Gensol Engineering And Nibe Order, Integrated Industries Good to Excellent Results
Gensol Engineering
Recent filing: (ORDER) Gensol Engineering is in collaboration with Matrix Gas & Renewables Ltd has announced that it has emerged as a winning bidder for 237 MW annual capacity under Production Linked Incentive (PLI) scheme for setting up electrolyser manufacturing plant.
This bid was secured through a competitive tender by Solar Energy Corporation of India (SECI). Gensol-Matrix consortium has secured a cumulative 300 MW capacity, including a prior 63 MW awarded in the first tranche of the SECI tender that equates to INR 450 Cr cumulatively incentive under the PLI scheme.
SUMMARY: 5y Operating Profit uptrend | 6q Operating Profit uptrend | PE 61.7x (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 3,598 Crore (share price = INR 950 / share) (as on 16th Aug ‘24)
- TTM PE of 61.7x (as on 16th 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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Nibe Ltd.
Recent filing: (ORDER) Nibe has received Two Purchase orders worth INR 79.6 Cr from one of the leading Infra and Defence Company for supply of FCR Trailers and Shelters including surface treatment and Air Conditioning, needs to be completed by January 31, 2028.
SUMMARY: 3y Operating Profit uptrend | PE 94x (Sector PE range 50-100) | Fund raise | Institutional entry | Partnerships | Acquisitions | Large Order | Entry into Aerospace | Defence
- MCap of INR 2,397 Crore (share price = INR 1,825 / share) (as on 16th Aug ‘24)
- TTM PE of 94x (as on 16th Aug ‘24) Retail float = 24.5% (Aug-24)
FOOD FOR THOUGHT: FII stake has gone down from 11.0% in Mar-24 to 8.3% in Aug-24.
Q1. What are the Products and Services offered by Nibe?
NIBE is into three major businesses. E-vehicles: Designing, developing, manufacturing and trading of e-vehicles. Defense: Wide spectrum of critical components catering to the defense industry. IT: Networking solutions, network security, data security, endpoint security.
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Integrated Industries Ltd.
Recent filing: (GOOD TO EXCELLENT RESULTS) For the quarter ending Jun-24 for Integrated Industries, Sales up 7.4x YoY from INR 19 Cr in Jun-23 to INR 140 Cr in Jun-24. Similarly, Net Profit up 13x from INR 1 Cr to INR 13 Cr. On a QoQ basis, Sales up 1% and Net Profit remained flat.
SUMMARY: 2y Operating Profit uptrend | 5q Operating Profit uptrend | PE 21.1x (Sector PE range 30-100) | Excellent Jun-24 results | Fund Raise | Promoter Buying | Institutional Entry | FMCG
- MCap of INR 776 Crore (share price = INR 405/ share) (as on 16th Aug ‘24)
- TTM PE 21.1x (as on 16th Aug ‘24) Retail float = 8.5% (Jun-24)
FOOD FOR THOUGHT: Negative Operating cash flow for FY24
Q1. What are the Products and Services offered by Integrated Industries?
Established in 1995, Integrated Industries Ltd specializes in the production of Organic & Inorganic Food Products, Bakery items, and other Processed Foods. With a focus on quality, the company has been engaged in delivering a diverse range of food products since its inception.