Top Tweets for #VisionInfra
#SME #VIESL #VisionInfra #VisionInfraEquipmentSolutions
Vision Infra Equipment Solutions H2 FY26 Earnings Call Highlights
👉 FY27 & Future Outlook:
▫️Revenue growth target ~25–30% Y-o-Y in FY27 with corresponding EBITDA margin (conservative guidance).
💠3-year ambition: Double revenue — fully achievable on infrastructure demand, equipment strength, execution capability and deep client relationships.
💠PAT margin expected to settle at ~12–13% (H2 FY26: 13.29%; full-year conservative view factoring seasonality; SLM depreciation now fully aligned).
💠Focus areas: fleet scaling, higher asset utilisation, operational efficiencies (ERP fully live), new verticals (mining), and debt reduction via strong cash flows + OEM credit terms.
👉 Current Order Book / Projects and Future Pipeline:
▫️Rental services order book (Mar 2026): ~₹250 crore (short-term, continuously renewable; not a one-time lump-sum visibility).
💠Pipeline of inquiries and discussions; management sees “no issue” in growth visibility despite fleet expansion from 425 → 545 machines.
💠Key executed / ongoing projects:
- Noida International Airport, Navi Mumbai Airport
- Ganga Expressway
- Reliance Jamnagar & Nagothane
- Somnath Highway 120 km overlay (captive end-to-end model)
💠Client base: L&T, Tata Projects, IRB, Kalpataru Group, Sam India, Megha Engineering + leading EPC players.
💠New growth avenues:
- Integrated asphalt & concrete paving + piling rigs (now operational)
- Mining vertical entry (iron-ore crushing & screening + Caterpillar tippers); first orders expected in coming quarter; rental-only model (direct to mine operators/contractors).
👉 Other Notable Points:
▫️ Cash flow from operations ~6x to ₹195 cr; Debtor days improved 16 days (120 → 104)
💠Gross block ₹603 cr (vs ₹419 cr); Net worth ₹263 cr (vs ₹165 cr); D/E improved 1.62x → 1.36x
💠Depreciation policy changed (WDV → SLM effective Oct 2025) to better match rental revenue pattern; one-time bottom-line impact ~₹20 cr already absorbed.
▫️Fleet & Operations: 545 machines (rental) + 200+ ancillary equipment (vs 425 + 150 last year); PAN-India presence in 24 states; >450 in-house professionals + 1,500+ deployed manpower
▫️Key Strategic Moves:
💠ERP implementation completed (efficiency & visibility boost)
💠Preferential warrants ₹134 cr raised (25% received in Q4 FY26)
💠Advisory board strengthened (Arun Savanur, Debashish Sarkar, Jay Singh Valunj)
▫️Q&A Highlights:
💠Other current liabilities jump (₹41 cr → ₹192 cr) explained as capital creditors (~₹120 cr) on extended OEM credit terms (360–720 days) for new fleet — not short-term borrowings; will be funded largely by internal accruals → debt-equity to improve further.
💠Refurbishment exports (Mexico/South America ~40%, Europe 30%, Australia balance): no impact from duties; margins stable (±1–2%).
💠FY27 Capex guidance: ₹100–150 cr.
💠Maharashtra / state infra payments: comfortable on MSRDC & ADB-funded projects (smooth cash flows, niche paver advantage).
Vision Infra Equipment Solutions (SME) H2FY26 Results:-
#H2FY26 #Stockmarket #Nifty #Visioninfra
Revenue 325.08 Cr vs 249.44 Cr
(+30.32% YoY┃-12.38% QoQ)
EBITDA 84.37 Cr vs 65.90 Cr
(+28.02% YoY ┃+11.90% QoQ)
EBITDA Margin 25.95% vs 26.42% YoY & 20.32% QoQ
PBT 57.15 Cr vs 27.21 Cr
(+110.06% YoY┃-12.76% QoQ)
PAT 44.40 Cr vs 19.36 Cr
(+129.32% YoY┃+5.35% QoQ)
Other Income 9.01 Cr vs 5.57 Cr YoY & 1.97 Cr QoQ
#visioninfra Vision Infra Equipment Solutions Ltd - Super Duper results- UC loading tomorrow
#visioninfra
vision infra- i recommended this co at 160. now the result is awaited on monday. if i use the promoter's concall and the historical ratios, the h2 no should be 360 cr sth and profit for whole year should touch 50 cr.
this means that co is valued at 18 times PE.
now for future growth the co has acquired funds of 180 cr with promoters themselves investing 120 cr. with this infusion, even with a 50% growth in PAT to 75 cr in FY27, the co will be at forward PE of 12 so another 2-3x story from current levels.
