Top Tweets for #ConcallNotes

11 months ago

Blue Jet Healthcare Q1FY26 Highlights 🚀 – Strong momentum continues in customer traction. – Cardiovascular & contrast media intermediates scaling well – ₹400 Cr committed to R&D on amino acid derivatives – CDMO & sweetener volumes stable; 75% plant utilization. #ConcallNotes

358

🇮🇳 Focused Investing

@ParveenBhansali

about 1 year ago

#RNFI #ConcallNotes RNFI aiming to be a tech driven distribution last mile service Co leveraging their agents network where agents are not on a pay of any kind of fixed remuneration but on a win case basis. So Co aim to add more n more agents n products without much need of capitalization and continue to working on an assets light model All the Subsidiary Cos are profitable except Payworld which will turnaround in next few months. Management Outlook and Guidance: Co has grown tremendously over last 2 yrs and anticipate to grow at same pace over next few yrs and Co can sustain 100% PAT growth YoY PAT: FY23- 5cr FY24- 10cr FY25- 20cr Mgmt sees scope in the margins going up further ahead 12 new products will be launched very very soon and will help in maintain previous growth rate More the no of products and more the no of sahayaks will help them to increase gross profits as well Every Co inside RNFI are Technology based so Co is heavily investing in Technology part Merchants needs to deposit some amount in Co shown in Current Liabilities Forex Business Authorized dealer to Licence- Expecting very soon from RBI so as to get into remittances which is a very lucrative business. Once they recd that they will properly kick off co having forex business which is low margins business. PPI Licence- Applied for the RBI Licence #Paysprint has turnaround profitable this year and was a loss making Co till last year and made decent profits Fund raise has been done at 120cr valuations Fund raise has been done typically to increase valuations to again apply for a certain Licence which they will be doing shortly. Once Licence is received it will be one of their main Co n will contribute much more to bottomline Looking to turnaround newly acquired #PayWorld very very soon by next results.

Manoj Sharma❤️🇮🇳🚀 @ManojSh52935210

about 1 year ago

🚀 KP Green Engineering (KPGEL) – H2 FY25 Concall Highlights First post-IPO earnings call. Massive expansion, sectoral diversification & strong execution visibility. 📌Here’s everything you need to know 🧵 #KPGEL #Renewables #Infra #SME #ConcallNotes 1/ 🔧 Business Overview • Engineering-led infra & renewable solutions • Product mix includes: – Solar MMS (Fixed & Tracker) – Wind Lattice Towers – Transmission Towers – PEB, Substation structures, Crash barriers, Monopoles – Heavy Engineering for Rail/Highways 2/ 📈 Financials – FY25 • Revenue: ₹702 Cr (+99% YoY) • EBITDA: ₹115 Cr (EBITDA margin 16.4%, +110 bps) • PAT: ₹73.5 Cr (+109% YoY) • EPS: ₹14.7 (vs ₹9.6 YoY) • Better margins via value-added products (PEB, Wind) 3/ 🏭 Capacity & Capex • Operational: 1.42 lakh MTPA • Under Trial: 1.68 lakh MTPA • FY26 Target: 4 lakh+ MTPA • ₹185 Cr capex in FY25 (via IPO + accruals; no interest cost) • Asia’s largest galvanizing plant (90k MTPA) coming FY26 4/ 📦 Order Book • Confirmed external: ₹800+ Cr (to be executed by Sep 2025) • Total incl. internal: likely ₹2,000+ Cr • Execution cycle: 30–90 days • Internal orders from KPI (1.5 GW) & KP Energy (2.26 GW) 5/ 🌍 Exports & Expansion • First US export order delivered • Exploring Middle East, Africa • Expanding domestically from Gujarat to MP, Maharashtra, Rajasthan, and South India 6/ 🛠 Tech & Partnerships • GameChange Solar, NexTracker – Solar • Sanvion – Wind • Full automation enables cost control, better margins • Planning backward integration: conductors, cables, fasteners 7/ 🧪 New Initiatives • 1 MW Green Hydrogen pilot at Matar underway • Entry into Defence: DRDO, Mazagaon Dock approvals in process • Large PEB order pipeline • Transmission monopoles to begin production soon 8/ 🔍 Margins & Model • Custom-engineered products = better pricing power • PAT margin guidance: 9–10% • Cash conversion cycle improved to 86 days (from 139) • Receivables at 142 days • 2% revenue royalty to promoter (SEBI-compliant) 9/ 🧭 Management Commentary • Confident of 60–70% revenue growth • Strong sector tailwinds in renewables, infra, PEB • Focus on execution, not immediate new capex • Enhanced transparency on order book expected 🔚 Conclusion: KPGEL is emerging as a diversified infra play with deep engineering capabilities, global ambitions, and sector tailwinds. Solid earnings, aggressive expansion, & a clear strategy make it one to watch closely. #kpgel

ManojSh52935210's tweet photo. 🚀 KP Green Engineering (KPGEL) – H2 FY25 Concall Highlights

First post-IPO earnings call. Massive expansion, sectoral diversification & strong execution visibility.

