Latest news with #INR7
Business Insider
6 days ago
- Business
- Business Insider
Jefferies Reaffirms Their Buy Rating on Nuvama Wealth Management Limited (NUVAMA)
In a report released today, Jayant Kharote from Jefferies maintained a Buy rating on Nuvama Wealth Management Limited (NUVAMA – Research Report), with a price target of INR8,300.00. The company's shares closed yesterday at INR7,194.50. Confident Investing Starts Here: The word on The Street in general, suggests a Hold analyst consensus rating for Nuvama Wealth Management Limited. Based on Nuvama Wealth Management Limited's latest earnings release for the quarter ending June 30, the company reported a quarterly revenue of INR4.94 billion and a net profit of INR2.21 billion. In comparison, last year the company earned a revenue of INR3.32 billion and had a net profit of INR1.23 billion
Yahoo
21-05-2025
- Business
- Yahoo
Marksans Pharma Ltd (BOM:524404) Q4 2025 Earnings Call Highlights: Record Revenue and Strategic ...
Release Date: May 20, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Marksans Pharma Ltd (BOM:524404) achieved an all-time high in both revenue and profit, with operating revenue increasing by approximately 21% year on year. The US market was a significant growth driver, experiencing a 35% increase in revenue year on year. The OTC segment reached a record high revenue, crossing the 2000 crore mark, demonstrating successful expansion of the OTC product pipeline. The company commercialized 58 SKUs and has about 79 more products in the pipeline, indicating strong future growth potential. Marksans Pharma Ltd (BOM:524404) remains debt-free, with a cash balance of INR7,004 crore as of March 31, 2025, enhancing its financial stability. The fourth quarter experienced a slower cough and cold season, impacting RX product sales. There was a decline in EBITDA margin by 183 basis points due to increased employee and R&D expenses. The company faced high freight costs in the first two quarters, which affected overall profitability. Working capital days increased, leading to lower operating cash generation. Uncertainty around US tariffs poses a potential risk to future profitability and market dynamics. Warning! GuruFocus has detected 2 Warning Signs with BOM:524404. Q: What is the current utilization of the PR facility, and how do you see it trending in FY26? Also, is peak hiring behind us? A: We are close to peak hiring, with only marginal additional hiring expected. The facility is currently trending at 400 crores, which is half of the targeted 800 crores. We expect to reach 50-60% capacity utilization in the next six months. (Respondent: CEO) Q: Can you provide guidance on R&D costs, and how do you see them normalizing in the future? A: R&D spending should be viewed annually rather than quarterly. Last year, R&D expenses were 2.21% of revenue. We expect future R&D expenditure to remain between 1.9% to 2% annually. (Respondent: CFO) Q: How do you see the impact of US tariffs on your business, and is there any pre-buying in anticipation of tariffs? A: There is no pre-buying in Q1. The impact of US tariffs is uncertain, but we expect any tariffs to be nominal. If tariffs are implemented, costs will likely be passed on to consumers. (Respondent: CEO) Q: Are you on track to achieve the target of 3,000 crore revenue in FY26? A: Yes, we are optimistic and on track to achieve the 3,000 crore revenue target, with a projected growth rate of 17% for FY26. (Respondent: CEO) Q: What is the expected CapEx for FY26, and how will it be utilized? A: CapEx for FY26 is expected to be between $8 to $10 million, which will be used for nominal expansions and de-bottlenecking to optimize capacity. (Respondent: CFO) For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
15-05-2025
- Business
- Yahoo
ITD Cementation India Ltd (BOM:509496) Q4 2025 Earnings Call Highlights: Strong Growth Amidst ...
