A) POWER TRANSMISSION LINES
👇👇👇
👉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
👇👇👇
👉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
👇👇👇
👉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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🎖️Maharashtra NDA Win: Beneficiary Companies
🎖️12 Companies that will benefit from BJP win in Maharashtra
Projections FY26
REV : 9400 Cr
PAT : 282-329 Cr
Optimistic Scenario
FY26
REV : 10,000 Cr
PAT : 300-350 Cr
Bear Case
FY26
REV : 9200 Cr
PAT : 276-322 Cr
Also possibility of re rating in future
EIH PLANS 20 Properties , 1,350 Keys In Next 5 Years
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3BBLACKBIO has garnered quite some popularity recently.
When looked at it a year back, one key doubt I had was - Are these margins true and sustainable for such small company?
A slide from my study highlighting how molecular diagnostic margins are across the world. Disc: Not a buy or sell reco.
CEAT says
👍 Hints at margin improvement on better prices & cooling RM costs
👉 RM costs will move up mildly in Q3 vs Q2 before cooling off in Q4
👍 Growth wil be in double digits In H2FY25
#Orient Technology
#Data centre
#cybersecurity
Tinna rubber green flag, Buy on dips
• Without EPR benefits Tinna rubber is confident on
margins & Expansions
• Good results
MEDPLUS Says Each 1% increase in volumes of Private Label Medicines adds 15 Bps to Margins
Target 1-1.5% QoQ Increase in Pvt Label Contribution
Expect Medicine Volumes to contribute 25% over the next few years vs 16.5% now
JYOTI CNC Says Will Be Able To Maintain Growth In Topline, Will See Contribution From Additional Facilities
Will Be Able To Maintain Margin In 25-27% Band In FY25
No Challenges Seen On Orderbook, Will Now Focus On Execution - CNBCTV18
HONASA
- Stock down another 15% Today
- Has fallen 30% This Week So Far
- Stock -53% from 52W High
- Market Cap Falls below $1 Bn
Important to see where the crowd at the exit door is?
PEs, Funds (Domestic and Foreign) own about 57% stake in Co
Valuations:
- Analysts cut FY25/FY26e EPS Estimates by 55-35% post Q2 Earnings
- At current levels, stock trades at 50X FY26e PE
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
🟢Maharashtra NDA Win Beneficiary Companies
1. Gala Precision Engineering Ltd
2. CESC Ltd
3. Capacite Infraprojects Ltd
4. PNC Infratech Ltd
5. Ashoka Buildcon Ltd
6. KNR Constructions Ltd
7. CESC Ltd:
8. BIGBLOC Construction Ltd
9. GE Power India Ltd
10. NBCC (India) Ltd:
11. HPL Electric & Power Ltd
12. Ceinsys Tech Ltd
Garware Technical Fibres Exploring $20-Million Acquisition In Europe, Says CMD
Garware Technical Fibres Ltd. is actively on the lookout for an overseas acquisition worth about $20 million, said Chairman and Managing Director Vayu Garware. The top executive, speaking to NDTV Profit, said that since it will be the company's first ever acquisition, the size may not be big. “We will continue to look at the opportunities of M&As (mergers and acquisitions).
Size will not
initially be very large. We're looking at the $20-million range. It's very easy for us to digest,” he said.
However, there are a few prerequisites that the company looks for before acquiring a business. “It should be a business we understand well, products we understand well, and things that we can add value (to). That's a very core part of our strategy for acquisition,” Garware said.
He said that the company’s focus for this (acquisition) will remain outside India, “probably Europe”.
“A large part of our business is in Europe. Many of our customers also want us to be closer to them. For example, there have been so many challenges in the global supply chain. That's been one of the key drivers. So, yes, Europe is probably our primary target right now,” Garware explained.
The CMD asserted that there will be no impact on the return on capital employed due to a future acquisition. “If there is an acquisition that is significant, then we'll have to see at that time. But, in the normal capex, no,” he said.
Going forward, the company is “looking at aggressively growing”, and it is increasing its capital expenditure to meet this goal.
“We have good opportunities, including in value-added growth space, in some of these areas where we're increasing the capex,” Garware revealed.
The top executive further noted that the focus of his company was “always on profit growth”. Elaborating, he said, “So 20% profit growth is something that is very much on our plan. And we hope that we will be close to that.”
