Dynacons Systems, Oriana Power And Premier Roadlines Order
Dynacons Systems & Solutions Ltd.
Recent filing: (ORDER) Dynacons System secures strategic Data Centre Project worth INR 143 Cr to be completed in 5 years, for Hyper Converged Infrastructure (HCI) Solution for Nakshatra-2, Private Cloud initiative from Bank of Maharashtra. The scope of work includes Supply, Installation and Maintenance of Hyper Converged Infrastructure (HCI) Server and Storage Equipment at Bank's Data Center (DC), Near DR (NDR) and Disaster Recovery Site (DR) and establishing the private cloud to accommodate new application requirements as well as existing application growth and Implementation & maintenance with 5 years of support.
SUMMARY: 6y Operating Profit uptrend | 2q Operating Profit uptrend | PE 33.9x (Sector PE range 30-50) | New Age IT
- MCap of INR 1,952 Crore (share price = INR 1,535 / share) (as on 3rd Sep ‘24)
- TTM PE 33.9x (as on 3rd Sep ‘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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Oriana Power Ltd.
Recent filing: (ORDER) Oriana Power has received an order worth INR 248 Cr for executing solar power project of capacity 52 MW in Prayagraj, Uttar Pradesh, needs to be completed within 6 months.
SUMMARY: 4y Operating Profit uptrend | 1h Operating Profit uptrend | PE 81x (Sector PE range 50-90) | Excellent Mar-24 results | Institution buying | Fund Raise | Large Order | Ace Investor | Clean Energy
FUTURE OUTLOOK: As per Aug 2024 Investor Presentation, as part of its Vision 2030, Company aims to achieve 6 GW+ EPC capacity & 2.5 GW+ IPP capacity. Company’s vision is to be a credible significant player in BESS with a cumulative capacity of 3.5 GWh by 2030. Company’s plan is to substantially upscale its CBG production capacity with a CAGR of 25%.
- Mcap of INR 4,393 Crore (share price = INR 2,290 / share) (as on 3rd Sep ’24)
- TTM PE 81x (as on 3rd Sep ’24) Retail float = 11.3% (Mar-24)
FOOD FOR THOUGHT: Industry's fragmentation curtails pricing flexibility and bargaining power, constraining operating margins, while tender-based operations dictate revenue and profitability based on successful bids.
Q1. What are the Products and Services offered by Oriana Power?
Oriana Power is a company that specializes in providing solar energy solutions to industrial and commercial customers. It offers low carbon energy solutions by installing on-site solar projects such as rooftop and ground-mounted systems, as well as off-site solar farms i.e. Open access. The business operations are divided into two segments: Capital Expenditure (CAPEX) and Renewable Energy Service Company (RESCO).
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Premier Roadlines Ltd.
Recent filing: (ORDER) Premier Roadlines has received an Order worth INR 5 Cr from a leading Company in Defense Sector for transportation of goods, marking the company’s entry into this critical industry, to be executed in 1 year.
SUMMARY: 3y Operating Profit uptrend | 1h Operating Profit uptrend | Excellent Mar-24 results | PE 23.6x (Sector PE range 10-40) | IPO | Logistics
FUTURE OUTLOOK: As per Jun 2024 Concall, Company looking at revenue growth of 31% for FY25 | Company looking at INR 300 Cr revenue for FY25 and INR 330 Cr on a higher side | Company expecting a minimum increase in the EBITDA margin of 10-11% in FY25 and PAT margin around 5-7%.
- MCap of INR 297 Crore (share price = INR 130 / share) (as on 3rd Sep ‘24)
- TTM PE 23.6x (as on 3rd Sep ‘24) Retail float = 10.7% (May-24)
FOOD FOR THOUGHT: Single digit operating profit margin.
Q1. What are the Products and Services offered by Premier Roadlines?
Company provides logistics solutions, specializing in surface transportation of goods from 1 MT to 250 MT across India and neighboring countries like Nepal and Bhutan. They offer general transport services, project logistics, and handle oversized cargo for B2B customers. In FY 2022-23, the company completed over 26,000 orders using third-party operators and various transportation facilities like containerized trucks, trailers, and hydraulic axles.