✍️Australian Premium Solar (India) Ltd:
🔶M Cap: ₹987 Cr
🔹H1FY25 Sales Growth: ₹164 Cr
🔹H1FY24 Sales Growth: ₹81 Cr
🔹H1FY25 OPM: 12%
🔹H1FY24 OPM: 5%
🔹H1FY25 Net Profit: ₹13 Cr
🔹H1FY24 Net Profit: ₹3 Cr
✍️Owais Metal and Mineral Processing Ltd:
🔶M Cap: ₹2,166 Cr
🔹H1FY25 Sales Growth: ₹105 Cr
🔹H1FY24 Sales Growth: ₹30 Cr
🔹H1FY25 OPM: 33%
🔹H1FY24 OPM: 32%
🔹H1FY25 Net Profit: ₹25 Cr
🔹H1FY24 Net Profit: ₹7 Cr
📈SME Companies Half-Yearly Results
📈7 SME Companies with Over 100% Sales Growth in H1FY25
DEEPAK NITRITE PROJECT UPDATE
Acid Unit: Expected to be commissioned in H2 FY25
MIBK/MIBC Project: Commissioning by H1FY26
Acetophenone: The Acetophenone is expected to be commissioned in H1 FY26
Other Projects: Photochlorination, Nitration and hydrogenation will be commissioned together in H2 FY 25. (Fluorination block was commissioned in Q4FY24)
R&D Center, Savli is expected to be commissioned by H2 FY 25
POWERGRID TAKEN SNAP FROM PRESENTATION
Transmission by 2032
ISTS capex - 6.6 lakh Cr
Intra State capex - 2.55 lakh Cr
Going by the trend of October ISTS schemes allotment - Goverment is pushing really hard to achieve their goal.
TRANSMISSION EXECUTION DATA FOR OCTOBER ( 220 kv & above )
Very Good - Back to Growth 👍
Finally Back on track ✌️👍
● Substation ( transformation ) addition: Excellent
7575 MVA Vs 7420 MVA - MoM -👍👍
● Transmission line addition: Finally Fantastic progress 👏 🙌🏻
1452 ckm vs 429 ckm - MoM 🔥 👍👍
● Just For reference - Month wise data
SUBSTATION addition:
April: 1960 MVA
May: 4265 MVA
June: 4035 MVA
July: 4360 MVA
AUG: 3650 MVA
SEP: 7420 MVA 👍👍
OCT: 7575 MVA 👍👍
Transmission line addition
April: 191 ckm
May: 212 ckm
June: 582 ckm
July: 1070 ckm 👍👍
Aug: 836 ckm
Sep: 429 ckm👎👎
OCT: 1454 ckm 🔥 👍👍
● So far, in 6 months
Substation: 27% target achieved & Transmission: 29% target achieved
● One important thing is that Goverment has reduced their Target
Transmission target reduced by 8% from 16667 to 15253 MVA
Substation target reduced by 3%
from 116490 to 112435 MVA
Could be because of Muted H1 due to election, rain and other issued.
Data: From Power Ministry
WHY I SHARING THIS TRANSMISSION LINE RELATED STOCKS ??
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4 Advait Infratech Ltd
Business model
Advait Infratech Ltd is engaged in the business of providing products and solutions for power transmission, power substation, and telecommunication infrastructure fields
👉 Product & services
⚡️Aluminium Clad Steel Wires
⚡️Emergency Restoration System
⚡️Stringing tools
⚡️OPGW (Optical Fibre Ground Wire)
⚡️Optical Fibre Cables
⚡️Live Line OPGW Installation
👉POWER TRANSMISSION PROJECTS
Live Line Projects: Advait Infratech offers live installation of OPGW (Optical Fibre Ground Wire) for transmission lines. This involves installing optical cables on existing transmission lines without interrupting power supply
👉FOCUS AREA OF THE COMPANY IN POWER TRANSMISSION SECTOR
⚡️OPGW (Optical Fibre Ground Wire): A composite cable that serves as both a ground wire for protection against lightning strikes and a communication medium.
