#q2fy22

[investyadnya]

Domestic business recovers but a decrease in OEM volumes hurt international business | Q2FY22 Motherson Sumi Systems Results

Domestic business recovers but a decrease in OEM volumes hurt international business | Q2FY22 Motherson Sumi Systems Results

Standalone Results Revenue from Operations for standalone business stood at Rs. 1,279 crores as compared to Rs. 996 crores. A YoY growth of 28.5% and QoQ growth of 14.8%. Such strong increase for the Indian business can be attributed to volume recovery for Indian OEMs leading to good demand.Revenue for Domestic Wiring Harness business increased by 28% YoY to Rs. 1,400 crores.EBITDA for the…

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ARPU slightly improved, losses a tad low but a long road ahead for VI | Q2 FY22 Conference Call Highlights

ARPU slightly improved, losses a tad low but a long road ahead for VI | Q2 FY22 Conference Call Highlights

Revenue for the quarter was Rs. 94.1 billion, an improvement of 2.8% QoQ, aided by pick up in the economic activities and easing of lockdown/restrictions induced by severe second wave of COVID, which impacted Q1FY22. EBITDA for the quarter improved to Rs. 38.6 billion, up 4.2% QoQ, aided by improvement in revenue which was partially offset by increase in customer acquisition costs due to higher…

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Revenue mix shifted toward international markets, because of Jampp's acquisition | Affle India Q2 FY22 Conference Call Highlights

Revenue mix shifted toward international markets, because of Jampp’s acquisition | Affle India Q2 FY22 Conference Call Highlights

Growth broad based across verticals and geographies.EBITDA Margins have been affected mainly due to Jampp acquisition in 2021. Jampp’s contribution to overall EBITDA will increase and would reach the organic EBITDA of Affle within 3 years.Jampp’s revenue mix is 66% Outside India and 34% in India.Affle is likely to grow organically at greater than the industry average of 25%- 30% CAGR over the 5…

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Esports, Gamified early learning, and Freemium continue to deliver encouraging performance | Nazara Technologies Q2FY22 Conference Call

Esports, Gamified early learning, and Freemium continue to deliver encouraging performance | Nazara Technologies Q2FY22 Conference Call

Guidance: Expect the FY22 consolidated revenues to grow in the range of 35%-40% on a YoY basis with EBITDA margins profile at 13% – 15%. The growth shall be supported by organic and inorganic activities.Esports, Gamified early learning and Freemium continue to deliver encouraging performance. These segments have laid foundation for predictable growth on account of proven user engagement and…

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Average annual revenue per active customer is on the increasing trend for Happiest Minds although attrition rate is increasing | Q2 FY22 Conference Call Highlights

Average annual revenue per active customer is on the increasing trend for Happiest Minds although attrition rate is increasing | Q2 FY22 Conference Call Highlights

Completed a decade of existence and one year listing on stock exchangeIntroduced vision statement for 2031 and beyond: It has six elements.  It talks about design for perpetuity, Diversity, Ownership, Leadership, Strategy, ESG (Environment, social and governance), to create a great place to work.Diversity: Aim to have 35% women employees and 30% women in the leadership rolesNo longer will have…

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Strong backlog execution and solid customer-connect led to positive momentum in revenue for ABB India | Q2 Fy22 Conference Call

Strong backlog execution and solid customer-connect led to positive momentum in revenue for ABB India | Q2 Fy22 Conference Call

Strong backlog execution and solid customer-connect led to positive momentum in revenue, Favourable mix & better margin orders shore up contribution, Increase in personnel expense on account of salary revision.Improved profitability Y-o-Y, margin growth supported by demand and better capacity utilizationProducts consists of 70% of revenues, services- 16%-20%, remaining is contributed by…

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Higher attrition being countered by massive hiring by Tech Mahindra | Q2 FY22 Conference Call Highlights

Higher attrition being countered by massive hiring by Tech Mahindra | Q2 FY22 Conference Call Highlights

Highest sequential growth in a decade: 6.7% on QoQ basis in INR terms.EBIT margin flat: TML (Tech Mahindra Ltd) reported EBIT margin of 15.2% in Q2 FY22. On a QoQ basis, margin remained flat but showed a 100bps increase on a YoY basis. The tailwind was operating leverage, which was offset by lower utilization (due to added headcount) and higher subcontracting costs (due to travel restrictions).…

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Higher raw material prices dent margins and bottom-line of Asian Paints | Q2FY22 Conference Call Highlights

Higher raw material prices dent margins and bottom-line of Asian Paints | Q2FY22 Conference Call Highlights

Strong volume growth of 33% YoY supported by continuous demand from tier-1, 2 cities. The industrial coatings business also registered strong double-digit revenue growth led by robust demand for protective coatings and an uptick in the automotive sector. Asian Paints saw good demand recovery from June. The outlook is also good with the festive season going well. Metro and Tier 1 markets are…

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