Ceinsys Tech Asset Purchase, Kilburn Engineering Factory Acquisition And Zen Technologies New Product Launch
Ceinsys Tech Ltd.
Recent filing: (ASSET PURCHASE) Technology Associates Inc. USA, Material Wholly Owned Stepdown Subsidiary of Ceinsys Tech has executed Asset Purchase Agreement (APA) with Virtual Tours, LLC (VTS), USA.
SUMMARY: 3y Operating Profit uptrend | PE 25.9x (Sector PE range 30-50) | Fund Raise | New-Age IT
- MCap of INR 905 Crore (share price = INR 554 / share) (as on 15th Jul ‘24)
- TTM PE of 25.9x (as on 15th Jul ‘24) Retail float = 23.2% (Mar-24)
FOOD FOR THOUGHT: Risk of timing of receivables from Govt. bodies
Q1. What are the products and services of Ceinsys Tech ?
Established in 1998, Ceinsys Tech Limited is leveraging smart technology and analytics to deliver new age solutions in the geospatial and engineering domains. The service offerings of the company include Geospatial Services, Risk Analytics, Engineering Support, Digital Enterprise, Consulting Service and Software Solutions to various industries like Water, Oil & Gas, Energy, Telecom, Transport etc.
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Kilburn Engineering Ltd.
Recent filing: (FACTORY ACQUISITION) Kilburn Engineering has announced the signing of a binding term sheet for the acquisition of a prime Factory Unit located at Thane, Maharashtra. This acquisition, from Shree Satyanarayan Industrial Suppliers Private Limited, includes essential assets such as Plant, Machinery, Office Building, Work Area/Shed, Amenities, and Equipment(s), for a total consideration not exceeding INR 22 Cr. By projecting an anticipated additional revenue of approximately INR 100 Cr post-acquisition, Kilburn aims to achieve a rapid return on investment.
SUMMARY: 3y Operating Profit uptrend | 7q Operating Profit uptrend | PE 35.3x (Sector PE range 30-60) | Excellent Mar-24 results | Fund raise | Promoter buying | Capital Goods
FUTURE OUTLOOK: Company targeting consolidated revenue of INR 500 Cr, with 52% revenue growth in FY25 with an EBITDA of 20%. Company has a Consolidated Order Book of INR 285 Cr as on 31st March, 2024.
- MCap of INR 1,785 Crore (share price = INR 427 / share) (as on 15th Jul ‘24)
- TTM PE of 35.3x (as on 15th Jul ‘24) Retail float = 15.4% (Mar-24)
FOOD FOR THOUGHT: Working capital extensive business.
Q2. What are the products and services of Kilburn Engineering?
Company offers comprehensive range of dryers for solid, liquid and gas to cover wide range of industries: chemical, petrochemical, oil & gas, refineries power, steel, cement, fertilizer, mining, sewage treatment, food etc. It also manufactures specially designed packages for onshore and offshore applications.
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Zen Technologies Ltd.
Recent filing: (NEW PRODUCT LAUNCH) Zen Technologies has introduced AI-powered Robots, unveiling 4 Products for the Global Defense Market. These IP-owned innovations – Hawkeye, Barbarik-URCWS (Ultralight Remote Control Weapon Station), Prahasta, and Sthir Stab 640 – cater to a wide range of defence requirements, empowering forces with unmatched tactical superiority and enhanced operational efficiency.
SUMMARY: 2y Operating Profit uptrend | PE 90.7x (Sector PE range 50-100) | Excellent Mar-24 results | Capacity expansion | New Products | Institutional entry | Fund raise | Defence
FUTURE OUTLOOK: Company targeting to exceed turnover of INR 900 Cr in FY25, 100% increase from FY24. | Orderbook INR 1,402 Cr as of 31st Mar 2024 (3.2x of FY24 Revenue) and assuring that 35% EBITDA and 25% PAT to achieve in FY25.
- MCap of INR 11,447 Crore (share price = INR 1362 / share) (as on 15th Jul ‘24)
- TTM PE 90.7x (as on 15th Jul ‘24) Retail float = 30.6% (Jun-24)
FOOD FOR THOUGHT: Company is exposed to risks in tender-based operations.
Q3. What are the products and services of Zen Technologies?
Incorporated in 1996, Zen Technologies designs, develops and manufactures combat training solutions for the training of defense and security forces. It is actively involved in the indigenization of technologies, which are beneficial to Indian armed forces, state police forces, and paramilitary forces.