Alpex Solar, Shakti Pumps And RPP Infra Projects Order

Alpex Solar Ltd.

Recent filing: (ORDER) Alpex Solar has received an order from Solar Energy Corporation of India for the supply of solar PV modules and solar cells, worth INR 211 Cr (to be completed within 9 months) from Solar Energy Corporation of India to supply solar PV Modules and solar cells.

FUTURE OUTLOOK: According to the December FY25 Investor Presentation, Companyompany is among North India's largest PV Module Manufacturers. It has a 900 MW manufacturing capacity of PV solar modules and 15,000+ solar pump installation experiences. Also, 100% of its revenues are derived from domestic sales (FY24).

MCap of INR 1,434 Crore (share price = INR 586 / share) (as of 3rd Mar' 25)
TTM PE 22.8x (as on 3rd Mar ‘25) Retail float = 19.3% (Sep-24)

FOOD FOR THOUGHT: Negative operating cash flow for FY24.

Question 1: Who are the promoters of Alpex Solar?

The company manufactures PV modules using monocrystalline and polycrystalline cell technologies. Its product portfolio comprises bifacial, mono-perc, and Halfcut solar PV modules. It also offers comprehensive solar energy solutions, including engineering, procurement, and construction of AC/DC Solar Pumps in both Surface and Submersible categories. The Greater Noida-based company also serves as a contract manufacturer for several large companies, such as Jackson and Tata Power.

Share price and Volume (last 1 year):

Website: https://alpexsolar.com/

LT OP = Long-term operating profit; ST OP = Short-term operating profit

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Shakti Pumps (India) Ltd.

Recent filing: (ORDER) Shakti Pumps has receivedCompanyompany has received a Letter of Award worth INR 23.9 Cr (to be completed within 120 days) from the Maharashtra Energy Department Agency (MEDA) for 877 Solar Photovoltaic Water Pumping Systems (SPWPS) at various locations across the State of Maharashtra under Component-B of the PM-KUSUM scheme.

(PROMOTER BUYING) In February '25, the Promoter bought 27k shares at INR 843/share, for a total of INR 2.3 Cr in Feb '25.

FUTURE OUTLOOK: As per Q1FY25 Conca,llCompanyompany expects revenue growth of around 25% - 30% for the next 3 to 4 years | As per the Q2FY25 Investor PresentationCompanyompany manufacturing Solar Structures for Solar Panels with a capacity of 1,00,000 units per annum, with Capacity Expansion in Progress to Double existing capacities.

MCap of INR 9,421 Crore (share price = INR 784 / share) (as of 3rd Mar' 25)
TTM PE 24.3x (as on 3rd Mar ‘25) Retail float = 21.3% (Dec-24)

FOOD FOR THOUGHTHOUGHTCompany'sue heavily relies on government tenders in the solar pump market, and its growth is tied to government initiatives.

Question 1: Who are the promoters of Shakti Pumps?

The company manufactures energy-efficient pumps and motors. Its latest series of advanced solar-energy-operated pumps has emerged as a prestigious brand in domestic and international markets. These pumps are used for various advanced solar-energy-operated manufacturing purposes, including cutting and grinding, firefighting, managing sewage, and heating and cooling systems.

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RPP Infra Projects

Recent filing: (ORDER) RPP Infra Projects has received an order worth INR 109 Cr (to be completed within15 months) for the ConstrConstructionCustoms office, Medical facility, and other buildings and construction and play and warehouse and providing water supply system and construction wall for Sezboundaryy in Sipcot Mega Lether Park Panapakkam in Ranipet in Tamilnadu.

SUMMARY: 3y Operating Profit uptrend | 1q Operating Profit uptrend | PE 8.9x (Sector PE range 10-50) | Orderbook of INR 2,994 Cr (14th of Feb-24) (2x of TTM revenue) | Infrastructure

● MCap of INR 598 Crore (share price = INR 120/ share) (as on 3rd Mar ‘25)

● TTM PE 8.9x (as on 3rd Mar ‘25) Retail float = 27.3% (Dec-24)

FOOD FOR THOUGHT: Highly competitive sector.

Question 1: Who are the promoters of RPP Infra Projects?

Established in 1988, RPP Infra Projects Limited is a construction company operating in power, irrigation, and Water supply, Industrial structures, roads, industrial water, and buildingsCompanyompany focuses on small government projects as short- to medium-tenure company projects that provide adequate revenue visibility.

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