Top Tweets for #ParthElectricalsandEngineering

6 months ago

#SME #ParthElectricals #ParthElectricalsandEngineering Parth Electricals & Engineering H2 FY26 Earnings Call Highlights 👉 FY27 & Future Outlook ▫️Revenue growth of 20–30% expected for the next 2–3 years 💠Driven by new GIS & Odisha facilities, own-brand MV AIS panels, 33 kV RMU, higher-voltage control & relay panels (up to 400 kV) 💠Focus remains on value-added manufacturing + services (not volume-driven EPC); EBITDA and PAT margins to improve by at least 100 bps per year for the next 2–3 years. 💠GIS factory (Vadodara) inauguration targeted for September 2026; Odisha rental facility fully operational by October 2026 (accelerated from original May 2027 plan via long-term lease). 💠Combined new facilities expected to add ~₹300 Cr incremental revenue at full capacity (GIS ~₹200 Cr + Odisha ~₹100 Cr). 💠Exports targeted at 20–25% of manufacturing revenue (already ~₹31 Cr in FY26) 💠Certification for LV/MV products opens high-margin US/Canada opportunities; Africa (Zambia repeat orders), Middle East, and data-centre exports also in focus. ▫️Skill Development Centre inauguration on 26 May 202 – major in-house capability build; 💠~₹6–6.5 Cr invested; will support training of own team + international clients (e.g., JESCO Zambia engineers). 👉 Current Order Book / Projects and Future Pipeline ▫️Order book of ₹271.59 Cr (as on call date) – majority executable in FY27, small portion in H1 FY28. 💠Break-up: Manufacturing & Supply ₹110.46 Cr | EPC ₹144.57 Cr | Services ₹16.57 Cr. ▫️Key wins highlighted: 💠₹84 Cr PGVCL RDSS project (EPC – heavy RMU component; builds credentials for underground MV network). 💠₹45.4 Cr Reliance AI Data Centre MV block compact substation order (Jamnagar) – first major data-centre breakthrough; execution in <6 months. 💠₹10.62 Cr JESCO (Zambia) – first trial export order for RMUs/CSS; repeat expected; customer visiting skill centre + exploring refurbishment JV. 💠₹9.23 Cr Tata Central Odisha rate-contract for 11 kV CSS (L1 after reverse auction). 💠First certified Intelligent Motor Control Centre dispatched to USA (remainder this year); follow-on quotes already submitted. ▫️Pipeline & repeat business: 💠Healthy across data centres (100% probability of repeat from Reliance/Vertiv and others) 💠Exports (US, Africa, Middle East), and domestic utilities. 💠Focus on high-margin, value-added orders only 💠EPC used strategically to push own manufactured products (RMUs, CSS, earth link boxes, etc.). 👉 Other Notable Points ▫️Working capital days improved to 73; net WC requirement reduced from ₹33 Cr to ₹17 Cr via better management and IPO fund deployment. 💠Inventory deliberately built to hedge raw-material volatility (steel, copper, aluminium, gas) – no major margin hit expected on existing orders. ▫️Capex & IPO utilisation: ₹62 Cr raised (pre-IPO + IPO); ₹20 Cr allocated to GIS factory (Vadodara), ₹19 Cr to Odisha unit 💠Balance used for WC repayment and general corporate purposes. 💠Savings from accelerated Odisha rental model to be deployed for further expansion post-board approval. ▫️US entity: MD is co-founder with local partners; used for market access, after-sales service, and component sourcing. 💠Not yet a subsidiary but option kept open if it scales meaningfully (target 2–3 years). 💠No direct fund transfer; self-sustaining via local revenues. ▫️Competitive edge: Long-tenure core team (avg. 20+ years industry exp., 10+ years with Parth); Schneider tech tie-up; complete in-house design-manufacture-service capability; timely specialised services (even at 765 kV GIS); quality benchmarked against Siemens/ABB/CG. ▫️Raw material & contract strategy: Most industrial orders are fixed-price; utilities offer price-variation clause. 💠Existing order book largely insulated via pre-built inventory + PV clauses in EPC/cable portions. 💠Future bidding to factor in cost increases + export premium for better margins. ▫️Governance & team: Employee strength ~270; zero intent to shift core focus from manufacturing + high-value services.

STR

@sachprat07

8 months ago

👉Mainboard stocks often get all the attention but some of the most compelling businesses are hiding in plain sight — on the SME Platform. 👉Smaller. Less covered, though noisy at times. Yet occasionally, genuinely exceptional. ——— 👉Introducing SME Gems — a new independent series on Hidden Champions of the SME Platform : 💠 OBSC Perfection 💠 Aimtron Electronics 💠 Yash Highvoltage 💠 CFF Fluid Control 💠 DSM Fresh Foods 💠 L.T. Elevator 💠 Monolithisch India 💠 GSM Foils 👉Across Different Sectors. One common place. 🔗 https://t.co/Sto1a1qHIQ 👉Stay tuned for more insights ——— ⚠️ For educational purposes only. Not investment advice. Please DYODD. #SMEGems #SMEPlatform #HiddenChampions #SME

sachprat07's tweet photo. 👉Mainboard stocks often get all the attention but some of the most compelling businesses are hiding in plain sight — on the SME Platform.

👉Smaller. Less covered, though noisy at times. Yet occasionally, genuinely exceptional.

———

👉Introducing SME Gems — a new independent series on Hidden Champions of the SME Platform :

💠 OBSC Perfection
💠 Aimtron Electronics
💠 Yash Highvoltage
💠 CFF Fluid Control
💠 DSM Fresh Foods
💠 L.T. Elevator
💠 Monolithisch India
💠 GSM Foils

👉Across Different Sectors. One common place.

🔗 https://t.co/Sto1a1qHIQ

👉Stay tuned for more insights
———

⚠️ For educational purposes only. Not investment advice. Please DYODD.

#SMEGems #SMEPlatform #HiddenChampions #SME

270

336

856K

Top Tweets for #ParthElectricalsandEngineering

Last Seen Hashtags on Sotwe

Trends for you

Most Popular Users