Oriana Power Mou, Megatherm Induction Order And Exhicon Events Partnership

Oriana Power Ltd.

Recent filing: (MoU) Oriana Power has signed an MoU with the New and Renewable Energy Department, Government of Assam, at the Investment and Infrastructure Summit 2025 in Guwahati. The Company will invest INR 500 Cr in solar and battery energy storage system (BESS) projects in Kamrup District, Assam.

FUTURE OUTLOOK: As per Q2FY25 Investor Presentation, Company strategically positioned to accelerate growth with projections pointing towards an 8-10x times by FY26 w.r.t H1FY25 | CompanyCompany to establish gigafactory by 2026 with a target of 500 MW capacity, adding another 500 MW by 2027 | Company Order book stands at 500 MW+, delivered 254 MW, 1500+ MW in pipeline, 518+ MW under execution. Aiming for 1 GW renewable energy by 2026, with 50,000 MTPA green hydrogen capacity and 300 MWh BESS in the pipeline.

Mcap of INR 2,533 Crore (share price = INR 1,247 / share) (as of oof28th Feb ‘25)
TTM PE 26.1x (as on 28th Feb ‘25) Retail float = 22.1% (Sep-24)

FOOD FOR THOUGHT: The industry's fragmentation curtails pricing flexibility and bargaining power, constraining operating margins, while tender-based operations dictate revenue and profitability based on successful bids.

Question 1: Who are the promoters of Oriana Power?

Oriana Power is a company that specializes in providing solar energy solutions to industrial and commercial customers. It offers low-carbon energy solutions by installing on-site solar projects such as rooftops, ground-mounted systems, and open-access off-site solar farms. The Company's business operations are divided into two segments: Capital Expenditure (CAPEX) and Renewable Energy Service Company (RESCO).

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Megatherm Induction Ltd.

Recent filing: (ORDER) Megatherm Induction has received an export order worth USD 4.9 million (INR 43 Cr) from Africa for the Supply, erection, and commissioning of capital goods, which is expected to commence in the second half of FY26.

FUTURE OUTLOOK: According to the Q2FY25 Investor Presentation, the Company's revenue target is INR 500 Cr in 2 years (28% CAGR), the Company's revenue target is, and its PAT target is INR 45 Cr in 2 years (46% CAGR).

MCap of INR 509 Crore (share price = INR 270 / share) (as of 28th Feb' 25)
TTM PE 22.7x (as on 28th Feb ‘25) Retail float = 18.1% (Sep-24)

FOOD FOR THOUGHT: Lower double digit Operating Profit Margin.

Question 1: Who are the promoters of Megatherm Induction?

Megatherm manufacturing induction heating and melting products, including induction melting furnaces and equipment. It also produces various plants and machinery for steel melt shops, such as transformers, ladle refining furnaces, continuous casting machines, and fume extraction systems. The Company also manufactures electric arc furnaces for the alloys and unique steel-making industries.

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Exhicon Events Media Solutions Ltd.

Recent filing: (PARTNERSHIP) Hungama Digital Media and Exhicon have signed a five-year exclusive partnership for the "Independent Together" event. Exhicon will handle production and logistics, while Hungama will manage artist curation and marketing. Revenue will be shared equally after expenses. This collaboration aims to deliver a premier live entertainment experience.

FUTURE OUTLOOK: As per the H1FY25 Concall, Management expects revenue to grow 50% in FY25 and FY26 and anticipated PAT margins to remain above 15%.

MCap of INR 336 Crore (share price = INR 257 / share) (as of 28th Feb' 25)
TTM PE 22.0x (as on 28th Feb ‘25) Retail float = 25% (Sep-24)

FOOD FOR THOUGHT: Risk associated with expansion into new markets

Question 1: Who are the promoters of Exhicon Events?

Exhicon is engaged in the business of providing a full range of products and services for the exhibitions, conferences, and events industry. Some of its solutions include media to integrated marketing solutions, temporary to permanent event infrastructure, and management to Organize events. It offers its product to various sectors, including hospitality, Healthcare, etc.

Share price and Volume (last 1 year):

Website: https://www.exhicongroup.com/

LT OP = Long-term operating profit; ST OP = Short-term operating profit

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