Few of interesting chemical company for next 3 to 5 yr perspective one can study
DEEPAK NITRITE
ATUL LTD
PAUSHAK LTD
SRF LTD
FINE ORGANIC
PRIVI SPECIALITY
DYNEMIC PRO
LAXMI ORGANIC
SHREE PUSHKAR CHEMICAL
DIAMINE CHEMICAL
Vimal Kejriwal of KEC International Says
Order inflow target of ₹25,000 cr in FY25, have already done ₹16,000 cr; expecting Q4 to be better for order inflows
Maintaining revenue growth rate of 15% for FY25 and FY26
See visibility for 5-6 years in power transmission segment
Don't have a large 11 position in rallways; have become selective in this segment
9-10% margin target for FY26; FY25 margins to be at 7.5%
Don't have a large 11 position in rallways; have become selective in this segment
• 9-10% margin target for FY26; FY25 margins to be at 7.5%
There has been a significant bump up in the int markets; international pipeline in US and Mexico is very large
There has been a significant bump up in the int markets; international pipeline in US and Mexico is very large
Tilaknagar says Launched Luxury brandy 'Monarch Legacy', received export orders
Will distribute Samsara Gin & Sitara Rum
FY25 Guidance Revenue at Rs.1600-1700 cr
Appreciates 'Imperial Blue' doesn't clarify on interest in buying company
Future Outlook:
Management is confident of achieving significant growth driven by increasing order book and market demand.
Plans for an experience center in Delhi to showcase acoustic solutions and enhance market presence.
Committed to enhancing operational efficiencies through ERP implementation and strategic hiring.
Challenges and Market Dynamics:
H1 revenue decline attributed to project execution timelines and milestone-based revenue recognition.
Seasonal impacts on project execution due to monsoon rains affecting construction timelines.
Management remains optimistic about the second half of the fiscal year, historically stronger in revenue generation.
Customer Segments:
Serving a diverse range of customers, including defense organizations (HAL, DRDO), automotive companies (Maruti, Honda), and large project management firms (L&T, Tata Projects).
Notable projects include noise control solutions for HAL’s fighter plane engine testing facilities and Tata Steel plant.
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
ENVIRO MNGMT SAYS Topline Growth Expected At 30-35%
Have Orders From 8 States, Increasing Footprints In Other States
Orderbook Is At ₹1,906 Cr As Of June 30
For Last 3 Years Topline Has Grown By 80%, PAT CAGR Growth At 132%
Few Projects Have Been Tendered By The Govt This Yr, Due To Elections
Few Projects Have Been Tendered By The Govt This Yr, Due To Elections
See Projects Coming Up In The Jal Jeevan Mission & Waste Water Segment
Have A Visibility Of 2 Years From Current Orderbook
Received A Project Of ₹267 Cr In July
EBITDA Margin Seen In The Range Of 24-25%
UNION Bank Mngmt Says Gross NPA Ratio Will Be At Same Level In FY25 As H1FY25
Deposit Growth Has Been Behind Loan Growth
Not Seeing Broad-based Deterioration In Asset Qualit
Expect Credit Growth Of 10-11% For FY25
Gross NPA Will Be Contained Around Present Levels Of 4.3-4.4% Level By End Of FY25
Rate Cuts Have Been Postponed, Liquidity Continues To Remain Tight
Slippages Rose In Q2 Due To Stress In A Large Corporate Account
Transmission
Renewables
SemiConductor
Textiles
CDMO
Defence
Data Centre
Above Theme looks atttractive in coming times
Margin Guidance:
Current EBITDA margins around 25%, expected to compress initially due to fixed costs associated with the new facility.
Long-term target margins of 22-25% even with lower-margin orders during ramp-up phase.
Innovation and R&D:
Strong focus on innovation with in-house expertise, including collaborations with top technocrats.
Continuous testing and development of products to meet international standards and certifications.
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
