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
6) ONGOING PROJECTS
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👉Bhawani Mandi
👉Deposit work of wonder cement
👉Gangdhar Line
👉PowerLink Morak-Bhawanimandi
4) ORDER BOOK
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👉Huge Orderbook of 520cr, FY24 revenue is 64cr
👉110+cr worth of order received in H1 FY25. Primarily from railways, solar, and renewable energy sectors.
System (ERS) structures are a temporary solution designed to bypass the existing transmission towers of any voltage in any terrain. They will be used until the main line is reconstructed or restored. The entire structure can then be disassembled and reused.
👉COMPANY SOLUTIONS - The unique feature of ERS structure is that they are made of high strength steel instead of High Strength Aluminium. Our company has successfully used the technology to restore the EHV Lines up
to 400 kV Level using this technology without human need at towers saving life risk
D) OVERHEAD TRANSMISSION LINES
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👉An overhead transmission lines are generally used mode of power transmission using lattice tower structures.
👉The critical components of Overhead Lines are Lattice towers, insulators, conductor, hardware fitting and accessories, Earthing Material and tower accessories etc.
👉The survey, profiling and tower spotting are the main critical activities before erection of towers and laying of Lines.
👉The overhead transmission line construction mainly involves the Civil Foundation of Structure in various type
of soil, Erection of Lattice towers, Erection of Lines accessories on towers and stringing of conductors along with testing and commissioning.
B) Underground Electric Transmission Lines
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a) Overview
👉Undergrounding is an alternative to overhead power transmission, offering low visibility and resilience to adverse weather conditions such as winds, freezing, lightning, and cyclones
b ) KEY ADVANTAGE
👉Reduced weather-related damage.
👉No risk of fire.
👉Lower electromagnetic field (EMF)
emissions in nearby areas.
👉Requires a smaller installation footprint (1 to 10 meters).
👉Reduced risk of theft and unauthorized connections.
c) Cost-Effective Solution - Underground cables are highly protected and more economical in the long run due to their durability and lower maintenance needs.
2) SERVICES
A) Power Transmission Lines
B) Underground Electric Transmission Lines
C) Monopoles
D) Overhead Transmission Lines
E) EHV Substations Emergency Restoration System
A complete Analysis about KCEIL invester presentation
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CAMS Mngmt Says
Revenue Growth Seen Across The Board In Quarter Gone By
Revenue Growth Of High 20% In H2FY25 Vs Earlier Guidance Of 20%
Absolute EBITDA Growth To Be Approx 30% For FY25
Both MF & Non-MF Biz Seeing Strong Growth
Growth In Asset Base Outweighs Impact From Telescopic Pricing
Both MF & Non-MF Biz Seeing Strong Growth
Growth In Asset Base Outweighs Impact From Telescopic Pricing
𝐈𝐧𝐜𝐫𝐞𝐚𝐬𝐞 𝐢𝐧 𝐅𝐈𝐈 𝐚𝐧𝐝 𝐃𝐈𝐈 𝐬𝐭𝐚𝐤𝐞𝐬!
Top 15 Stocks with Increased FII and DII Holdings!🎯📊
1-Indigo Paints Ltd
2-Cyient DLM Ltd
3-Hi-Tech Pipes Ltd
4-Zen Technologies Ltd
5-Medi Assist Healthcare Services Ltd
6-Shaily Engineering Plastics Ltd
7-Electronics Mart India Ltd
8-Bharat Bijlee Ltd
9-Glenmark Life Sciences Ltd
10-Techno Electric & Engineering Company Ltd
11-5-Gulf Oil Lubricants India Ltd
12-Welspun Corp Ltd
13-PVR Inox Ltd
14-Welspun Living Ltd
15-Ethos Ltd
@companyupdate
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)
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H1FY25 Vs H1FY24
👉Rev: 38.4Cr vs 24.3Cr🔥
👉PAT: 5Cr vs 2.8Cr🔥
5) CLIENTS
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👉L&T , INDIAN RAILWAY , RRVPNL , POWER GRID , ULTRATECH CEMENT , WONDER CEMENT & ETC
3) CAPACITY EXPANSION : BACKWARD INTEGRATION
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👉 Plant – I under development;
location: G-249, Kota-5 ,Purchased 2018 , 85% work complete, Office premises fully completed and operational, Ancillary manufacturing part will be operational by Fiscal 2025-26.