New all time high.
#Viesl
Should be a bumper results.
Revenue should be 600cr+
53cr raised post IPO through pref, mukul mahavir agarwal participated along with promoters.
#visioninfra
63. Vision Infra Equipment lTd 🔖 Solutions Ltd
🔸Promoter Holding Increase (Sep) ~.02 %
🔸 Promoter Holding ~70.26%
🔸Sales Growth ~ 45.40 %
🔸Profit Growth ~47.01 %
🔸P/E ~ 15.8
#visioninfra #StocksToBuy #stockmarketsindia #StocksToWatch #OptionsTrading
#VISIONINFRA breakout and retest ... Check out my #VIESL analysis on @TradingView: https://t.co/jryIRx1oBq
#SME #VIESL #VisionInfra #VisionInfraEquipment
Vision Infra Equipment Solutions H1 FY26 Concall Highlights:
👉FY 2026 & Future Outlook :
▫️FY26 expected revenue ~₹550cr+
▫️EBITDA margins are expected to marginally improve
💠Expectation is 26–27%+ EBITDA margin for full FY26
💠PAT margin expected to remain stable to slightly higher
👉Order book / projects and pipeline:
▫️Current order book : ~215cr+ (pure rental; mostly executable in FY26)
💠₹25 Cr of this is specifically from the concrete paver segment; 26 concrete paver units currently
💠Good visibility in road maintenance, concrete road texturing, overlay works, end-to-end milling & crushing solutions
💠Order book pipeline will be maintained/growth continues, no slowdown visible at ground level, daily enquiries
👉 Others :
▫️Fleet Size & Age: 442 equipments
💠~85% of the fleet is less than 3 years old → young and efficient fleet (synergy with refurbishment vertical keeps fleet young)
▫️Refurbishment & Trading Vertical: Contributes 50%+ of revenue (sometimes higher)
💠80–85% is export (Europe 20–25%, Middle East + Africa 25%, South America 30–40%, Australia/NZ etc.)
💠No seasonality in refurbishment
💠Margins slightly lower in H1 FY26 due to mix, but working to bring them back to previous higher levels
💠Export demand remains strong
▫️Capex & Funding: Recent fund raise (~₹30–40 Cr via preferential issue/warrants) → 60–80% to be used for capex
💠Capex will be continuous and across segments (asphalt/concrete pavers, milling machines, crushing plants, piling rigs, etc.)
💠Debt/Equity target: ~1 or lower even after capex (post warrant conversion equity base will be ~₹300–325 Cr, net debt ~₹287 Cr currently → room for another ₹300 Cr+ asset addition with leverage)
▫️Working Capital: Low working capital requirement in rental (majority term loans for assets)
💠Refurbishment needs some working capital (90–100 days cycle), but overall cycle remains comfortable.
▫️Seasonality: H1 is normally leaner (monsoon), H2 stronger → FY26 H2 expected to be better than H1 (both revenue and margins)
#VISIONINFRA at 16 PE multiple. Check out my #VIESL analysis on @TradingView: https://t.co/qbZVrQGF4t
@RajStockWatch on expanded eq eps ttm sept would be 13
es 3.1 cr (eq shares) after warrants
🤞
#visioninfra #viesl
(TMT) VISION INFRA EQUITP (SME) (close 235) :- Breakout after multi week.
👉Now 210-205 act as a strong support zone.
👉Expected 350-500 (6 months)
👉Lot size 800 (SME GROUP stock).
#Visioninfra
Wishing you a blessed Eid Milad-un-Nabi! May this day’s wisdom illuminate your path.
Happy Milad un-Nabi!
