Ceinsys Tech Order, Kilburn Engineering Promoter Buying And K.P. Energy Order
Ceinsys Tech Ltd.
Recent filing: (ORDER) Ceinsys Tech has received letter of acceptance (LoA) worth INR 29.2 Cr from City And Industrial Development Corporation of Maharashtra Limited (CIDCO) for Selection of Service Provider for Implementation of Integrated GIS Enterprises, needs to be completed by 36 months including Operation and Maintenance.
SUMMARY: 3y Operating Profit uptrend | PE 31.2x (Sector PE range 30-50) | Fund Raise | Orderbook of INR 750 Cr (Jun-24) (2.7x of TTM revenue) | New-Age IT
- MCap of INR 1,201 Crore (share price = INR 735 / share) (as on 27th Sep ‘24)
- TTM PE of 31.2x (as on 27th Sep ‘24) Retail float = 24% (Jun-24)
FOOD FOR THOUGHT: Risk of timing of receivables from Govt. bodies
Q1. What are the Products and Services offered by 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: (PROMOTER BUYING) Firstview Trading Private Limited (Promoter) bought 25k shares of Kilburn Engineering at INR 413/share, aggregating to INR 1 Cr.
SUMMARY: 4y Operating Profit uptrend | PE 34.9x (Sector PE range 30-60) | Fund raise | Acquisition | Promoter buying | Institutional entry | Capital Goods – Non Electrical Equipment
FUTURE OUTLOOK: As per Q1FY25 Concall, Company has projected revenue guidance of INR 500 Cr for FY25, and guiding for 20%+ EBITDA margin | Company has INR 370 Cr worth of Orders in hand and INR 2,000 Cr worth of Orders in the inquiry pipeline.
- MCap of INR 1,924 Crore (share price = INR 425 / share) (as on 27th Sep ‘24)
- TTM PE of 34.9x (as on 27th Sep ‘24) Retail float = 14.7% (Jul-24)
FOOD FOR THOUGHT: Working capital extensive business.
Q1. What are the Products and Services offered by 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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K.P. Energy Ltd.
Recent filing: (ORDER) K.P. Energy has received the order from the Hon’ble Gujarat Electricity Regulatory Commission (GERC) approving the Power Purchase Agreement (‘PPA’) signed between the Company and Gujarat Urja Vikas Nigam Limited (GUVNL). Company shall develop the 30MW wind power project under its IPP segment and sell the energy to GUVNL as per the terms of the PPA.
This order marks a significant milestone for the Company, as the execution of this project will expand Company’s existing IPP capacity to approximately 50 MW, needs to be completed in Q4 FY25.
SUMMARY: 5y Operating Profit uptrend | PE 50.6x (Sector PE range 50-90) | Fund raise | Promoter buying | Strategic Partnerships | Clean Energy
FUTURE OUTLOOK: Company has Projects in Hand totaling 1,009 MW.
- MCap of INR 3,066 Crore (share price = INR 460 / share) (as on 27th Sep ‘24)
- TTM PE 50.6x (as on 27th Sep ‘24) Retail float = 27.2% (Jun-24)
FOOD FOR THOUGHT: Selling by Director and Immediate Relatives.
Q1. What are the Products and Services offered by K.P. Energy?
KP Energy Limited is a balance of plant (BoP) solution provider for the Wind Energy industry. The company engages throughout the development process of wind farms, right from conceptualization until the commissioning of the project.
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