Top Tweets for #ConCall

6 days ago

Divgi TorqTransfer Systems | Q1 FY27 Concall #Divgi #Concall #Keypoints #Summary #StockMarket #Q1Result

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7 days ago

Advit Jewels | Q1 FY27 Concall Management was confident on sustaining momentum, saying it will not let the numbers go down and that numbers will keep going up, but provided no formal FY27 or FY28 quantitative guidance and no margin range. #AdvitJewels #Concall #Keypoints #Summary #StockMarket #Q1Result

InvestWithAkhil's tweet photo. Advit Jewels | Q1 FY27 Concall

Management was confident on sustaining momentum, saying it will not let the numbers go down and that numbers will keep going up, but provided no formal FY27 or FY28 quantitative guidance and no margin range.

#AdvitJewels #Concall #Keypoints #Summary #StockMarket #Q1Result

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7 days ago

Oriental Aromatics | Q1 FY27 Concall #OrientalAromatics #Concall #Keypoints #Summary #StockMarket #Q1Result

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8 days ago

MSTC | Q1 FY27 Concall #MSTC #Concall #Keypoints #Summary #StockMarket #Q1Result

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8 days ago

EPL Limited | Q1 FY27 Concall This was the fifth consecutive quarter of double-digit revenue growth and the fifteenth consecutive quarter of double-digit EBITDA growth. #EPL #Concall #Keypoints #Summary #StockMarket #Q1Result

InvestWithAkhil's tweet photo. EPL Limited | Q1 FY27 Concall

This was the fifth consecutive quarter of double-digit revenue growth and the fifteenth consecutive quarter of double-digit EBITDA growth.

#EPL #Concall #Keypoints #Summary #StockMarket #Q1Result https://t.co/vfsYPM4KOE

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AK_Trades @Ak_vcp_Learner

9 days ago

Religare Enterprises | Q1 FY27 Concall #Religare #Concall #Keypoints #Summary #StockMarket #Q1Result

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11 days ago

#IOLCP #CONCALL summary 🔥

AK_Trades @Ak_vcp_Learner

11 days ago

#IOLCP 109--->>> 190+ 🔥🔥🔥 More to comeeeeee

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Prem Kumar

@puba1983

15 days ago

#Divgi TorqTransfer – Entering the next orbit... Q1 FY27 #Concall highlights Record quarter: Revenue ₹142 Cr (+85% YoY) | EBITDA ₹42 Cr (+118%) | Margin 29.4% | PAT ₹25 Cr (+183%) ROIC (ex-cash) ~32% 💥 Long-term ambition (not formal guidance): Management sees ₹2,000+ Cr💥 addressable potential across: • 4WD/AWD → ~₹300 Cr • Manual/Synchronisers → ~₹300 Cr • EV → ~₹250 Cr • Automatic/Hybrid → ~₹1,000 Cr (the real afterburner) • Exports → ~₹200 Cr First priority: build a clear roadmap to the first ₹1,000 Cr. Automatic transmission PoC expected by Q3 FY27; meaningful contribution only from H2 FY28. Near-term engines firing: • Indonesia 4x4 programme (~70k transfer cases over 10–12 months; ~30% executed) . >50% has recurring potential • EV transmission schedules rising to ₹10–12 Cr/quarter (from ₹6.5–8 Cr). SOP from Q2 • Exports rebuilding strongly; additional ₹10–12 Cr/month potential from approved parts • Transfer cases now ~53% of revenue Bigger picture: Divgi is shifting from a pure transfer-case supplier to a broader drivetrain + technology partner. Expanding beyond passenger vehicles into pickups, LCVs & commercial mobility. Project Mayflower (US subsidiary in South Carolina) underway for global manufacturing footprint. Strong operating leverage already visible. 💥Multiple growth engines now running together. #DivgiTTS #AutoComponents #EV

Prem Kumar

@puba1983

27 days ago

#DivgiTTS – Preparing for the Next Orbit of Growth 💥 Q1 FY27 was a #Breakout quarter: ✅ Income: ₹141.8 Cr, +85% YoY 💥 ✅ EBITDA: ₹41.6 Cr, +118% YoY ✅ EBITDA Margin: 29.4% ✅ PAT: ₹25.2 Cr, +183% YoY 💥 ✅ PAT Margin: 17.8% But the future growth opportunity is even more interesting. 🔹 Transfer Case business: Strong volumes across upgraded platforms with key OEMs. 🔹 Indonesia: New market opportunity in FY27 with potential for recurring business. 🔹 H2 FY27: Management expects revenue momentum to sustain through new platforms and facility programs with key OEM customers. 🔹 EV opportunity: Q1 was temporarily impacted by higher OEM inventory, product-mix changes and delay in the Sigma launch. Management expects a healthy recovery from Q2, with the new Sigma program moving towards mass production. 🔹 Exports: New geographies + increasing contribution from the components business could accelerate export growth. 🔹 Global OEM relationships: Plans to expand globally alongside existing OEM customers provide a potentially much larger addressable market. The interesting shift is from being primarily a passenger-vehicle transfer-case supplier → a broader transmission & torque-transfer platform serving light vehicles, EVs and global markets. If execution continues, Divgi could be moving from a recovery story to a structural growth story. The key now: New platforms + exports + EV programs sustain 25–30%+ growth while maintaining ~30% EBITDA margins #DivgiTTS #AutoAncillary #EV #Automotive #Exports #MakeInIndia #GARP #LongTermInvesting