#MiladunNabi2025 #VisionInfra #VsionArsha #VIDIPL #RealEstate #FlatsForSale #FlatsForSaleInHyderabad #LuxuryApartments
Vision infra equipment
#VisionInfra
#VIESL
Valuations:
EV/EBITDA at 5.2x FY25
P/E at 11x FY25
Inv PPT:
240cr orderbook
Rev 443cr⏫33%
EBITDA at 131cr⏫31%
OPM at 28.7%
FY21-25:
Rev CAGR 29%
PAT CAGR 60%
Strong growth in rental revenue
63cr in FY21 to 205cr in FY25
Refurbishment revenue:
Grew from 95cr in FY21 to 238cr in FY25
Strategic expansion into concrete pavers
High growth market opportunity
27cr orderbook with fleet strength of 21 units
FY26:
Expects revenue to conservatively grow at 20%+ with 27%+ OPM
RoCE 22%
2.8x interest coverage
Vision infra equipment
#VisionInfra
#VIESL
Good FY25 to end with solid H2FY25 and good H2FY25
12 P/E
H2 EBITDA of 67cr
H1 EBITDA of 52cr
FY25 EBITDA at 119cr with 27% OPM
Rev at 443cr vs 333cr
EBITDA at 119cr vs 82cr
PBT at 48cr vs 39cr
PAT at 34cr vs 27cr
RoCE 25%
RoE 36%
62cr FCF
Ev/EBITDA 5x
Mktcap of 430cr
Higher debt with D/E at 1.8x
Vision Infra Equipment
#VisionInfra
Blockbuster set👏
Solid traction vs H1FY25
Rev at 249cr vs 69cr, H1 at 194cr
PBT at 27cr vs 9cr, H1 at 21cr
PAT at 20cr vs 6cr, H1 at 15cr
FY25 PBT at 48cr vs 32cr
FY25 PAT at 34cr vs 26cr
OCF at 40cr vs 14cr👏🔥
Solid cash flows
Blockbuster Results for today
17 May 2025
1. Vision Infra Equipment (#VisionInfra)
• Rev: 249cr vs 69cr
• PAT: 20cr vs 6cr
2. Zen Technologies (#ZenTech, #ZenTec)
• Rev: 324cr vs 141cr
• PAT: 113cr vs 37cr
3. Banco Products (#Banco)
• Rev: 868cr vs 717cr
• PAT: 153cr vs 68cr
4. Data Patterns (#DataPatterns)
• Rev: 396cr vs 182cr
• PAT: 114cr vs 71cr
Good #Q4FY25-17/05/2025 till 9pm
Vision Infra Equipment
#VisionInfra
Blockbuster set👏
Solid traction vs H1FY25
Rev at 249cr vs 69cr, H1 at 194cr
PBT at 27cr vs 9cr, H1 at 21cr
PAT at 20cr vs 6cr, H1 at 15cr
FY25 PBT at 48cr vs 32cr
FY25 PAT at 34cr vs 26cr
OCF at 40cr vs 14cr👏🔥
Solid cash flows
Premier Energies
#PremierEnergies
Another stellar quarter
Solid margin expansion QoQ and YoY
Rev at 1620cr vs 1126cr, Q3 at 1713cr
PBT at 368cr vs 114c4, Q3 at 350cr
PAT at 278cr vs 104cr, Q3 at 255cr
FY25 PBT at 1239cr vs 289cr
FY25 PAT at 937cr vs 231cr
OCF at 1348cr vs 90cr👏🔥
JG Chemicals
#JGChem
#JGChemicals
Ends FY25 with 2x PBT and 2x PAT growth over FY24
Some margin pressure QoQ
Healthy set YoY
Rev at 224cr vs 181cr, Q3 at 209cr
PBT at 21.5cr vs 18cr, Q3 at 24cr
PAT at 16cr vs 13cr, Q3 at 18cr
FY25 PBT at 90cr vs 44cr
FY25 PAT at 67cr vs 32cr
OCF at -11cr vs 76cr mainly due to inventories at 111cr vs 55cr
Zen Technologies
#ZenTech
#ZenTec
Blockbuster Q4FY25 🔥 👏
Exponential growth
Highest ever revenue, EBITDA PBT and PAT in comps history
Rev at 324cr vs 141cr, Q3 at 152cr
PBT at 154cr vs 52cr, Q3 at 59cr
PAT at 113cr vs 37cr, Q3 at 43cr
OCF at -146cr vs 13cr
Banco Products
#Banco
Blockbuster Q4FY25 🔥 👏
Record set
Highest ever revenue, EBITDA, PBT and PAT in comps history
Rev at 868cr vs 7171cr, Q3 at 632cr
Solid margin expansion QoQ and YoY
PBT at 190cr vs 85cr, Q3 at 39cr
PAT at 153cr vs 68cr, Q3 at 31cr
