Advait Infratech Promoter Buying, PG Electroplast Revenue Guidance And PN Gadgil Jewellers Good to Excellent Results
Advait Infratech Ltd.
Recent filing: (PROMOTER BUYING) Promoter of Advait Infratech bought 2k shares at INR 1,459 per share, aggregating to INR 29L.
SUMMARY: 6y Operating Profit uptrend | PE 64.6x (Sector PE range 50-90) | Fund raise | Large Order | MoUs | Ace Investor | Promoter Buying | Institutional Entry | Green Energy | Power and Telecom Infra
FUTURE OUTLOOK: As per FY24 Investor presentation Order Inflow: INR 210 Cr.
- MCap of INR 1,568 Crore (share price = INR 1,505/share) (as on 22nd Nov ‘24)
- TTM PE 64.6x (as on 22nd Nov ‘24) Retail float = 16.9% (Sep-24)
FOOD FOR THOUGHT: Intensely competitive EPC industry given low barriers to entry | Dependence on tenders floated by government
Question 1: Who are the promoters of Advait Infratech?
Since its establishment in 2009, the Company has been at the forefront of delivering robust products and solutions tailored for power transmission, substation, and telecommunication infrastructure. In 2023, it has diversified into green energy, through its entrance into the supply of electrolysers and fuel cells. The Company has also extended its impact into climate services, focusing on sustainability consultancy, decarbonization consultancy, and comprehensive carbon consultancy services.
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PG Electroplast Ltd.
Recent filing: (REVENUE GUIDANCE) PG Electroplast’s consolidated Revenue guidance is of at least INR 4250 Cr (a growth of 54.7% over FY24) and Net profit guidance now stands at INR 250 Cr (a growth of 85% over the FY24 Net profit) for FY25.
SUMMARY: 4y Operating Profit uptrend | PE 93.3x (Sector PE range: 50-100) | Acquisition | Capacity expansion | Fund raise | Institutional Entry | Promoter Buying | EMS
FUTURE OUTLOOK: Company's consolidated Revenue guidance is of at least INR 4250 Cr (a growth of 54.7% over FY24) and Net profit guidance now stands at INR 250 Cr (a growth of 85% over the FY24 Net profit) for FY25.
- MCap of INR 17,898 Crore (share price = INR 684/share) (as on 22nd Nov ‘24)
- TTM PE 93.3x (as on 22nd Nov ‘24) Retail float = 15.7% (Sep-24)
FOOD FOR THOUGHT: Working capital intensive business.
Question 1: Who are the promoters of PG Electroplast?
PG Electroplast is an end-to-end solutions provider for product design and final product assemblies for products like Air Conditioners, Washing Machines, LED Televisions, Air Coolers, and much more. The company currently caters to both ODM and OEM demand, with a continuous focus on delivering the highest standards of quality.
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PN Gadgil Jewellers Ltd
Recent filing: (GOOD TO EXCELLENT RESULTS) For the quarter ending Sep-24 for P N Gadgil, Sales up 46% YoY from INR 1372 Cr in Sep-23 to INR 2001 Cr in Sep-24. Similarly, Net Profit up 59% from INR 22 Cr to INR 35 Cr. On a QoQ basis, Sales up 20% and Net Profit up remained flat.
SUMMARY: 4y Operating Profit uptrend | PE 47x (Sector PE range 30-70) | Excellent Sep-24 results | IPO | Institutional entry | Consumption
- MCap of INR 8,455 Crore (share price = INR 623 / share) (as on 22nd Nov ‘24)
- TTM PE 47x (as on 22nd Nov ‘24) Retail float = 6.0% (Sep-24)
FOOD FOR THOUGHT: Single digit operating profit margins
Question 1: Who are the promoters of PN Gadgil Jewellers?
P N Gadgil Jewellers Limited, established in 2013, offers a wide range of jewelry products under its brand "PNG," including gold, silver, platinum, and diamond collections. As of December 31, 2023, the company operates 33 stores across Maharashtra, Goa, and the US, with 23 owned stores and 10 franchise-operated under the FOCO model, spanning a total retail space of approximately 95,885 sq. ft. PNG also features 12 sub-brands for gold, diamond, and platinum jewelry, catering to various occasions and customer preferences, while offering custom-made jewelry services.