Happy Forgings says
On the 650cr Capex
👉 Revenue potential around 600-800cr
👉 Margins & return ratios will be better
Overall Busines
👉 Capex of Rs.1000cr, to be mostly funded via internal accruals
👉 Increased contribution from industrials/exports
ICICI DIRECT ON KEC INT
The orders bolster growth targets for the next 2–3 years. YTD order inflows now total ~₹19,525 crore, with an L1 position of ~₹2,405 crore.
The management aims for ₹25,000 crore in order intake for FY25.
An insightful video by soicfinance and ishmohit1 on 'Top 10 Mega Themes to rule 2025'
Key insights on Themes including Key Players, Challenges, and Valuations.
Here are my notes breaking down the video
Tailwinds sectors and their companies
(Only Personal View)
1. Transmission- Viviana, TRANSRAIL, Power grid
2. Data Centre - Techno electric, E2E
3. Jewellery- PNG Gadgil, Goldiam
4. Retail - Smart bazar, Vishal mart, Uni eSol
5. Hotels - Samhi
6. Medtech - Indegene
7. Space - Jyoti CNC
8. MRO - Adani, indigo, unimech
9. Water management- EIEL, Effwa
10. EMS - PGEL, Amtron
Wockhardt says
On Miqnaf 👉 Revenue potential for co is ₹500-700 cr in next 2-3 yrs
WCK 5222 👉 My mid next year expect a product approval globally
Guidance for next year 👉 Revenues will grow in high double digits with margins in double digits
Outlook
The company expects a 25% revenue growth in FY25 and 22%-24% EBITDA margins. The company also anticipates significant growth in its order book, benefiting from recent orders placed with various Defence Public Sector Undertakings (PSUs) and private defense companies.
ORDERBOOK UPDATE of Apollo Micro Systems Ltd with Market Cap 3097.08
ORDERBOOK UPDATE:
Order Value: Rs. 21.42 crores
Summary: Apollo Microsystems is declared the Lowest Bidder for orders amounting to Rs. 21.42 crores.
FOCUSED RESEARCH & DEVELOPMENT
Our R&D team possesses unique domain expertise across diverse market verticals, including Aerospace, Avionics, Space, Naval, On-Board Systems, & Ground Support Equipment.
Expansion
The company is setting up two new facilities, covering 40,000 sq. ft. and 350,000 sq. ft., anticipated to be completed by 2025.
The company is establishing an integrated plant for Ingenious Defence Systems in Hyderabad, with a total investment of ₹210 crore. This facility will focus on manufacturing missiles and their sub-systems, as well as performing maintenance, repair, and overhaul (MRO) of weapons. Additionally, the plant will support the production of Unmanned Aerial Systems (UAS) and Unmanned Ground Systems (UGS)
Diversification
In September 2023, the company established a subsidiary named “Apollo Defence Industries Pvt. Ltd”, for diversification and expansion into the defense industry.
It has over 700 onboard technologies and is actively involved in more than 150 indigenous programs and 60 DcPP programs as a sub-system partner.
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Apollo Micro Systems Ltd is a pioneer in the design, development, assembly, and testing of electronic and electro mechanical solutions.
Our expertise encompasses weapons handling systems, homeland security, & space operations. In addition to our hardware offerings, we provide integrated, technology-driven solutions in secure communications, electronic warfare, & air defence.
One company detail learning will shared today
Stay tuned 🙏
Detail analysis on One company today
Stay tuned 😊🙏🏻
Comparative insights into two tech players: Newgen Software & Zaggle
- Newgen excels in mission-critical software for enterprises.
- Zaggle innovates in fintech with spend management solutions.
AARTI DRUGS Management Says API Prices Have Been Declining In The Last Few Qtrs - CNBCTV18
API Prices Have Remained Flat QoQ In Dec Qtr, There Is A -Ve Price Variance YoY
Based On The Current API Price, Co Is Looking To Achieve ₹4,000 Cr Rev By FY27
Foresee 12-13% EBITDA Margin In FY25
68 companies out of 150 in Nifty Midcap 150 are at 50+ PE..
Hoarding by Funds look like this. Nifty midcap 150 is the universe, any growth in this index is getting value to the moon.
17 Companies are 100+ PE and 36 companies are at 70+ PE ratio here.
It's even more expensive than small cap or microcap. You wont see the industry participants discussing this..majorly DIIs and FIIs are invested here
Credit : SOIC
ATTENTION TO ALL-REGARDING ITC HOTELS DEMERGER
Jan 6: Record Date to determine ITC Ltd shareholders eligible for ITC Hotels shares following demerger.
