Sovrenn Daily News - 30th Oct 2024

BCL Industries Ltd.

Recent filing: (GOOD TO EXCELLENT RESULTS) For the quarter ending Sep-24 for BCL Industries, Sales up 50% YoY from INR 481 Cr in Sep-23 to INR 721 Cr in Sep-24. Similarly, Net Profit up 50% from INR 20 Cr to INR 30 Cr. On a QoQ basis, Sales up 13% and Net Profit up 20%.

SUMMARY: 2y Operating Profit uptrend | 2q Operating Profit uptrend | PE 16.3x (Sector PE range 15-30) | Excellent Sep-24 results | Fund raise | Capacity expansion | Agri Products

  • MCap of INR 1,689 Crore (share price = INR 57.2 / share) (as on 30th Oct ‘24)
  • TTM PE of 16.3x (as on 30th Oct ‘24) Retail float = 26.7% (Sep-24)

FOOD FOR THOUGHT: Promoter (Sunita Mittal) sold 16.3 Cr worth of shares in Sep ’24.

Company Description: Incorporated in 1976, BCL Industries is in the business of edible oil and distillery. It operates in the sectors of oil seed crushing unit, solvent extraction plant, edible oil refinery, physical refinery, rice sheller, distillery-ethanol industry and real estate.

Discover Stocks for free in Sovrenn Discovery - Large Order Bucket

Websol Energy System Ltd.

Recent filing: (GOOD TO EXCELLENT RESULTS) For the half year ending Sep-24 for Websol Energy Systems, Sales up 480x YoY from INR 0.3 Cr in Sep-23 to INR 144 Cr in Sep-24. Similarly, Net Profit up from loss of INR 4 Cr to profit of INR 42 Cr. On a HoH basis, Sales up 29% and Net Profit up 83%.

SUMMARY: 2y Operating Profit uptrend | 2q Operating Profit uptrend | PE NA (Sector PE range 50-90) | Excellent Sep-24 results | Fund Raise | Capacity Expansion | Solar | Clean Energy

FUTURE OUTLOOK:

  • MCap of INR 5,879 Crore (share price = INR 1,354 / share) (as on 30th Oct ‘24)
  • TTM PE NA (as on 30th Oct ‘24) Retail float = 42.6% (Sep-24)

FOOD FOR THOUGHT: PE is undefined given that, net profit on a TTM basis is negative.

Company Description: Incorporated in 1990, Websol Energy Systems Ltd. manufactures photovoltaic monocrystalline solar cells and modules in India. Websol modules are designed for grid and standalone Solar PV power plants, remote communication, and rural electrification under diffused Sunlight.

Now get chance to learn investing for free at Sovrenn Education

AVP Infracon Ltd

Recent filing: (GOOD TO EXCELLENT RESULTS) For the half year ending Sep-24 for AVP Infracon, Sales up 63% YoY from INR 67 Cr in Sep-23 to INR 109 Cr in Sep-24. Similarly, Net Profit up 86% from INR 7 Cr to INR 13 Cr. On a HoH basis, Sales up 16% and Net Profit up 18%.

SUMMARY: 4y Operating Profit uptrend | 2h Operating Profit uptrend | PE 15.0x (Sector PE range 10-50) | Excellent Sep-24 results | Capacity Expansion | Institutional Entry | IPO | Entry into Solar | Infrastructure

  • MCap of INR 356 Crore (share price = INR 142 / share) (as on 30th Oct ‘24)
  • TTM PE 15.0x (as on 30th Oct ‘24) Retail float = 19.6% (Sep-24)

FOOD FOR THOUGHT: Negative Operating cash flow for FY24.

Company Description: 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.