Anshul Saigal
Saigal Capital Advisor
Cantabil Retail
CMP: 217, MCap: 1800 Crs
15L Garment Capacity + Outsource Capacity
560 Brand Stores, adding 80 Stores PA
Full Family Store: One stop shop
Perception: Corporate Governance about company - Changed GT as Stat Auditor and Deloitte as Internal Auditor
In Retail Category- Apparel & Apparel Exports (fastest growing category) will grow 18% in upcoming 3 years
Organised will grow at 35% in upcoming 3 years
Focusing on Fast Fashion
Risk- Same store sales growth negative in last 5 out of 6 Qtrs
Q2FY25: Not that good
Pritesh Vora
Mission Street
NSE India - Unlisted
5th largest economy
MCap to GDP is low
Household assets dominated by Physical assets
Leader in Duopoly Market
84% Market share in Cash Market in 2014 to 94% in 2024
F&O Volumes grew in all other years except 2009 in Global Crisis
High Cash flow conversion
79% EBITDA Margin
Revenue grew from 3000Cr to 14780Cr
Still Equity Penetration is very low in India
Digitisation, Tech leading to wider reach
NSE : 82% Trading income vs other stock exchange, still a lot of space for Non-Trading income
EPS grew from 14 to 200 rs in last 10 years
Equity option is driving 65% of revenue
F&O Volume - Govt Worry
20 Expiry reduced from 7-8
contract size increase
Higher Margin on expiry
Removal of Calender spread
Public Listing looking closer
NSE requested SEBI in Aug-24 for NOC
Net Impact of revised fees - Net positive for companies
Risk- Further measure for FnO
Delayed IPO, dark pool for exchanges.
Daily Exchange Filing Update
Danesh Mistry
Investor First Advisor
Indostar Capital
CMP: 260, MCap: 3500Cr
Promoter: Brookfield
What Changed?
From FY15 to FY24 - shifted from promoter loan, special situation to now SME loan, More granular loan
More Focussed on Retail - 95% portfolio
NIM 6.5% broadly range bound
Sale of HFC Subsidiary - Still regulatory approval needed, possible by Jun-25
This will give them risk capital
650 Cr Networth - getting 1700Cr money (2.8x P/B)
Focus on Vehicle Loan : Scrapping Vehicle & BS Vi drive the growth
60% Source of Fund: Bank, increasing further
Low leverage 2x, HFC Sales- Big trigger, 60% customer are more than 700 CIBIL Score, no unsecured lending
Disbursement start improving
✍️ITD Cementation India Ltd: (M Cap: ₹ 8,894 Cr.)
🔹Company secured a ₹1,937 Crore contract for constructing a multi-story commercial building in Uttar Pradesh.
✍️Voltamp Transformers Ltd: (M Cap: ₹ 9,341 Cr.)
🔹Company has received Letter of Intent worth INR 263 Cr from Gujarat Energy Transmission Corporation Limited for supply of various ratings of Power Transformers, to be executed within 12 months.
✍️Oriana Power Ltd: (M Cap: ₹ 4,708 Cr.)
🔹Company secured an ₹83.6 Cr EPC contract from NTPC for a 19.26 MW solar power plant, to be completed within 8 months.
✍️Shakti Pumps (India) Ltd: (M Cap: ₹ 8,950 Cr.)
🔹Company received a ₹116 Cr work order from HAREDA under Component-B of the PM-KUSUM scheme for supplying, installing, and commissioning 3,174 solar water pumps.
✍️Knowledge Marine & Engineering Works Ltd:
(M Cap: ₹ 2,281 Cr.)
🔹Company secured a ₹147 Cr contract from IWAI for fairway maintenance along 145 km of National Waterway-1, marking its largest domestic win with IWAI and expanding its IWAI order book to over ₹270 Cr.
✍️Gensol Engineering Ltd: (M Cap: ₹ 2,888 Cr.)
🔹Company secured a ₹186 Cr contract to design, construct, and operate 23 MWp rooftop solar systems for a leading aviation firm in Dubai, to be completed in 20 months.
✍️Bondada Engineering Ltd: (M Cap: ₹ 6,108 Cr.)
🔹Company has received a ₹1,132 Cr award from Maharashtra State Power Generation Co. Ltd. for two EPC contracts: ₹763 Cr for a ground-mounted solar PV plant and ₹369 Cr for agriculture feeder solarization, to be completed in 9-12 months.
✍️Tembo Global Industries Ltd: (M Cap: ₹ 764 Cr.)
🔹Company has secured a 25-year PPA worth ₹595 Cr from Maharashtra State Electricity Distribution Co. Ltd for 124 MW solar power projects under the Mukhyamantri Saur Krushi Vahini Yojana 2.0 and PM-KUSUM Scheme.
✍️Capacite Infraprojects Ltd: (M Cap: ₹ 2,977 Cr.)
🔹Company has secured ₹1,203 crore work orders from new client Signatureglobal (India) Ltd. for civil and part MEP works in the "Titanium SPR (Phase-1 and 2)" Group Housing Project at Sector 71, Gurugram, Haryana.