OCF at 164cr vs 458cr
Data Patterns
#DataPatterns
Blockbuster Q4FY25 👏 🔥
Solid solid execution in Q4
Rev at 396cr vs 182cr, Q3 at 117cr
PBT at 153cr vs 95cr, Q3 at 59cr
Margin compression YoY
PAT at 114cr vs 71cr, Q3 at 45cr
OCF at -90cr vs 139cr
As most of the revenues came in Q4
Brahmaputra Infrastructure
#Brahmaputra
#BrahmInfra
Solid, blockbuster Q4FY25 🔥 👏
Rev at 103cr vs 54cr, Q3 at 29cr
PBT at 22cr vs 5cr, Q3 at 1cr
PAT at 22cr vs 4cr, Q3 at 0.4cr
OCF at 64cr vs -126cr
Divis Laboratories
#Divis
Solid Q4FY25 👏
Rev at 2585cr vs 2303cr, Q3 at 2319cr
PBT at 864cr vs 713cr, Q3 at 726cr
PAT at 662cr vs 538cr, Q3 at 589cr
OCF at 1653cr vs 1261cr
Sat Kartar Shopping
#SatKartar
Rev at 87cr vs 75cr, H1 at 76cr
PBT at 8cr vs 5cr, H1 at 5cr
PAT at 6cr vs 3.7cr, H1 at 3.8cr
OCF at -5cr vs 7cr
Precision Wires
#PrecWires
Solid Q4FY25
Rev at 1045cr vs 878cr, Q3 at 979cr
PBT at 40cr vs 29cr, Q3 at 25cr
PAT at 30cr vs 22cr, Q3 at 19cr
OCF at 168cr vs 60cr👏
Solid QoQ and YoY uptick in all parameters
Bhageria Industries
#Bhageria
Topline flat at 183cr
Solid margin expansion QoQ and YoY
PBT at 22cr vs 10cr, Q3 at 16cr
PAT at 15cr vs 6cr, Q3 at 11cr
OCF at 52cr vs 23cr👏
Arvind Fashions
#ArvindFashion
Rev at 1189cr vs 1094cr, Q3 at 1203cr
PBT at 66cr vs 54cr, Q3 at 68.5cr
OCF at 530cr vs 434cr
Pritika Engineering Components
#PritikaEngg
Rev at 34cr vs 21cr, Q3 at 28cr
PBT at 2.2cr vs 0.4cr, Q3 at 1.6cr
PAT at 1.7cr vs 0.3cr, Q3 at 1.4cr
OCF at 22cr vs -6cr
Remus Pharma
#Remus
Solid topline growth, margin compression sharply
Rev at 347cr vs 184cr, H1 at 272cr
PBT at 25cr vs 20cr, H1 at 22cr
PAT at 21cr vs 19cr H1 at 18cr
OCF at 7cr vs 1cr
Bombay Super Hybrid Seeds
#BSHH
Seasonality in the business
Rev at 46cr vs 30cr
PBT at 4.6cr vs 2.6cr
PAT at 4.2cr vs 3cr
OCF at -31cr vs 11cr
Decent/Average:
#IceMake
Big increase other expenses and big increase in depreciation leads to PBT degrowth
Depreciation at 4cr vs 1cr
Employee expenses at 8cr vs 5cr
Other expenses at 29cr vs 19cr
Rev at 180cr vs 140cr, Q3 at 110cr
PBT at 16cr vs 19cr, Q3 at 4cr
OCF at 30cr vs 10cr
#ArrowGreentech
Rev at 57cr vs 51cr, Q3 at 55cr
PBT at 16cr vs 15cr, Q3 at 18cr
OCF at 68cr vs 18cr
#Visioninfra results are out
H225 VsH125
Rev : 255.30 Cr Vs 199.39 Cr (up 28%)
EBITA: 27.29 Cr Vs 20.95 (up 30.2%)
PAT : 19.53 Cr Vs 14.52 Cr (up 34.5%)
25 Vs 24
Rev : 454.80 Cr Vs 72.83 Cr (up 🚀 524%)
EBITA : 48.25 Cr Vs 8.04 Cr ( up 🚀 500%)
PAT : 34.05 Cr vs 5.75Cr up 🚀492%
Vision infra explosive growth 🚀🚀
Both topline and bottom line grew by 4x yoy
New PE 11-12
PAT exactly 35 cr, as told in 2nd october 😅
#visioninfra
#SME #VIESL #VISIONINFRA #VISIONINFRAEQUIPMENT
Vision Infra Equipment Solutions FY25 Results :
👉H2 FY25 revenues at 239cr, H1 was 192cr.
Full FY25 revenues at 443cr; 33% growth YoY. Better than estimates of ~25% growth
👉Valuations down to 11 P/E; ~6 times EV/EBITDA
👉Blended EBITDA improves ~27% from earlier 25%
👉PAT ~8% maintained
👉Receivables increase minimal, positive cashflow from operations
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