Rajesh Singla
@VTGCapital
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Investor @ 2006 | CA | US CFA L3 Candidate | RA (NISM Certified) | Ex-HSBC & Soc Gen Research Analyst | FIRE FTI | My posts on X are not Buy/Sell Reco. DYODD.
Bengaluru
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Sunita Tools (100cr MCap, Bahubali, the beginning!) Given the low base, it could grow at a 60-70% CAGR for a few years at least. High precision capital goods companies usually trade at 35-45PE multiple.
Sunita Tools Limited has been in the Engineering and mould-based Industry
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Oriana Power : Rough estimates based on recent CRISIL credit report
"Strong order book of over Rs 900 crore as on March 1, 2024, provides healthy revenue visibility for the medium term. "
"Operating income is likely to grow substantially in fiscal 2024
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Viviana Power: Expecting it to give multi-bagger returns in 2024. Nice investors' presentation released today.
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Oriana Powerc: Amazing you beauty!
Thats how an MOU is done - A complete end-to-end solution set-up. 🚀🚀
Oriana Power’s recent achievements mark a significant advancement in its efforts to accelerate the implementation of the scheme of Govt of India. The MoU with the State
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Oriana : A diversifed play in power theme - continuously expanding its total addressable markets
After recent project wins, Oriana now has 350MW of C&I solar projects to be completed in FY25, one project in BESS and One in CBG. On top of this pipeline of RESCO projects.
What
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Added Bajel Projects in the morning, closed with 12% gain
A turnaround story from the house of Bajaj
Future strategy looks promising.
Results on 9th Jan, might not be great..
Only for long-term investing. Strong Promoter, Hot Sector.
Negen Capital Services Private Limited
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PNGS Gargi : Amazing conference call
Launchpad is ready for acceleration in growth in coming years.
40cr+ funds raised is good enough to push sales to 200cr+ by or before FY27 in my view.
By the end of FY25, the company will have c.100cr net-worth with almost nil debt - A
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Sunita Tools : Some more points from today’s Tiger Assets Conclave
@MrRChaudhary
400-410 active client base..
96% Blue chip client base. (Motherson is biggest client base and it has a big expansion plan, sridevi tools-largest molding, companies which supply parts to Schneider,
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S J Logistics has impressive anchor investors with Sunil Singhania Sir (India-Ahead Venture Fund) on the top.
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Oriana Power : My last post was based on CRISIL report. Personally, I believe, given the excellent management credentials with amazing execution track record and strong tailwinds in the sector, Oriana should be able to beat 40cr PAT in FY24 and 100cr in FY25. Lets see.
Do your
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Oriana Power : Order inflow, FY24 result preview
Oriana Power received around Rs. 1,200cr worth orders in FY24, Rs.450cr in 1HFY24 and Rs.750cr orders in 2HFY24 (based on disclosed info of 110MW order book at the end of September 2023 and Rs.900cr orders at the end of March
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Oriana Power
EPC Orderbook was 65MW to be executed by the end of FY24 with atleast 10% PAT margin.
This translates into a revenue of Rs.230cr and PAT Rs.23cr at least
Resco business should also generate Rs.2-3cr PAT..
Expecting a PAT of Rs. 25cr for 2HFY24 for Oriana Power.
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Effwa Infra & Research Limited IPO
Some of the qualitative factors and strengths which form the basis for the Offer Price are:
➢ Established track record for timely execution
➢ Order Book, as of May 31, 2024, stands at ₹ 526cr. Within this book, 65% of the total value is
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Oriana Power: Expecting Oriana & Split water to invest hundreds of crores in the Indian manufacturing facility. Looks like another fund raise will happen in future at much better valuation as Oriana is currently trading at 45% discount to peers.
@TrueRE_Oriana
Splitwaters and
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Gujarat plans ₹96,000 crore transmission infrastructure push
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Waaree Renewables
Considering the robust order book, looks like they will maintain this growth rate through-out the year to reach >400cr PAT in FY25. Please note that EPC business is seasonal in nature and most of their blockbuster orders came in January.
Looks like Installed
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Oriana Power
Bondada
KPI Green Energy: A benchmark for the new kids in the town - Oriana and Bondada:
As per SBI estimates, KPI Green Energy is currently trading at 68.1x PE on FY24 actuals, 43.4x PE on FY25 estimates and 27.2x PE on FY26 estimates.
