GPT Infraprojects Order, Aurionpro Solutions Business Update And AVP Infracon

GPT Infraprojects

Recent filing: (ORDER) GPT Infraprojects has been declared as L1 for the order worth INR 203 Cr from South Eastern Railway Kolkata for the construction of Road Over Bridge (3 lane) between Nalpur-Bauria Stations of Howrah-Kharagpur.

SUMMARY: 6y Operating Profit uptrend | PE 34.3x (Sector PE range 10-50) | Capacity expansion | Institutional entry | Fund raise | Orderbook INR 3,669 Cr (Jun-24), 3.6x of TTM revenue | Railways | Infra

FUTURE OUTLOOK: As per Q1FY25 Concall, Management reaffirmed guidance of 20%-25% revenue growth for FY25 and maintaining a similar CAGR over the next 3 years | Company also targeting 12.5%-13% EBITDA Margins

• MCap of INR 2,030 Crore (share price = INR 174 / share) (as on 2nd Sep ‘24)
• TTM PE 34.3x (as on 2nd Sep ‘24) Retail float = 9.4% (Jun-24)

FOOD FOR THOUGHT: Exposed to risks inherent in tender-based business.

Q1. What are the Products and Services offered by GPT Infraprojects?

GPT Infraprojects is an infrastructure company operating through 2 business divisions - Infrastructure and Sleepers. It is an established Railway focused player. The company is engaged in the execution of civil and infrastructure projects, especially large bridges and ROBs for Railways. In Sleepers, the company manufactures and supplies concrete sleeper for Railways in India and Africa.

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Aurionpro Solutions

Recent filing: (BUSINESS UPDATE) Aurionpro Solutions Subsidiary announced it has gone live as an online payment aggregator, marking a significant milestone in its journey. This achievement follows the recent authorization from the Reserve Bank of India and signifies Company's strategic entry into the rapidly growing and innovation driven payments industry. The launch was officially announced at the prestigious Global Fintech Fest 2024 in Mumbai, India, one of the largest fintech gatherings in the world. 

It has also launched AuroCheck, a digital onboarding platform, designed to streamline the onboarding process for acquiring banks, processors, and business entities across various sectors. By automating manual processes, conducting real-time KYC/KYB screening, and performing robust risk assessments, AuroCheck significantly reduces onboarding time while ensuring regulatory compliance. The platform's dynamic application forms, AI-powered automation, and scalability further enhance its efficiency and accommodate the growing needs of businesses.

SUMMARY: 4y Operating Profit uptrend | 7q Operating Profit uptrend | PE 68.3x (Sector PE range 30-50) | Excellent Jun-24 results | Fund raise | Institutional entry | Acquisition | Partnership | Order book of INR 1000 Cr+ | New-age IT

FUTURE OUTLOOK: As per the Q1FY25 Concall, Company guidance for 30-35% growth in revenue and earnings for FY25.

• MCap of INR 10,427 Crore (share price = INR 1,889 / share) (as on 2nd Sep ‘24)
• TTM PE of 68.3x (as on 2nd Sep ‘24) Retail float = 10.3% (Jun-24)

FOOD FOR THOUGHT: PE is above sector range

Q1. What are the Products and Services offered by Aurionpro Solutions?

Aurionpro is the convergence of advanced technology solutions that help enterprises accelerate Digital Innovation - securely and efficiently. It is 'One Platform', guiding businesses to ADAPT to a new paradigm in Digital Transformation across Banking Transportation, Logistics, and Government sectors.

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AVP Infracon Ltd

Recent filing: (SUBSIDIARY INCORPORATION) AVP Infracon has incorporated a new wholly owned subsidiary as “AVP Renewable Energies Limited” to act as Engineering, procurement, and construction (EPC) contractor for solar energy projects and business expansion targeting new clientele.

SUMMARY: 3y Operating Profit uptrend | 1h Operating Profit uptrend | PE 24.9x (Sector PE range 10-50) | Excellent Mar-24 results | Capacity Expansion | Institutional Entry | Order book of INR 1,000 Cr (Jun-24) (6.2x of TTM revenue) | IPO | Entry into Solar | Infrastructure

FUTURE OUTLOOK: As per FY24 Concall, Company expecting anything more than 50% increase in turnover for FY25. | Company expecting a turnover of INR 500 crores for FY26 | Company expecting fresh order book inflow of INR 400-500 Cr for FY25, orders timeline may range from 18 to 24 months for execution.

• MCap of INR 455 Crore (share price = INR 182 / share) (as on 2nd Sep ‘24)
• TTM PE 24.9x (as on 2nd Sep ‘24) Retail float = 10% (Mar-24)

FOOD FOR THOUGHT: Negative Operating cash flow for FY24.

Q1. What are the Products and Services offered by AVP Infracon Ltd?

Company engages in constructing road projects using Bill of Quantities (BOQ) and Engineering, Procurement, and Construction (EPC) methods. It handles various infrastructure projects, including expressways, national highways, flyovers, bridges, viaducts, irrigation projects, urban development initiatives, hospitals, warehouses, hotels, and other commercial and residential projects.

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