UFO Moviez – Kapil Agarwal, Joint MD
- Ad revenue growth should be 20% or above
- Minutes Ad / Show should grow at 20-25%
- of screens are constant 50 +/- is what we expect
- Main screens growth is coming from multiplexes where we do not have advertising rights as they sell their own advertising
- Caravan has grown from EBIT of 2crs to 8crs and expecting healthy growth further
Full Interview:
https://twitter.com/CNBCTV18News/status/1001716589711036417
Gujarat Gas – Nitin Patel, CEO
- We can maintain 6.8 mmscmd volume growth
- We have defined 2 segments PNG/CNG (Gas provided by Govt. of Gujarat) and LNG (Buy and Sell to the industries), Growth will come from both segments
- Industrial prices – 80-90% contracts are dollar based; dollar shocks are passed on
- CNG/ PNG is non dollar based pricing – we monitor and pass on the prices as per strategy
- Bids for 86 geographies and 147 districts opening shortly – Out of these we have bid for 48 in 1st screen and 2nd screen is going on, eventually we will see at 20 odd cities for bidding
Full Interview:
https://twitter.com/CNBCTV18News/status/1001713785256767488
Glenmark Pharma – Glenn Saldhana, CMD
- US business is challenging but got couple of approvals this quarter
- From Q1 one should see US business doing much better than last year
- New approvals will over shadow the price decline that we see in US
- Everyone is facing margins pressure in US and hard to predict what will it look like
- On a full year basis margins will look reasonably good, not providing any specific number
- Several molecules under development which could get out licensed in current year
- Will generate free cash in core business which will bring down debt
- Strong growth from India in domestic and consumer care business
- R&D spends @ 12% will remain flat on full year basis
Full Interview :
https://twitter.com/CNBCTV18News/status/1001711057059176448
Thomas Cook – Madhavan Menon, CMD
- After removing one offs – profitability have grown by 9% in Q4
- Sterling holdiays resort losses halved; EBITDA nos. have shown signs of turnaround
- SOTC and Thomas cook forward booking for outbound travel is 34% above last year, after depreciating Re it is still 28-30% growth
- Have used analytics to follow on leads and regional tours have taken off significantly this year
- Foreign exchange business is the cash cow in thomas cook portfolio, no intention of demerging
- Not want to get into NBFC at this time
Full Interview :
https://www.youtube.com/watch?v=7USZtOngDOg
Coal India – Samiran Dutta, Chief Manager – Finance
- Q4 was best in last few years in terms of production and offtake
- Production was 183 mn tonne and offtake was 158 mn tonne
- In Jan 2018 we have revised our prices
- Realizations in Q4 were Rs.1573 / tonne vs 1495 / tonne
- FY’19 production growth at 16% and offtake at 13%
- Targetting production of 630 mn tonne in FY 19
- Incentive is around 500 crores which is included in sales number
- E – Auction prices is around ~2000 / tonne
- Started year with 55 mn tonne of inventory
- Receivables have come down as marketing team is continously monitoring and hope to continue in future also
Full Interview:
https://twitter.com/CNBCTV18News/status/1001664994038104064
Godfrey Phillips – KK Modi, President
- Industry volumes have come down by 4%
- Illicit cigarettes are around 25% od total market
- FY 19 Industry growth will be flattish and our volumes will go up slightly (in single digits)
- Slight increase in prices due to gst but not significant
- FY 19 if taxes remains stable, prices will remain stable, as industry will not raise prices
- Current mkt share is slight higher than 12%
- We are currently selling only in 40% of India , looking for geographical expansion esp. Soth India
Full Interview :
https://www.youtube.com/watch?v=hpWrpUs0zhk