Tembo Global Industries, Advait Infratech And Kernex Microsystems Order
Tembo Global Industries Ltd
Recent filing: (ORDER) Tembo Global has secured a significant INR 52.9 Cr domestic order for a water irrigation project, marking its second major order in a short period. The project involves the supply of Ductile Iron (DI) pipes, scheduled for completion within 12 months.
SUMMARY: 5y Operating Profit uptrend | PE 31.1x (Sector PE range 30-60) | Excellent Sep-24 results | Large Order | Fund raise | Institutional Entry | Promoter Buying | Capacity Expansion | Order Book of INR 1,200+ Cr and Order book of Textile is INR 180 Cr (Sep-24) (3x times of FY24 Revenue) | Capital Goods – Non Electrical equipment.
FUTURE OUTLOOK: As per Q1FY25 Investor Presentation, Company current capacity is pegged at 15,000 tons per annum. The ongoing green field expansion at Vasai will bolster company overall capacity by 6x times, reaching 105,000 MTPA by FY25.
- MCap of INR 836 Crore (share price = INR 753 / share) (as on 6th Dec ‘24)
- TTM PE 31.1x (as on 6th Dec ‘24) Retail float = 23.4% (Sep-24)
FOOD FOR THOUGHT: Negative Cash flow from operations for FY24
Question 1: Who are the promoters of Tembo Global Industries ?
Tembo is a prominent engineering company, manufacturing high-quality specialised metal products for a wide array of applications, including Pipe Support Systems, Fasteners, Anchors, and HVAC, catering to industries like Automotive, Real Estate, Infrastructure and Oil & Gas. Additionally, the Company process and supplies fibres and yarn (Textiles Division) and is poised to enter the Defence sector by FY26.
Investing has built huge wealth for several HNI investors. Learn investing FREE OF CHARGE at Sovrenn Education
Advait Infratech Ltd.
Recent filing: (ORDER) Advait Energy has received an order for Supply and Installation of 24 F OPGW on Turkey Basis for 400 KV Transmission Line Kurukshetra- Malerkotla in 7 months.
SUMMARY: 6y Operating Profit uptrend | PE 76.1x (Sector PE range 50-90) | Fund raise | Large Order | MoUs | Ace Investor | Promoter Buying | Institutional Entry | Green Energy | Power and Telecom Infra
FUTURE OUTLOOK: As per Dec FY25 Investor presentation, By 2027, Company plans to establish a 300 MW electrolyser manufacturing facility (Current capacity 50 MW/year) and expand to 1 GW by 2030. It also plans to start fuel cell assembly and manufacturing operations by 2028.| Company is targeting 1 GW of BESS Projects over the period of next 5 years.
- MCap of INR 1,851 Crore (share price = INR 1,713/share) (as on 6th Dec ‘24)
- TTM PE 76.1x (as on 6th Dec ‘24) Retail float = 16.9% (Sep-24)
FOOD FOR THOUGHT: Intensely competitive EPC industry given low barriers to entry | Dependence on tenders floated by government
Question 1: Who are the promoters of Advait Infratech?
Since its establishment in 2009, the Company has been at the forefront of delivering robust products and solutions tailored for power transmission, substation, and telecommunication infrastructure. In 2023, it has diversified into green energy, through its entrance into the supply of electrolysers and fuel cells. The Company has also extended its impact into climate services, focusing on sustainability consultancy, decarbonization consultancy, and comprehensive carbon consultancy services.
Finding multibagger stocks is important for building wealth. Discover potential multibaggers at Sovrenn Discovery
Kernex Microsystems (India) Ltd
Recent filing: (ORDER) Company has been awarded an order worth INR 2,041 Cr from Chittaranjan Locomotive Works, Chittaranjan for Supply, installation, testing and commissioning of On-board KAVACH equipment, to be delivered by Dec'25.
SUMMARY: PE NA (Sector PE range 50-100) | Fund raise | Large Order | JV | EMS
- MCap of INR 1,911 Crore (share price = INR 1,140 / share) (as on 6th Dec ‘24)
- TTM PE NA (as on 6th Dec ‘24) Retail float = 27.6% (Sep-24)FOOD FOR THOUGHT: Company is loss making.
Question 1: Who are the promoters of Kernex Microsystems (India)?
Company is a technology driven company focusing mainly on the Railway Safety Systems Design, Development and Turnkey Project Execution, Software Design Solutions, Embedded Design Services including Networking.