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Tanmay 🇮🇳
@Tanmay_31_
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Long-term Investor | Analyzing IPOs | DRHP | Private Companies | Views Are Personal | Non SEBI Registered |
Pune
Joined January 2024
Today's Set Of Quarterly Results For Recently Listed Companies ▪︎ Sai Life Sciences Limited Strong Set 👏 Good Margin Expansion👍 Revenue : 383.6➡️440 Cr EBITDA : 96.8➡️120 Cr Margin : 25.1%➡️27.2% PAT : 39.6➡️53.9 Cr PAT Margin : 10.3%➡️12.2% ▪︎ Enviro Infra Engineers Limited Blockbuster Numbers🔥 Solid Topline Growth With Margin Expansion 👏 Revenue : 150➡️247.5 Cr EBITDA : 27.7➡️53.9 Cr Margin : 18.5%➡️21.8% PAT : 17.4➡️36.7 Cr PAT Margin : 11.4%➡️14.5% Orderbook : 1,687 Cr O&M Contracts : 738 Cr – Company Enters Renewable Energy Segment ▪︎ Rossell Techsys Limited Blockbuster Set 🔥 Solid Growth In Topline With Significant Margin Expansion 👏 Revenue : 58➡️75.7 Cr EBITDA : 7.1➡️14.4 Cr Margin : 12.3%➡️19% PAT : 1.97➡️5.2 Cr PAT Margin : 3.4%➡️6.9% Delivers It's First Quarterly Result Post Demerger, Market is Yet To Watch This New Kid On The Block ▪︎ Bharti Hexacom Limited Solid Numbers 👍👏 Delivers Great Set Even At Larger Base With Margin Expansion Revenue : 1,801➡️2,251 Cr EBITDA : 862➡️1194 Cr Margin : 47.9%➡️53% PAT : 213➡️363 Cr PAT Margin : 3.4%➡️6.9% Customer Base : 27,071➡️28,010 ARPU : 200➡️241 👏 – Highest Homes And Office Business Customers Addition At 44k – Company To Transfer 3,400 Telecom Tovers To Indus Towers For 1,134.1 Cr ▪︎ Akums Drugs And Pharmaceuticals Limited Bottomline Degrowth But Strong Operational Performance 👍 Revenue : 1,083➡️1,014 Cr EBITDA : 92.7➡️121.5 Cr Margin : 8.6%➡️12% PAT : 58.6➡️86.2 Cr PAT Margin : 5.4%➡️8.5% *The Numbers Look Bad Prima Facie, But There Are Few Adjustments Which Are Adjusted Above ▪︎ Orient Technologies Limited Good Topline Growth But Margins Contract Sharply Overall A Poor Set Considering Valuations Revenue : 155.5➡️206.9 Cr EBITDA : 16.1➡️16.3 Cr Margin : 10.4%➡️7.9% PAT : 10.9➡️12.9 Cr Adj.PAT Margin : 7%➡️4.9% *PAT Mainly Up Due To Other Income Component 0.2 Cr ➡️ 2.57 Cr If This Is Adjusted PAT Has Degrown Even After 33% Topline Growth – Company Aquires 60% Stake In eProtect 360° Solutions For 2.25 Cr Which is Product Line Of Cybersecurity Solutions ▪︎ Carraro India Limited Complete Poor Show 👎 Revenue : 434➡️447 Cr Gross Margin : 28.5%➡️26.4% EBITDA : 42.9➡️36.5 Cr Margin : 9.8%%➡️8.1% PAT : 19.4➡️14.8 Cr PAT Margin : 4.4%➡️3.3% Results Analyzed : ▪︎ Sai Life Sciences ▪︎ Enviro Infra Engineers ▪︎ Rossell Techsys ▪︎ Bharti Hexacom ▪︎ Akums Drugs & Pharma ▪︎ Orient Technologies ▪︎ Carraro India
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Quality Power Electrical Equipments Limited IPO FINAL Date : 14-18 February Price Band : 401-425 Lot Size : 26 Issue Size : 858.7 Cr Fresh - 225 Cr OFS - 633.7 Cr FV : 10 Retail : 10% M.Cap : 3,291.4 Cr PE FY24 : 50× PE FY25 TTM Basis : 32.8× Peer Comparison As Per RHP And Valuation on FY25 TTM Basis : ▪︎ TRIL - 80× ▪︎ Hitachi Energy India - 196× ▪︎ GE Vernova T&D - 75.4× *Haven't Considered FY24 PE As It Looks Around 250× For All The Above Three, Which Would Look Misleading Promoter Holding Post-issue : 100%➡️73.91% Lots : Retail - 77,710 BHNI - 4,090 SHNI - 2,045 *Please Note That The Restated PAT For FY24 Stands At 55 Cr But Considering Proforma The PAT Comes At 65.7 Cr (The Aquisition Of Mehru Electricals) Prima Facie Looking Decent
New Mainboard IPO Quality Power Electrical Equipments Limited Date : 14-18 February Issue Size : Fresh - 225 Cr OFS -1,49,10,500 Shares FV : 10 Retail : 10% FY23 Revenue : 273.6 Cr PAT : 46.5 Cr FY24 Rev : 331 Cr PAT : 55 Cr H1 FY25 Revenue : 182.7 Cr PAT : 50.5 Cr
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Ajax Engineering Limited Concludes Pre-IPO Placement (Secondary Sale) Total Raise : 170 Cr Price Per Share : 629 Equity Dilution : 2.36% Investors : ▪︎ SBI Magnum Children's Benefit Fund - 120 Cr ▪︎ SBI Infrastructure Fund - 50 Cr – The Above Transaction Is Separate From The IPO And Was Concluded Post RHP Filing SBI Mutual Fund Had Already Invested 41.9 Cr in The Anchor Book Promoter Holding Post Secondary Transaction : 82.36%➡️80%
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Juniper Green Energy Limited Eyes 3,000 Cr IPO In Mid-2025 The Clear Energy Producer Has Hired ICICI Securities, JM Financial And HSBC As Bankers Juniper Green Has A Operational Portfolio Of 1 GW And Under Construction Capacity of 3 GW With A Development Pipeline Of ~6 GW Juniper Is Owned By Singaporean Investment Firm AT Capital (75% Stake), Which is Owned By NRI Businessman Arvind Tiku And Balance 25% Is Owned By Dutch Energy And Commodity Trading Firm Vitol Energy The Gurgaon Based IPP Producer is Fully Funded For 3.8 GW Capacity Which Will Get Operational in June 2026 Juniper Green Energy Has Already Won Projects Of 5.5 GW in last 18 Months And is Expecting Additional PPA Signings And LOA Finalizations
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@Kunal_P_Patel @croreclub I Am Bullish On The Theme But Due to Regulations cannot take any names
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@frk_15884 Nothing Wrong In Doing An OFS The Company Generates Almost 300 Cr Cash Annually, the Company requires only 50-70 Cr Cash For Capex Purpose, The Company is Debt Free Why Will They Raise A Fresh Issue ?
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@shaashvath I cannot predict The Numbers, But Largely Numbers Should be On Positive Side Only
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RBI MPC Meet Policy Outcome RBI Announces Rate Cut By 25 BPS 6.50% ➡️ 6.25% This Is The First Rate Cut In Last Five Years #RBIMonetaryPolicy
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