Big Order Wins
18 Small-cap Companies that have received large orders in recent months
Prenium member Boost the channel 👇
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✍️KP Green Engineering Ltd:
🔶M Cap: ₹2,850 Cr
🔹H1FY25 Sales Growth: ₹262 Cr
🔹H1FY24 Sales Growth: ₹104 Cr
🔹H1FY25 OPM: 15%
🔹H1FY24 OPM: 17%
🔹H1FY25 Net Profit: ₹27 Cr
🔹H1FY24 Net Profit: ₹11 Cr
Anshul Saigal
Saigal Capital Advisor
Cantabil Retail
CMP: 217, MCap: 1800 Crs
15L Garment Capacity + Outsource Capacity
560 Brand Stores, adding 80 Stores PA
Full Family Store: One stop shop
Perception: Corporate Governance about company - Changed GT as Stat Auditor and Deloitte as Internal Auditor
In Retail Category- Apparel & Apparel Exports (fastest growing category) will grow 18% in upcoming 3 years
Organised will grow at 35% in upcoming 3 years
Focusing on Fast Fashion
Risk- Same store sales growth negative in last 5 out of 6 Qtrs
Q2FY25: Not that good
Prajesh Maroo
MoneyCurves Analystics
Hawkins India
CMP: 8450, MCap: 4470Cr
Hawkins india - Google trends shows higher demand in google trends compared to other player
Higher margin, sustainable growth, brand conscious, Quality Leader
Higher RoCE, even after cash in Balance Sheet
Ready for Capex, spending more.
No interaction with promoter, only AGM people can meet and discuss
Competitors facing internal headwinds.
Valuations are bit stretched but things are good vs other competitors.
✍️JTL Industries Ltd: (M Cap: ₹ 3,750 Cr.)
🔹Company emerged as the L1 bidder for the Jal Jeevan Mission project, securing a ₹265 Cr order for supplying 35,473 MT of ISI-certified Galvanized Mild Steel (GMS) tubes, covering 95% of the required sizes.
✍️Dynacons Systems & Solutions Ltd:
(M Cap: ₹ 1,643 Cr.)
🔹Company secured a ₹108 Cr follow-up order from NABARD to provide a Core Banking as a Service (CBaaS) solution for Haryana State Cooperative Bank for 5 years.
✍️Insolation Energy Ltd: (M Cap: ₹ 8,528 Cr.)
🔹Company secured its largest single contract worth ₹500.50 Cr from RREC for rooftop solar projects on government buildings in Rajasthan, including 25 years of O&M under HAM.
✍️Kilburn Engineering Ltd: (M Cap: ₹ 2,163 Cr.)
🔹Company has received the largest single order to date, valued at INR 126 Crores (USD 14.95 mn) for 4 nos rotary dryer packages for drying of rock phosphate.
✍️RPP Infra Projects Ltd: (M Cap: ₹ 851 Cr.)
🔹Company received a ₹217.61 Cr contract for road improvement in Maharashtra, with a robust order book of ₹3,559 Crore
✍️J Kumar Infraprojects Ltd: (M Cap: ₹ 5,297 Cr.)
🔹Company has received a ₹297.83 Cr work order from Pune Municipal Corporation for developing the Mula River from Wakad Bypass to Sangvi Bridge (Stretch 1, 2, 3).
✍️Va Tech Wabag Ltd: (M Cap: ₹ 10,408 Cr.)
🔹Company has secured a mega order worth ₹1,000 Cr for a 100 MLD Sea Water Desalination Plant from Indosol Solar Pvt. Ltd. for its Solar PV manufacturing facility in Andhra Pradesh.
✍️TD Power Systems Ltd: (M Cap: ₹ 6,371 Cr.)
🔹Company has secured a 5-year, ₹300 Cr contract with the Indian arm of a major international firm to supply traction motors to the European market. An initial order of ₹18 Cr is scheduled for delivery in April 2025
✍️Om Infra Ltd: (M Cap: ₹ 1,308 Cr.)
🔹Company has secured a ₹410 Cr hydro-mechanical works order for the 540 MW KWAR Hydro Electric Project, with a 36-month project timeline.
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✍️Solex Energy Ltd:
🔶M Cap: ₹1,628 Cr
🔹H1FY25 Sales Growth: ₹273 Cr
🔹H1FY24 Sales Growth: ₹93 Cr
🔹H1FY25 OPM: 9%
🔹H1FY24 OPM: 9%
🔹H1FY25 Net Profit: ₹13 Cr
🔹H1FY24 Net Profit: ₹1 Cr
✍️Cellecor Gadgets Ltd:
🔶M Cap: ₹1,191 Cr
🔹H1FY25 Sales Growth: ₹426 Cr
🔹H1FY24 Sales Growth: ₹210 Cr
🔹H1FY25 OPM: 6%
🔹H1FY24 OPM: 6%
🔹H1FY25 Net Profit: ₹15 Cr
🔹H1FY24 Net Profit: ₹7 Cr
