Aarti Industries - Rajendra Gogri, MD
- Demerging Home & Personal care business as it is relatively small and customer base and manufacturing facilities are completely different, so once hived off - separate focus can be given
- Merging manufacturing business of Nascent chemicals (Subsidiary of Co.), which will be strategically good for company and JV partner have also shown willingness
- We had 9% volume growth for the quarter and substantial improvement in pharma
- 9-10 crores impact was because of forex for this quarter
- FY 19 - expecting substantial growth in volumes as capex already done
- FY 19 - Looking at 15% volume growth and bottomline growth of 20%
- 18-20% cagr in bottomline is possible for next 3-4 years
Full Interview :
https://www.youtube.com/watch?v=2MJ4fxMaHHU
Hester Bio Sciences - Rajiv Gandhi, MD
- Capacity of poultry vaccines have just commissioned
- Expecting good tender business for PPR vaccines
- Looking at 15-20% growth in this F.Y.
- Creating infrastructure in Africa and expecting atleast 100% growth as far as exports are concerned
- 2 large animal vaccines are in the pipeline and 1 poultry vaccine besides a few diagnostic kits
- Commissioned a new capacity in poultry vaccines, will increase our capacity by 35-40%.
- Need not put any new capacities for large animal vaccines and still can increase business by 100-150% with current capacity
- No expansion needed in Nepal for PPR vaccines
- Expanding in Africa and building project in Tanzania to manufacture for African specific animal diseases
Full interview:
https://www.youtube.com/watch?v=xVdaJCFQThw
KEC International - Rajiv Agarwal, CFO
- Margins at 10.1% vs 9.3% for year as a whole, Q4 margins at 10.1% vs 10.4% yoy
- Revenue growth from railways is significant, margins are still catching up there
- Next year expecting topline growth of 15% and margins of close to about 10%
- Closing order book of 17,300 crores
- On international front order intake is not so great, faced many headwinds
- Railway order book is around 5000 crores, expect revenue to double in current financial year from 850 cr to 1500-1600 cr
Full Interview:
https://www.youtube.com/watch?v=rEXFFptB524
Godrej Agrovet - Balram Yadav, MD
- Had a PAT growth of 6%, if we remove exceptional gains in last year
- Agrochemical business had 13% growth
- Oil Palm Plantation had 15% growth
- Astec growth 18.5%
- Dairy buinsess 14.5% growth
- Bangladesh business 12.5% growth
- Animal feed business 8% volume growth annually and 18.5% in Q4
- All businesses are planned for mid-teen growth
- Last year we launched rice herbicide based on bispyribac sodium and snatched some market share because it is getting lot of acceptance among farmers
- No. of sprays in agro chemicals have to be reduced, so planning to launch combinations
- Have launched flavoured milk, will launch UHT Milk, UHT Lassi, Buttermilk, Yogurts in dairy segment
- If commodity prices go down, it is good for us as animal feeds raw material cost will go down
- Oil prices are protected by import duty
- Something needs to be done for pro active export policy so that domestic price can be stabalised
Full Interview :
https://www.youtube.com/watch?v=Nhp9JDay9vA
JBM Auto - Nishant Arya, ED
- 9% topline growth on annual basis and 15% growth in this quarter
- In coming years we will be growing at 20-25% minimum
- Invested in designing and R&D capabilities
- FY18 - 85 crs topline in tool room division and rest from component division
- Focus on electric buses will contribute significantly in FY19
- Collectively for all the business put together we are targeting 2500 crores of revenue
- In few weeks will be announcing orders bagged in bus division
- Last quarter is generally the best quarter for the year
- Will try and target to take margins to 14% mark
- Merging subsidiaries and JV's to JBM Auto
Full Interview:
https://twitter.com/CNBCTV18News/status/996312597275201536
Suven life sciences - Venkat Jasti, CEO
- Specialty chemicals business have come down while CRAMS have gone up
- One of the item in phase III has moved to ANDA submission which have given good jump on topline and bottomline
- R&D spend would be in 10 mn $ range for pre clinical development upto phase I
- Suven 502 is in final stages of enrollment whose study results will be out in 2nd qtr of next year
- Suven 3031 will be entering into phase II
- CRAMS - Order book cant come until progress of molecules goes into next stage
- Formulations business are ANDA based activities, only when it matures into operations then only it can be monetized which will happen in 2019-20
- Core CRAMS expectations - 10-15% growth YoY basis
Full Interview :