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We study around 1885 currently trading around 3800 which is more than 100% gain
This is from my side about SAHASRA ELECTRONICS SOLUTION LTD
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Risk Factors
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Heavy reliance on exports exposes the company to geopolitical risks, currency fluctuations, and challenges related to dependence on China for key components like PCBs.
COMPANY OPERATIONS - CAPACITY, MOUs, CAPEX, NEW VENTURES - Plant Location, Size, and Utilization
- With 4 manufacturing plants situated in the NCR, India, one manufacturing plant in Rwanda, Africa and 8 sales & marketing offices in India, USA, Canada, Africa & Europe
- Commercial production began at Sept,2023
- Sahasra’s main facility in Noida (2,15,000 Sqft) has a capacity of 1.8 million units annually. Expansion into a new Bhiwadi, Rajasthan facility is underway.
- Sahasra’s state-of-the-art PCB and PCBA assembly lines are equipped with SMT (Surface Mount Technology) lines, AOI (Automated Optical Inspection), and SPI (Solder Paste Inspection) capabilities.
- The company manufactures complex, multi-layer PCBs and PCBAs for various sectors, including consumer electronics, industrial, automotive, medical, and aviation industries.
- For the FY 2023-24, FY 2022-23 and FY 2021-22 our capacity utilization of manufacturing facility at Noida SEZ was 55.00%🔥, 42.06% and 30.20% respectively
FUNDAMENTAL AND VALUATION
Revenue Growth:
- 2022 to 2023 (combined): 217.54% (₹2,175.65 Lakhs to ₹6,908.33 Lakhs)
- 2023 to 2024: 46.43% (₹6,908.33 Lakhs to ₹10,115.27 Lakhs)
EBITDA Growth:
- 2022 to 2023 (combined): 462.43% (₹377.48 Lakhs to ₹2,123.11 Lakhs)
- 2023 to 2024: 66.14% (₹2,123.11 Lakhs to ₹3,526.58 Lakhs)
PAT Growth:
- 2022 to 2023 (combined): 709.46% (₹250.17 Lakhs to ₹2,025.11 Lakhs)
- 2023 to 2024: 61.11% (₹2,025.11 Lakhs to ₹3,262.77 Lakhs)
CLIENTS
Sahasra serves clients across multiple industries, including railways, aerospace, automotive, healthcare, and IT hardware.
The number of clients grew from 20 in FY2022 to around 40 in FY2024, showing significant growth.
The 2023 agreement to supply laptops, motherboards, and other components further strengthens Sahasra's foothold in the IT hardware segment.
they served companies like HP,Sony
Company provide solution for PC & LAPTOP
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Products :
1) MEMORY PRODUCTS
2) IT HARDWARE
Product Portfolio
1. Printed Circuit Board Assemblies (PCBAs): The company’s PCBAs are used in various industries, including automotive, medical, industrial, IT, and consumer products. These assemblies are part of box-build products like laptops and tablets.
2. LED Lighting Solutions: The company offers complete LED lighting solutions, including LED chips, power supplies, printed circuit boards, and housings.
3. Computer and IT Accessories: The product range includes motherboards, DRAM modules, solid-state drives (SSD), USB drives, and other memory products and accessories.
Business Profile
Co. provides comprehensive manufacturing solutions for PCB assembly, wire harness, box build solutions, LED lighting, and IT hardware products.
Its offerings include motherboards, server systems, and enterprise-grade SSD/memory solutions for domestic and international customers.
SAHASRA ELECTRONICS SOLUTION LTD
CMP: 565
SEGMENT : SME
LOT SIZE : 400
Will update further if any new update we see about this company
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https://youtu.be/ya2wVAXCpkM?si=h-re2mpERp7b982w
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Marquee Investors Like Mr. Ashish Kacholia(Bengal Finance), Mr. Madhu Kela, Mr. Sunil Singhania, Funds Like HDFC Bank, Negen Undiscovered Value Fund, India Equity Fund, Next Orbit Growth Fund can be seen in Anchor Investors list.
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TOTAL ADDRESSABLE MARKET (TAM) & GOVERNMENT SUPPORT
Sahasra is well-positioned to tap into India’s growing electronics manufacturing industry, projected to reach $300 billion by 2026.
Sahasra benefits from India’s Production Linked Incentive (PLI) scheme, which boosts local manufacturing in electronics and semiconductors.
Agreement
- In 2023, Sahasra entered a long-term agreement to supply laptops, tablets, and motherboards, strengthening its IT hardware segment.
Capex Plans
- The capital raised from the Fresh Issue will fund new plant machinery and investments in Sahasra Semiconductors Pvt Ltd.
New Ventures
- Sahasra’s entry into semiconductor packaging and the formation of Sahasra Semiconductors as a subsidiary highlight its focus on high-growth, tech-driven sectors.
Competitive Advantages
- Sahasra holds a first-mover advantage in Indian enterprise-grade server motherboard manufacturing and semiconductor packaging.
PEER COMPARISON AND VALUATION
Semiconductor manufacturing companies generally enjoy higher PE ratios.
- Trident Techlabs: PE 160
- Kaynes: PE 155
- In the EMS space, benchmarks include:
- Virtuoso: PE 89
- Aimtron: PE 65
✧Sahasra’s current PE ratio is 42, making it relatively undervalued compared to peers and indicating potential for upward re-rating.🔥
COMPANY OVERVIEW FROM BEGINNING
- Established in 2000, Sahasra’s journey from Diesel trading to high-tech EMS and semiconductor manufacturing highlights its adaptability and growth trajectory.
- 2002 - EMS operation commerce at Free Trade Zone,Noida as SEPL
- 2005 - PCB fabrication starts at Nano Electrotech Pvt Ltd now merged with IPTL
- 2011 - Acquisition of PCB fabrication co - IPTL
- 2012 - Led Based lighting plant at rwanda - SERPL is set up
- 2016 - Technical Collaboration for solid state memory products with strategic partners in Taiwan
- 2017 - JV between MiTAC Holdings and IPTL (sahasra group)
- 2020 - Sahasra semiconductors is set up at Bhiwadi
- 2022 - RMA Services started
- 2023 - Partnership with Thomas Computing(Metavisio) for laptop & tablet under MII
- 2024 - 3rd & Largest State of Art EMS facility set up at bhiwadi Rajasthan
Awards & Achievements
- Sahasra’s listing on Digi-Key, the world’s largest electronics e-commerce platform, demonstrates its quality and global reach.
- Sahasra won second place in export (SME) at the ELCINA Awards 2022-23.
- Best PCB Design award from EM media LLP
- Award from sony for Best partner award
Revenue from domestic and export
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Majority of their business coming from USA 79% almost
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1) MEMORY PRODUCTS
a) DDR RAM
b) SD / mSD CARD
c) USB FLASH DRIVE
d) SSD
Revenue Bifurcation
Printed circuit board assemblies - 87.18%
SSD, USB Flash Storage Device - 10.13%
Led Lighting Solutions - 2.30%
Computer and IT accessories - 0.39%
Incorporated in February 2023, Sahasra Electronic Solutions Limited is an Electronic System Design and Manufacturing company that provides electronic system design and manufacturing
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Today we try to understand about one company stay tuned 😊🙏
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