Tembo Global Industries Power Purchase Agreement, Dynacons Systems & Solutions Appraisal And TD Power Systems Order
Tembo Global Industries Ltd
Recent filing: Tembo Global has secured its first Power Purchase Agreement (PPA) with the Maharashtra state government for a 124 MW solar power project, valued at approximately INR 595 Cr. The project, aimed at boosting the company’s commitment to sustainable energy, is expected to be completed within 18 months, with the PPA extending for 25 years post-completion. This marks the company's strategic expansion into renewable energy, complementing its expertise in sectors like oil, gas, chemicals, and construction to meet growing clean energy demands.
SUMMARY: 5y Operating Profit uptrend | 1q Operating Profit uptrend | PE 30.1x (Sector PE range 30-60) | Large Order | Fund raise | Institutional Entry | Promoter Buying | Order Book of INR 800 Cr (including L1 orders) (Jun-24) (1.7x times of TTM Revenue) | Capital Goods – Non - Electrical equipment
- MCap of INR 533 Crore (share price = INR 480 / share) (as on 16th Oct ‘24)
- TTM PE 30.1x (as on 16th Oct ‘24) Retail float = 21.2% (Jun-24)
FOOD FOR THOUGHT: Negative Cash flow from operations for FY24
Q1. What are the Products and Services offered by 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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Dynacons Systems & Solutions Ltd.
Recent filing: (APPRAISAL) Dynacons System has successfully attained the ISACA’s Capability Maturity Model Integration (CMMI)-SVC V3.0 Maturity Level 5 appraisal. CMMI is a process improvement approach that provides organization with the essential elements of effective processes that ultimately improve their performance.
SUMMARY: 6y Operating Profit uptrend | 2q Operating Profit uptrend | PE 30.5x (Sector PE range 30-50) | New Age IT
- MCap of INR 1,757 Crore (share price = INR 1,382 / share) (as on 16th Oct ‘24)
- TTM PE 30.5x (as on 16th Oct ‘24) Retail float = 25.1% (Jun-24)
FOOD FOR THOUGHT: Risk of timing of receivable from PSU Entities.
Q1. What are the Products and Services offered by Dynacons Systems & Solutions ?
Established in 1995, Dynacons undertakes all activities related to IT infrastructure including infrastructure design and consultancy services, turnkey systems integration of large Network and Data Centre infrastructure including supply of associated equipment and software, onsite and remote facilities management of multi-location infrastructure of domestic locations.
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TD Power Systems Ltd
Recent filing: (ORDER) TD Power Systems has secured two large orders worth INR 142 crore from major international gas engine Original Equipment Manufacturers (OEMs) for gas engine generators, reflecting strong demand in the grid stabilization, base load power, and data center segments. The orders, intended for export markets, will be delivered partly this financial year and partly the next, with more orders expected in the coming quarters.
SUMMARY: 7y Operating Profit uptrend | 2q Operating Profit uptrend | PE 51.0x (Sector PE range 30-70) | Order Book of INR 1,215 Cr (Jun-24) (1.2x times of TTM Revenue) | Institutional Entry | Capital Goods – Electrical Equipment
- MCap of INR 6,478 Crore (share price = INR 415 / share) (as on 16th Oct ‘24)
- TTM PE 51.0x (as on 16th Oct ‘24) Retail float = 12.9% (Sep-24)
FOOD FOR THOUGHT: Low promoter holding.
Q1. What are the Products and Services offered by TD Power Systems?
Company manufactures generators & motors for the world - catering to multiple industries with reliable & efficient power solutions up to 200 MW.