puba1983's tweet photo. #DivgiTTS – Preparing for the Next Orbit of Growth 💥

Q1 FY27 was a #Breakout quarter:
✅ Income: ₹141.8 Cr, +85% YoY 💥
✅ EBITDA: ₹41.6 Cr, +118% YoY
✅ EBITDA Margin: 29.4%
✅ PAT: ₹25.2 Cr, +183% YoY 💥
✅ PAT Margin: 17.8%

But the future growth opportunity is even more interesting.

🔹 Transfer Case business: Strong volumes across upgraded platforms with key OEMs.

🔹 Indonesia: New market opportunity in FY27 with potential for recurring business.

🔹 H2 FY27: Management expects revenue momentum to sustain through new platforms and facility programs with key OEM customers.

🔹 EV opportunity: Q1 was temporarily impacted by higher OEM inventory, product-mix changes and delay in the Sigma launch. Management expects a healthy recovery from Q2, with the new Sigma program moving towards mass production.

🔹 Exports: New geographies + increasing contribution from the components business could accelerate export growth.

🔹 Global OEM relationships: Plans to expand globally alongside existing OEM customers provide a potentially much larger addressable market.

The interesting shift is from being primarily a passenger-vehicle transfer-case supplier → a broader transmission & torque-transfer platform serving light vehicles, EVs and global markets.

If execution continues, Divgi could be moving from a recovery story to a structural growth story.

The key now: New platforms + exports + EV programs sustain 25–30%+ growth while maintaining ~30% EBITDA margins
#DivgiTTS #AutoAncillary #EV #Automotive #Exports #MakeInIndia #GARP #LongTermInvesting

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21 days ago

Mitsu Chem Plast Q1 FY27 Concall: Management Targets 30% Growth as New Capacities Ramp Up #mitsuchemplast #q1fy27 #concall #results #industrialpackaging #plasticpackaging #ibc #polymerstocks https://t.co/xFhj9cAF9O

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21 days ago

Kranti Industries Q1 FY27 Concall: Profit More Than Doubles as Operating Leverage Kicks In #krantiindustries #q1fy27 #concall #results #autocomponents #autoancillary #precisionmachining #precisioncomponents https://t.co/jafMVuOh0L

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21 days ago

Prime Fresh Q1 FY27 Concall: Distribution Network Expansion Opens a Bigger Fresh Produce Opportunity #primefresh #q1fy27 #concall #results #freshproduce #fruitsandvegetables #fooddistribution #agristocks #agriculture #foodsupplychain https://t.co/pLutSkKUFR

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21 days ago

Thomas Scott Q1 FY27 Concall: New Stores & Brand Expansion Set Up the Next Phase of Growth #thomasscott #q1fy27 #concall #results #apparelstocks #fashionstocks #retailstocks #menswear #fashionretail #apparelindustry https://t.co/YPpcKEFKtU

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22 days ago

Max Estates Q1 FY27 Concall: ₹1,700 Crore Pre Sales Target Backed by Strong Launch Pipeline #maxestates #q1fy27 #concall #results #realestatestocks #luxuryrealestate #noidarealestate #gurugramrealestate #commercialrealestate https://t.co/dzbplwp9FT

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22 days ago

Dishman Carbogen Amcis Q1 FY27 Concall: Carbogen Amcis Drives Growth as India Business Recovers #dishmancarbogen #carbogenamcis #q1fy27 #concall #results #cdmo #crams #pharmastocks #highpotency #api https://t.co/C0SrusVl5A

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22 days ago

Dishman Carbogen Amcis Q1 FY27 Concall: Carbogen Amcis Drives Growth as India Business Recovers #dishmancarbogen #carbogenamcis #q1fy27 #concall #results #cdmo #crams #pharmastocks #highpotency #api https://t.co/psB90od1GC

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22 days ago

Anantam Highways Q1 FY27 Concall: New HAM Assets Add Long Term Annuity Revenue Visibility #anantamhighways #q1fy27 #concall #results #highways #roadinfrastructure #hamprojects #tollroads #infrastructurestocks #tollcollections https://t.co/MHcz9Q9bQy

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22 days ago

Solex Energy Q1 FY27 Concall: ₹2,600 Crore Revenue Target Backed by ₹3,400 Crore Order Book #solexenergy #q1fy27 #concall #results #solarstocks #solarmodules #topcon #bess #batteryenergystorage #solarmanufacturing https://t.co/VKF82W7rIX

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