👉 Plant – II under development; location: B-16, IPIA, Kota-5 , Purchased 2021 ,
No constructions , Ready by January 2026 , Will be used as a plant for
full-fledge manufacturing
More detail
E) Substation
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👉Empower your electricity distribution with advanced substations. Engineered for efficiency and reliability, our substations ensure seamless power transformation and distribution.
C) Monopoles
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👉Monopoles offer a smaller footprint and faster erection compared to traditional
lattice towers, making them an ideal choice for power transmission in densely populated urban areas where Right of Way (ROW) is a critical concern.
👉 #KCEIL specialize in turnkey transmission line projects using monopoles and have successfully collaborated with leading public sector undertakings (PSUs) to deliver innovative and efficient solutions for power transmission.
👉Custom-designed monopoles meet
specific needs like span, angle, and cross-arm height. Ideal for height raising over railways and highways, they ensure
higher clearances. Single-sided and multi circuit monopoles optimize ROW usage in urban areas.
A) POWER TRANSMISSION LINES
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👉COMPREHENSIVE VOLTAGE RANGE -
Company excels in constructing and installing Extra High Voltage (EHV)
transmission lines, ranging from 132kV to 765kV, meeting the diverse needs of
regional and long-distance power transmission.
👉 END-TO-END SOLUTIONS -
#KCEIL provide complete services, including design, procurement, construction, testing, and commissioning, ensuring reliable and efficient power networks with afocus on safety and regulatory compliance.
👉 PROVEN TRACK RECORD - With extensive experience, advanced technology, and a skilled workforce, Company deliver high-quality projects on time, supporting critical energy infrastructure development across various industries.
1) About the company
Kay Cee Energy & Infra Ltd is in the EPC business
#KayCeeEnergy has ISO 9001:2015 certified organization specializing in EPC projects dedicated to the power sector. #KCEIL have more than 27 years of experience in EPC projects highlighting our credibility and expertise in this specialized area of power , transmission & infrastructure.
Why I am bulls on power transmission sector ?
Some key points and data about power transmission sector
HIGH INDUSTRY DEMAND
1) Projected Power Demand and Required Investment
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👉India is expected to face a power demand of 277 GW by 2027, necessitating a significant investment of Rs 4.25 trillion in power transmission infrastructure, according to the latest National Electricity Plan (NEP) released by the Central Electricity Authority (CEA), the technical arm of the Ministry of Power.
2) Planned Expansion in Transmission and Transformation Capacity
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👉To meet the demand,NEP-transmission outlines the construction of 114,687 circuit kilometers (ckm) of transmission lines and 776,330 MVA of transformation capacity (220 kV and above) by 2027. Additionally, the plan includes adding 1 GW of High-Voltage Direct Current (HVDC) bipole capacity between 2022 and 2027.
Huge demand in Power Transmission and distribution sector
Kay Cee Energy & Infra Ltd one of the under valued company
RAYMOND
The beginning of a megatrend...!!!
The real estate and lifestyle demerger has given huge value unlocking to investors. The recent update on the demerger of the engineering division from real estate could add further value to the stakeholders..!!
The new companies and their businesses..
✅ RAYMOND REALITY: Pure real estate play
✅ RAYMOND LIFE STYLE: Branded textile
✅ RAYMOND Ltd: Engineering 2 subsidiaries+Denim
Raymond Ltd would be focusing on sunrise sectors after demerger. Within the two subsidaries, one will be focusing on auto parts + EV-related products, and the other will be focusing on aerospace + defence etc.
Tomorrow one interesting company analysis will share stay tuned 😊🙏
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