Strategic Partnerships:
In advanced discussions with Siemens Energy for export opportunities in the European market.
Exploring collaboration with IIT Delhi for noise barricading solutions aimed at hotels and multi-story buildings.
Capacity Expansion:
Current manufacturing facilities are fully occupied; expanding capacity from 2,000 square meters to 10,000 square meters.
New facility expected to come online within 2-3 months, aiming for a potential revenue increase of 5x over the next three years.
Anticipation of reaching full capacity utilization by FY '26, targeting ₹180-200 crores in revenue at full capacity
User Industries
Oil and gas,
manufacturing,
power generation,
cement and steel,
automotive, and
construction.
Business Profile
Envirotech Systems specializes in designing custom enclosures for noise reduction in machinery, offering solutions like Noise Test Booths, Engine Test Room Acoustics, Anechoic Chambers, Noise Barriers, Acoustic Louvers, and Metal Doors for both indoor and outdoor applications.
Envirotech Systems Ltd - SME
CMP: 119
LOT SIZE : 2000
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
Corporate Update,
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%
Product Offerings:
Manufacturing acoustic enclosures for turbines, compressors, and other noisy equipment.
Offering sound test chambers for various industries, including home appliances and automobiles.
Development of B2C products such as soundproof doors and windows, targeting residential markets.
Market Opportunity:
Growing awareness of noise pollution and its health impacts is driving demand for acoustic solutions.
Expansion in infrastructure and industrial sectors is creating opportunities for noise control products.
Targeting both B2B and B2C segments, with plans to introduce products aimed at individual consumers.
30% COMPANY REVENUE CAME FROM DEFENCE
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Manufacturing Facilities
Co's manufacturing unit is located in Greater Noida, Uttar Pradesh, covering over 21,520 sq. ft. The facility includes self-contained workshop sheds and office areas, both fully equipped with a wide range of plant and machinery.
Founded in 2007, Envirotech Systems Limited manufactures noise measurement and control solutions for industrial and commercial applications
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Indian Geospatial market is to hit 1,00,000cr by 2030 by CAGR 13.35%
Geographic information system(GIS)
Global position system (GPS)
Remote sensing
GNSS
Smart city mission, PM Gati skathi & precision agriculture fuel growth
#ceinsys tech
#genesys
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.