Total Income (Q4 FY '25): INR2,480 crores, 10% growth year-on-year. EBITDA (Q4 FY '25): INR268 crores. EBITDA Margin (Q4 FY '25): 10.8%. Profit After Tax (Q4 FY '25): INR111 crores. Total Income (FY '25): INR9,097 crores, 18% growth year-on-year. EBITDA (FY '25): INR923 crores. EBITDA Margin (FY '25): 10.1%. Profit After Tax (FY '25): INR373 crores, 30% growth from last year. Net Debt to Equity Ratio: 0.31 times. New Orders Secured (FY '25): INR7,100 crores. Order Book (as of March '25): INR18,300 crores. L1 Orders: INR600 crores. Recent Order Secured: INR600 crores from Jaipur Airport. Warning! GuruFocus has detected 2 Warning Sign with BOM:509496. Release Date: May 14, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. ITD Cementation India Ltd (BOM:509496) reported a 10% year-on-year growth in total income for Q4 FY '25, reaching INR2,480 crores. The company achieved an 18% year-on-year growth in total income for the full fiscal year, amounting to INR9,097 crores. Profit after tax increased by 30% from INR274 crores last year to INR373 crores for FY '25. The company's balance sheet is significantly deleveraged with a net debt to equity ratio of 0.31 times. ITD Cementation India Ltd secured new orders worth about INR7,100 crores during the year, with an order book of INR18,300 crores as of March '25. The company faced execution delays in Bangladesh due to political issues, impacting project timelines. Order book guidance has been reduced by approximately 25% compared to previous expectations. The company needs to enhance its capability in terms of labor resources, which remains a challenge. There is uncertainty in achieving the targeted order inflow of INR15,000 crores to INR16,000 crores for FY '26. The company faces competition and challenges in expanding into new segments such as data centers and larger airport projects. Q: How is the execution progressing in Bangladesh, and what revenue is expected from there this year? A: Jayanta Basu, Managing Director, stated that after a brief halt due to political issues, work has resumed smoothly in Bangladesh. They expect to complete about 80% of the project this year, with approximately INR6,500 crores worth of work, having already completed INR400 crores so far. Q: What is the current mobilization advance as of March '25, and is it interest-bearing? A: Prasad Patwardhan, CFO, mentioned that the outstanding mobilization advances are about INR950 crores, with approximately 75% being interest-free. Q: What is the order pipeline for this year, and what sectors are you focusing on? A: Jayanta Basu highlighted a project pipeline visibility of around INR90,000 crores, with tenders in marine, underground metros, airports, and road tunnels. They are targeting INR15,000 crores to INR16,000 crores in new orders for FY '26. Q: What are the growth expectations for FY '26 in terms of top line and margins? A: Jayanta Basu expects a 25% growth in both top line and bottom line for FY '26. Prasad Patwardhan added that they aim to continue improving EBITDA margins, which are already in double digits. Q: Are there any plans to expand into new segments or international markets? A: Jayanta Basu confirmed interest in expanding into the Middle East, with a branch office in Abu Dhabi. They are also exploring opportunities in data centers and larger airport projects, while maintaining a focus on marine and infrastructure projects. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
22-04-2025
- Business
- Yahoo
Sify Technologies Ltd (SIFY) Q4 2025 Earnings Call Highlights: Revenue Growth Amidst Financial ...
Revenue: INR39,886 million, an increase of 12% over last year. EBITDA: INR7,562 million, an increase of 12% over last year. Loss Before Tax: INR286 million. Loss After Tax: INR785 million. Capital Expenditure: INR12,745 million. Cash Balance: INR6,836 million at the end of the year. Data Center Services Revenue Share: 38% of total revenue. Network Services Revenue Share: 41% of total revenue. Digital Services Revenue Share: 21% of total revenue. Fiber Nodes: 1,137 fiber nodes, a 10% increase over last year. SD-WAN Service Points: 1,870 contracted service points across the country. Income Tax Expense: INR539 million. Warning! GuruFocus has detected 3 Warning Signs with SIFY. Release Date: April 21, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Sify Technologies Ltd (NASDAQ:SIFY) reported a 12% increase in revenue for the year, reaching INR39,886 million. EBITDA also increased by 12% over the previous year, totaling INR7,562 million. The company has expanded its network infrastructure with a 10% increase in fiber nodes across India. Two new data center facilities have gone live in Delhi and Chennai, with additional capacity under construction in Mumbai. Demand for data center colocation services in India continues to exceed supply, driven by cloud consumption and hyperscaler expansion. Sify Technologies Ltd (NASDAQ:SIFY) reported a loss before tax of INR286 million and a loss after tax of INR785 million. Substantial capital expenditure of INR12,745 million was incurred, impacting financial results. There was a substantial increase in expenses due to new capacities leased for future business requirements. Operating leverage is still developing, with only marginal improvements in data center service margins expected. The demand for data center services is primarily driven by international hyperscalers, with Indian enterprise demand still in early stages. Q: What drove the decline in network services this quarter? A: M P Vijay Kumar, Executive Director & Group CFO, explained that there was no decline in revenue. However, there were substantial expenses due to new capacities leased for future business requirements. Q: Can you discuss the dynamics of data center services and the roadmap for fiscal '26? A: M P Vijay Kumar noted a secular trend in recurring revenues with some one-time revenues in select quarters. Two new greenfield facilities in Delhi and Chennai have gone live, and new capacities in Mumbai are under construction, expected to go live in the next 12 to 18 months. Q: What is the current design capacity of your data centers, and what is the incremental capacity from new facilities? A: The current operational design capacity is about 130 megawatts. The two new facilities have a design capacity of 130 megawatts each, with Phase 1 providing 26 megawatts each. Q: How do you see the demand dynamics for data center colocation services in India? A: M P Vijay Kumar stated that demand continues to exceed supply, driven by cloud consumption by Indian enterprises and hyperscalers. AI-led demand is in early stages, with active conversations for future needs. Q: What are the expectations for operating leverage as revenue from infrastructure investments scales? A: M P Vijay Kumar indicated positive operating leverage for network and data center infrastructure businesses. Margins in data center services may increase slightly, while network services have potential for substantial margin increases with higher capacity utilization. Q: Is the demand for data centers more likely to be driven by Indian enterprises or international hyperscalers? A: In the short term, demand is expected to be driven by international hyperscalers. However, Indian enterprises are increasingly engaging in setting up private and hybrid clouds, which may drive demand in the medium to long term. Q: Has the demand from international hyperscalers broadened or remained the same? A: The demand remains generally the same, with the same group of international hyperscalers driving demand. Q: How are the construction timelines and availability of resources for data centers in India? A: M P Vijay Kumar mentioned that construction timelines have improved post-COVID, with stable availability of resources like land, power, and contractors. The pricing environment remains stable. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Sign in to access your portfolio
Yahoo
22-04-2025
- Business
- Yahoo
Sify Technologies Ltd (SIFY) Q4 2025 Earnings Call Highlights: Revenue Growth Amidst Financial ...
