{"id":148511,"date":"2023-06-07T09:43:10","date_gmt":"2023-06-07T13:43:10","guid":{"rendered":"https:\/\/44.250.171.167\/?p=148511"},"modified":"2023-06-07T09:43:11","modified_gmt":"2023-06-07T13:43:11","slug":"aptech-limited-q4-fy23-earnings-conference-call-insights","status":"publish","type":"post","link":"https:\/\/alphastreet.com\/india\/aptech-limited-q4-fy23-earnings-conference-call-insights\/","title":{"rendered":"Aptech Limited Q4 FY23 Earnings Conference Call Insights"},"content":{"rendered":"<p><strong>Key highlights from Aptech Limited (APTECHT) Q4 FY23 Earnings Concall<\/strong><\/p>\n<p><strong>Q&amp;A Highlights:<\/strong><\/p>\n<ul>\n<li>[00:31:52] Sunny asked about the same store outlook going forward. Anil Pant MD said that the same store sales growth will look about the same. And the future growth would come from expansion, with plans of opening more than 100 stores in FY24.<\/li>\n<\/ul>\n<ul>\n<li>[00:32:26] Sunny also asked about the kind of mix of store opening in FY24. Anil Pant MD replied that it will be similar to last year, while international will also be part of it.<\/li>\n<\/ul>\n<ul>\n<li>[00:43:41] Manikant enquired about the 1Q being always soft in terms of margins for the last three years and if it\u2019s going to be the same in 1Q24. Anil Pant MD replied that margins would be similar by the numbers would not be in line with 4Q23 but will be significantly better than what was reported in 1Q23.<\/li>\n<\/ul>\n<ul>\n<li>[00:45:38] Jash Shah asked about reason for substantial increase in trade payables on cash flow statement. T.K Ravishankar CFO said that it\u2019s due to one large customer\u2019s money being realized later and due to the business partner\u2019s agreements being executed.<\/li>\n<\/ul>\n<ul>\n<li>[00:47:25] Jash Shah asked for any updates on further investment or metrics for ProAlley since the last update in Q1 FY23. Anil Pant MD replied that significant investments have been made in content development and the company is still finding ways to scale up customer acquisition without burning money like edtech companies. The belief is that the right mix will be found to benefit the organization.<\/li>\n<\/ul>\n<ul>\n<li>[00:50:22] Sunny Gosar \u00a0asked how are newer segments like aviation and preschool evolving and what is the growth plan for these segments as MAAC, Arena, Lakme, and Aptech Learning mature. Anuj Kakkar ED said that the preschool segment was hardest hit during COVID but is being rebuilt profitably post-COVID. The company focuses on domains with large employment potential and the possibility of distributed training or education, with several potential areas being considered.<\/li>\n<\/ul>\n<ul>\n<li>[00:55:57] Sunny Gosar enquired about the HCL partnership update. Anuj Kakkar ED answered that APTECHT has not seen much traction with the HCL tie-up. The initial plan did not work out as anticipated and has been reevaluated. The basic precepts of the agreement, including the employment potential and gap between supply and demand in the IT segment, remain unchanged.<\/li>\n<\/ul>\n<ul>\n<li>[01:02:58] Mayank asked about the disruption ChatGPT or Generative AI will have to the company\u2019s businesses. Anuj Kakkar EDirector replied that generative AI greatly helps students by making visualization easier and improving the quality of their creative outputs. The company is training sales counselors to use BARD and GPT-4 to answer student queries in real-time and expects generative AI to have immense benefits for the creative process.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Key highlights from Aptech Limited (APTECHT) Q4 FY23 Earnings Concall Q&amp;A Highlights: [00:31:52] Sunny asked about the same store outlook going forward. Anil Pant MD said that the same store sales growth will look about the same. And the future growth would come from expansion, with plans of opening more than 100 stores in FY24. [&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":"Aptech Limited Q4 FY23 Earnings Conference Call Insights #APTECHT #Q4 #FY23 #Earnings #Stocks","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":[10169,8534,8532],"class_list":["post-148511","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-earnings-call-highlights","category-earnings","category-other-industries","tag-earnings","tag-education-services","tag-technology"],"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":134995,"url":"https:\/\/alphastreet.com\/india\/aptech-limited-q1-fy23-earnings-conference-call-insights\/","url_meta":{"origin":148511,"position":0},"title":"Aptech Limited Q1 FY23 Earnings Conference Call Insights","author":"Praveen","date":"August 10, 