investec ASK Investment Kapoor & Company Goldman Sachs ICICI Prudential Lucky Investment Banyan Capital Business Overview: Revenue at Rs 507…
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…
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%…
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…
Reading Time: 2 minutes Business Update Have merged Metahelix and Zero Waste within Rallis India There have been gradual resumption of operations in April but with reduced strength Have…
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…