Revenue: INR39,886 million, an increase of 12% over last year. EBITDA: INR7,562 million, an increase of 12% over last year. Loss Before Tax: INR286 million. Loss After Tax: INR785 million. Capital Expenditure: INR12,745 million. Cash Balance: INR6,836 million at the end of the year. Data Center Services Revenue Share: 38% of total revenue. Network Services Revenue Share: 41% of total revenue. Digital Services Revenue Share: 21% of total revenue. Fiber Nodes: 1,137 fiber nodes, a 10% increase over last year. SD-WAN Service Points: 1,870 contracted service points across the country. Income Tax Expense: INR539 million. Warning! GuruFocus has detected 3 Warning Signs with SIFY. Release Date: April 21, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Sify Technologies Ltd (NASDAQ:SIFY) reported a 12% increase in revenue for the year, reaching INR39,886 million. EBITDA also increased by 12% over the previous year, totaling INR7,562 million. The company has expanded its network infrastructure with a 10% increase in fiber nodes across India. Two new data center facilities have gone live in Delhi and Chennai, with additional capacity under construction in Mumbai. Demand for data center colocation services in India continues to exceed supply, driven by cloud consumption and hyperscaler expansion. Sify Technologies Ltd (NASDAQ:SIFY) reported a loss before tax of INR286 million and a loss after tax of INR785 million. Substantial capital expenditure of INR12,745 million was incurred, impacting financial results. There was a substantial increase in expenses due to new capacities leased for future business requirements. Operating leverage is still developing, with only marginal improvements in data center service margins expected. The demand for data center services is primarily driven by international hyperscalers, with Indian enterprise demand still in early stages. Q: What drove the decline in network services this quarter? A: M P Vijay Kumar, Executive Director & Group CFO, explained that there was no decline in revenue. However, there were substantial expenses due to new capacities leased for future business requirements. Q: Can you discuss the dynamics of data center services and the roadmap for fiscal '26? A: M P Vijay Kumar noted a secular trend in recurring revenues with some one-time revenues in select quarters. Two new greenfield facilities in Delhi and Chennai have gone live, and new capacities in Mumbai are under construction, expected to go live in the next 12 to 18 months. Q: What is the current design capacity of your data centers, and what is the incremental capacity from new facilities? A: The current operational design capacity is about 130 megawatts. The two new facilities have a design capacity of 130 megawatts each, with Phase 1 providing 26 megawatts each. Q: How do you see the demand dynamics for data center colocation services in India? A: M P Vijay Kumar stated that demand continues to exceed supply, driven by cloud consumption by Indian enterprises and hyperscalers. AI-led demand is in early stages, with active conversations for future needs. Q: What are the expectations for operating leverage as revenue from infrastructure investments scales? A: M P Vijay Kumar indicated positive operating leverage for network and data center infrastructure businesses. Margins in data center services may increase slightly, while network services have potential for substantial margin increases with higher capacity utilization. Q: Is the demand for data centers more likely to be driven by Indian enterprises or international hyperscalers? A: In the short term, demand is expected to be driven by international hyperscalers. However, Indian enterprises are increasingly engaging in setting up private and hybrid clouds, which may drive demand in the medium to long term. Q: Has the demand from international hyperscalers broadened or remained the same? A: The demand remains generally the same, with the same group of international hyperscalers driving demand. Q: How are the construction timelines and availability of resources for data centers in India? A: M P Vijay Kumar mentioned that construction timelines have improved post-COVID, with stable availability of resources like land, power, and contractors. The pricing environment remains stable. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus.
