the company is resetting customers in US from 2-20 B USD to 20 – 200 B USD
Posts tagged Value Pickr
HDFC Bank- we understand your world (08-05-2024)
how about on PBT numbers… both YoY and QoQ… seems quite bad
there is some tax accounting so tax rate is low and hence PAT and EPS are better.
Lumax Auto Technologies (08-05-2024)
Keen to restart this thread on Lumax Auto . My understanding is that it one of the rare good Auto OEMs still available at reasonable valuations . Any Views pls
Ujjivan Financial – Small Finance Bank (08-05-2024)
Dolly khanna has entered with 1.08% shareholding as per May shareholding patterns . Entry of big investors is normally a good signal
Ujjivan Financial – Small Finance Bank (08-05-2024)
Some how the name of new MD is not in the list of panelist for this quarter Concall . We will be able to hear his views and vision next quarter onwards only . His work experience hints that we may see moderated growth but strong operations and compliances focus under his leadership
Rossari Biotech Ltd – Can growth justify expensive valuation? (08-05-2024)
Rossari Biotech Limited Q4 and FY24 Earnings Conference Call Transcript April 30, 2024
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We are pleased to report another strong quarter for the company, driven by healthy Y-o-Y growth in both revenues and profits. This performance was largely driven by the expansion of our HPPC business.
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While challenges in our TSC and AHN divisions persisted due to external industry headwinds, we remain optimistic about the recovery of these segments in the upcoming fiscal.
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We are particularly focused on specialty surfactants, phenoxy series, institutional cleaning, and performance chemicals.
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Our recent expansion plan at Dahej along with increased its ethoxylation capacity, will allow us to meet growing demand in these key segments.
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We expanded our customer base for key HPPC products, leading to a robust 18% growth in this division.
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Our Institutional Cleaning segment has achieved exceptional results during the year, serving major sectors such as airports, railways, hotels, and healthcare that rely on specialized cleaning solutions.
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We take pride in our growth from an Rs. 700 crore top line to our expected milestone of around Rs. 2,000 crore top line in FY25.
Kamat Hotels (India) Ltd- A Possible Turnaround Story! (08-05-2024)
Finance Restructuring cost will come under Finance costs and won’t be a part of EBITDA calculation. And I think it is good news that they’ve restructured the debt earlier then what they’ve mentioned.
Next year, bottom line should get better, even if everything remains same due to debt reduction and restructuring.
Couple of hotels were partially operational during last year and should be fully operational during this year + Multiple hotels have come online during Dec-23 to Apr-24 period which should contribute to topline. Even if they achieve 15-20% growth from here without messing things up, I’ll be very happy because it is cheaply available as of now.
Disc: Invested, will add if any dip come.
Wonderla Holidays (08-05-2024)
It has consolidated well around 950-975 and any positive commentary around , announcement of new parks , opening as per committed timelints of in progress parks , increase in footfalls and increase in ARPU can trigger next round of upside .
Sonata Software A Turnaround Story (08-05-2024)
Sonata Software (SONATSOFTW) Q4 FY24 Earnings Call Highlights
Financial Performance:
- International Services:
- QoQ revenue decline of 2.4% (2.2% in constant currency).
- YoY revenue growth of 24.1% (24.3% in constant currency).
- Strong EBITDA performance.
- PAT decline QoQ, but growth YoY.
- Stable DSO at 45 days.
- Domestic Business:
- Strong YoY gross contribution growth.
- PAT growth QoQ and YoY.
- Overall:
- FY24 saw a robust 34.3% YoY revenue growth.
Operational Performance:
- Large Deals:
- Success with 14 large deals in FY24.
- Delay in healthcare sector deal, but active and expected to pick up.
- Healthy large deal pipeline with significant Fortune 500 presence.
- New Logo Wins:
- 45 new logos added, including Fortune 500 companies in Q4.
- Strategic Bets:
- Progress in Microsoft Fabric and AI & GenAI initiatives.
- Client Concentration:
- Focus on expanding client base, particularly in higher revenue segment.
- Headcount & Utilization:
- Slight decline in headcount, but improved utilization.
- Vertical Performance:
- Expectation of growth in Hi-Tech and Healthcare sectors.
Future Outlook:
- Expectation of near-term flat to slightly positive growth, with acceleration in second half of FY25.
- Confidence in medium and long-term growth driven by large deal pipeline and strategic investments.
- No immediate M&A plans, but open to opportunities next year.
Concerns:
- Lengthening deal closure cycles causing revenue recognition uncertainty.
- Margin pressure due to investments and onsite-offshore mix shift.
- Muted growth expected in BFSI and Retail sectors.
Other Important Points:
- Commitment to Responsible AI offering and employee training.
- Recognition as fastest growing IT service provider by HFS Research.
- Continued investment in people and diversity initiatives.
Phantom Digital Effects Limited (08-05-2024)
Maybe all of the VFX companies are being classified in the same boat.
Phantom has declared strong results last quarter. Has shared couple of positive updates in the form of project wins, Awards recognition.
However, seems Market hasn’t taken cognisance of it.
In the recent past (eg Sept qtr), the result (aka progress) was inconsistent.
And the company hasn’t shown good Cashflows so far
(although that also to some extent has been due to 1 time project financing of Ayalaan movie & others)
Let’s see how the story unfolds.
Disc – Invested.