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Aarti Industry Earning concall FY23

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Key strengths Key end user Industries Key Customers R&D Expertise Future growth projects  Projects timelines Conference call Aarti Industry Fy22-23 Q1 Fy23 Our revenue grew by 45% Y‐o‐Y to INR 2,173 crore.    EBITDA stood at INR 369 crore, higher by 18% Y‐o‐Y.    Profit after‐tax came in at INR 189 crore, an increase of 15% over last year.    Q2FY23 Revenue grew by 29% Y-o-Y to INR 1,847 Cr EBITDA improved by 5% to Rs. 267 crore; EBITDA growth is over 30% Profit after tax stood at Rs. 124 crore Q3FY23 Revenues increased by 12% Y-o-Y to Rs. 1854 crore, with exports contributing over 48% of the total revenues. EBITDA improved by 26% Y-o-Y to Rs 289 crores.  Profit after tax stood at Rs 137 crores Reason for revenue sharp jump Q1Fy23: - Revenue trajectory was steered by realization gains as well as the higher volume uptick for certain products. A substantial increase in the revenue was also on account of the robust pricing structure wherein the variation and improved prices are passed

TATA ELXSI Earning concalls Annual Transcript FY20-21

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Q1FY21 Concalls -           On better operating cost compared to last quarter performance   Management continue to be cautiously optimistic about the auto segment, we are not writing it off, but we are placing our bets correctly so that we do not depend overly on that particular segment for our growth. Leveraging long standing relationship with client Medical device segment continues to grow with utilization rate ranging between 70-75%. Also, gives enough headroom if the demand creation goes up. On Acquisition: On top customer engagement and revenue: On de-risking from JLR On steps taken to mitigate slowdown in transportation segment: So consciously what we have been doing over the last two or three quarters, we have been looking at adjacencies to this market, which is we are looking at rail, off-road, and commercial so that the skillsets are similar, the skill sets are fungible. So that is a segment that we are really focusing on, having additional sales bandwidth, delivery b