NTPC Green Energy has a solid listing ⚡️
Management says
🤩 Capacity will move to 60 GW by 2032
EBITDA set to improve based on rough projections
FY24 sub ₹2000 cr
FY27 🚀 ₹11000 cr
FY32 🔥 ₹35000 cr
KEC INTERNATIONAL mngmt Says See Further Requirement Of Large Transmission
Have Never Seen Such Strong Ordering Activity In The Sector
Participated In EPC For KAVACH & Loco Orders
Expect 2 HVDC Orders This Year
Transmission Is 20% Of Total HVDC Segment, Partly Factored Into Guidance
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Quaterly result,
Management Guidance,
Management Intervire highlights,
Stock news Live,
Business updates,
Block, Bulk deal,
Institute buy sell,
Monthly sales updates,
And many more Join 👇
@companyupdate
AFCONS
- Bagged 8000-9000 Cr worth orders from Maharashtra
- Expect execution to pick up now that elections are over
- Expect to end FY25 flat, 25% revenue growth in FY26
- Margins to stay above 11%
- Current orderbook at 37900 Cr
Future Guidance:
Expecting around ₹600 crore in revenue for FY25, with a growth target of 30%.
Revenue per employee currently at ₹50 lakh, with an attrition rate of 15-17%.
Plans to increase managed services contribution from 15% to 25% over the next three years.
Strategic Developments:
Secured multi-year contracts with institutions like SIDBI, NEML, and BECIL, enhancing cloud services revenue.
Strategic empanelment with PSB Alliance, allowing cloud service provision to 12 public sector banks without separate procurement processes.
Anticipated revenue growth from PSB Alliance estimated at ₹100 crore over three years.
Focus on expanding in the cyber security space, reflecting increased customer demand for security solutions.
Operational Insights:
Current order book stands at ₹165.51 crore, expected to be billable in H2 FY25.
Anticipated revenue growth trajectory of 30-35% year-on-year over the next three years.
Current EBITDA margin is around 9.21%, with expectations to reach double-digit margins soon through operational efficiencies.
Orient Technologies Ltd Concall Notes - Nov 2024
Company Overview:
Orient Technologies Limited is primarily a service provider in the information technology sector, with over 27 years of experience.
The company operates in three main segments:
IT Infrastructure Products and Solutions (63% of revenue)
Cloud and Data Management Services (21.33% of revenue)
IT Enabled Services, including Cyber Security Services (16% of revenue)
The customer base is predominantly in India, with a branch in Singapore for IT services.
Order Book
Co. has an outstanding order book worth 100 Crs of which 20% & 30% of the orders are from BFSI and PSU Industries respectively.
Revenue Bifuraction - FY24
Business Segment-wise:
- IT Infrastructure Products and Services: 52%
- ITeS: 22%
- Cloud and Data Management Services: 26%
Industry-wise:
- BFSI: 22%
- Broadcast Media Production & Distribution: 5%
- Communication: 13%
- Healthcare: 4%
- ITeS: 10%
- Manufacturing: 3%
- Others: 30%
- Government & PSU: 14%
New Venture
Orient Technologies Limited (OTL) has recently ventured into "Device as a Service (DaaS)." Under this model, the company offers desktops, laptops, tablets, printers, scanners, smartphones, and servers, bundled with software and managed services.
These offerings are provided on a subscription basis, allowing customers to pay on a "pay-per-use" model.
The company plans to use ₹69.57 crore from IPO Proceeds for the DaaS segment to purchase equipment, including SD-WAN, switches, notebooks, servers, storage devices, and printers for operating lease.
Incorporated in July 1997, Orient Technologies Limited is a rapidly expanding IT solutions provider based in Mumbai, Maharashtra, with deep expertise in creating specialized products and solutions within its business verticals.
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KIMS Mngmt Says Avg Rev Per Occupied Bed Is Also Expected To Rise In Q3
Q3 Is Generally A Weak Qtr But Expect Good Growth Due To Addition Of Facilities
Existing Beds Occupancy May Rise, Cons Occupancy May Remain Same Or Slightly Decline
PROJECT CAPABILITIES
👉PROJECT EXECUTION CAPACITY -
#KCEIL have the capability to independently execute projects worth up to ₹200 crores, showcasing company strength in delivering substantial infrastructure solutions.
👉STRATEGIC PARTNERSHIPS -
Due to the rising demand for largerscale projects, #KCEIL strategically collaborate with industry leaders to effectively manage and execute these opportunities. Company have formed collaborations with prominent engineering companies like Sterlite Power Transmission Limited and Jost Engineering Limited, enabling Company to jointly bid for and execute larger, complex projects
Skipper Limited
Strong Key Highlights.
