Gensol Engineering Order, Unimech Aerospace and Manufacturing Listing Gain And Shelter Pharma Fund Raise
Gensol Engineering
Recent filing: (ORDER) Gensol Engineering has secured a significant EPC contract worth INR 1062 Cr from Renowned Public Sector Undertaking for Development of 275MW Solar PV Project at RE Solar Park, Khavda Rann of Kutch, Gujarat, including three years of O&M.
SUMMARY: 5y Operating Profit uptrend | 7q Operating Profit uptrend | PE 34.5x (Sector PE range 50-90) | Fund raise | Institutional entry | Geographical Expansion | Large Orders | Orderbook of INR 10,382 Cr (Sep-24) (7.8x of TTM revenue) | Acquisitions | Promoter Buying | Solar + EV
FUTURE OUTLOOK: As per Q1FY25 Concall, Company had projected revenue guidance of INR 2,000 crore for FY25, a 2.1x increase from the FY24 revenue of INR 963 Cr | Consolidated EBITDA guidance for FY25 set at worth of INR 400 Cr.
- MCap of INR 2,811 Crore (share price = INR 740 / share) (as on 6th Jan ‘25)
- TTM PE of 34.5x (as on 6th Jan ‘25) Retail float = 22.3% (Sep-24)
FOOD FOR THOUGHT: Leveraged capital structure attributed to debt funded acquisition of EVs for leasing to Blu-Smart
Question 1: Who are the promoters of 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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Unimech Aerospace and Manufacturing Ltd
Recent filing: (LISTING GAIN) On December 31, 2024, Unimech Aerospace and Manufacturing stock debuted on the BSE at INR 1,491, which was 89.9% higher than the upper IPO price. This resulted in a listing gain of INR 706 per share.
SUMMARY: 4y Operating Profit uptrend | PE 100.1x (Sector PE range 30-70) | IPO | Capital Goods – Electrical equipments
- MCap of INR 6,861 Crore (share price = INR 1,349 / share) (as on 6th Jan ‘25)
- TTM PE 100.1x (as on 6th Jan ‘25) Retail float = 6.0% (Dec-24)
FOOD FOR THOUGHT: Highly competitive sector.
Question 1: Who are the promoters of Unimech Aerospace and Manufacturing?
Company specializing in manufacturing of complex products with “build to print” and “build to specifications” offering, which involves machining, fabrication, assembly, testing and creating new products basis the specific requirements of its clients for the aerospace, energy and semi-conductor industries.
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Shelter Pharma Ltd.
Recent filing: (FUND RAISE) Board meeting of Shelter Pharma to be held on 7th Jan 2025 to consider fund raise.
SUMMARY: 4y Operating Profit uptrend | 1h Operating Profit uptrend | PE 10.6x (Sector PE range 20-40) | Fund raise | Pharma
- MCap of INR 70.9 Crore (share price = INR 61.4 / share) (as on 6th Jan ‘25)
- TTM PE 10.6x (as on 6th Jan ‘25) Retail float = 33.1% (Sep-24)
FOOD FOR THOUGHT: Negative operating cash flow for FY24.
Question 1: Who are the promoters of Shelter Pharma?
Company specializing in the production of high-quality herbal medicines and healthcare products. Established with a commitment to integrating traditional knowledge with modern science, the company focuses on creating innovative solutions for various health conditions. Shelter Pharma is known for its rigorous research and development, ensuring that its products are safe, effective, and meet international standards.
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