KPI Green had 160cr PAT in
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India announces second tender for green hydrogen subsidies, capped at 450,000 tonnes per year
Guidelines for the tender show that there will be two separate pots of funding available
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Added more of S J Logistic today for long-term...The growing share of specialized project cargo business and declining share of commodity cargo business are key attractions along with valuation comfort. The manufacturing boom in India and growing industrial capex should boost
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Utssav CZ : Is this a Chota Sky Gold?
Engaged in the manufacturing and distribution of hallmarked 18-carat (70% of revenue) and 22-carat (28% of revenue) yellow and white gold CZ-studded jewellery such as rings, earrings, pendants, bracelets, and necklaces, the company's revenue
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S J Logistics : Promising future!
Management could double its project revenue to 250cr, helped by > Rs.60cr of funds raised during the last 12 months (IPO and pre-IPO) primarily for the project business. These can be rotated 4-5 times a year as per my estimates.
Assuming
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Ganesh Green Bharat Limited - IPO
Company offers diversified range of products and solutions cater to renewable energy industry, water supply and electrical contracting.
Leveraging capabilities to capture strong industry tailwinds and growth prospects for solar energy.
In
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VVIP Infra: A good play on dual bullish sectoral themes of water and power
The company boasts a strong order book of ₹477.62 crores as of January, 2024. This backlog includes projects related to the implementation of various rural water supply schemes in Uttar Pradesh under the
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India Awards Tenders for 4.12 Lakh Tonnes of Green Hydrogen and 1500 MW Electrolyzer Manufacturing
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Oriana Power is trading at >30% discount valuation vs its peers like KPI Green, Waaree and Bondada
#Renewables
#HighclassHighQuality
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Sunita Tools
Sunita Tools Limited has unveiled its largest machine yet, with a load capacity of 20 tonnes, revolutionizing its manufacturing capabilities. The versatile machine will cater to various industries and applications, showcasing the company's commitment to innovation
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Bondada buying 60% stake in Aptole Technologies. It is a newly incorporated company with business activities in 1) Manufacture Of Electrical Equipment 2) Manufacture Of Electric Motors; Generators; Transformers And Electricity Distribution And Control Apparatus and 3) Manufacture
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Oriana Power : Outlook
Target of 1 GW by 2026: The company is setting ambitious goals, with a target to achieve 1 GW capacity by 2026. This would position Oriana Power as a significant player in the renewable energy industry.
Eligibility for Larger
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A lot of excitement about Kay Cee Energy on X and rightly so. A peer of Viviana Power and a stock to watch for in FY25/FY26.
As per my understanding their 550cr orderbook is executable in two years. Of this orderbook, 200cr orders are in the name of Kay Cee and 350cr in the name
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Sunita Tools : Excellent yoy growth. Looking forward to 80-100% yoy growth in 2HFY24
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Viviana Power : Fund raise could bring forward earnings expectations by one year. May be very close.
#highqualitymanagement
#GETCO
#powersector
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Nice update by Titan. Strong growth across jewellery segments. Expecting minimum 100% yoy growth from my Chota Titan - PNGS Gargi 🚀
Profit margins for PNGS Gargi could remain similar to 1Q due to operating leverage and volume growth, in my view.
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Cosmic CRF, A railway proxy. Trading at 15x PE FY24 and 10x FY25 PE multiple
During the current period, the company has successfully won a bid through CIRP under price challenge mechanism dated 11th October 2023 for the acquisition of a Company with Shed /Structure, Building
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Oriana Power 520cr order to be executed in 12 months.
Building pipeline for 2500cr revenue in FY26
FY25 is well-placed for 1200-1500cr revenue and 150-180cr PAT.
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Viviana Power : Should be on track to meet its FY24 and beat its FY25 projections.
Robust Orderbook
Viviana Power had 160cr orderbook at the begining of FY24, received around 55cr worth orders in FY24. Revenue for FY24 could be around 65cr. Should end the year FY24 with 150cr
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Kay Cee Energy Results : In line with my expectations.
2HFY24 was impacted by elections in Rajasthan. Now things should be on track.
FY25 looks more promising with more than 500cr orderbook. Buy if it hits LC tomorrow.
A lot of excitement about Kay Cee Energy on X and rightly so. A peer of Viviana Power and a stock to watch for in FY25/FY26.
As per my understanding their 550cr orderbook is executable in two years. Of this orderbook, 200cr orders are in the name of Kay Cee and 350cr in the name
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Viviana Power is providing a good buying opportunity due to ASM-ST.
Still trading at 12x PE on FY25e estimates as published by the company driven by a robust order book.
