Danesh Mistry
Investor First Advisor
Indostar Capital
CMP: 260, MCap: 3500Cr
Promoter: Brookfield
What Changed?
From FY15 to FY24 - shifted from promoter loan, special situation to now SME loan, More granular loan
More Focussed on Retail - 95% portfolio
NIM 6.5% broadly range bound
Sale of HFC Subsidiary - Still regulatory approval needed, possible by Jun-25
This will give them risk capital
650 Cr Networth - getting 1700Cr money (2.8x P/B)
Focus on Vehicle Loan : Scrapping Vehicle & BS Vi drive the growth
60% Source of Fund: Bank, increasing further
Low leverage 2x, HFC Sales- Big trigger, 60% customer are more than 700 CIBIL Score, no unsecured lending
Disbursement start improving
✍️ITD Cementation India Ltd: (M Cap: ₹ 8,894 Cr.)
🔹Company secured a ₹1,937 Crore contract for constructing a multi-story commercial building in Uttar Pradesh.
✍️Voltamp Transformers Ltd: (M Cap: ₹ 9,341 Cr.)
🔹Company has received Letter of Intent worth INR 263 Cr from Gujarat Energy Transmission Corporation Limited for supply of various ratings of Power Transformers, to be executed within 12 months.
✍️Oriana Power Ltd: (M Cap: ₹ 4,708 Cr.)
🔹Company secured an ₹83.6 Cr EPC contract from NTPC for a 19.26 MW solar power plant, to be completed within 8 months.
✍️Shakti Pumps (India) Ltd: (M Cap: ₹ 8,950 Cr.)
🔹Company received a ₹116 Cr work order from HAREDA under Component-B of the PM-KUSUM scheme for supplying, installing, and commissioning 3,174 solar water pumps.
✍️Knowledge Marine & Engineering Works Ltd:
(M Cap: ₹ 2,281 Cr.)
🔹Company secured a ₹147 Cr contract from IWAI for fairway maintenance along 145 km of National Waterway-1, marking its largest domestic win with IWAI and expanding its IWAI order book to over ₹270 Cr.
✍️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
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✍️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
✍️JTL Industries Ltd: (M Cap: ₹ 3,750 Cr.)
🔹Company emerged as the L1 bidder for the Jal Jeevan Mission project, securing a ₹265 Cr order for supplying 35,473 MT of ISI-certified Galvanized Mild Steel (GMS) tubes, covering 95% of the required sizes.
✍️Dynacons Systems & Solutions Ltd:
(M Cap: ₹ 1,643 Cr.)
🔹Company secured a ₹108 Cr follow-up order from NABARD to provide a Core Banking as a Service (CBaaS) solution for Haryana State Cooperative Bank for 5 years.
✍️Insolation Energy Ltd: (M Cap: ₹ 8,528 Cr.)
🔹Company secured its largest single contract worth ₹500.50 Cr from RREC for rooftop solar projects on government buildings in Rajasthan, including 25 years of O&M under HAM.
✍️Kilburn Engineering Ltd: (M Cap: ₹ 2,163 Cr.)
🔹Company has received the largest single order to date, valued at INR 126 Crores (USD 14.95 mn) for 4 nos rotary dryer packages for drying of rock phosphate.
✍️RPP Infra Projects Ltd: (M Cap: ₹ 851 Cr.)
🔹Company received a ₹217.61 Cr contract for road improvement in Maharashtra, with a robust order book of ₹3,559 Crore
✍️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.
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✍️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
