EMS Ltd And Esconet Technologies Fund Raise, Cellecor Gadgets Partnership
EMS Ltd.
Recent filing: (FUND RAISE) BoD Meeting of EMS will be held on 19th Sep 2024 to consider raising of funds.
SUMMARY: 5y Operating Profit uptrend | PE 25.7x (Sector PE range 10-50) | Institutional entry | Large Order | Orderbook of INR 1,800 Cr (Jun-24) (2x of TTM revenue) | Fund Raise | Acquisition | EPC | Water Infra
FUTURE OUTLOOK: As per the Q1FY25 Concall, Company projected a revenue growth of 25%-30% for FY25, with a target of around INR 1,000 Cr | Management is confident in maintaining EBITDA margins of 24%-26% | Company has a bid pipeline exceeds of INR 4,000 Cr, with expectations of converting 10%-15% into orders within one to two months.
- MCap of INR 4,306 Crore (share price = INR 775 / share) (as on 17th Sep ‘24)
- TTM PE 25.7x (as on 17th Sep ‘24) Retail float = 16.8% (Jun-24)
FOOD FOR THOUGHT: Negative Operating cash flow for FY24.
Q1. What are the Products and Services offered by EMS Limited?
EMS Limited is a multi-disciplinary EPC company, headquartered in Delhi that specializes in providing turnkey services in water and wastewater collection, treatment and disposal. EMS provides complete, single-source services from engineering and design to construction and installation of water, wastewater and domestic waste treatment facilities.
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Esconet Technologies Ltd.
Recent filing: (FUND RAISE) BoD of Esconet Technologies has approved the issuance of 9.3L equity shares and 2.1L warrants at INR 334 each, aggregating to INR 38 Cr. Subscribers include Shalu Aggarwal, Rekha Gunavant Kumar, Gotham Chand, WOW Investments, Ten Eighty Investments, etc.
SUMMARY: 3y Operating Profit uptrend | PE 96.9x (Sector PE range 50-100) | Fund Raise | Ace Investor | Institutional entry | Data Center
- MCap of INR 523 Crore (share price = INR 423 / share) (as on 17th Sep ‘24)
- TTM PE of 96.9x (as on 17th Sep ‘24) Retail float = 20.6% (Jun-24)
FOOD FOR THOUGHT: Cash flow from operations negative for FY24.
Q1. What are the Products and Services offered by Esconet Technologies?
Incorporated in 2012, the Company initially established itself as a prominent system integrator specializing in IT infrastructure, cloud computing, managed services, and data security. Over the years, the Company has undergone significant growth, evolving from its origins as a hardware and software vendor into a multifaceted entity. Presently, Esconet Technologies is recognized as a trusted advisor, manufacturer, integrator, and service provider for a diverse range of private and public sector organizations.
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Cellecor Gadgets Ltd.
Recent filing: (PARTNERSHIP) Cellecor Gadgets partnered with Hello Mobiles to expand its retail presence in Telangana and Andhra Pradesh, offering its products through Hello’s extensive Happi Mobiles network. This collaboration will increase access to Cellecor’s range, including smart devices and home appliances.
Additionally, Cellecor teamed up with Comexcell Technologies to enhance distribution in Uttar Pradesh, leveraging Comexcell’s robust network of dealers. These partnerships aim to strengthen Cellecor’s market reach and distribution efficiency in key regions.
SUMMARY: 2y Operating Profit uptrend | 3h Operating Profit uptrend | PE 74.1x (Sector PE range: 30-70) | Excellent Mar-24 results | Fund Raise | Institutional entry | Brand Launch | New SKUs | New Products | New Showrooms | Geographical Expansion | Celebrity Brand Ambassador | Consumption
FUTURE OUTLOOK: As per Jun 2024 Earning update, Company targeting a revenue of INR 1000 Cr in FY25, a 2x increase from the FY24 revenue of INR 500 Cr.
- MCap of INR 1,192 Crore (share price = INR 56.8 / share) (as on 17th Sep ‘24)
- TTM PE 74.1x (as on 17th Sep ‘24) Retail float = 9.3% (Mar-24)
FOOD FOR THOUGHT: Cash flow from operations negative for FY24 | PE is above sector range
Q1. What are the Products and Services offered by Cellecor Gadgets Ltd?
Operating under the brand name CELLECOR, the Company is involved in the procurement, branding, and distribution of various consumer electronics such as television, mobile phones, smart wearables, mobile accessories, smartwatches, and neckbands.
It has an established presence in India with over 1,200 service centers, 800 distributors, with products available in more than 24,000 retail stores. Its product range consists of 300+ different items, and it has successfully reached 100 million users across India through both online and offline dealer channels, offering affordable consumer electronics.