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CONCALLS: post #10110 — TG.ME

CONCALLS@Concalls3 · 10.1K subscribers Open in TelegramOpen

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September 1, 2026 636 1

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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. 1.3K·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. 900·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. 708·Aug 31 JUNIPER GREEN ENERGY LTD – Q1 FY27 CONCALL HIGHLIGHTS #Q1FY27 Q1FY27 Financial Performance - Revenue grew 79% YoY to ₹324 Cr vs ₹181 Cr. - EBITDA grew 86% YoY to ₹294 Cr; margin improved to 91%. - Operating income rose 81% YoY to ₹291 Cr. - Operating EBITDA increased 89% YoY to ₹261 Cr. - PAT grew 54% YoY to ₹33 Cr. - Cash PAT increased 50% YoY to ₹108 Cr. - Receivable days remained low at 19 days. - Q1 marked the company's highest-ever quarterly revenue, EBITDA and commissioning. Capacity & Execution - Fleet-wide Q1 COEF improved to 30.2% vs 28.2% YoY. - Generation increased 72% to 944 MU. - Wind portfolio of 190 MW delivered weighted average CUF of 49.9%. - Plant availability stood at 98.8% and grid availability at 99.6%. - Commissioned 601 MW during Q1: 458 MW solar + 143 MW wind. - Also commissioned around 400 MWh BESS during the quarter. - Since April, commissioned 760+ MW renewable capacity across 8 sites. - FY27 target remains around 2 GW capacity addition. - Management expects another 250–300 MW commissioning in Q2. - India's first FDRE project under the SJVN FDRE tender was commissioned. BESS Expansion - BESS installed capacity target: 4.5 GWh by June 2027. - Target rises to 10 GWh by March 2028. - Additional 4 GWh orders have already been placed. - Existing BESS round-trip efficiency is around 91%. - State of health stands at approximately 99.6%. - Company is primarily integrating BESS with renewable projects rather than pursuing standalone BESS. - Standalone BESS economics are currently considered unattractive. - Merchant BESS opportunities are also being evaluated. Order Wins & Portfolio - Won SECI FDRE tender for 870 MW + 2,200 MWh BESS. - Contracted capacity for the tender is 230 MW at ₹5.26/unit. - Won 50 MW wind project from GOVNL at ₹3.51/unit. - Signed 50 MW FDRE PPA with SJVN at ₹4.25/unit. - Total portfolio reached around 11.2 GW + 9 GWh BESS. - 84% of portfolio comprises FDRE and hybrid projects. - Blended weighted average tariff is around ₹3.70/unit. - Operational + PPA-signed capacity exceeds 6.2 GW. Pipeline & Development Resources - More than 4.5 GW surplus connectivity available over current pipeline. - Connectivity available for more than 20 GWh BESS for future bids. - Land bank exceeds 14,000 acres. - More than 200 identified wind locations available. - In-house EPC team handles parallel execution across multiple states. - 98% contracted capacity is with A-rated or better off-takers. - Around 98% portfolio is secured through long-term PPAs, typically 25 years. FY27 Capex & Growth - Total CapEx stood around ₹16,000 Cr as of June 2026. - Expected to rise to around ₹22,000 Cr by March 2027. - Includes capacity of around 3.9 GW expected to be commissioned by March 2027. - FY27 commissioning target remains around 4 GW. - Run-rate EBITDA for FY27 capacity expected around ₹2,750 Cr. - FY28 target is around 6 GW commissioned capacity. - FY28 run-rate EBITDA guidance is around ₹4,500 Cr. Balance Sheet - Gross/net debt stood at around ₹11,217 Cr. - Operating-project net debt was around ₹7,183 Cr. - Refinanced ₹1,700+ Cr across 3 projects at weighted interest rate below 8%. - Operational portfolio weighted average cost of debt is around 8.5%. - Pre-IPO net worth was ₹3,463 Cr. - IPO raised ₹1,800 Cr of primary capital. - Post-IPO net worth increased to around ₹5,200 Cr. - IPO has materially strengthened the balance sheet. FDRE & Thermal Mimic Opportunity - Company sees strong demand for peak and firm power. - Around 350 MW FDRE is in advanced discussions for PPA conversion. - Another 150 MW hybrid project is in advanced discussions. - Thermal mimic opportunity is around 1 GW peak + 2.2 GWh BESS. - Overall near-term conversion opportunity could exceed 2 GW peak + 4 GWh BESS. - Thermal mimic tender is designed to replicate thermal plant-like round-the-clock output. - Higher battery affordability makes solar + BESS increasingly competitive. - Management believes improved tender structure should support better LOA-to-PPA conversion. BESS Economics & Procurement - Entire 4.5 GWh BESS contracted capacity is from Envision. - Integrated solution includes battery containers, PCS and EMS. - LTSA provides warranty and O&M for around 15–20 years. - Earlier battery container procurement was around $58–60/kWh. - Current container pricing is around $65–68/kWh. - All-in pricing including BOS, taxes and duties is around $100–110/kWh. - Falling battery costs are making solar + BESS solutions increasingly attractive. Merchant Strategy - Around 1.5 GW BESS planned by June 2027 is currently unlinked to projects and expected to operate as merchant capacity. - Additional capacity may temporarily operate on merchant basis until GNA connectivity/PPA is available. - Around 700 MWh additional BESS expected by December 2026 will also initially support merchant operations. - Management expects charging power cost around ₹1–1.50/unit. - Higher merchant realization is expected, supported by favorable market opportunities. KEY TAKEAWAY - 11.2 GW portfolio + 9 GWh BESS; strong 4 GW FY27 execution visibility. 739·Aug 31

First Ever Concall by Annapurana Swadisht: - Management positions the company as a collection of brands with one distribution network catering to Eastern India, focused on the ₹5 to ₹20 segment. ₹5 and ₹10 price points still contribute 90–95% of Annapurna's portfolio. - Madhur had been stuck in the ₹90–100 crore range for 4–5 years before acquisition. Management projects ₹150 crores revenue and ₹25 crores EBITDA for FY27, with ₹250 crores and ₹25 crores PAT for FY28. - Once Madhur and Annapurna distribution networks are integrated, market penetration can increase from 400 km radius to 1,100 km radius from factory. Company will enter modern trade, general trade, and explore export markets. Disc: Not a buy/Sell Recommendations. 811·Aug 31

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