{"id":133764,"date":"2022-09-08T09:33:02","date_gmt":"2022-09-08T13:33:02","guid":{"rendered":"https:\/\/44.250.171.167\/?p=133764"},"modified":"2022-10-06T04:59:45","modified_gmt":"2022-10-06T08:59:45","slug":"fiem-industries-ltd-q1-fy23-earnings-conference-call-insights","status":"publish","type":"post","link":"https:\/\/alphastreet.com\/india\/fiem-industries-ltd-q1-fy23-earnings-conference-call-insights\/","title":{"rendered":"Fiem Industries Ltd Q1 FY23 Earnings Conference Call Insights"},"content":{"rendered":"<p><strong>Key highlights from Fiem Industries Ltd (<a href=\"https:\/\/44.250.171.167\/symbol\/FIEMIND\/\">FIEMIND<\/a>) Q1 FY23 Earnings Concall<\/strong><\/p>\n<p><strong>Q&amp;A Highlights:<\/strong><\/p>\n<ul>\n<li>Ashim from Equirus asked about the reason for sequential decline in sales vs. 4Q22. Rajesh Sharma Director said that there were some models FIEMIND was exporting to Yamaha in Europe and US having some fixed quantity that was completed in 4Q22. But now the supply is regular of regular models for other countries.<\/li>\n<\/ul>\n<ul>\n<li>Ashim from Equirus also asked about HMSI declining QonQ. Rajesh Sharma Director replied that the decline was marginal, but the key difference is only a slight increase in Yamaha sale.<\/li>\n<\/ul>\n<ul>\n<li>Ashim from Equirus asked about Yamaha sales going forward. Rajesh Sharma Director answered that Yamaha is in progressive course and FIEMIND will be continuing the goods supply with the new coming orders also.<\/li>\n<\/ul>\n<ul>\n<li>Ashim from Equirus enquired about the revenue for electric two wheelers during 1Q23. OP Gupta CFO replied that revenue for electric two wheelers was INR18.5 crores.<\/li>\n<\/ul>\n<ul>\n<li>Mahek Talati of YellowJersey Investment asked about the per annum capacity product wise. J.K. Jain MD replied that the capacity number is not relevant in the industry. FIEMIND supplies as per the requirement of the OEMs, and the capacity changes when the product changes for the particular production setting.<\/li>\n<\/ul>\n<ul>\n<li>Akshat Mehta with Sameeksha Capital asked about reason for LED share coming down by 1% from 4Q22 to 1Q23. J.K. Jain MD clarified that it is in the same range of 44% because sometime one product with LED content is more so LED is supplied more, so it fluctuates. Overall the trend is increasing on a yearly basis.<\/li>\n<\/ul>\n<ul>\n<li>Akshat Mehta with Sameeksha Capital also asked about the LED product share outlook going forward. J.K. Jain MD said that LED share will increase over the next couple of years and it is heading high.<\/li>\n<\/ul>\n<ul>\n<li>Akshat Mehta with Sameeksha Capital asked about the reason for other expenses falling down sharply by more than 1% of sales. J.K. Jain MD replied that it has fallen down due to some expenses put in in the last quarter of the customer. This expense of INR53 crore will continue the same in FY23.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Key highlights from Fiem Industries Ltd (FIEMIND) Q1 FY23 Earnings Concall Q&amp;A Highlights: Ashim from Equirus asked about the reason for sequential decline in sales vs. 4Q22. Rajesh Sharma Director said that there were some models FIEMIND was exporting to Yamaha in Europe and US having some fixed quantity that was completed in 4Q22. But [&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":"Fiem Industries Ltd Q1 FY23 Earnings Conference Call Insights #FIEMIND #Q1 #FY23 #Earnings","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":[8207,8739],"class_list":["post-133764","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-earnings-call-highlights","category-earnings","category-other-industries","tag-automobile-parts","tag-lighting"],"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":130891,"url":"https:\/\/alphastreet.com\/india\/fiem-industries-ltd-q4-fy22-earnings-conference-call-insights\/","url_meta":{"origin":133764,"position":0},"title":"Fiem Industries Ltd Q4 FY22 Earnings Conference Call Insights","author":"Praveen","date":"June 30, 2022","format":false,"excerpt":"https:\/\/youtu.be\/kXvO1caiXXc Key highlights from Fiem Industries Ltd (FIEMIND) Q4 FY22 Earnings Concall Management Update: FIEMIND recorded its highest ever total income in its history of INR1,575 crores in FY22. Q&A Highlights: Ashutosh Tiwari of Equirus asked about the drivers of revenue growth and if it\u2019s the new OEMs that are\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":143254,"url":"https:\/\/alphastreet.com\/india\/fiem-industries-ltd-q3-fy23-earnings-conference-call-insights\/","url_meta":{"origin":133764,"position":1},"title":"Fiem