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Fundamental Analysis (Long term)

✍️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.

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Fundamental Analysis (Long term)

✍️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.

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Fundamental Analysis (Long term)

✍️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.

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Fundamental Analysis (Long term)

✍️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.

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Fundamental Analysis (Long term)

✍️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.

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Fundamental Analysis (Long term)

✍️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.

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Fundamental Analysis (Long term)

✍️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.

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Fundamental Analysis (Long term)

✍️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.

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Fundamental Analysis (Long term)

Big Order Wins

18 Small-cap Companies that have received large orders in recent months

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Fundamental Analysis (Long term)

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Fundamental Analysis (Long term)

✍️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

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Fundamental Analysis (Long term)

✍️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

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Fundamental Analysis (Long term)

✍️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

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Fundamental Analysis (Long term)

📈SME Companies Half-Yearly Results

📈7 SME Companies with Over 100% Sales Growth in H1FY25

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Fundamental Analysis (Long term)

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

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Fundamental Analysis (Long term)

✍️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.

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Fundamental Analysis (Long term)

✍️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.

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Fundamental Analysis (Long term)

✍️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.

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Fundamental Analysis (Long term)

✍️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

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Fundamental Analysis (Long term)

✍️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).

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Fundamental Analysis (Long term)

✍️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.

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Fundamental Analysis (Long term)

✍️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

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Fundamental Analysis (Long term)

✍️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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Fundamental Analysis (Long term)

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Fundamental Analysis (Long term)

✍️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

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Fundamental Analysis (Long term)

✍️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

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Fundamental Analysis (Long term)

✍️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

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Fundamental Analysis (Long term)

✍️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

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Fundamental Analysis (Long term)

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.

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Fundamental Analysis (Long term)

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

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