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Dishman Carbogen Amcis Ltd: 1 director sold
A director at Dishman Carbogen Amcis Ltd sold 4,095,866 shares at 141.231INR and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last tw...
- Nitin Agarwal
Dishman Carbogen Amcis' Q3FY20 results (Outperformer) - Revs in line; ...
Q3FY20 result highlights Net revenues stood at Rs5.4bn inline with our est of Rs5.3bn. While CRAMS revenues stood at Rs4bn (20% yoy), the MM segment registered revs of Rs1.2bn. CRAMS India declined 33% yoy to Rs514m with 54% margins. Management cited deferral of orders in India and Netherlands to Q4 for revenue miss in this segment. GMs came sharply lower at 76.1% vs est of 82%. Employee cost came at Rs1.9bn (+8% yoy) as guided by the management earlier. Other expenses declined 1% yoy to Rs9...
- Nitin Agarwal
Dishman Carbogen Amcis' Q2FY20 results (Outperformer) - Broadly in-lin...
Q2FY20 result highlights Net revenues stood at Rs4.7bn below our est of Rs5.4bn due to a decline in Carbogen revs in the CRAMS segment, owing to timing differences in revenue recognition. While CRAMS revenues stood at Rs3.5bn (5% yoy), the MM segment registered revs of Rs1bn. CRAMS India grew 53% yoy to Rs1.1bn with 60.5% margins GMs came at 86.6% vs est of 78%. Employee cost came at Rs1.7bn (+10% yoy) as guided by the management earlier. Other expenses declined 7% yoy to Rs839m vs est of Rs...
- Nitin Agarwal
Dishman Carbogen Amcis' Q1FY20 results (Outperformer) - Soft quarter; ...
Q1FY20 result highlights Net revenues stood at Rs5.2bn below our est of Rs5.3bn due to flat Carbogen revs in the CRAMS segment. While CRAMS revenues stood at Rs3.8bn (12% yoy), the MM segment grew to 1.2bn (11% yoy). GMs came at 75% vs 76.5%/ 77.1% in Q4FY19/Q1FY19, lower than our est of 78.5%. Employee cost came higher at Rs1.9bn (+12% yoy) led by annual increments, Carbogen expansion. Expect quarterly run rate of Rs1.7bn going forward. Other expenses were also high qoq at Rs786m (flat yoy)...
- Nitin Agarwal
Dishman Carbogen Amcis' Q4FY19 results (Outperformer) - Strong operati...
Q4FY19 result highlights Net revenues stood at Rs6.5bn (+44%/36% yoy/qoq), beating our estimates of Rs5.1bn a strong performance across all segments. While CRAMS revenues stood at Rs4.7bn (+40%/41% yoy/qoq), the MM segment grew to 1.4bn (21%/49% yoy/qoq). GMs came at 76.5% vs 85%/ 76.4% in Q3FY19/Q4FY18 and higher than our est of 75.4%. Employee cost came higher at Rs2bn (+15% qoq) led by bonus, pension provisions and Carbogen expansion. Expect quarterly run rate of Rs1.7bn going forward. Ot...
- Nitin Agarwal
Dishman Carbogen Amcis' Q2FY19 results (Outperformer) - Steady quarter
Q2FY19 result highlights Net revenues were down 7% qoq to Rs4.5bn, below our estimates of Rs4.7bn led by lower CRAMS revenues at Rs3.3bn (-3%/3% yoy/qoq) and others at 1.05bn (9%/5% yoy/qoq). Other operating income stood lower at Rs153mn vs Rs335mn in Q1 (Q2 included realised forex gains of Rs140mn vs Rs278.4mn in Q1). Mgt had earlier guided that based on their current hedge positions, they expect significant forex gains to sustain through FY19. GMs came in significantly higher at 84.6% vs ...
- Nitin Agarwal
Dishman Carbogen Amcis' Q1FY19 results (Outperformer) - Steady quarter
Q1FY19 result highlights Net revenues were up 42%/7% yoy/qoq to Rs4.8bn, above our estimates of Rs4.1bn led by higher CRAMS revenues at Rs3.4bn (+37% yoy; flat qoq) and others at 1.1bn (+22% yoy; -3%qoq). Other operating income stood significantly higher at Rs3.3bn (includes realised forex gains of Rs278.4mn) vs loss of 11mn in Q4FY18 and Rs11.8mn in Q1FY18. Mgt guided that based on their current hedge positions, they expect significant forex gains to sustain through FY19. Led by higher rev...
- Nitin Agarwal
Dishman Carbogen Amcis' Q3FY18 results (Outperformer) - Carbogen reven...
Q3FY18 result highlights Net revenues grew 27% yoy to Rs4.6bn, ahead of our estimates of Rs4bn driven by 34% growth in CRAMS business at Rs3.3bn. +52% growth in Carbogen drove CRAMS surprise. Other operating income of Rs289mn included realised forex gains of Rs175mn. Reported EBITDA came in at Rs1.2bn (+27% yoy / down 9% qoq) vs our est of Rs1.15bn. EBITDA margins stood lower at 26.4% (vs 30% in Q2) vs est of 28.8%. GMs came in lower at 77.5% (vs est of 84% / 82% in Q2FY18) due to higher con...
- Nitin Agarwal
Dishman Carbogen Amcis' Q2FY18 results (Outperformer) - Strong quart...
Q2FY18 result highlights Net revenues grew 2% yoy to Rs4.3bn, inline with our estimates of Rs4.4bn driven by sequentially higher revenues from CRAMS business at Rs3.7bn (+36% qoq) EBITDA margins stood higher at 30% (vs 20.6% in Q1) vs est of 28% led by operating leverage. Consequently reported EBITDA came at Rs1.3bn (+90%qoq) vs est of Rs1.2bn. GMs came in lower at 82.1% (86% in Q1) vs est of Rs83%. SG&A exp came in lower at Rs2.3bn (+1% yoy) vs est of Rs2.4bn despite the fact that it includ...
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