Channels

Top 100 Trending New

Categories

Crypto Gaming News Entertainment Music Sports Tech Gambling Bots and mini apps Finance Business Education Lifestyle Health Travel Auto Fashion Jobs Dating Deals and shopping

Stickers

Stickers Emoji Themes Wallpapers

Bots Gifts Tools

Currency

$ USD ₽ RUB € EUR ₴ UAH ₸ KZT ₺ TRY zł PLN ₪ ILS AED AED R$ BRL Rp IDR RM MYR ¥ JPY ₩ KRW CN¥ CNY

Theme

Português (Brasil)

Bahasa Indonesia

Беларуская

Українська

Channels Categories Stickers Bots Gifts Tools

Premium Wiki Glossary Legal

Notifications Settings Log in

CONCALLS: post #10102 — TG.ME

CONCALLS@Concalls3 · 10.1K subscribers Open in TelegramOpen

t.me/Concalls3/10102

q1fy27-what-management-teams-are-saying.pdf2.2 MB · PDF

7

2

1

August 30, 2026 1.7K 17

More from this channel

MODISON LTD | GROWTH CATALYSTS Advanced Alloys & High-Performance Contacts - Developing advanced alloys and high-performance contact materials. - Target applications include EV infrastructure. - Renewable energy systems provide another growth avenue. - Industrial automation is an additional end market. - EV integration alone has increased demand for these materials by 51%. - Higher-value, application-specific products can improve product mix. - Exposure is shifting towards structurally faster-growing markets. India Power Equipment Upcycle - India plans to add nearly 470 GW of solar and wind capacity over the next decade. - Large-scale renewable additions require transmission and grid investment. - Indian switchgear market projected to grow from ~$11.33 Bn in 2025. - Market projected to reach ~$18.95 Bn by 2034. - Modison supplies electrical contacts into the switchgear ecosystem. - Transmission and grid capex can drive long-term demand. Export Expansion - Foreign exchange earnings rose to ₹90.16 Cr in FY25. - FY24 foreign exchange earnings stood at ₹67.17 Cr. - Management is targeting new export markets and customers. - Export growth can diversify the revenue base. - Greater exports can reduce dependence on domestic OEM customers. - Provides exposure to global electrification spending. Bank Facilities Enhancement - HDFC Bank long-term facilities increased from ₹90 Cr to ₹115 Cr. - Citi Bank added ₹25 Cr of rated facilities. - Total rated limits increased to ₹157.50 Cr. - Credit ratings: CARE A/A1. - Additional working-capital availability supports revenue expansion. - Provides funding flexibility for a working-capital-intensive business. Vapi Plant Restoration - Vapi plant was affected by a fire on 7 February 2026. - Operations were fully restored by 24 February 2026. - Production resumed just 17 days after the incident. - Restoration removes the immediate production-disruption risk. - Facility is back contributing to output. - Recovery comes amid a year of ~45% revenue growth. Dividend Increase - FY26 final dividend recommended at ₹3/share. - FY25 dividend was ₹2/share. - Dividend increased 50% YoY. - Indicates management confidence in earnings sustainability. - Net profit nearly trebled in FY26. - Higher payout adds to shareholder-return potential. KEY TAKEAWAY - Advanced materials can move Modison towards higher-value applications. - Renewable, transmission, EV and automation demand provide structural growth drivers. - Export expansion can diversify the customer and geography mix. - Enhanced banking facilities support working-capital requirements. - Vapi restoration removes a key near-term operational overhang. - The 50% dividend increase reflects improving earnings and cash-return confidence. Daily Live Business Updates @Stockupdate9 430·Sep 1

