Охват к подписчикам
16,1%
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Реакции к просмотрам
0,08%
13 на 50 постов
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0,05%
8
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1,3
всего 124
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доля реакций к просмотрам- 6 мар.без подписи1,10%
- 10 мар.Sathlokhar Synergys E&C Global Ltd – Q3 & 9M FY26 Concall Highlights #EPC #PEB #Infra #Q3FY26 Financials • Q3 Income: ₹190 Cr (+401%) • 9M Income: ₹440 Cr (+144%) • EBITDA: ₹27.9 Cr · Margin 14.7% • PAT: ₹19.7 Cr · Margin 10.4% • Debt: ₹150 Cr • Unbilled revenue: ₹137–138 Cr Order Book • Order book: ₹1,397 Cr • Q3 new orders: ₹225 Cr • Bid pipeline: ₹16,105 Cr • 75% orders under execution Execution • ₹1,050 Cr work delivered since Apr • Reliance Kurnool PEB: 14,850 MT executed • Delayed projects to finish by Aug 2026 Segments • PEB share: ~35% (₹500+ Cr) • Client mix: 80% MNC · 20% Indian corporates • Integrated EPC model (design → civil → PEB → MEP) Capacity • In-house PEB capacity: 15,000 MT • New factory operational Sept 2026 • Plan: 5–6 PEB factories in 5 yrs Geography • Tamil Nadu: 40% • Andhra Pradesh: 40% • Pune: 17% • Sri Lanka: 3% (first overseas order ₹35.6 Cr) Working Capital • Receivable days: ~90 (target 60–75) • Debt raised for working capital Outlook • FY26 revenue: ~₹800 Cr • FY27 target: ₹1,450–1,500 Cr • EBITDA margin target: ≥15% • PAT margin target: ≥10% Key takeaway Strong execution momentum backed by ₹1,397 Cr order book. In-house PEB integration expected to drive margin expansion and support high growth from FY27.0,53%
- 10 мар.Highway Infrastructure Ltd – Q3 & 9M FY26 Concall Highlights #Infrastructure #Tollways #EPC #Q3FY26 Financials • Q3 Income: ₹129 Cr (+12%) • 9M Income: ₹353 Cr (+18%) • 9M EBITDA: ₹36 Cr (+137%) • 9M PAT: ₹23 Cr (+192%) • EBITDA margin: ~6–7% Order Book • Order book: ₹1,160 Cr (>4× YoY) • New orders: ₹507 Cr • EPC backlog: ₹630 Cr • Bid pipeline: ₹16,105 Cr Segments • EPC: 105+ projects completed • Govt clients: ~77% • Tollways: asset-light tech-driven model • Kaza toll run-rate: ₹30–31 Cr/month Operations • Working capital: ~3 months (EPC) • 1–2 months cycle in tollways • Digital tolling improves efficiency Expansion • New geographies: Gujarat, Rajasthan, Northeast • Exploring J&K and Kerala markets • Focus on top-10 tollways in India Industry Tailwinds • MoRTH budget: ₹3.1 lakh Cr • NHAI allocation: ₹1.87 lakh Cr • National toll collection expected to double in 2 years Outlook • FY27 revenue target: ₹1,000 Cr • EPC: ₹700 Cr · Toll/Real estate: ₹300 Cr • Margin expansion target: +200–300 bps Key takeaway Strong order book visibility with tollway operations emerging as a key growth driver. Asset-light model and rising infra spending support long-term scalability.0,39%
- 16 авг.https://x.com/lnprcapital/status/2088824521117909136?s=460,38%
- 11 мар.Hi-Tech Pipes Ltd – Q3 & 9M FY26 Concall Highlights #Steel #ERW #Renewables #Infra #Q3FY26 Financials • Q3 Revenue: ₹1,070 Cr (+40%) • 9M Revenue: ₹2,720 Cr (+17%) • Q3 EBITDA: ₹42 Cr • Q3 PAT: ₹17 Cr (margin impacted by HRC price fall) Volumes • Q3 Sales Volume: 136,000 tons (+10%) • 9M Volume: 385,000 MT • Value-added mix: 37% → ~43% by FY26 end Capacity • Installed capacity: 1 Mn tons • Expansion plan: 2 Mn tons total capacity • Capex: ₹500–600 Cr underway Exports • Q3 export volume: 6,000–7,000 tons • Presence in 28 countries • Export contribution target: ~10% revenue Raw Material • HRC price declined ₹2,500/ton in Q3 • Long-term supply agreements with major steel producers Demand • Strong demand from infrastructure and solar projects • Industry demand expected to grow 10–12% annually Outlook • FY26 volume target: 5–6 lakh MT • FY27 volume plan: 6.5 lakh MT • EBITDA/ton expected to stabilize around ₹4,000–₹4,500 Key takeaway Volume-led growth remains strong, while capacity expansion and rising share of value-added products are expected to drive margin recovery and long-term growth.0,36%
- 11 мар.Alpex Solar Ltd – Q3 FY26 Concall Highlights #Solar #Modules #CellIntegration #Q3FY26 Financials • Q3 Revenue: ₹648 Cr (3.45x YoY) • 9M Revenue: ₹1,551 Cr (3.4x YoY) • Q3 EBITDA: ₹91 Cr • Q3 PAT: ₹54 Cr • Sequential growth: ₹380 Cr → ₹523 Cr → ₹648 Cr Demand • Order book: ₹1,900 Cr (6–7 months visibility) • Module price: ₹12–13/W • Strong demand from C&I and domestic solar projects Manufacturing • Module capacity: ~6 GW • Utilization: 75–80% • 2.2 GW Topcon G12R cell plant under development Integration • Backward integration expected to improve margins • 7 aluminium frame units operational (>75% utilization) Funding • ₹425 Cr internal accruals + ₹400 Cr term debt • ₹125 Cr NCD raised • No equity dilution planned Outlook • FY27 revenue target: ₹4,000–4,500 Cr • Full vertical integration by FY26–27 • Cell PAT margin target: 25–26% Key takeaway Rapid revenue scale-up with strong capacity utilization, while upcoming cell integration and backward integration are expected to significantly strengthen margins and competitiveness.0,36%
- 14 авг.https://x.com/lnprcapital/status/2088260981067780227?s=460,34%
- 13 авг.https://x.com/lnprcapital/status/2087765611925672051?s=460,29%
- 10 авг.https://x.com/lnprcapital/status/2086810989077684416?s=460,20%
- 8 авг.https://x.com/lnprcapital/status/2085929054205829503?s=460,20%
- 10 авг.https://x.com/lnprcapital/status/2086654230824374668?s=460,20%
- 23 июл.https://x.com/lnprcapital/status/2080112459709632862?s=460,14%