Industries Ltd Q3 FY23 Earnings Conference Call Insights","author":"Praveen","date":"March 14, 2023","format":false,"excerpt":"Key highlights from Fiem Industries Ltd (FIEMIND) Q3 FY23 Earnings Concall Management Update: [00:04:10] FIEMIND said it achieved highest ever sales and profits for the first nine months of FY23. LED shares as a percentage of total automotive lighting touched 50%, and EVs grew more than 3 times over last\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":142110,"url":"https:\/\/alphastreet.com\/india\/fiem-industries-ltd-fiemind-q3-fy23-earnings-concall-transcript\/","url_meta":{"origin":133764,"position":2},"title":"Fiem Industries Ltd (FIEMIND) Q3 FY23 Earnings Concall Transcript","author":"IRS_INDIA","date":"February 17, 2023","format":false,"excerpt":"Fiem Industries Ltd (NSE:FIEMIND) Q3 FY23 Earnings Concall dated Feb. 16, 2023. Corporate Participants: J.K. Jain\u00a0--\u00a0Chairman & Managing Director O. P. Gupta\u00a0--\u00a0Chief Financial Officer Arvind K. Chauhan\u00a0--\u00a0Company Secretary Rajesh Sharma\u00a0--\u00a0Whole-time Director Analysts: Sahil Sanghvi\u00a0--\u00a0Monarch Networth Capital -- Analyst Viraj Kacharia\u00a0--\u00a0Securities Investment Manager -- Analyst Unidentified Participant\u00a0--\u00a0-- Analyst Komal Ladh\u00a0--\u00a0YellowJersey Investment\u2026","rel":"","context":"In &quot;Consumer&quot;","block_context":{"text":"Consumer","link":"https:\/\/alphastreet.com\/india\/category\/consumer-stocks\/"},"img":{"alt_text":"Earnings Conference Call Transcript","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":129586,"url":"https:\/\/alphastreet.com\/india\/balkrishna-industries-ltd-q4-fy22-earnings-conference-call-insights\/","url_meta":{"origin":133764,"position":3},"title":"Balkrishna Industries Ltd Q4 FY22 Earnings Conference Call Insights","author":"Praveen","date":"May 17, 2022","format":false,"excerpt":"https:\/\/youtu.be\/5ZH1ze-EJCE Key highlights from Balkrishna Industries Ltd (BALKRISIND) Q4 FY22 Earnings Concall Q&A Highlights: Ashutosh Tiwari from Equirus asked about the realized hedge rate for 4Q22. 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Ashutosh Tiwari of Equirus asked if Waluj machinery is still usable or if\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":128440,"url":"https:\/\/alphastreet.com\/india\/tata-consultancy-services-ltd-q4-fy22-earnings-conference-call-insights\/","url_meta":{"origin":133764,"position":4},"title":"Tata Consultancy Services Ltd Q4 FY22 Earnings Conference Call Insights","author":"Praveen","date":"April 12, 2022","format":false,"excerpt":"https:\/\/youtu.be\/WIgBR_tj5nk Key highlights from Tata Consultancy Services Ltd (TCS) Q4 FY22 Earnings Concall Management Update: TCS said it added $3.533 billion in incremental revenue during the year, the company\u2019s highest ever. \u00a0 The company reported an all-time high employee net additions for 4Q22 of 35,209 and 103,546 for FY22, bringing\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\/2022\/04\/Tata-Consultancy-Services-Q422.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2022\/04\/Tata-Consultancy-Services-Q422.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2022\/04\/Tata-Consultancy-Services-Q422.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2022\/04\/Tata-Consultancy-Services-Q422.jpg?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2022\/04\/Tata-Consultancy-Services-Q422.jpg?resize=1050%2C600&ssl=1 3x"},"classes":[]},{"id":148643,"url":"https:\/\/alphastreet.com\/india\/capri-global-capital-ltd-q4-fy23-earnings-conference-call-insights\/","url_meta":{"origin":133764,"position":5},"title":"Capri Global Capital Ltd Q4 FY23 Earnings Conference Call Insights","author":"Praveen","date":"June 14, 2023","format":false,"excerpt":"Key highlights from Capri Global Capital Ltd (CGCL) Q4 FY23 Earnings Concall Q&A Highlights: [00:11:58] Mona Khetan of Dolat Capital asked about the typical tenure of the gold loan book and if there is any scope of further rise in yield. Rajesh Sharma CFO answered that CGCL\u2019s gold loan typical\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\/133764","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=133764"}],"version-history":[{"count":0,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts\/133764\/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=133764"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/categories?post=133764"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/tags?post=133764"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}