Dynacons Systems, Advait Infratech And Gensol Engineering Good Results
Dynacons Systems & Solutions Ltd.
Recent filing: (GOOD RESULTS) For the quarter ending Jun-24 for Dynacons Systems, Sales up 8% YoY from INR 296 Cr in Jun-23 to INR 320 Cr in Jun-24. Similarly, Net Profit up 26% from INR 14 Cr to INR 17.6 Cr. On a QoQ basis, Sales up 13% and Net Profit up 26%.
SUMMARY: 6y Operating Profit uptrend | 2q Operating Profit uptrend | PE 32.5x (Sector PE range 30-50) | New Age IT
- MCap of INR 1,865 Crore (share price = INR 1,467 / share) (as on 13th Aug ‘24)
- TTM PE 32.5x (as on 13th Aug ‘24) Retail float = 25.1% (Jun-24)
FOOD FOR THOUGHT: Risk of timing of receivable from PSU Entities.
Q1. What are the Products and Services offered by Dynacons Systems ?
Established in 1995, Dynacons undertakes all activities related to IT infrastructure including infrastructure design and consultancy services, turnkey systems integration of large Network and Data Centre infrastructure including supply of associated equipment and software, onsite and remote facilities management of multi-location infrastructure of domestic locations.
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Advait Infratech Ltd.
Recent filing: (GOOD RESULTS) For the quarter ending Jun-24 for Advait Infratech, Sales up 2.2x YoY from INR 27.5 Cr in Jun-23 to INR 59.8 Cr in Jun-24. Similarly, Net Profit up 3.6x from INR 1.5 Cr to INR 5.4 Cr. On a QoQ basis, Sales remained flat and Net Profit down 26%.
SUMMARY: 6y Operating Profit uptrend | PE 77.1x (Sector PE range 50-90) | Fund raise | MoUs | Ace Investor | Green Energy | Power and Telecom Infra
FUTURE OUTLOOK: FY24 Order Inflow: INR 210 Cr.
- MCap of INR 1,987 Crore (share price = INR 1,947/share) (as on 13th Aug ‘24)
- TTM PE 77.1x (as on 13th Aug ‘24) Retail float = 16.1% (Jul-24)
FOOD FOR THOUGHT: Intensely competitive EPC industry given low barriers to entry | Dependence on tenders floated by government
Q1. What are the Products and Services offered by 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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Gensol Engineering
Recent filing: (GOOD RESULTS) For the quarter ending Jun-24 for Gensol Engineering, Sales up 2x YoY from INR 145 Cr in Jun-23 to INR 295 Cr in Jun-24. Similarly, Net Profit up 50% from INR 10 Cr to INR 15 Cr. On a QoQ basis, Sales down 26% and Net Profit down 25%.
(FUND RAISE) Board has approved the raising of funds for an amount not exceeding INR 500 Cr.
SUMMARY: 5y Operating Profit uptrend | 6q Operating Profit uptrend | PE 62.5x (Sector PE range 50-90) | Fund raise | Institutional entry | Large Orders | Acquisitions | Promoter Buying | Solar + EV
FUTURE OUTLOOK: As per Q1FY25 Investor Presentation, Company has total orderbook of INR 5,025 Cr. As per Q4FY24 Concall, Company had projected revenue guidance of INR 2,000 crore for FY25, a 2.1x increase from the FY24 revenue of INR 963 crore. Additionally, the company expects to maintain consolidated EBITDA margins at 25%-26%.
- MCap of INR 3,643 Crore (share price = INR 962 / share) (as on 13th Aug ‘24)
- TTM PE of 62.5x (as on 13th Aug ‘24) Retail float = 20.1% (Jun-24)
FOOD FOR THOUGHT: Leveraged capital structure attributed to debt funded acquisition of EVs for leasing to Blu-Smart
Q1. What are the Products and Services offered by Gensol Engineering?
Gensol is involved in the business of solar consulting & EPC. It provides concept to commissioning solar advisory, execution and operation services for solar projects in India and abroad. Expanding its operations, Gensol has also established an EV manufacturing facility in Pune, India, for the development and production of electric three wheelers and four wheelers. Alongside, Gensol offers comprehensive EV leasing solutions and is serving leading ride-hailing players with its buy-and-lease package of EV cars.
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