[media post] 792·Sep 1 PRECISION CAMSHAFTS LTD – Q1 FY27 CONCALL HIGHLIGHTS #Q1FY27 Q1FY27 Financial Performance - Standalone total income stood at ₹173 Cr, up 6.6% QoQ. - Standalone PAT stood at ₹14.88 Cr, up 12.5% QoQ. - Standalone EBITDA margin stood at 13%. - Standalone PAT margin stood at 9%. - Consolidated revenue stood at ₹200.8 Cr, down 2.4% QoQ. - Consolidated EBITDA margin stood at around 10%. - Consolidated PAT margin stood at around 4.2%. - Performance was delivered despite disruptions from the Middle East conflict. Indian PV Business - Indian passenger vehicle market continues to show strong growth. - New programs with Mahindra, Tata Motors and Maruti Suzuki started production in Q1. - These programs have moved from development/validation into commercial production. - Volumes are expected to progressively ramp up with customer production. - Several additional programs are expected to start production in coming quarters. - New orders have been secured from key customers. - Customers continue investing in capacity, new vehicle platforms and localization. - PCL is investing ahead in capacity, automation and technology. Order Book & Pipeline - Cumulative order book is approximately ₹1,500 Cr. - Order book is over and above existing business from existing and new customers. - Order book is not annualized and is spread over 4–5 years. - Company continues to work on additional opportunities. - New program launches should provide progressive volume ramp-up. - Management remains confident about the medium- to long-term standalone growth outlook. Capacity & Investment - Capacity readiness remains a key focus area. - Investments are being made ahead of customer requirements. - Automation and technology upgrades are being undertaken. - Focus is on ensuring adequate capacity for new program ramp-ups. - Management expects strong customer demand to support capacity utilization. - Capital allocation will remain disciplined and linked to growth opportunities. Memco Business - Memco generated revenue of around ₹14 Cr in Q1FY27. - Business continues strengthening relationships with key customers. - Major customers include Bosch, Delphi and Endress+Hauser. - Memco is also pursuing several new products. - Management remains focused on expanding the Indian business through Memco. eMOS Europe - eMOS Netherlands revenue stood at ₹13.8 Cr vs ₹29 Cr QoQ. - European e-mobility business has experienced a significant slowdown. - Management is taking a cautious approach toward near-term outlook. - Electrification of European passenger cars continues to progress. - Electric commercial vehicles remain considerably more challenging. - Electrically chargeable trucks represented only 4.8% of new EU truck registrations in H1 2026. - Reduced subsidies and insufficient enabling conditions are affecting EV adoption. - European OEMs are under pressure to improve competitiveness and reduce costs. - Customer decision-making has slowed and program visibility has reduced. - Focus is on protecting the business and carefully managing costs and investments. - Future decisions will depend on customer traction, cash requirements and returns. - Management has not indicated any immediate decision to wind up eMOS. e-Mobility India - Indian e-mobility business continues to progress. - Electric heavy commercial vehicle platform has been developed. - Vehicle has been delivered to a customer. - Customer evaluation and field trials are currently underway. - Management remains positive about the long-term opportunity. - Commercial scale-up will depend on successful customer evaluation. Diversification Strategy - Company does not intend to remain limited only to camshafts. - New product and market opportunities are actively being evaluated. - Focus remains primarily on Indian operations. - Memco is being used to develop several new products. - Management is actively evaluating acquisition opportunities within India. - Acquisitions could provide entry into new products, markets and customers. - Strategy is to strengthen and scale the core Indian business while selectively diversifying. Customer Programs - Several new customer programs entered commercial production in Q1. - Mahindra, Tata Motors and Maruti Suzuki programs are already underway. - Further programs are expected to commence in upcoming quarters. - Customer investments in localization provide opportunities for PCL. - Strong OEM engagement supports medium-term visibility. - Company is focused on deepening relationships with key customers. Management Strategy - Core Indian business remains the highest-conviction growth opportunity. - Management intends to invest selectively in capacity and automation. - New program execution remains a major priority. - Cost and capital discipline will remain important. - Company will not pursue growth merely for the sake of growth. - Focus remains on Indian growth, selective acquisitions and profitable execution. KEY TAKEAWAY - ₹1,500 Cr order book; Indian PV growth drives the core opportunity. 