Tilaknagar Industries Bulk Deal, Shilchar Technologies Revenue Guidance And Capacity Expansion And Dynamic Services & Security Fund Raise

Tilaknagar Industries Ltd.

Recent filing: (BULK DEAL) Bofa Securities Europe SA sold 4L shares of Tilaknagar Industries to Societe Generale at INR 288/share, aggregating to INR 11.5 Cr.

SUMMARY: 5y Operating Profit uptrend | 2q Operating Profit uptrend | PE 36.9x (Sector PE range 30-70) | Institutional entry | Alcoholic Beverages

FUTURE OUTLOOK: As per Q4FY24 Concall, Company expecting double-digit volume growth for the current FY and for next year would be somewhere around 11% to 13% on existing business front.

• MCap of INR 6,696 Crore (share price = INR 347 / share) (as on 19th Nov ‘24)
• TTM PE of 36.9x (as on 19th Nov ‘24) Retail float = 13% (Sep-24)

FOOD FOR THOUGHT: Highly competitive sector.

Question 1: Who are the promoters of Tilaknagar Industries?

Tilaknagar Industries is one of the largest premium brandy manufacturers in India with presence across all segments of IMFL (Indian made Foreign Liquor), super-premium (> INR 1,000), premium (INR 700 - 1,000) and deluxe (INR 500- 700). It has 15+ brands across products and gets 85% of its revenues from South India.

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Shilchar Technologies Ltd.

Recent filing: (REVENUE GUIDANCE AND CAPACITY EXPANSION) Shilchar Technologies remains committed to achieving the target of INR 550 Cr for FY25 and is poised to fully utilize the incremental capacity by FY26. Company has recently added capacity of 3500 MVA to the existing capacity of 4000MVA, making it total to the 7500 MVA operational from Aug-24. Company also has sufficient land parcel for potential 4X capacity increase from 7,500 MVA.

SUMMARY: 5y Operating Profit uptrend | 1q Operating Profit uptrend | PE 54.8x (Sector PE range 30-70) | Excellent Sep-24 results | Capacity expansion | Institutional entry | Electrification | Capital Goods – Electrical equipment

FUTURE OUTLOOK: As per Q2FY25 investor presentation, Company remains committed to achieving the target of INR 550 Cr for FY25 and is poised to fully utilize the incremental capacity by FY26. Company has recently added capacity of 3500 MVA to the existing capacity of 4000MVA, making it total to the 7500 MVA operational from Aug-24. Company also has sufficient land parcel for potential 4X capacity increase from 7,500 MVA.

• MCap of INR 5,915 Crore (share price = INR 7,755 / share) (as on 19th Nov ‘24)
• TTM PE of 54.8x (as on 19th Nov ‘24) Retail float = 16.5% (Sep-24)

FOOD FOR THOUGHT: Top 5 domestic customers contribute to 60% of domestic sales in FY24.

Question 1: Who are the promoters of Shilchar Technologies?

Shilchar Technologies is one of India’s prominent manufacturers of Electronics & Telecom and Power & Distribution transformers. It was founded in 1990 to manufacture R-core transformers. In 1995, the company ventured into the manufacturing of Ferrite transformers. As part of the expansion plans, they started manufacturing Distribution and Power Transformers in a phased manner from 2005 to 2007.

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Dynamic Services & Security Ltd.

Recent filing: (FUND RAISE) BoD approved the issuance of 14.8L warrants at INR 346/each, aggregating to INR 51.1 Cr.

SUMMARY: 2y Operating Profit uptrend | 3h Operating Profit uptrend | PE 39.1x (Sector PE range 50-90) | Excellent Sep-24 results | Acquisition | Ace Investor | Fund Raise | Promoter Buying | Solar | Commercial Services

• MCap of INR 448 Crore (share price = INR 326 / share) (as on 19th Nov ‘24)
• TTM PE 39.1x (as on 19th Nov ‘24) Retail float = 16.2% (Sep-24)

FOOD FOR THOUGHT: Negative operating cash flows for FY24.

Question 1: Who are the promoters of Dynamic Services & Security?

Founded in 2001, Dynamic Services Security is engaged in the business of mechanized cleaning, conservancy, housekeeping, and catering services. The company offers security guarding and manpower solutions to various government agencies, including the Indian Army, Indian Navy, and Indian Railways. Recently, company has expanded into the solar energy sector, currently working on a 720KW project in Kakdwip, West Bengal, marking its shift towards green energy initiatives.

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