Tembo Global Industries, Apollo Micro Systems And Texmaco Rail & Engineering Excellent Results,
Tembo Global Industries Ltd
Recent filing: (EXCELLENT RESULTS) For the quarter ending Sep-24 for Tembo Global, Sales up 44% YoY from INR 114 Cr in Sep-23 to INR 164 Cr in Sep-24. Similarly, Net Profit up 3x from INR 5 Cr to INR 15 Cr. On a QoQ basis, Sales up 28% and Net Profit up 3x.
SUMMARY: 5y Operating Profit uptrend | PE 20.2x (Sector PE range 30-60) | Excellent Sep-24 results | Large Order | Fund raise | Institutional Entry | Promoter Buying | Capacity Expansion | Order Book of INR 800 Cr (including L1 orders) (Jun-24) (1.7x times of TTM 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 544 Crore (share price = INR 490 / share) (as on 28th Oct ‘24)
- TTM PE 20.2x (as on 28th Oct ‘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.
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Apollo Micro Systems Ltd
Recent filing: (EXCELLENT RESULTS) For the quarter ending Sep-24 for Apollo Micro Systems, Sales up 85% YoY from INR 87 Cr in Sep-23 to INR 161 Cr in Sep-24. Similarly, Net Profit up 2.3x from INR 7 Cr to INR 16 Cr. On a QoQ basis, Sales up 77% and Net Profit up 2x.
SUMMARY: 4y Operating Profit uptrend | Excellent Sep-24 results | Fund raise | Promoter Buying | PE 64.8x (Sector PE range 50-100) | Defense
- MCap of INR 3,096 Crore (share price = INR 101 / share) (as on 28th Oct ‘24)
- TTM PE 64.8x (as on 28th Oct ‘24) Retail float = 33.1% (Sep-24)
FOOD FOR THOUGHT: Negative operating cashflow for FY ‘24.
Question 1: Who are the promoters of Apollo Micro Systems?
Company is pioneer in design, development, assembly and testing of Ruggedized Custom-Built Electronic Hardware & Software solutions for Mission Critical applications. Our solutions are based on state-of-the-art technologies for the Aerospace, Defence, Space, Transportation and Home Land Security markets.
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Texmaco Rail & Engineering Ltd
Recent filing: (EXCELLENT RESULTS) For the quarter ending Sep-24 for Texmaco Rail & Engineering, Sales up 67% YoY from INR 805 Cr in Sep-23 to INR 1346 Cr in Sep-24. Similarly, Net Profit up 3x from INR 25 Cr to INR 74 Cr. On a QoQ basis, Sales up 24% and Net Profit up 25%.
SUMMARY: 4y Operating Profit uptrend | PE 39.4x (Sector PE range 30-60) | Excellent Sep-24 results | Fund raise | Promoter Buying | Institutional Entry | Acquisitions | Capital Goods – Non-Electrical Equipment
- MCap of INR 8,201 Crore (share price = INR 205 / share) (as on 28th Oct ‘24)
- TTM PE 39.4x (as on 28th Oct ‘24) Retail float = 24.6% (Sep-24)
FOOD FOR THOUGHT: Low operating profit margin.
Question 1: Who are the promoters of Texmaco Rail & Engineering?
Company operates through three business segments, Freight Car (freight car manufacturing, steel foundry and components systems), Infra – Rail & Green Energy and Infra – Electrical. The Company has seven manufacturing facilities, with five located in West Bengal (Agarpara, Belgharia [2], Sodepur and Panihati), one in Vadodara, Gujarat and one in Raipur, Chhattisgarh.