⚡️Stringing Tools: Essential equipment for the installation and maintenance of transmission lines.
👉Key ratios
⚡️Market Cap: ₹ 1,870 Cr.
⚡️Current Price: ₹ 1,731
⚡️Stock P/E: 72.5
⚡️ROCE: 37.2 %
⚡️ROE: 36.6 %
⚡️Debt to equity: 0.81
⚡️Profit Var 3Yrs; 69.7 %
⚡️Sales growth 3Years; 47.0 %
2 Skipper Ltd
Business model
Skipper Ltd is engaged in manufacturing and selling of Transmission & Distribution Structures and Pipes & Fittings. It also undertakes EPC projects in the infrastructure segment.
👉 Product & services
⚡️Transmission Towers
⚡️Telecom Towers
⚡️Poles
⚡️Casing Pipes
👉POWER TRANSMISSION PROJECTS
Tower Package - TW 09 for 800kV HVDC Raigarh-Pugalur Transmission Line: This project is part of a large 1800km transmission line transmitting 6000MW of power. It is a significant milestone for Skipper, being their first HVDC transmission project executed under PowerGrid.
👉FOCUS AREA OF THE COMPANY IN POWER TRANSMISSION SECTOR
⚡️Transmission Towers:
Largest Manufacturer in India: Skipper is the largest manufacturer of transmission towers in India, producing a wide range of towers for various voltage levels.
⚡️Comprehensive Product Range: Skipper offers a comprehensive range of transmission line accessories, including insulators, conductors, hardware, and other critical components.
👉Key ratios
⚡️Market Cap: ₹ 5,659 Cr.
⚡️Current Price: ₹ 551
⚡️Stock P/E: 52.8
⚡️ROCE:20.3 %
⚡️ROE: 9.02 %
⚡️Debt to equity: 0.80
⚡️Profit Var 3Yrs: 54.0 %
⚡️Sales growth 3Years: 27.6 %
👉 Indian 🇮🇳 Government is coming out with Favorable Transmission Policies & Driving the Growth 💹 By Favorable Policies
🌟 5 Small Cap Transmission Companies Which are undertaking crucial Transmission Projects to Focus in the Market Correction ✨🔥
AGARWAL INDUSTRIAL FY25 GUIDANCE
Revenue Guidance: The company aims to grow over 20% at Revenue and Volume level Y-O-Υ.
Earnings Guidance: A targeted CAGR of 20% for EPS aligns with the company's historical growth trajectory.
ROCE and ROI Guidance: The company intends to maintain a healthy ROCE and ROI of around 20%, consistent with previous years.
Beautiful Chart from Anandrathi 👇
Safari market share has zoomed 🚀
VIP & Samsonite 🇮🇳 market share have slipped
MASTER CLASS WITH SUPER INVESTOR - 2
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PN GADGIL JEWELLERS Management Says Inventory loss due to Customs Duty Cut in the Budget was 18 Cr
Growth in Festive season was 25% over last year
Added 9 stores post IPO funds
Targets 40% revenue growth in FY25 with 3% PAT margins
✍️Kody Technolab Ltd:
🔶M Cap: ₹1,862 Cr
🔹H1FY25 Sales Growth: ₹40 Cr
🔹H1FY24 Sales Growth: ₹6 Cr
🔹H1FY25 OPM: 35%
🔹H1FY24 OPM: 20%
🔹H1FY25 Net Profit: ₹10 Cr
🔹H1FY24 Net Profit: ₹1 Cr
✍️Slone Infosystems Ltd:
🔶M Cap: ₹127 Cr
🔹H1FY25 Sales Growth: ₹153 Cr
🔹H1FY24 Sales Growth: ₹20
🔹H1FY25 OPM: 5%
🔹H1FY24 OPM: 16%
🔹H1FY25 Net Profit: ₹5 Cr
🔹H1FY24 Net Profit: ₹2 Cr
DEEPAK NITRITE CHAIRMAN Says We are a cost-competitive chemical producer with a diverse portfolio, allowing us to navigate global challenges like geopolitical disruptions and softened demand. In Q2 FY24-25, we demonstrated resilience with steady sequential results and year-on-year improvement, driven by strong domestic performance and growth in phenolics despite global demand challenges.
