Valiant Communication Large Order, Ceinsys Tech And Voltamp Transformers Order

Valiant Communication Ltd.

Recent filing: (LARGE ORDER) Valiant Communications has announced the receipt of its single largest order worth INR 41.3 Cr, in its corporate history, needs to be completed by December 31, 2025, from Tejas Networks Limited, a Tata Group company, with the end-user being the Gujarat Energy Transmission Corporation (GETCO), for supply and commissioning of its Communication, Protection, and Synchronization equipment.

SUMMARY: 3y Operating Profit uptrend | PE 46.2x (Sector PE range 30-50) | Fund Raise | Large Order | Cyber Security

FUTURE OUTLOOK: As per Nov 2024 Business Update, current order book is healthy with confirmed orders of INR 15.5 Cr.

• MCap of INR 452 Crore (share price = INR 593 / share) (as on 10th Jan ‘25)
• TTM PE 46.2 (as on 10th Jan ‘25) Retail float = 29.5% (Dec-24)

FOOD FOR THOUGHT: Promoter sold INR 1.8 Cr worth of shares.

Question 1: Who are the promoters of Valiant Communication?

Valiant Communication Limited is a manufacturer of communication, transmission, protection, synchronization, and cyber security equipment and solutions with successful installations in over 110 countries. VCL Solutions are offered for all type of Utility applications including Power Utilities, Oil & Gas, Railways, Metro Rail Communications, Airport Communications, Mobile Backhaul, Corporate and Defence sector.

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Ceinsys Tech Ltd.

Recent filing: (ORDER) Ceinsys Tech has received a Letter of Intent worth INR 381.2 Cr, to be completed within 6 months, from Vidarbha Irrigation Development Corporation, through the Executive Engineer, Irrigation and Hydropower Project Investigation Department, Nagpur, for detailed survey, investigation, hydrology study, design, and estimation of the Main Canal, Feeder Canal, Lift Irrigation Scheme (LIS), pipeline, tunnels, enroute tanks, Pressurized Distribution Network (PDN), and other relevant structures and allied works required for the preparation of the Detailed Project Report (DPR) for the Wainganga-Nalganga River Link Project, covering the districts of Nagpur, Wardha, Yavatmal, Amravati, Akola, Washim, and Buldhana in Maharashtra (M.S.).

SUMMARY: 4y Operating Profit uptrend | 4q Operating Profit uptrend | PE 72.9x (Sector PE range 30-50) | Fund Raise | Large Order | Orderbook of INR 1,210 Cr (Sep-24) (4x of TTM revenue) | New-Age IT

FUTURE OUTLOOK: As per Q2FY25 Concall, Company has given revenue guidance of INR 1,000 Cr (73% CAGR) in the next 2-3 years on the basis of the current order book of INR 1,210 Cr.

• MCap of INR 3,321 Crore (share price = INR 1,904 / share) (as on 10th Jan ‘25)
• TTM PE of 72.9x (as on 10th Jan ‘25) Retail float = 23.2% (Sep-24)

FOOD FOR THOUGHT: Risk of timing of receivables from Govt. bodies.

Question 1: Who are the promoters of Ceinsys Tech Ltd?

Established in 1998, Ceinsys Tech Limited is leveraging smart technology and analytics to deliver new age solutions in the geospatial and engineering domains. The service offerings of the company include Geospatial Services, Risk Analytics, Engineering Support, Digital Enterprise, Consulting Service and Software Solutions to various industries like Water, Oil & Gas, Energy, Telecom, Transport etc.

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Voltamp Transformers Ltd.

Recent filing: (ORDER) Voltamp Transformers has received Purchase Order worth INR 41 Cr, to be completed within 12 months, from Adani Power Limited and Mahan Energen Limited (Wholly Owned Subsidiary of Adani Power Limited) for supply of various ratings of Distribution Transformers.

SUMMARY: 4y Operating Profit uptrend | PE 25.9x (Sector PE range: 30-70) | Institutional Entry | Orderbook of INR 1,022 Cr (26th Oct-24) | Capital Goods - Electrical equipments

• MCap of INR 8,891 Crore (share price = INR 8,788 / share) (as on 10th Jan ‘25)
• TTM PE of 25.9x (as on 10th Jan ‘25) Retail float = 9.8% (Dec-24)

Question 1: Who are the promoters of Voltamp Transformers?

Voltamp Transformers is a manufacturer of electrical transformers. Its product portfolio includes oil-filled power and distribution transformers and dry-type transformers. The products find application in varied industries including power, oil refineries, real estate, infrastructure and steel.

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