2022","format":false,"excerpt":"https:\/\/youtu.be\/hlWSozLFnhA Key highlights from Aptech Limited (APTECHT) Q1 FY23 Earnings Concall Q&A Highlights: [00:35:44] Sunny asked about impact of seasonality in terms of admissions. Anil Pant MD replied that typically about 60% of APTECHT numbers happen in 1H and 40% bookings in H2. Avg. booking per student in the media\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":128949,"url":"https:\/\/alphastreet.com\/india\/havells-india-limited-q4-fy22-earnings-conference-call-insights\/","url_meta":{"origin":148511,"position":1},"title":"Havells India Limited Q4 FY22 Earnings Conference Call Insights","author":"Praveen","date":"May 6, 2022","format":false,"excerpt":"https:\/\/youtu.be\/-T88_aQbe30 Key highlights from Havells India Limited (HAVELLS) Q4 FY22 Earnings Concall Management Update: HAVELLS said contribution margins continue to be impacted due to higher material inflation and time lag in passing on increased costs. However, the company expects gradual recovery. HAVELLS also exited the year on a momentum 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":138876,"url":"https:\/\/alphastreet.com\/india\/havells-india-limited-q3-fy23-earnings-conference-call-insights\/","url_meta":{"origin":148511,"position":2},"title":"Havells India Limited Q3 FY23 Earnings Conference Call Insights","author":"Praveen","date":"January 20, 2023","format":false,"excerpt":"Key highlights from Havells India Limited (HAVELLS) Q3 FY23 Earnings Concall Management Update: [00:01:36] HAVELLS said, its recent channel expansion initiatives continue to deliver healthy growth. And added that growth momentum was maintained in Lloyd; however, margin recovery was slow. Q&A Highlights: [00:02:58] Renu Baid of IIFL Securities asked about\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":145687,"url":"https:\/\/alphastreet.com\/india\/aarti-industries-ltd-q4-fy23-earnings-conference-call-insights\/","url_meta":{"origin":148511,"position":3},"title":"Aarti Industries Ltd Q4 FY23 Earnings Conference Call Insights","author":"Praveen","date":"May 10, 2023","format":false,"excerpt":"Key highlights from Aarti Industries Ltd (AARTIIND) Q4 FY23 Earnings Concall Management Update: [00:08:20] AARTIIND said its EBITDA growth guidance for FY24 and FY25 remains unchanged at 25% CAGR. Q&A Highlights: [00:09:10] Rohit Nagraj from Centrum Broking enquired about the commercialization of two specialty chemical complexes at Jhagadia. Rajendra Gogri\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":142090,"url":"https:\/\/alphastreet.com\/india\/aptech-limited-aptecht-q3-fy23-earnings-concall-transcript\/","url_meta":{"origin":148511,"position":4},"title":"Aptech Limited (APTECHT) Q3 FY23 Earnings Concall Transcript","author":"IRS_INDIA","date":"February 17, 2023","format":false,"excerpt":"Aptech Limited (NSE:APTECHT) Q3 FY23 Earnings Concall dated Feb. 16, 2023. Corporate Participants: Saurabh Gada\u00a0--\u00a0Investor Relations, Aptech Anuj Kacker\u00a0--\u00a0President & COO Anil Pant\u00a0--\u00a0Managing Director & CEO T. K. Ravishankar\u00a0--\u00a0Chief Financial Officer Pravir Arora\u00a0--\u00a0Chief Marketing Officer Analysts: Unidentified Participant\u00a0--\u00a0-- Analyst Presentation: Saurabh Gada\u00a0--\u00a0Investor Relations, Aptech So good morning, everyone, and thank\u2026","rel":"","context":"In &quot;Earnings Call Transcripts&quot;","block_context":{"text":"Earnings Call Transcripts","link":"https:\/\/alphastreet.com\/india\/category\/transcripts\/"},"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":147273,"url":"https:\/\/alphastreet.com\/india\/sequent-scientific-limited-q4-fy23-earnings-conference-call-insights\/","url_meta":{"origin":148511,"position":5},"title":"Sequent Scientific Limited Q4 FY23 Earnings Conference Call Insights","author":"Praveen","date":"May 25, 2023","format":false,"excerpt":"Key highlights from Sequent Scientific Limited (SEQUENT) Q4 FY23 Earnings Concall Q&A Highlights: [00:14:02] Vishwas asked about the utilization of the API plant, plans for adding more capacity, products in the pipeline, and potential revenue from new APIs. Rajaram Narayanan MD replied that current utilization is 70-75% and SEQUENT plans\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\/148511","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=148511"}],"version-history":[{"count":0,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts\/148511\/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=148511"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/categories?post=148511"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/tags?post=148511"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}