Sovrenn Daily News - 25th Nov 2024

One Point One Solutions Ltd

Recent filing: (GOOD TO EXCELLENT RESULTS) For the quarter ending Sep-24 for One Point One Solutions, Sales up 57% YoY from INR 39.88 Cr in Sep-23 to INR 62.48 Cr in Sep-24. Similarly, Net Profit up 41% from INR 5.93 Cr to INR 8.38 Cr. On a QoQ basis, Sales up 2% and Net Profit up 10%.

SUMMARY: 4y Operating Profit uptrend | 7q Operating Profit uptrend | Excellent Sep-24 results | PE 48.1x (Sector PE range 30-50) | Institutional Entry | Fund raise | Acquisitions | IT

  • MCap of INR 1,375 Crore (share price = INR 62.9/ share) (as on 25th Nov ‘24)
  • TTM PE 48.1x (as on 25th Nov ‘24) Retail float = 16.6% (Sep-24)

FOOD FOR THOUGHT: Highly competitive sector.

Company Description: Company is a leading player in Business Process Management (BPM). The company was incorporated in the year 2006. The company offers technology, accounting, skill-development and analytical solutions that help businesses build better capabilities and enable them to achieve seamless growth.

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Eco Recycling Ltd

Recent filing: (GOOD TO EXCELLENT RESULTS) For the quarter ending Sep-24 for Eco Recycling, Sales up 48% YoY from INR 80 Cr in Sep-23 to INR 118 Cr in Sep-24. Similarly, Net Profit up 50% from INR 8 Cr to INR 12 Cr. On a QoQ basis, Comparison is not valid.

SUMMARY: 4y Operating Profit uptrend | 2q Operating Profit uptrend | Excellent Sep-24 results | PE 74.8x (Sector PE range 30-50) | Sustainability and Recycling

  • MCap of INR 1,773 Crore (share price = INR 919/ share) (as on 25th Nov ‘24)
  • TTM PE 74.8x (as on 25th Nov ‘24) Retail float = 16.1% (Sep-24)

FOOD FOR THOUGHT: PE is above sector range.

Company Description: Company is India’s 1st and one of the leading E-waste management company, offering end-to-end solutions of Reverse Logistics, Data Destruction, Information Technology Asset Disposition (ITAD), Recycling of E-waste, Lamp Recycling, Precious Metal Recovery, implementation of EPR and CSR initiatives, Recycling on Wheels-Smart ER.

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Tinna Rubber & Infrastructure Ltd

Recent filing: (GOOD TO EXCELLENT RESULTS) For the quarter ending Sep-24 for Tinna Rubber & Infrastructures, Sales up 48% YoY from INR 80 Cr in Sep-23 to INR 118 Cr in Sep-24. Similarly, Net Profit up 50% from INR 8 Cr to INR 12 Cr. On a QoQ basis, Comparison is not valid.

SUMMARY: 5y Operating Profit uptrend | Excellent Sep-24 results | PE 41.1x (Sector PE range 30-50) | Fund raise | Capacity Expansion | Sustainability and Recycling

FUTURE OUTLOOK: The company is confident in achieving its sales guidance of INR 500 Cr for FY25.

  • MCap of INR 2,227 Crore (share price = INR 1,300 / share) (as on 25th Nov ‘24)
  • TTM PE 41.1x (as on 25th Nov ‘24) Retail float = 15.9% (Sep-24)

FOOD FOR THOUGHT: Raw material price volatility risk

Company Description: Company, founded in 1987 under the dynamic leadership of Mr. Bhupinder Kumar Sekhri, is a professionally managed company which is rapidly expanding as a fully integrated company converting waste tyres into downstream valueadded products.