SHYAM METALICS Q2 BIZ UPDATE
STAINLESS STEEL
There has been an increase of 90% in sales volumes, whereas the realisations have increased by 18% on a YoY basis.
There has been an increase of 16% in sales volumes, whereas the realisations have decreased by 15% on a MoM basis.
There has been an increase of 11% in sales volumes, whereas the realisations have increased by 2% on a QoQ basis.
ALUMINIUM FOIL
There has been an increase of 79% in sales volumes whereas realisations have increased by 10% on a Yoy basis.
There has been an increase of 27% in sales volumes, whereas the realisations have increased by 1% on a MoM basis.
There has been an increase of 12% in sales volumes, whereas the realisations have increased by 6% on a QoQ basis.
Will share detail study on this
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#PGEL
PG ELECTROPLAST (EMS PLAYER)
🎯Future Guidance:
The company is expecting Rs. 4250 Cr revenue in FY25, which includes Rs. 600 Cr revenue from JV with Goodworth Electronics.
The company is anticipating 25% to 30% CAGR Growth for next 4-5 years.
CAPEX GUIDENCE FY25 350CR.
Ashok Leyland Begins Delivery of 180 Electric Trucks to Billion Electric Mobility ⚡️
🚛Ashok Leyland has started delivering AVTR 55T Electric and BOSS Electric trucks to #BillionE Mobility
🚛The delivery includes 180 electric vehicles as part of a significant partnership
🚛Broad consideration: ~₹150 Crores
🚛The AVTR 55T Electric Tractor is the first 4x2 tractor by an Indian OEM, designed for superior performance and eco-friendly transportation
🚛BillionE's order aligns with their focus on a cleaner, greener future.
#AshokLey #AshokLeyland #ElectricVehicles #SustainableMobility #GreenTransport
Shivalic Power Control
Co. records revenue of INR 535 Millions in H1 FY25(growth of 72% YoY)".
Management says Further in the coming H2 the company is looking forward to achieve growth backed by strong execution, capabilities and order book visibility.
There are many stock doing well, few stock near to cost or below cost too, But over long term Almost all can do well
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Will update further if any new update we see about this company
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https://youtu.be/ya2wVAXCpkM?si=h-re2mpERp7b982w
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Marquee Investors Like Mr. Ashish Kacholia(Bengal Finance), Mr. Madhu Kela, Mr. Sunil Singhania, Funds Like HDFC Bank, Negen Undiscovered Value Fund, India Equity Fund, Next Orbit Growth Fund can be seen in Anchor Investors list.
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TOTAL ADDRESSABLE MARKET (TAM) & GOVERNMENT SUPPORT
Sahasra is well-positioned to tap into India’s growing electronics manufacturing industry, projected to reach $300 billion by 2026.
Sahasra benefits from India’s Production Linked Incentive (PLI) scheme, which boosts local manufacturing in electronics and semiconductors.
Agreement
- In 2023, Sahasra entered a long-term agreement to supply laptops, tablets, and motherboards, strengthening its IT hardware segment.
Capex Plans
- The capital raised from the Fresh Issue will fund new plant machinery and investments in Sahasra Semiconductors Pvt Ltd.
New Ventures
- Sahasra’s entry into semiconductor packaging and the formation of Sahasra Semiconductors as a subsidiary highlight its focus on high-growth, tech-driven sectors.
Competitive Advantages
- Sahasra holds a first-mover advantage in Indian enterprise-grade server motherboard manufacturing and semiconductor packaging.
PEER COMPARISON AND VALUATION
Semiconductor manufacturing companies generally enjoy higher PE ratios.
- Trident Techlabs: PE 160
- Kaynes: PE 155
- In the EMS space, benchmarks include:
- Virtuoso: PE 89
- Aimtron: PE 65
✧Sahasra’s current PE ratio is 42, making it relatively undervalued compared to peers and indicating potential for upward re-rating.🔥
COMPANY OVERVIEW FROM BEGINNING
- Established in 2000, Sahasra’s journey from Diesel trading to high-tech EMS and semiconductor manufacturing highlights its adaptability and growth trajectory.
- 2002 - EMS operation commerce at Free Trade Zone,Noida as SEPL
- 2005 - PCB fabrication starts at Nano Electrotech Pvt Ltd now merged with IPTL
- 2011 - Acquisition of PCB fabrication co - IPTL
- 2012 - Led Based lighting plant at rwanda - SERPL is set up
- 2016 - Technical Collaboration for solid state memory products with strategic partners in Taiwan
- 2017 - JV between MiTAC Holdings and IPTL (sahasra group)
- 2020 - Sahasra semiconductors is set up at Bhiwadi
- 2022 - RMA Services started
- 2023 - Partnership with Thomas Computing(Metavisio) for laptop & tablet under MII
- 2024 - 3rd & Largest State of Art EMS facility set up at bhiwadi Rajasthan
Awards & Achievements
- Sahasra’s listing on Digi-Key, the world’s largest electronics e-commerce platform, demonstrates its quality and global reach.
