Infollion Research Services Good to Excellent Results, Gensol Engineering Order And Sanghvi Movers Subsidiary Incorporation

Infollion Research Services Ltd.

Recent filing: (GOOD TO EXCELLENT RESULTS) For the half year ending Sep-24 for Infollion Reasearch, Sales up 40% YoY from INR 25.1 Cr in Sep-23 to INR 35.2 Cr in Sep-24. Similarly, Net Profit up 40% from INR 4.2 Cr to INR 5.9 Cr. On a HoH basis, Sales up 32% and Net Profit up 37%.

SUMMARY: 5y Operating Profit uptrend | 1h Operating Profit uptrend | PE 38.6x (Sector PE range 30-50) | Excellent Sep-24 results | Institution Entry | Consulting Services

• MCap of INR 308 Crore (share price = INR 318 / share) (as on 14th Oct ‘24)
• TTM PE of 38.6x (as on 14th Oct ‘24) Retail float = 16.6% (Mar-24)

FOOD FOR THOUGHT: Shareholding of FIIs and DIIs dropped from 9.7% and 6.8% in Jun ‘23 to 0.0% and 3.4% in Mar ‘24, respectively.

Q1. What are the Products and Services offered by Infollion Research Services?

The Company provides flexible options to hire top management talent. These options can range from quick and concise phone calls to project – based engagements lasting a few months, all based on pre agreed statement of work.

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Gensol Engineering

Recent filing: (ORDER) Gensol Engineering has been awarded a prestigious contract worth INR 186 Cr by UAE’s leading sustainable development and clean energy development Company for the design, construction, and long-term operation and maintenance of rooftop solar photovoltaic (PV) systems for the engineering facilities of a leading aviation company in Dubai. 

With a total installed capacity of 23,178 kWp (23 MWp), the project underscores company’s commitment to driving sustainability in the Middle East by contributing to the region’s transition to cleaner energy sources, need to be executed over a 20-month period.

SUMMARY: 5y Operating Profit uptrend | 6q Operating Profit uptrend | PE 54.7x (Sector PE range 50-90) | Fund raise | Institutional entry | Geographical Expansion | Large Orders | Orderbook of INR 9,055 Cr (Sep-24) (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 3,186 Crore (share price = INR 841 / share) (as on 14th Oct ‘24)
• TTM PE of 54.7x (as on 14th Oct ‘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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Sanghvi Movers Ltd.

Recent filing: (SUBSIDIARY INCORPORATION) Board of Directors of Sanghvi Movers approved the incorporation of a wholly owned subsidiary in Saudi Arabia to provide crane rental services and heavy lifting solutions across various sectors, including Oil & Gas, Petrochemicals, and Infrastructure. The subsidiary will offer cranes with skilled personnel, logistical support, and form strategic partnerships to drive growth and efficiency.

SUMMARY: PE 18.5x (Sector PE range 30-60) | Subsidiary Incorporation | Orderbook of INR 744 Cr (Jul-24) (1.2x of TTM revenue) | Capital Goods – Non-Electrical Equipments

• MCap of INR 3,453 Crore (share price = INR 399 / share) (as on 14th Oct ’24)
• TTM PE of 18.5x (as on 14th Oct ’24) Retail float = 28.1% (Jun-24)

FOOD FOR THOUGHT: Susceptibility to investment cycle in key end user industries like wind.

Q1. What are the Products and Services offered by Sanghvi Movers?

Sanghvi Movers Limited (SML) is the largest crane rental company in India and Asia. Company has a fleet of 400+ medium to large sized heavy-duty telescopic and crawler cranes ranging from 20 to 1000 MT across 130+ operational job sites in India. Its fleet is primarily catered for the construction of various industrial plants like Power, Steel, Cement, Fertilizers, Petrochemicals & Refineries, Metros (underground as well as elevated) and Windmill sector.

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