Knowledge Marine & Engineering Works Fund Raise, Ceigall India Order And Share India Securities Investment
Knowledge Marine & Engineering Works Ltd.
Recent filing: (FUND RAISE) Board of Knowledge Marine & Engineering Works has approved raising funds up to INR 500 Cr.
SUMMARY: PE 78.7x (Sector PE range NA) | Fund raise | Ace Investor | Institutional Entry | Dredging
- MCap of INR 2,524 Crore (share price = INR 2,337 / share) (as on 26th Dec ‘24)
- TTM PE of 78.7x (as on 26th Dec ‘24) Retail float = 12.3% (Sep-24)
FOOD FOR THOUGHT: Working capital extensive business.
Question 1: Who are the promoters of Knowledge Marine & Engineering Works?
Established in 2015, Knowledge Marine is involved in the dredging and small-craft business segment in India. In the last 5 years, it has evolved from a small ship-repair unit to a dredging and ship-owning company.
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Ceigall India Ltd.
Recent filing: (ORDER) Ceigall India Ltd has signed a concession agreement worth INR 981 Cr with NHAI for the development of a 6-lane Ludhiana-Bathinda Greenfield highway (NH-754AD) under the Ludhiana-Ajmer Economic Corridor in Punjab. The project, part of Bharatmala Pariyojna Phase-I, is to be completed in 24 months on a Hybrid Annuity Mode.
SUMMARY: 4y Operating Profit uptrend | PE 18.7x (Sector PE range 10-50) | Orderbook INR 12,153 Cr (as of Sep-24) (3.8x of TTM Revenue) | Institutional entry | Infrastructure
FUTURE OUTLOOK: As per Q1FY25 Concall, Management is hoping that the company will make a proper effort to report same level of growth during FY25.
- MCap of INR 6,197 Crore (share price = INR 362 / share) (as on 26th Dec ‘24)
- TTM PE 18.7x (as on 26th Dec ‘24) Retail float = 7.0% (Sep ‘24)
FOOD FOR THOUGHT: Negative operating Cashflows for FY24.
Question 1: Who are the promoters of Ceigall India?
Company is an infrastructure construction company with experience in undertaking specialized structural works such as elevated roads, flyovers, bridges, Railway over bridges (ROB), tunnels, highways, expressways and runways.
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Share India Securities Ltd.
Recent filing: (INVESTMENT) Share India Securities will invest INR 59.5 Cr in the Metropolitan Stock Exchange of India (5% post-issue stake) within 60 working days to strengthen its presence in the financial services and securities market ecosystem.
SUMMARY: 6y Operating Profit uptrend | PE 15.2x (Sector PE range 20-40) | Brokerage
- MCap of INR 6,961 Crore (share price = INR 319 / share) (as on 26th Dec ‘24)
- TTM PE of 15.2x (as on 26th Dec ‘24) Retail float = 11.1% (Sep-24)
FOOD FOR THOUGHT: Vikasa India EIF I Fund sold INR 37 Cr worth of shares.
Question 1: Who are the promoters of Share India Securities?
Share India Securities is one of India’s leading tech-based financial service provider. The Company offers customized capital market solutions to its clients and has recently launched its algo trading platform for clients. Company has ~2% market share in cash market, ~2% market share in futures and ~5% market share in options on basis of turnover. Via its subsidiaries, it is also present in NBFC business, insurance broking, merchant banking, portfolio management and mutual funds distribution.