- Sahasra won second place in export (SME) at the ELCINA Awards 2022-23.
- Best PCB Design award from EM media LLP
- Award from sony for Best partner award
📌Discover the Top Picks of High growth, Low PE companies in the SME / Microcap / Smallcap segment
Sectors covered based on FY25 (E) valuations in Set 8:
🔸Water Infra
🔸Electronics manufacturing
🔸Drones manufacturing/Service
Credit Pratik bagadia
#ALEPXSOLAR - Alpex Solar has provided guidance to achieve ₹2,000 Cr in revenue with an EBITDA margin of 19%, translating to an estimated EBITDA of approximately ₹380 Cr. Based on this projection, the company is currently trading at a forward EV/EBITDA multiple of 6x
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Uflex announces capex in aseptic packaging in Egypt
Says
Will be funding the new capex via 1/3rd equity and 2/3rd debt
Aseptic packaging facility will be commercialized by Q3FY26
Topline would 150mn dollars from 12billion packs in aseptic packaging
JTEKT India to Build New Factory in Gujarat 🏭
🔹JTEKT India has approved the construction of a new factory in Jalisana, Ahmedabad
🔹Investment: ₹250 crores for the plant building
🔹Purpose: Expand production capacity for steering/driveline products
🔹Construction to begin in Winter 2024-25, with new infrastructure expected by FY 2027-28.
#JTEKT #NewFactory #ManufacturingExpansion #Gujarat
UFLEX MANAGEMENT Says Announced Capex Plan Will Be Commissioned By Q3FY26
Capex Will Be Funded By 2/3rd Debt & Remaining Equity
Looking At Newer Markets In Egypt & European For Aseptic Packaging - CNBC-TV18
ICICI Bank is well positioned, expect ICICI Bank to have a loan growth of 16-16.5% in FY25
Banks like AU SFB, Equitas will benefit on NIM in FY26
Nitin Aggarwal of MOFSL to CNBC-TV18 post banks' Q2 updates
GARWARE HITECH FILMS
We study around 1885 currently trading around 3800 which is more than 100% gain
This is from my side about SAHASRA ELECTRONICS SOLUTION LTD
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Risk Factors
-
Heavy reliance on exports exposes the company to geopolitical risks, currency fluctuations, and challenges related to dependence on China for key components like PCBs.
COMPANY OPERATIONS - CAPACITY, MOUs, CAPEX, NEW VENTURES - Plant Location, Size, and Utilization
- With 4 manufacturing plants situated in the NCR, India, one manufacturing plant in Rwanda, Africa and 8 sales & marketing offices in India, USA, Canada, Africa & Europe
- Commercial production began at Sept,2023
- Sahasra’s main facility in Noida (2,15,000 Sqft) has a capacity of 1.8 million units annually. Expansion into a new Bhiwadi, Rajasthan facility is underway.
- Sahasra’s state-of-the-art PCB and PCBA assembly lines are equipped with SMT (Surface Mount Technology) lines, AOI (Automated Optical Inspection), and SPI (Solder Paste Inspection) capabilities.
- The company manufactures complex, multi-layer PCBs and PCBAs for various sectors, including consumer electronics, industrial, automotive, medical, and aviation industries.
- For the FY 2023-24, FY 2022-23 and FY 2021-22 our capacity utilization of manufacturing facility at Noida SEZ was 55.00%🔥, 42.06% and 30.20% respectively
FUNDAMENTAL AND VALUATION
Revenue Growth:
- 2022 to 2023 (combined): 217.54% (₹2,175.65 Lakhs to ₹6,908.33 Lakhs)
- 2023 to 2024: 46.43% (₹6,908.33 Lakhs to ₹10,115.27 Lakhs)
EBITDA Growth:
- 2022 to 2023 (combined): 462.43% (₹377.48 Lakhs to ₹2,123.11 Lakhs)
- 2023 to 2024: 66.14% (₹2,123.11 Lakhs to ₹3,526.58 Lakhs)
PAT Growth:
- 2022 to 2023 (combined): 709.46% (₹250.17 Lakhs to ₹2,025.11 Lakhs)
- 2023 to 2024: 61.11% (₹2,025.11 Lakhs to ₹3,262.77 Lakhs)
CLIENTS
Sahasra serves clients across multiple industries, including railways, aerospace, automotive, healthcare, and IT hardware.
The number of clients grew from 20 in FY2022 to around 40 in FY2024, showing significant growth.
The 2023 agreement to supply laptops, motherboards, and other components further strengthens Sahasra's foothold in the IT hardware segment.
they served companies like HP,Sony