New capabilities, such as fluorination, expand our contract manufacturing opportunities. Additionally, we've reached a milestone with a ₹5,000 crore investment to produce 1.65 lakh tons of Polycarbonate (PC) resins through an acquisition from Trinseo PLC, operational in 3 years.
This plant will be India's first advanced polymer production unit, reducing imports and supporting self-reliance in sectors like semiconductors, defense, EVs, and aerospace. We’ve also secured a 250,000-ton propylene supply agreement, fully integrating our PC plant from foundational materials.
DEEPAK NITRITE Q2 HIGHLIGHTS
Strong growth in Phenolics was bolstered by healthy domestic demand; Higher volumes produced as we accrued full benefits of debottlenecking initiatives
Undertook proactive steps to grow volumes amid muted demand supply dynamics. Advanced Intermediates mirrored the soft demand trend for agrochemical-related products in export market, while trajectory for select products linked to sectors such as dyes, home & personal care and glass among others, is improving
Pricing-led pressure due to Chinese dumping continued along with demand slowdown in EU and general weakness in the market, prompting DNL to prioritise operational efficiencies, target new customers/ geographies and strengthen existing client engagement to drive higher wallet share
Transmission & Distribution
~Central Electricity Authority (CEA) expects $110 Billion in investments over FY 22 to FY 32
~Europe, North America & Middle east & Africa are also investing heavily in Transmission infra
~Nomura expects CG Power, GR Vernova & Apar industries as Beneficiaries
Transmission
1.43 Lakh Cr projects are in hand
1.92 Lakh Cr Potential wins by 2032.
Total 3.35 Lakh cr of Capex by Power Grid alone by 2032.
EPC PLAYERS will have a very big role to play here.
I AM BULLISH ON IT AND SHARE YOU REASON TOO
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5 Viviana Power Tech Ltd
Business model
Viviana Power Tech Ltd is in the business of Erection and installation of Power Transmission and Maintenance of Power Stations
👉 Product & services
⚡️Power Transmission Lines
⚡️EHV Substations
⚡️Power distribution network establishment
⚡️Underground cable laying
⚡️Modification and upgradation of system
⚡️Liasoning with govt. Authorities and utilities
👉POWER TRANSMISSION PROJECTS
66kV LILO to Proposed 66kV Sarsavani Sub-Station: Erection work with ACSR Panther Conductor and D/C Panther Tower, covering 10.445 RKM route length.
👉FOCUS AREA OF THE COMPANY IN POWER TRANSMISSION SECTOR
⚡️Transmission Line Construction: This involves building high-voltage transmission lines to transport electricity over long distances.
⚡️Substation Construction: They construct substations that step up or step down voltage levels to facilitate efficient electricity distribution.
👉Key ratios
⚡️Market Cap: ₹ 556 Cr.
⚡️Current Price; ₹ 932
⚡️Stock P/E: 65.7
⚡️ROCE: 34.1 %
⚡️ROE; 30.5 %
⚡️Debt to equity: 0.40
⚡️Profit Var 3Yrs: 87.0 %
⚡️Sales growth 3Years: 42.7 %
3 Jyoti Structures Ltd
Business model
The company is engaged in Electricity, transmission, distribution and substation.
👉 Product & services
⚡️Transmission Towers
⚡️Substation Structures
⚡️Telecommunication Towers
⚡️Engineering Services
⚡️Construction and Installation
⚡️Project Management
👉POWER TRANSMISSION PROJECTS
66 KV D/C Tranmission Line from CZC SS to Bhadreshwar SS at Mundra SEZ
👉FOCUS AREA OF THE COMPANY IN POWER TRANSMISSION SECTOR
⚡️Design and Engineering: Jyoti Structures has the expertise to design and engineer transmission lines of various voltage levels, from extra-high voltage (EHV) to ultra-high voltage (UHV).
