{"id":130887,"date":"2022-06-29T07:57:10","date_gmt":"2022-06-29T11:57:10","guid":{"rendered":"https:\/\/44.250.171.167\/?p=130887"},"modified":"2022-10-06T04:19:45","modified_gmt":"2022-10-06T08:19:45","slug":"yash-pakka-limited-q4-fy22-earnings-conference-call-insights","status":"publish","type":"post","link":"https:\/\/alphastreet.com\/india\/yash-pakka-limited-q4-fy22-earnings-conference-call-insights\/","title":{"rendered":"Yash Pakka Limited Q4 FY22 Earnings Conference Call Insights"},"content":{"rendered":"<p><span class=\"embed-youtube\" style=\"text-align:center; display: block;\"><iframe loading=\"lazy\" class=\"youtube-player\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/wbFfXkO3bXY?version=3&#038;rel=1&#038;showsearch=0&#038;showinfo=1&#038;iv_load_policy=1&#038;fs=1&#038;hl=en-US&#038;autohide=2&#038;wmode=transparent\" allowfullscreen=\"true\" style=\"border:0;\" sandbox=\"allow-scripts allow-same-origin allow-popups allow-presentation allow-popups-to-escape-sandbox\"><\/iframe><\/span><\/p>\n<p><strong>Key highlights from Yash Pakka Limited (<a href=\"_wp_link_placeholder\" data-wplink-edit=\"true\">516030<\/a>) Q4 FY22 Earnings Concall<\/strong><\/p>\n<p><strong>Q&amp;A Highlights:<\/strong><\/p>\n<ul>\n<li>Manish asked about the input cost and if it has been passed to the end client and the outlook going forward. Jagdeep Hira MD said that last year the company has not been able to take the full return on the increased input cost. Going forward the company expects to mitigate some of the input cost.<\/li>\n<\/ul>\n<ul>\n<li>Manish asked about company\u2019s borrowing going forward. Jignesh Shah CFO said that vs. the previous year, the borrowing should have gone down because the company has repaid its term loans for the entire business. The increase is coming only from the working capital finance. Expects the borrowing to remain at this range at the end of the year next year.<\/li>\n<\/ul>\n<ul>\n<li>Jeet Bala asked about the innovation in flexible packaging the company is doing. Sagar Shejwalkar Innovations Head said there has been a substantial renovation regarding the product in the flexible packaging structure.<\/li>\n<\/ul>\n<ul>\n<li>An analyst asked about the time frame for a substantial turnaround in CHUK. Satish C Business Head said the company is looking at additional capacity acquisition through franchisee manufacturer. Also launching newest line of products in next quarter. The company will be able to see a quantum leap in the next 1-2 quarters.<\/li>\n<\/ul>\n<ul>\n<li>An analyst also asked if the company is looking at holding any analyst meet with any FIIs or DIIs to attract investment in the stock. Ved Krishna Vice-Chairman replied that the company has not thought about it. The company\u2019s aim is the business, but not the stock price. To attract FII, specific activities will be done when needed.<\/li>\n<\/ul>\n<ul>\n<li>Girish Makwana asked about the lead products, food, take away and if the company is ready with it. \u00a0Satish Chamyvelumani Business Head replied that in terms of design, performance and testing the company is fully ready and said it has been tested with several key customers over the last year. The company expects the glitches to be resolved in 1Q23.<\/li>\n<\/ul>\n<ul>\n<li>Sumesh Galleria enquired how the company is going to achieve the revenue target of INR500 crore for FY23. Ved Krishna Vice-Chairman replied that mostly the shift in focus will come from the whole outsourcing model. The turnover from the molded segment is expected to go from INR300 crores odd to INR500 crores. Also capacity utilization and NSRs are expected to go up.<\/li>\n<\/ul>\n<ul>\n<li>Pranay asked about the reason for steep rise in other expenses in 4Q22 and if there was any one-time expense. Jignesh Shah CFO replied that steep rise was mainly coming from the write off of the [fixed asset], which is a one-time expense of INR2 crores.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Key highlights from Yash Pakka Limited (516030) Q4 FY22 Earnings Concall Q&amp;A Highlights: Manish asked about the input cost and if it has been passed to the end client and the outlook going forward. Jagdeep Hira MD said that last year the company has not been able to take the full return on the increased [&hellip;]<\/p>\n","protected":false},"author":1767,"featured_media":125416,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"footnotes":"","jetpack_publicize_message":"Yash Pakka Limited Q4 FY22 Earnings Conference Call Insights #YashPakka #Q4 ","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[9825,392,12],"tags":[8819],"class_list":["post-130887","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-earnings-call-highlights","category-earnings","category-other-industries","tag-packaging-containers"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg","jetpack_likes_enabled":false,"jetpack-related-posts":[{"id":130234,"url":"https:\/\/alphastreet.com\/india\/muthoot-finance-limited-q4-fy22-earnings-conference-call-insights\/","url_meta":{"origin":130887,"position":0},"title":"Muthoot