1.4K·Aug 31 AVANTI FEEDS LTD – CONCALL HIGHLIGHTS #Q1FY27 Financial Performance - Consolidated gross income stood at ₹1,966 Cr, up 19% YoY and 30% QoQ. - Consolidated PBT stood at ₹157 Cr, down 37% YoY and 15% QoQ. - Feed division gross income increased 27% YoY to ₹1,615 Cr, driven by higher volumes. - Feed sales volume increased 17% YoY to 1,93,852 MT. - Feed division PBT declined 45% YoY to ₹114 Cr due to sharply higher raw-material costs. - Feed PBT margin declined to 7.06% vs 17% in Q1FY26 and ~13% in Q4FY26. Raw Material Cost Pressure - Fish meal consumption price increased to ₹153/kg vs ₹93/kg YoY and ₹123/kg QoQ. - Soybean meal increased to ₹58/kg vs ₹40/kg YoY and ₹49/kg QoQ. - Current purchase prices: fish meal ₹225/kg, soybean meal ₹71/kg and wheat flour ₹33/kg. - Rising fish meal and soybean meal prices remain the key profitability concern for the feed business. - Management expects raw-material prices to stabilize in coming months with fresh crop arrivals and easing El Niño effects. Feed Volume Outlook - Shrimp production for CY26 estimated at 8-9 lakh MT, with feed consumption of 11-12 lakh MT. - FY26 feed sales were around 5.62 lakh MT. - FY27 feed sales target is around 5.85 lakh MT, implying roughly 4% growth. - Current shrimp culture activity is described as good, supported by favorable climate and farmgate prices. - Main concern remains the sharp increase in farmers' production costs. Feed Pricing - Company took around 10% price hike during 19-20 June. - Q2 could remain a pain point before the benefit of price hikes and potential government intervention flows through. - Pricing decisions remain dependent on farmer affordability, sustainability and government considerations. - Company is working on formulation and quality improvements to reduce raw-material usage without compromising feed performance/FCR. Shrimp Processing & Exports - Processing division gross income was ₹350 Cr, down 7% YoY and 22% QoQ. - Sales volume declined 16% YoY and ~15% QoQ. - PBT before exceptional items stood at ₹45 Cr vs ₹25 Cr YoY. - Profit remained resilient despite lower volumes due to better realization, operational efficiency, favourable FX and higher other income. - FY26 company shrimp exports stood at 16,976 MT, up from 14,149 MT. - FY27 export volume is expected at around 19,000 MT. Global Shrimp Market - India exported 7,92,647 MT of frozen shrimp worth around $5.62 Bn in FY26. - US accounted for 33%, China 21%, EU 17% and Southeast Asia 11% of exports. - US export volume declined 17.9%, while China and EU volumes increased 24% and 36%, respectively. - Management continues to focus on market diversification as global trade barriers and tariffs remain key risks. US Reciprocal Tariff - Refund related to reciprocal tariffs remains pending. - Entries are under ADD/CVD review and suspension, and CBP will not process the reciprocal tariff amounts until suspension is lifted. - Company has declared the relevant entries as advised by its legal counsel/customs broker. Pet Food Business - Avant First continues to see encouraging response across dog and cat food. - Q1FY27 sales increased to ₹1.80 Cr from ₹1.51 Cr in Q4FY26. - Company is expanding from Tier-1 into Tier-2 and Tier-3 cities. - Products are available through e-commerce platforms including Amazon and Supertail. - New flavours and variants are planned to broaden the product portfolio. - Around ₹175 Cr investment is estimated for the pet-food project; land worth around ₹25 Cr has already been purchased near Hyderabad. - Manufacturing facility construction will begin after required government approvals. Industry Outlook - Aquaculture industry is facing pressure from higher feed costs, volatile farmgate prices and global trade uncertainties. - Feed is the largest operating cost for shrimp farmers. - Management highlighted the need for a balance between farmers, feed manufacturers and exporters. - Government and industry stakeholders are working on a potential price mechanism linked to major feed inputs. - Management expects coordinated policy support and raw-material stabilization to improve industry economics. KEY TAKEAWAY - Volumes remain strong, but raw-material inflation is the key near-term margin risk. 950·Aug 31 METROPOLIS HEALTHCARE LTD – ANALYST MEET HIGHLIGHTS #Q1FY27 Business Overview - Metropolis has grown from a single lab to 209 laboratories and 5,000+ centres across 750 towns, with presence in 5 international markets. - FY26 revenue stood at ₹1,646 Cr; 57% of revenue comes from B2C and the balance from B2B. - North India contribution has increased to around 10% from 7-8% earlier and was the fastest-growing region in Q1. - Company processes around 4,500 tests, supported by 30,000 prescribing specialists. Industry Opportunity - Indian diagnostics market estimated at around $11 Bn, expected to reach $28.5 Bn over the next 8 years at around 11% CAGR. - Less than 6% of Indians have ever been diagnosed, highlighting significant headroom for testing penetration. - Management expects gradual shift from unorganized to organized diagnostics, supported by increasing healthcare awareness, branded providers and rising demand for specialized testing. Specialty Diagnostics - Specialty contributes around 40-42% of revenue and management intends to grow it faster than overall business. - Metropolis has 2,200+ specialty tests across oncology, neurology, nephrology and allergy. - Added around 380-400 new tests over the last 15 months. - Core Diagnostics acquisition strengthens oncology capabilities with around 350 specialized tests and access to 2,000+ oncologists. - Specialty prescriptions also bring routine tests, improving