📌Here’s everything you need to know 🧵
#KPGEL #Renewables #Infra #SME #ConcallNotes

1/ 🔧 Business Overview

• Engineering-led infra & renewable solutions
• Product mix includes:
– Solar MMS (Fixed & Tracker)
– Wind Lattice Towers
– Transmission Towers
– PEB, Substation structures, Crash barriers, Monopoles
– Heavy Engineering for Rail/Highways

2/ 📈 Financials – FY25

• Revenue: ₹702 Cr (+99% YoY)
• EBITDA: ₹115 Cr (EBITDA margin 16.4%, +110 bps)
• PAT: ₹73.5 Cr (+109% YoY)
• EPS: ₹14.7 (vs ₹9.6 YoY)
• Better margins via value-added products (PEB, Wind)

3/ 🏭 Capacity & Capex

• Operational: 1.42 lakh MTPA
• Under Trial: 1.68 lakh MTPA
• FY26 Target: 4 lakh+ MTPA
• ₹185 Cr capex in FY25 (via IPO + accruals; no interest cost)
• Asia’s largest galvanizing plant (90k MTPA) coming FY26

4/ 📦 Order Book

• Confirmed external: ₹800+ Cr (to be executed by Sep 2025)
• Total incl. internal: likely ₹2,000+ Cr
• Execution cycle: 30–90 days
• Internal orders from KPI (1.5 GW) & KP Energy (2.26 GW)

5/ 🌍 Exports & Expansion

• First US export order delivered
• Exploring Middle East, Africa
• Expanding domestically from Gujarat to MP, Maharashtra, Rajasthan, and South India

6/ 🛠 Tech & Partnerships

• GameChange Solar, NexTracker – Solar
• Sanvion – Wind
• Full automation enables cost control, better margins
• Planning backward integration: conductors, cables, fasteners

7/ 🧪 New Initiatives

• 1 MW Green Hydrogen pilot at Matar underway
• Entry into Defence: DRDO, Mazagaon Dock approvals in process
• Large PEB order pipeline
• Transmission monopoles to begin production soon

8/ 🔍 Margins & Model

• Custom-engineered products = better pricing power
• PAT margin guidance: 9–10%
• Cash conversion cycle improved to 86 days (from 139)
• Receivables at 142 days
• 2% revenue royalty to promoter (SEBI-compliant)

9/ 🧭 Management Commentary

• Confident of 60–70% revenue growth
• Strong sector tailwinds in renewables, infra, PEB
• Focus on execution, not immediate new capex
• Enhanced transparency on order book expected

🔚 Conclusion:

KPGEL is emerging as a diversified infra play with deep engineering capabilities, global ambitions, and sector tailwinds. Solid earnings, aggressive expansion, & a clear strategy make it one to watch closely.

#kpgel

Manoj Sharma❤️🇮🇳🚀 @ManojSh52935210

about 1 year ago

Follow @ManojSh52935210 for more insights on Indian SMEs ,smallcaps & concalls. #SHILCHAR #ConcallNotes #EarningsThread #Power #Renewables

375

Manoj Sharma❤️🇮🇳🚀 @ManojSh52935210

about 1 year ago

Shilchar Technologies Q4 & FY25 Concall Notes – Full Thread Another year of record performance, full capacity utilization & top-tier margins. Here’s a deep dive into what’s driving Shilchar’s growth and what lies ahead 🧵👇👇👇 #SHILCHAR #ConcallNotes #EarningsThread #Power #Renewables

ManojSh52935210's tweet photo. Shilchar Technologies Q4 & FY25 Concall Notes – Full Thread
Another year of record performance, full capacity utilization & top-tier margins. Here’s a deep dive into what’s driving Shilchar’s growth and what lies ahead
🧵👇👇👇
#SHILCHAR #ConcallNotes #EarningsThread #Power #Renewables

Manoj Sharma❤️🇮🇳🚀 @ManojSh52935210

about 2 years ago

Salzer Electronics Limited #SALZER is engaged in offering Total and Customised Electrical Solutions in Switchgears, Wires & Cables and Energy Management business. It is also involved in manufacturing CAM Operated Rotary switches & Wire Ducts in India. #ConcallNotes-Jun 202👇

481

Saveitwisely @saveitwisely

almost 3 years ago

Margin and Utilization Targets: 1.Targeting 70% utilization for year 1 of bromine 2.derivative project Margin range: 37% to 42%, currently mid-upper range Optimistic Future: Focus on long-term growth opportunities #ConcallNotes #ArcheanChemical #FutureOutlook

241

Alokesh Phukan @greyfool

about 8 years ago

Domestic sales(by volumes) in q4 down 31% & for the full yr down 29%. Reason(as per mgmt): 1. Many small brands now selling loose rice(to escape GST). Unorganised share now 62%(was 50% last yr) 2. Institutions buying more from unorganised. #KRBL #ConcallNotes

Alokesh Phukan @greyfool

almost 9 years ago

Reliance Dairy acquisition cost only 61.51cr; potential sales 500cr +, currently loss making but mgmt expects BE by q3 FY18. #ConcallNotes

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