Finance Limited Q4 FY22 Earnings Conference Call Insights","author":"Praveen","date":"May 27, 2022","format":false,"excerpt":"Key highlights from Muthoot Finance Limited (MUTHOOTFIN) Q4 FY22 Earnings Concall Management Update: MUTHOOTFIN said it expects borrowing costs to go up gradually during FY23. Gold AUM grew by 11% in FY22 and the company expects a growth of 12-15% for FY23. Q&A Highlights: Abhijit Tibrewal of Motilal Oswal asked\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":130726,"url":"https:\/\/alphastreet.com\/india\/aether-industries-ltd-q4-fy22-earnings-conference-call-insights\/","url_meta":{"origin":130887,"position":1},"title":"Aether Industries Ltd Q4 FY22 Earnings Conference Call Insights","author":"Praveen","date":"June 20, 2022","format":false,"excerpt":"Key highlights from Aether Industries Ltd (AETHER) Q4 FY22 Earnings Concall \u00a0 Q&A Highlights: Gagan Thareja - ASK Investment Managers - Analyst Would growth get constrained due to lack of capacity for the first 3 quarters of FY23? Rohan Desai - Whole-time Director Currently at 80% of utilization. Constantly debottlenecking\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":128096,"url":"https:\/\/alphastreet.com\/india\/nazara-technologies-ltd-q3-fy22-earnings-conference-call-insights\/","url_meta":{"origin":130887,"position":2},"title":"Nazara Technologies Ltd Q3 FY22 Earnings Conference Call Insights","author":"Praveen","date":"March 3, 2022","format":false,"excerpt":"https:\/\/www.youtube.com\/watch?v=SoeFoTGICZI Key highlights from Nazara Technologies Ltd (NAZARA) Q3 FY22 Earnings Concall Q&A Highlights: Nitin Jain from FairView Investment asked if the company is seeing the margins dipping in 4Q. Manish Agarwal, CEO said the company would like to continue to work from a revenue growth point of view and\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":128058,"url":"https:\/\/alphastreet.com\/india\/kalpataru-power-transmission-limited-q3-fy22-earnings-conference-call-insights\/","url_meta":{"origin":130887,"position":3},"title":"Kalpataru Power Transmission Limited Q3 FY22 Earnings Conference Call Insights","author":"Praveen","date":"February 28, 2022","format":false,"excerpt":"https:\/\/www.youtube.com\/watch?v=zG3D_pqpgbk Key highlights from Kalpataru Power Transmission Limited (KALPATPOWR) Q3 FY22 Earnings Concall Management Update: KALPATPOWR expect order inflows to reach around INR8,000 crores for KPTL and INR12,000 crores for JMC for full-year '22, wherein at a consolidated level order inflow will be of approximately INR 20,000 crores for the\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":130869,"url":"https:\/\/alphastreet.com\/india\/krsnaa-diagnostics-ltd-q4-fy22-earnings-conference-call-insights\/","url_meta":{"origin":130887,"position":4},"title":"Krsnaa Diagnostics Ltd Q4 FY22 Earnings Conference Call Insights","author":"Praveen","date":"June 28, 2022","format":false,"excerpt":"https:\/\/youtu.be\/oafWwDciC8w Key highlights from Krsnaa Diagnostics Ltd (KRSNAA) Q4 FY22 Earnings Concall Q&A Highlights: Praveen Sahay of Edelweiss asked that why the other financial assets is jumped up on a YoY basis. Yash Mutha ED said it\u2019s because majority of chunk in other financial assets is mainly FDs of more\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":128588,"url":"https:\/\/alphastreet.com\/india\/tatva-chintan-pharma-chem-limited-q4-fy22-earnings-conference-call-insights\/","url_meta":{"origin":130887,"position":5},"title":"Tatva Chintan Pharma Chem Limited Q4 FY22 Earnings Conference Call Insights","author":"Praveen","date":"April 26, 2022","format":false,"excerpt":"https:\/\/youtu.be\/DTG434r6q74 Key highlights from Tatva Chintan Pharma Chem Limited (TATVA) Q4 FY22 Earnings Concall Management Update: For the first time, TATVA said, it crossed the revenue mark of INR400 crores, profit before tax of more than INR100 crores and exports revenue of INR300 crores. TATVA said it expects Q1 and\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts\/130887","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/users\/1767"}],"replies":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/comments?post=130887"}],"version-history":[{"count":0,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts\/130887\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/media\/125416"}],"wp:attachment":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/media?parent=130887"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/categories?post=130887"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/tags?post=130887"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}