STOCK ANALYSTS

  MUTHOOT FINANCE Q1FY22 BUSINESS UPDATES KEY BUSINESS UPDATES  - CONSOLIDATED PERFORMANCE  -   KEY  POINTS  -  *  Break up of Muthoot Finance Assets in Muthoot group  - 90% * Break up of Subsidiaries in Muthoot group - 10% ----------------------------------- KEY POINTS -  *  Break up of Muthoot Finance Assets in Muthoot group - 99% *  Break up of Subsidiaries in Muthoot group - 1% -------------------------------- KEY POINTS -  * Interest Income grow by 15% (y-o-y) * Total Income grow by 14% (y-o-y) * PBT is grown by 14% (y-o-y) * PAT is grown by 14% (y-o-y) ------------------------------ KEY POINTS -  * Total loan book grow by 26.7% * Total Assets grow by 17.3% * Borrowing is grown by 13.2% * Borrowing from debt securities is grown by 47% ------------------------- MUTHOOT FINANCE STANDALONE PERFORMANCE -  KEY POINTS -  * Total Income is grown by 14% * Total Expenses is grown by 12% * PBT is grown by 16% * PAT is grown by 16% ---------------------------- KEY POINTS -  * Total Go

Alkem Labs Q1FY22 Earning Call Highlights ANALYST -  MR. TUSHAR MANUDHANE – MOTILAL OSWAL FINANCIAL SECURITIES LIMITED MANAGEMENT -  MR. SANDEEP SINGH –MANAGING DIRECTOR - ALKEM LABORATORIES MR. RAJESH DUBEY – CHIEF FINANCIAL OFFICER - ALKEM LABORATORIES MR. AMIT GHARE – PRESIDENT (INTERNATIONAL BUSINESS) - ALKEM LABORATORIES MR. YOGESH KAUSHAL - PRESIDENT CHRONIC DIVISION - ALKEM LABORATORIES MR. GAGAN BORANA –INVESTOR RELATIONS - ALKEM LABORATORIES Key Q1FY22 Business Updates -  * Revenue is growing  by 37.1% (y-o-y) * EBITDA margins are at 21.7% (y-o-y) * PAT is growing by 11% (y-o-y) * Indian business is growing by 65.3% (y-o-y) * US business is degrowth by 9.3% (y-o-y) * Other Internation business is growing by 56.4% (y-o-y) * During the quarter, we filled 2 ANDA with US FDA and received 5 approvals Some Important Question-Answer  -  Q1 - Just on the sales growth outlook especially for India business given that it is a very high growth how do you see the rest of the year pannin

     IPCA LABS Key Q1FY21 Earning Call Highligh t -  ANALYST : MR. NITIN AGARWAL – DAM CAPITAL ADVISORS LIMITED  MANAGEMENT :  MR. A.K JAIN – JOINT MANAGING DIRECTOR – IPCA LABORATORIES LIMITED MR. HARISH KAMATH – CORPORATE COUNSEL & COMPANY SECRETARY – IPCA LABORATORIES LIMITED Some Q1FY22 Business Update s -  *  The domestic formulation business delivered 25% growth over previous year and excluding 54 Crores of domestic hydroxychloroquine, institutional business which we have done in last year Q1, if we exclude that then domestic formulation business has grown by almost around 41% in Q1 on a lower base *  Our Pain segment has given almost around 36% growth which contributes almost around 49% of our businesses * Cardiovascular and Antidiabetic has grown by almost around 14%, which contribute almost around 18% of the business, Antibacterial has done really very well. The business from 18 Crores has gone to almost around 50 Crores. It contributes around 8% of the business and overal

                     Suven Pharmaceutical ltd Q4&FY21 Business Updates   Company Overview -  • Suven is an integrated Contract Development and Manufacturing Operations company • Integrated CDMO company with strong capabilities right from process research & development to late stage clinical and commercial manufacturing. • Suven provides services to leading Global Life Science and Fine Chemical majors including Custom Synthesis, Process R&D, Scale Up and Contract Manufacturing of intermediates, APIs and formulations. Financial Results -  Key Q4 Financial Highlights - • Revenue - 2624 million ( 38%) ( y-o-y ) • EBITDA - 969 million ( 18%) ( y-o-y ) • EBITDA Margin - 37% • PAT - 831 million ( 12%) ( y-o-y ) • PAT Margin - 31.37 % Key FY21 Financial Highlights -  • Revenue - 10,239   million ( 20%) ( y-o-y ) • EBITDA -  4547 million (13.75%)  ( y-o-y ) • EBITDA Margin - 44.4% • PAT - 3623 million ( 14.3%)  ( y-o-y ) • PAT Margin - 35.4% • EBIT to Income - 41.32% • EBITDA to