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#SME #FROGCELL #FROGCELLSAT
Frog Cellsat FY25 Concall Highlights:
👉FY 2026 & Future Outlook:
▫️Targets 30% revenue growth for FY26
(contributed by Domestic DAS solutions ~150cr; up 28-36% from FY25) and new product lines (CCTV, SFP, ONT) via the Surface-Mount Technology (SMT) line, conservatively adding 60-70cr)
▫️No significant export revenue from Europe or Africa is included in FY26 projections due to groundwork requirements, though the company is hopeful of securing at least one deal
▫️EBITDA margin of 15% or higher expected to sustain till FY28 (High-margin DAS business, Decent margins in CCTV products, PLI incentives)
▫️Starlink clarification: targets broadband, not mobile coverage, and thus poses no direct threat to DAS or repeaters, which focus on indoor mobile signals
👉Order book and pipeline:
▫️Current order book : 71cr (network accessories, repeaters, and services, with no DAS projects included, as all DAS orders were shipped by Mar'25)
▫️Q4 FY25 saw a slower order intake for DAS but pipeline is good going into FY26 (expected to be finalized and executed in FY26, though specific timelines (Q1 or Q2) are uncertain due to the complexity of large-value contracts)
▫️Domestic DAS Pipeline:
💠 New airports / Existing airport upgrades: 5G enhancements and new terminal expansions
💠 Metro projects: Extensions and upgrades of metro lines
💠 Large venues: Stadiums and concert venues
▫️Interference Mitigation Systems (IMS) and Railway VHF : 30-40cr combined potential
💠Entering power transmission and water distribution, with initial progress in water projects in Madhya Pradesh and discussions for power projects. Aiming for 20% of order book from these segments by FY26
👉 Others :
▫️Tax expense : Total tax, including deferred tax, was ~0.27cr, lower than the prior quarter, with variations due to positive deferred tax from asset capitalization (vs. negative in Q3)
Sustainable tax rate: Projected at ~27% going forward
▫️Capex: 15cr, (10 crore for the SMT line (operational by Jun'25) and ~5cr for additional investments. The SMT line will produce CCTV, SFP, ONT, and repeaters, primarily for internal use, with minimal third-party job work
▫️Receivables increased due to milestone-based payments for DAS. A significant portion has been collected post-March 2025, with the balance expected by September 2025. However, new DAS projects may keep receivables elevated
▫️Vodafone Idea is a minor contributor to Frog Cellsat revenues and projected growth doesn't include Vodafone as such in calculations
#SME #FROGCELL #FROG #FROGCELLSAT
Frog Cellsat FY25 Results:
👉Q4 Revenues at 49cr; better than estimates of 35cr
28% growth H2 FY25 vs H2 FY24
Full FY25 growth at ~39% with 219cr topline, better than guidance of 30%
👉 Valuations though are flat
👉EBITDA in Q4 down 300bps YoY (due to R&D & Employee costs capitalised in every qtr this year against only in Q4 in FY24)
Full year FY25 Adjusted EBITDA improves ~17%, against 14% in FY24
👉PAT full year FY25 improves 100bps near ~11% against 10% historically
👉 Receivables increase, Cash from Operations need some tracking
👉 Concall on May 21st
When SME company ( #sathlokar ) liked your Fair Value Analysis of many #SMEs
Follow me for Fair Value Analysis of #SMEStocks #SMEs #Stocks #IPO
Posted FV - #ChavdaInfra #Oriana #SahajSolar #avpinfra #Frogcell #Rulka and many more
📢 📢 FROG CELLSAT LTD. 📢 📢#FrogCell #FRogcellsat
Fair Value for FrogCell Sat Ltd - FY25-26
Target Price -- ₹ 958 - 1100 ( 3x from CMP )
Follow me for Fair Value Analysis of #SMEStocks #SMEs #Stocks #IPO
We share at Rs 327 , continuously going up ⬆️⬆️
#Frogcell
Market cap 500 cr
Sales 160 ( Fy 23)
Pe 38
Telecoms and 5g equipment’s sales
Airtel, Nokia, bsnl, Vi are top clients
Loan book - Nil
New plant in cwip, capitalised 36 cr, may result upcoming period
Promotor 74 pc holding
This year sales may cross 200 cr
Which leads 2.5 x of sales to valuation
Looks decent valuation now
Long term pick
@reddy73375 @srinathkoppu
Sharing the data for some SMEs and their approx TTM PEs below:
#PhantomFX : 30
#EvansElectric : 8
#Cargosol : 15
#JeenaSikho: 15
#KnowledgeMarine: 24
#Omfurn: 5
#FrogCell: 26
#Concordcontrol: 30
Disc: Data has approximations. Also, personally invested in some of them
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