Keep a watch on it when it comes out of ST-ASM.
Order inflow season has started for them.
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Bondada : Great set of FY24 results! Much better expectations for FY25
Bondada had Rs.1,695cr of orderbook at the end of 31 December 2023, to be executed over 12-18 months. Bondada received Rs.565cr of orders (including EOI) in 4QFY24 based on exchange notifications, out of a
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Insolation Energy
This is what Insolation Energy P&L could look like. A bit imperfect but mota moti.
Margin expansion can happen due to fully automated new capacity. Old capacity might have to be upgraded. They received some loans for the upgrade of capacity.
Strong demand
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KP Green Engineering AGM
Capacity increased from 53,000mt to 106,000mt by the end of September 2024.
Order book of 450cr on 1 September 2024 to be executed by the end of FY25.
Greenfield Expansion to increase capacity to 4,00,000mt by February 2025.
Expecting full utilisation
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Sunita Tools (M Cap 126cr) to publish 3QFY24 results on 10th January 2024.
Looking forward to an awesome performance.
This capital goods company is still trading at attractive valuations on FY24 expected PAT of Rs.5-6cr and FY25 PAT expectations of Rs. 8-10cr.
Still
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@abhishekcjain
Countless and still counting...
The market is a regret machine...
Keep walking...
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Thanks Raghav Chaudhary, Tiger Assets for the conclave on
#SunitaTools
.
@MrRChaudhary
Sunita Tools is looking to reach 150-180cr kind of revenue by FY27-FY28 (in 3-4 years as conveyed by the management) with around 20% PAT margins.
> 90-100cr revenue from existing business
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Sahaj Solar Limited - IPO
Well positioned solar PV module manufacturer in India to capture industry tailwinds and growth prospects for solar energy in India.
Experience in both Solar panel manufacturing and EPC services.
Empaneled partner of various Government schemes and
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Viviana Power - 1HFY24 Excellent execution!
Revenue 23.2cr, 20.7% yoy
EBITDA 4.26cr, +67% yoy
EBIT 3.33cr, +73.5% yoy
EBITDA margin 18.4% vs 13.3% 1HFY23 and 14.3% FY23
PAT margin 10.8% vs 7.5% 1HFY23 and 8.3% FY23
Order book is likely to be around 150-160cr at the end of
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Government declares plan to add 50 GW of renewable energy capacity annually for next 5 years to achieve the target of 500 GW by 2030
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For solar bulls - Highly positive 🚀🚀
India is also said to be considering a carbon tax, especially for exports to European nations.
While the sectors covered under CBAM include cement, iron and steel, aluminium, fertilisers, electricity and hydrogen, India's iron & steel,
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Kay Cee Energy making bullish inverse head and shoulder pattern.
Spoke with them recently. Genuine promoters.
#PowerTransmissionEPC
#PowerSector
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Added some lots of RBZ Jeweller for long-term
Contract manufacturer of antique jewellery for big clients like Titan, Malabar
Retail side has shifted from unorganised to organised to 40% levels vs 10-12% levels a couple of decades ago
Supply-side (contract manufacturing) is
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Viviana Power : FY24 Good set of results with management walking the talk
With around 150cr worth of orderbook and strong sectoral tailwind, Viviana on track to meet or even beat its FY25 guidance.
Expecting 13-15cr PAT in FY25. Successful ramp-up of solar business and
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Green hydrogen has a rule of thumb. To produce 1 million tonnes takes 10 gigawatts of electrolyzer being fed 20 gigawatts of renewable power which costs $30 billion.
Is that expensive?
Assume the plant will run for 20 years and that’s $30 billion divided by 20 billion
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PNGS Gargi : Raising 43cr for expansion. Promoter contributing 23cr, many high-profile investors.
Preferential Issue of Equity Shares in accordance with the SEBI (ICDR) Regulations, 2018 read with the Companies Act, 2013 and rules made there under.
7,47,800 (Seven Lakhs
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Kay Cee Energy & Infra Limited
LOKEDNRA JAIN (Promoters) BOUGHT 5000.0 shares, value Rs. 10.389 lakhs (Rs. 207.78 / share) through Market Purchase.
Expecting 50-60cr revenue in 1HFY25. 150-200cr in FY25. Exploring opportunities in solar segment in Rajasthan, the hottest solar
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Oriana Power
Incorporates wholly owned subsidiary of the Company in the name of “Truere Current Private Limited” on 15/04/2024 and “Truere Surya Private Limited” on 18/04/2024.