“This quarter, particularly, we've really been driven by the global aquaculture business as well as our geosynthetic business. The infrastructure investment in India driven hard by the government has been a very positive area for us, including soil reinforcement structures and things like that. So we are quite bullish on that area,” Garware noted.
P N Gadgil
I have added more today with a longer term horizon
- FY24 REV : 6032 Cr
- H1FY25 REV : 3650 Cr
Guidance
- FY25 : 8000 Cr
- FY26 : 9400 Cr
Growth momentum to continue in H2 led by strong wedding season
Growing 40 %, can surpass the guidance
During Navratri added 9 stores in 9 days
Total store tally count : 48
Tanishq has around 65-70 stores in Maharashtra, plans to surpass in next 2 years
Store Expansion rate @ 20+ %
Future Expansion plans
~ MP, Bihar, UP, Chattisgarh
Stud ratio currently near 11 %, targeting 15 % in next 2 years
Finance cost will reduce as they pay their borrowing & increase GML share
Margins will expand going forward
- They are moving from non retail portfolio as margins are lower
- Reducing finance cost
- Increase in studded share
- Operating leverage as stores mature
Also incurred inventory loss of 18 Cr during the quarter, this is one off in nature
Gross Margins will improve to 11-12 %
Hedging will increase to 70 % in H2
Mcap : 8450 Cr
Normalised PAT margins : 3 %
So Adj PAT : 240-250 Cr
Trading near 35 x on FY25 basis
Valuations are looking attractive if I compare with peers
Not a reco to buy/sell
Will keep tracking & updating
Epack Q2 Concall highlights
👉 $1 billion revenue target in next 5 years. Fy24 revenue 1420 cr
👉 New sricity plant utilization only 10% in H1. Will increase in coming quarters
👉 Washing machine & cooler assembly production start in Q4
👉 New capex in Andhra. Production starts from june 25
EPIGRAL Management Says Q3 & Q4 Will See Improvement In ECH & CPVC Demand
Realisations Are Improving Across The Value Chain
Saw 17% Volume Growth YoY In H1
Looking For More Value Chain - CNBC-TV18
AJANTA SOYA
Either sales growth or margin expansion.
Palm oil prices have gone high by almost 30-40% and hence the difference between palm oil prices and seed oils have reduced rapidly.
Palm Oil prices have mostly been much cheaper than seed oil which is one of the main reasons for its high demand in the FMCG sector.
Due to this, we have seen rapid growth in margins of companies that produce seed oils by crushing seeds like Ajanta soya, Gokul agro resources,etc. I believe this trend has just started and there will be more clarity in the next 2 qtrs. I feel FMCG products premiumisation will take place with "no palm oil" labels or else margins for seed oil companies will go higher, hence we will either enjoy margin expansion or else sales growth due to premium FMCG products with "no palm oil".
FPIs still own 36% of our FF marketcap. Reason why their buying/selling becomes an event.
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TRANSFORMERS & RECTIFIERS Says Aims Revenue Of ₹3,500 Cr In FY26
Indian EPCs, Electricity Boards, European & American Customers Driving Demand
Warree Energies Management Says Volume growth was robust at 39%
Revenue is subdued due to decline in module prices
Gross margins have been robust, focusing on maintaining profitability
Seeing a little bit of stabilisation on pricing
Waarree Energies Says Company Also Takes On Spot Orders In Retail
Fulfillment Of Current 20 GW Order Book At 2-2.5 Years
Order inflow is not a challenge, expecting order inflows to ramp up with capacity expansion
WAAREE ENERGIES Says 5.4 GW Cell Capacity To Come On Stream In FY25, Aid Margins
Co To Wait & Watch Out For Potential Imports Tariffs From US
Co Will Also Be A Local US Player Facilities, Thus Tariff Impact Will Vary
Company Also Looking Into Diversifying Into Other Global Geographies
Madhukar Reddy Medplus says Expect Margin To Improve By Approx 1% Over Few Quarters
Expects 1% Volume Growth Every Month In Private Labels Going Forward
Will See 400-450 Net Store Additions In FY25
Will Likely Go Back To Adding 600 Stores In FY26
Medicines Private Labels Is At 16.5% Of Volumes For The Company