overall revenue per patient. - New offerings include blood-based Alzheimer's testing, hereditary cancer panels and genomics. Genomics & Precision Medicine - Genomics business has grown 2x in the last year. - Company has onboarded medical geneticists and genetic counsellors to support clinicians with interpretation and counselling. - Metropolis operates 2 CAP-accredited genomics labs, one each in West and North India. - Orthogonal testing capability spans histopathology to genomics, allowing multiple diagnostic modalities under one roof. - Precision medicine opportunity extends across oncology, neurology and reproductive medicine. True Health - True Health contributes around 20% of business currently. - Portfolio includes illness/wellness packages, radiology, doctor consultation, diet and obesity-related services. - Management aims to increase True Health contribution from around 18% to 25%. - Diet plans are increasingly being designed using individual blood-test parameters. - Obesity/vital check-up offerings can increase recurring customer visits and engagement. Network Expansion - Current network stands at 5,000+ centres, with around 750-800 own centres and the rest franchise-led. - Company aims to increase collection-centre density from 1:24 to 1:35. - Focus is on deeper penetration within existing 750 towns before entering many new markets. - Own B2C centres will remain concentrated in the top 6-7 towns, while smaller markets will largely be franchise-led. - Management is exploring ways to improve productivity of existing centres by using their infrastructure beyond the morning peak hours. Radiology & Mini-Hubs - Around 100 centres are planned to be developed into mini-hubs over the next couple of years. - Services may include X-ray, ultrasound, 2D echo and TMT. - Existing centres can be upgraded with limited incremental CapEx. - Mini-hubs can additionally serve corporates and insurance-led health checks. - Management sees scope to substantially improve productivity of existing real estate through healthcare adjacencies. B2C, B2B & Digital - B2C represents around 57% of revenue and grew approximately 18% in the latest quarter. - Home collection contributes around 11-12% of revenue, with service currently covering roughly 200 PIN codes. - Digital customers have nearly 2x lifetime value versus regular offline customers. - B2B grew around 15% in the latest quarter, aided by the Core Diagnostics test menu. - Digital initiatives currently contribute around 25% of business through app, website and customer platforms. - Management continues to invest in direct-to-consumer digital acquisition and customer experience. Technology & AI - Company aims to become a fully technology-enabled organisation over the next 2-3 years. - Focus areas include automation, digitisation, AI-based report summarisation and customer-service productivity. - Management is building more technology capabilities in-house to reduce vendor dependence and increase execution speed. - AI is also being explored for diet guidance and clinical decision support through MetroBot. Acquisition Strategy - Metropolis has completed around 25 acquisitions historically and has developed an integration playbook. - Core Diagnostics was acquired as a largely breakeven business and has moved to high-single-digit EBITDA within a year. - Management expects Core to approach company-level EBITDA margins by around Year 3. - Future acquisitions will focus on strategic geographies or capabilities where Metropolis currently has limited presence. Quality & Moat - Company maintains around 99.9% proficiency score, placing it among the top laboratories globally. - CAP accreditation and continuous external proficiency testing have been maintained for 20+ years. - Management believes the moat is not simply laboratories or machines, but the combination of science, quality, talent, culture and execution. - Global Reference Laboratory in Mumbai spans 38,000 sq ft, can process up to 25,000 tests/day and has 250+ scientific staff. Growth Track Record - Revenue CAGR over the last 3 years was 17.6%; FY26 growth was 23.6%. - EBITDA CAGR over 3 years was 18.6%; FY26 EBITDA growth was around 23%. - FY26 reported EBITDA margin was 24.4%, while organic margin was around 25.9%. - Growth has been primarily volume-led, supported by moderate pricing and improving product mix. KEY TAKEAWAY - Strong specialty + True Health + digital growth engines, with Core integration and network productivity offering further upside. 735·Aug 31

An open web layer over public Telegram — search, stats and channel reading right in your browser, no account, no install.

Not affiliated with Telegram FZ-LLC; all data comes from public sources.

Catalog

Top channels Categories Countries Search

Content

Stickers Emoji Gifts Themes Wallpapers

Help

Tools Wiki Glossary Blockchain Safety Premium Advertisers Advertising

© 2026 TG.ME · G.Media network· Updated 09/01/2026 · v0.2.0 · 9f46945

Privacy Terms DMCA & complaints Report a violation

Similar channels

Wealthcreator40.7K subscribers

Fundamental Analysis (Long term)45K subscribers

BROKERAGE REPORTS23.2K subscribers

𝗟𝗼𝗻𝗴 𝗧𝗲𝗿𝗺 ®™22.6K subscribers

𝙎𝙝𝙤𝙧𝙩 𝙏𝙚𝙧𝙢®™31.9K subscribers

❁Stocks❁ ❁Result❁& BREAKING News21.9K subscribers

Learn With OM1.3K subscribers

Sridhar Balakrishnan 🇮🇳🏆💰13.3K subscribers