⚡️Design and Engineering: The company designs and engineers substations of various voltage levels, including GIS (Gas Insulated Substations) and AIS (Air Insulated Substations).
👉Key ratios
⚡️Market Cap: ₹ 2,861 Cr.
⚡️Current Price: ₹ 32.6
⚡️Stock P/E: 105
⚡️ROCE: 1.15 %
⚡️Debt to equity; 15.8
⚡️Profit Var 3Yrs: 26.3 %
1 Bajel Projects Ltd
Business model
It's EPC segment comprises of Power Transmission & Power Distribution. BPL provides end to end solutions ranging from inhouse design, testing, procurement, manufacturing, installation & commissioning of the projects.
👉Products & services
⚡️Lattice Structure
⚡️Steel Tubular Pole
⚡️Lighting Poles & Masts
⚡️Power Transmission
⚡️Power Distribution
⚡️International EP
👉POWER TRANSMISSION PROJECTS
Turnkey projects for EHV cable systems: BPL partners with renowned EHV cable manufacturers to deliver complete solutions for underground cable systems up to 220 kV.
👉FOCUS AREA OF THE COMPANY IN POWER TRANSMISSION SECTOR
⚡️Design, engineering, and construction of EHV (Extra High Voltage) transmission lines up to 765 kV AC / +- 800 kV HVDC.
⚡️Turnkey solutions for EHV substations up to 765 kV, encompassing both AIS (Air Insulated Substations) and GIS (Gas Insulated Substations) technologies.
👉Key ratios
⚡️Market Cap: ₹ 2,747 Cr.
⚡️Current Price: ₹ 238
⚡️Stock P/E: 158
⚡️Stock P/E: 158
⚡️ROCE: 6.19 %
⚡️ROE; 0.91 %
⚡️Debt to equity: 0.03
HAPPIEST MINDS Says We Have Our Task Cut Out To Achieve Revenue Guidance Of 30-35% For FY25
H1 Margin At 22.7% Is Well Ahead Of Guidance Of 20-22%
DEEPAK NITRITE :
The Board of Directors of Deepak Chem Tech Limited ('DCTL') a wholly owned subsidiary of the Company, at their meeting held on November 13, 2024, approved to undertake a project for manufacturing Polycarbonate Resins ('PC'). The said project is proposed to be setup at a greenfield site located at Dahej, Gujarat.
Towards this, DCTL has signed agreements with affiliates of Trinseo PLC ('Trinseo') to licence its technology for the manufacture of PC and also acquire its assets, including all proprietary equipment, having annual capacity of 1,65,000 MT which are presently located at Stade, Germany.
The agreement also provides access to Trinseo's globally recognised CALIBRET resins and trademark.
PC has extensive applications in electric vehicles, electronics, semi-conductor, mobility, medical devices, defence equipment, etc.
Luggage 🧳 industy Update
Samsonite India suffers the most due to price war 👎
Samsonite India results
👎 Revenue -24.3% YoY (constant currency basis) to US$49mn
👉Translates to revenues at ₹410 cr
Market share of all the 3 players based on 2QFY25's performance 👇
🥇 VIP at 39%
🥈Safari at 32%
🥉Samsonite 🇮🇳 at 29%
😞 3rd consecutive quarter when Samsonite's 🇮🇳 sales have declined
💪 Safari is a clear winner
Source 👉 PL & Anandrathi (image attached)
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TVS SUPPLY CHAIN Management Says ISC margin should be in double-digit range - ETNOW
Company is well-placed in terms of large deals
See 12-16% growth in revenue from new businesses
Freight biz continues to be volatile
Steady-state revenue from the ₹2,200 cr project to be seen on financials post Q2FY26
