Australian Premium Solar Promoter Buying, NewJaisa Technologies Potential Negative Business Impact And TD Power Systems Promoter Buying

Australian Premium Solar Ltd.

Recent filing: (PROMOTER BUYING) Promoter bought 85k shares at INR 419/share, aggregating to INR 3.6 Cr in Feb’25 and Mar’25.

(ORDER) Australian Premium Solar has received a Letter of Award (LOA) from TREDA, Govt. of Tripura, for the solarization of 500 agricultural pumps (2 HP AC) under the PM-KUSUM Scheme (Component C). The project, valued at INR 13.9 Cr, includes a 5-year warranty, AMC, and insurance on a turnkey basis.

FUTURE OUTLOOK: As per H1FY25 Concall, Management expects 70-75% growth YoY for the next 2-3 years, with a gradual slowdown to 40-50% CAGR thereafter, current EBITA margin is around 11.9%, expected to improve to 13-15% over the next few years.

MCap of INR 813 Crore (share price = INR 412/ share) (as on 4th Mar ‘25)
TTM PE 31.3x (as on 4th Mar ‘25) Retail float = 16.8% (Sep-24)

FOOD FOR THOUGHT: Negative operating cash flow for FY24.

Question 1: Who are the promoters of Australian Premium Solar?

The Company excels in producing high-yield solar panels and inverters to make solar energy more affordable and efficient.

Share price and Volume (last 1 year):

Website: https://australianpremiumsolar.co.in/

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

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NewJaisa Technologies Ltd.

Recent filing: (POTENTIAL NEGATIVE BUSINESS IMPACT) The Company anticipates a short-term impact as Amazon India plans to shut down its refurbished product category by March 2025 but sees an opportunity to attract more direct customers. The company has secured two major institutional deals in the education sector and partnered with a leading South Indian retailer (400+ outlets) to enhance reach and revenue. Expanding into retail, Company aims to establish a presence at 500+ locations within a year. Additionally, the acquisition of an e-waste management license will improve procurement efficiency by enabling direct sourcing of IT assets.

SUMMARY: 4y Operating Profit uptrend | 2h Operating Profit uptrend | PE 26.1x (Sector PE range 30-70) | Fund raise | Consumption

● MCap of INR 178 Crore (share price = INR 50.4 / share) (as on 4th Mar ‘25)

● TTM PE 26.1x (as on 4th Mar ‘25) Retail float = 11.3% (Sep-24)

FOOD FOR THOUGHT: Negative operating cash flows for FY24.

Company Description: The Company specializes in providing an end-to-end reverse supply chain for IT assets, primarily focusing on laptops, desktops and peripherals. Their core business model involves procuring used IT assets, refurbishing them to a condition close to new, and selling them directly to end-user customers, including business and retail customers. They aim to reduce e-waste by extending the life of IT equipment and offering high-quality computing devices with warranties at affordable prices.

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TD Power Systems Ltd

Recent filing: (PROMOTER BUYING) Promoter bought 15.1k shares at INR 334/share, aggregating to INR 50L.

FUTURE OUTLOOK: As per Q2FY25 Investor presentation, Company has given the guidance of INR 1,275 Cr for FY25 at and has set an initial top-line guidance of INR 1,500 Cr for FY26.

MCap of INR 5,034 Crore (share price = INR 322 / share) (as on 4th Mar ‘25)
TTM PE 33.5x (as on 4th Mar ‘25) Retail float = 13.7% (Dec-24)

FOOD FOR THOUGHT: Low promoter holding.

Company Description: Company manufactures generators & motors for the world - catering to multiple industries with reliable & efficient power solutions up to 200 MW.

Share price and Volume (last 1 year):

Website: https://www.tdps.co.in/

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

Also Read: Alpex Solar, Shakti Pumps And RPP Infra Projects Order