Objects and impact of acquisition (Including but not limited to, disclosure of reasons for
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Rulka Electricals : Good clientele, exposed to warehousing sector growth.
Exploring rooftop solar EPC - especially in warehouse rooftop solar, a kind of vertical integration.
Recently started constructing warehouse as well, in addition to complete electrical works.
Has the
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Strong tailwinds for jewellery stocks! Decadal theme on India's rising middle-class spending.
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🎯➡️🎯ATMASTCO -
Company has got license for "SMALL ARMS & AMMUNITIONS" which means that apart from Helmet & Bullet proof Jackets, can make other Defence related products which fall under this category
➡️Reg Bullet Proof jacket to be manufactured, these jackets will be of
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Stocks in warehousing sector growth space looking interesting for study :
Rulka Electricals and
Storage Technologies
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Bajaj Housing IPO subscription main kisi ko froth nazar nahi aayi abhi tak 😂
6500cr IPO got subscriptions for 3.25 lakh crore
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Waaree Renewable Technologies : 4QFY24 - Way below market expectations!
What is missed?
Market was expecting around 100cr PAT in 4QFY24 vs actual 54.2cr. Company executed 704MW capacity in FY24 vs expectations of 900-1000MW. Project execution disappointed - May be a question to
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With government supporting open handedly, won’t be surprised if Aelea go for another 140 TPD of capacity expansion (to total 280 TPD) in the next 12-18 months.
Amazing find Amit Ji
@SpangleAdvisors
👌
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PLI for High Efficiency Solar Panel Manufacturing will boost indigenous production: Union Minister of State for New & Renewable Energy Bhagwanth Khauba
Be reasonable in pricing solar panels, do not take undue advantage of basic customs duty: MoS, MNRE
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Added S J Logistics today....growing share of high-margin project logistic business..FY24 PAT around 20-24cr..market cap 228 cr and recently raised 48cr in IPO....attractive..no buy/sell reco. do your own du dilgence.
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PNGS Gargi
As per PNGS management, the fashion jewellery market size currently is 10,000cr which would grow to 30,000cr by 2030, a CAGR of 17%.
However, organised fashion jewellery market share is just 3% which should increase to 25% by 2030...Organised fashion jewellery market
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Itna sannatta kyon hai bhai.
Jashan manao...Modi Ji is coming back.
The only PM after Mr. Nehru to become PM for the third time in Indian history - Not an easy task.
🥂🥂🎆🥳🥳
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Sunita Tools : Superb set of results! PBT more than doubled. Expecting another year of 100% growth in FY25 driven by new machines and M&A.
#LongTermInvesting
#Manufacturing
#HighManagementQuality
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Don’t write research if you have not clarified your doubts, views, business knowledge or estimates with the company. Speak with the management. Most of the SME managements arr hard working people who are moving from a sole proprietor mindset to corporate mindset.
People who have
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Waaree Renewable : Unexecuted orderbook at 2.2GW to be executed in the next 12 months.
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Rocking Deals targetting 75cr sales in FY24 and 10%+ PAT margins..Trading at 20x FY24 PE...A bet on a circular economy with highly scalable business in my view.
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Cosmic CRF : Amazing update!
The management is in a deep dive discussion with a major Russian Railway giant for a tech tie-up to fuel its robust ambitions to participate in the Wagon industry in a large way in the future.
Cosmic CRF has begun the year on a very strong growth
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Annapurna Swadisht : Amazing set of 1HFY24
Revenue 131cr, +99.8% yoy
EBITDA 13cr, +162.9% yoy
EBITDA margin 9.9% vs 8.7% last year, much better than my expectations
PAT 6.6cr, +128% yoy
PAT margin 5% vs 4.4% last year
Excellent execution.
Noodles launched 4 months ago
Biscuits
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Konstelec : 2HFY24 results : Weaker than expectations.
What missed?
Project execution was weak and margins were weaker-than-expected due to sharp increase in other expenses, due to IPO? Don't know. Was expecting 250cr revenue and 12-14cr PAT. Project execution was weak.
What
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Global markets are falling with the confluence of some factors over the last week :
1. The Bank of Japan announced a well telegraphed rate hike, which led to an unwinding of Yen Carry trades , as the Yen appreciated . The Japanese stock markets are down 20% from their
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Microcaps are like three year old children. One moment they are cuddling with you on the couch and the next minute they are trying to burn your house down. It’s why you have to watch your microcaps like you watch your small children. Closely. 🔥🚀😂
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