Powering growth with cutting-edge R&D
India, the world's 2nd largest telecom market with 1.18 Bn subscribers, is thriving.
Strong industry tailwinds & market leadership drive 38.66% revenue CAGR (FY22-FY24).
AMI ORGANICS , recent notes from Kotak midcap conference , and note the competitive edges it has must read
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Laxmi Organic Mngmt Says Will Deliver Profitable Volume Growth In FY25
Laxmi Organic Mngmt Says Will Deliver Profitable Volume Growth In FY25
Will Achieve 40-60% Of Peak Revenues In FY26
Will Deliver Profitable Volume Growth In FY25
Will Achieve 40-60% Of Peak Revenues For Fluoro Intermediates Biz In FY26
Focus Is On EBITDA Margin Of Approx 25% In Specialty Business
⚠️Disclosure & Disclaimer ⚠️
Not holding personally
No any buy sell suggestion , only information and Education purpose share above study
Industry Outlook:
The Indian data center market is projected to grow at a CAGR of 9%, with a total size of ₹5,400 crore by FY28.
Domestic IT services industry is growing at a CAGR of 7.5% to 8.5%, presenting significant opportunities for Orient Technologies.
Challenges and Management Optimism:
Management acknowledges competitive pressures in the end-user computing segment, with a focus shifting towards more profitable cloud and data management services.
Despite seasonal fluctuations in Q3 due to holidays, management remains confident about sustaining growth momentum and achieving operational targets.
The company retains a high customer retention rate of 80-90%, indicating strong client relationships and satisfaction.
Financial Performance:
Q2 FY25 Total Income: ₹225.07 crore, up 50.74% from ₹149.31 crore in Q1 FY24.
Revenue from Operations in Q2 FY25: ₹223.14 crore, a growth of 49.92% from ₹148.85 crore in Q1 FY25.
EBITDA for Q2 FY25: ₹20.72 crore, reflecting a 51.76% increase from ₹13.65 crore in Q1 FY25.
H1 FY25 Total Income: ₹374.38 crore, a growth of 39.61% from ₹268.17 crore in H1 FY24.
H1 FY25 EBITDA: ₹34.37 crore, up 39.42% year-on-year.
EPS for Q2 FY25: ₹4.15, up 60.25% from ₹2.59 in Q1 FY25.
Market Segmentation:
Mid-market segment contributes to 53.89% of total H1 revenue.
BFSI sector contributes 19.62%, while IT customers contribute 9.17%.
Government and PSU account for 8.15%, and healthcare and pharma contribute 2%.
Geographical Presence
The company generating most of its revenue from India, including from multinational corporations.
Its headquarters and corporate office are in Mumbai, with additional offices in Navi Mumbai, Pune, Ahmedabad, New Delhi, Bengaluru, and Chennai. They also have a branch in Singapore.
Strategic Collaboration
OTL focuses on delivering advanced solutions through partnerships with technology leaders like Dell, Fortinet, and Nutanix.
These collaborations allow OTL to meet complex client needs with customized solutions, establishing long-term relationships across industries such as BFSI, IT, ITeS, and healthcare/pharmaceuticals.
Business Verticals
💎 IT Infrastructure: Provides Data Centre Solutions, including servers, storage, networking components (switches, routers, access points), collaboration tools (CCTV, virtual conferencing), and security solutions. It also includes End-User Computing, which covers desktop management, end-user support, and mobile device management.
💎 IT Enabled Services (IteS): Includes Managed Services, Multi-Vendor Support Services, IT Facility Management, Network Operations Centre Services, Security Services, and Renewals.
💎 Cloud and Data Management Services: Focuses on migrating workloads from data centres to the cloud.
Orient Technologies Ltd
CMP: 419
Shriram Finance mngmt Says Have Not Seen Any Slowdown In Credit Demand For Co
Will Replicate H1FY25 Performance In H2
Festive Demand Was Good Across Urban & Rural
Govt Spends On Infrastructure Reduced, Need That To Improve
Expect Double-digit Growth In Gold Loan Portfolio
Credit Cost Was Around 1.8%, Will 4.50 Maintain It Below 2% For FY25
7) Financial Performance Highlights for H1 FY25 (yoy)
👇👇👇
H1FY25 Vs H1FY24
👉Rev: 38.4Cr vs 24.3Cr🔥
👉PAT: 5Cr vs 2.8Cr🔥
