✍️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.
✍️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.
✍️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.
✍️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.
Big Order Wins
18 Small-cap Companies that have received large orders in recent months
Prenium member Boost the channel 👇
/channel/boost/Companyupdate
✍️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
✍️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
✍️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
📈SME Companies Half-Yearly Results
📈7 SME Companies with Over 100% Sales Growth in H1FY25
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
POWERGRID TAKEN SNAP FROM PRESENTATION
Transmission by 2032
ISTS capex - 6.6 lakh Cr
Intra State capex - 2.55 lakh Cr
Going by the trend of October ISTS schemes allotment - Goverment is pushing really hard to achieve their goal.
TRANSMISSION EXECUTION DATA FOR OCTOBER ( 220 kv & above )
Very Good - Back to Growth 👍
Finally Back on track ✌️👍
● Substation ( transformation ) addition: Excellent
7575 MVA Vs 7420 MVA - MoM -👍👍
● Transmission line addition: Finally Fantastic progress 👏 🙌🏻
1452 ckm vs 429 ckm - MoM 🔥 👍👍
● Just For reference - Month wise data
SUBSTATION addition:
April: 1960 MVA
May: 4265 MVA
June: 4035 MVA
July: 4360 MVA
AUG: 3650 MVA
SEP: 7420 MVA 👍👍
OCT: 7575 MVA 👍👍
Transmission line addition
April: 191 ckm
May: 212 ckm
June: 582 ckm
July: 1070 ckm 👍👍
Aug: 836 ckm
Sep: 429 ckm👎👎
OCT: 1454 ckm 🔥 👍👍
● So far, in 6 months
Substation: 27% target achieved & Transmission: 29% target achieved
● One important thing is that Goverment has reduced their Target
Transmission target reduced by 8% from 16667 to 15253 MVA
Substation target reduced by 3%
from 116490 to 112435 MVA
Could be because of Muted H1 due to election, rain and other issued.
Data: From Power Ministry
WHY I SHARING THIS TRANSMISSION LINE RELATED STOCKS ??
Читать полностью…
✍️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).
✍️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.
✍️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
✍️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.
Do boost if you have premium of telegram it's free to boost 🙏
Читать полностью…
✍️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
✍️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
✍️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
✍️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
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.
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
Transmission & Distribution
~Central Electricity Authority (CEA) expects $110 Billion in investments over FY 22 to FY 32
~Europe, North America & Middle east & Africa are also investing heavily in Transmission infra
~Nomura expects CG Power, GR Vernova & Apar industries as Beneficiaries
Transmission
1.43 Lakh Cr projects are in hand
1.92 Lakh Cr Potential wins by 2032.
Total 3.35 Lakh cr of Capex by Power Grid alone by 2032.
EPC PLAYERS will have a very big role to play here.
I AM BULLISH ON IT AND SHARE YOU REASON TOO
Читать полностью…
5 Viviana Power Tech Ltd
Business model
Viviana Power Tech Ltd is in the business of Erection and installation of Power Transmission and Maintenance of Power Stations
👉 Product & services
⚡️Power Transmission Lines
⚡️EHV Substations
⚡️Power distribution network establishment
⚡️Underground cable laying
⚡️Modification and upgradation of system
⚡️Liasoning with govt. Authorities and utilities
👉POWER TRANSMISSION PROJECTS
66kV LILO to Proposed 66kV Sarsavani Sub-Station: Erection work with ACSR Panther Conductor and D/C Panther Tower, covering 10.445 RKM route length.
👉FOCUS AREA OF THE COMPANY IN POWER TRANSMISSION SECTOR
⚡️Transmission Line Construction: This involves building high-voltage transmission lines to transport electricity over long distances.
⚡️Substation Construction: They construct substations that step up or step down voltage levels to facilitate efficient electricity distribution.
👉Key ratios
⚡️Market Cap: ₹ 556 Cr.
⚡️Current Price; ₹ 932
⚡️Stock P/E: 65.7
⚡️ROCE: 34.1 %
⚡️ROE; 30.5 %
⚡️Debt to equity: 0.40
⚡️Profit Var 3Yrs: 87.0 %
⚡️Sales growth 3Years: 42.7 %
