Skyways Air Services: Muted Listing
Mgmnt Says
- Will participate in the India logistics story
- Will sign renewal deal with Qatar airways soon
- Have enough cash on books to cover for any adverse situation on contingent liabilities
Symbiotec Pharma
Stock surges post management comments in the interview
Key takeaways
- Revenue by FY30-31 could by a multiple of current levels
- New Capex, on Asset Base could support revenues of >2000 Cr
- CDMO & Injectibles will be larger contribution to sales by FY30
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Milky Mist +7.5%
Mgmnt to CNBC-TV18:
- Will continue to grow revenue over 30% with 14-15% margins
- Blended capacity utilization at 45-50%, have enough growth headroom
- With existing capacity, revenue can grow 2-3X
#FMCGisLife
Solid Q1 Performance from Milky Mist!
- Revenue +44% at 973 Cr
- EBITDA +77% at 144 Cr
- Margins at 14.8% vs 12%
- PAT +9X at 64.7 Cr
Key Internals
- Strong summer season led to increased sales of Ice Creams, Curd and Yogurt
Tempted to put emojis here :)
🍨Ice cream