ITC shareholders to get 1 share of ITC Hotels for every 10 held of ITC.
Price Determination of ITC Hotels (Until Listing):
source: Nuvama Alternative Research:
Based on the difference between ITC’s closing price on January 3, 2025, and the opening price of ITC on January 6, 2025 (discovered during the Special Pre-Open Session, SPOS).
Impact on Domestic Passive Indices (NSE/BSE):
source: Nuvama Alternative Research:
ITC Hotels will be maintained at a constant price based on the difference from January 3, 2025 and the open price of ITC discovered during the special pre-open session.
It will be excluded from indices 3 business days after its listing date (if there are no circuit breakers).
If the stock hits circuit limits, the exclusion will be postponed by two trading days each time
Brokerages Take:
Nomura: ITC Hotels to list at 200-300, market cap of 42,500-60,000 cr
Centrum Broking: TP of 583 on ITC, would adjust 17/share post demerger
Nuvama: Initial market price for ITC Hotels to range between 150-17522-25 post demerger
ITC’s price to be adjusted by
SBI Securities: Implied fair value of ITC Hotels between 113-170470-473
Adjusted price of ITC post demerger:
🆒IPO GROUP
Where only IPO related information you will get all SME and MAINBOARD IPO Details you will get Don't miss to Join
@IPOINFO3
DISCLOSURE:
I AM NOT HOLDING THIS STOCK AND THIS IS NOT BUY SELL RECOMMENDATION ONLY FOR LEARNING AND UNDERSTANDING BUSINESS PURPOSE KINDLY NOTE IT 🙏🏻
SHAREHOLDING PATTERN
FII Exit almost fully
Apollo Micro Systems Ltd to set upk new defence equipment manufacturing facility in Hyderabad for total investment of Rs. 150 crs. Company has also incorporated 100% wholly owned subsidiary Apollo Defence Industries Pvt Ltd . Company has entered into agreement with DRDO...
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PRODUCT & SERVICE OFFERINGS
AMS is uniquely positioned in the defence value chain, serving as a key link between system integrators & the end product developer (like DRDO).
Manufacturing Facility
The company has a manufacturing facility located in Hyderabad. It has a built-up area of 55,000 sq. ft. with a team of over 300 employees, including 150 employees in R&D. [1] Its manufacturing plant has a full-fledged ESS testing facility and the inspection is in line with DGQA standards
Clientele
The company’s products are used across multiple industries including Aerospace Systems, Ground Defence, Space, Avionics Systems, Homeland Security, and Transportation. Some of its key clients are DRDO, Indian Army, Indian Navy, DPSU’s, Adani, L&T, etc
Service Offerings
The company is a leading player in India, specializing in electronic, electro-mechanical, and engineering design and manufacturing services. Its offerings include electronic manufacturing services (EMS), PCB fabrication, embedded software design and development, circuit board assembly, hardware design services, concept-to-product development, host interface development, and custom-built electronic systems
Apollo Micro Systems Ltd
CMP: 129
Unimech Aerospace
#Unimech
#UnimechAerospace
Listed 3 days back
Solid growth track record
Rich valuations after listing at 80% premium to issue price
Management in a post listing interview with CNBC mentioned that H2 is much bigger vs H1 and they have visibility for growth for next 2-3 years
Last 3 years:
Rev:
FY22 36cr
FY23 94cr
FY24 208cr
H1FY25 121cr
EBITDA:
FY22 7.7cr
FY23 35cr
FY24 79cr
H1FY25 49cr
PBT:
FY22 3.7cr
FY23 29cr
FY24 76cr
H1FY25 50cr
PAT:
FY22 3.4cr
FY23 23cr
FY24 58cr
H1FY25 39cr
OCF:
FY22 1.5cr
FY23 1.4cr
FY24 25cr
H1FY25 50cr
Almost debt free company
Solid return ratios
Superior growth track record with excellent OCF
ValueQuest bought a good stake on the listing day
They previously bought ig chunks of Zaggle and Kaynes on listing day
FY22-FY24
Rev CAGR 140%
EBITDA CAGR 220%
PAT margins of 27%
96% revenue comes from exports
JUPITER LIFELINE Says Indore hosp reached over 60% occupancy in the last quarter - CNBCTV18
Expect FY25 EBITDA margin to be in the range of 25%
The new bed addition is a brownfield expansion
Revenue will also double once the 2,000 beds are fully operational over the years
Occupancy growth in Pune and Indore, along with case mix optimisation in Indore, will be key growth drivers
