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@valueablegem Fabtech Cleanroom is rightly placed to take maximum benefit of this opportunity
#fabclean #fabtech
Added Fabclean around ₹394. 😄 This time, hoping the stock skips the “one circuit up, two circuits down” routine and gives us some back-to-back circuits! 🚀📈 Let’s see… DYOR.
#Fabclean #Stocks #StockMarket #NSE #Investing #Trading
📅 Orderbook Recap: Weekend Highlights (Fri - Sun)
Major contract wins for #NISMGMT #FABCLEAN #ICON #RPPINFRA #PNCINFRA #TICL #SPMLINFRA #DHRUV #STLTECH #TARIL & more!
#StocksToWatch #Watchlist #Trading
📅 Orderbook Recap: Weekend Highlights (Fri - Sun)
Major contract wins for #NISMGMT #FABCLEAN #PNCINFRA #SPMLINFRA #TICL #STLTECH #ICON #RPPINFRA #DHRUV #DBL & more!
#StocksToWatch #Watchlist #Trading
#SME #FABCLEAN #FabtechTechnologiesCleanroom #Fabtech
Fabtech Technologies Cleanroom H1 FY26 Concall Highlights:
👉FY 2026 & Future Outlook :
▫️Consolidated revenue expected to show ~30-40% YoY growth
💠Assumes execution of substantial portion of the current order book within FY26, with H2 revenue ramp-up from delayed billings
💠Supported by pharma revival post-tariff war, non-pharma expansion (data centers, solar, semiconductors), and cross-selling via subsidiaries
▫️EBITDA margins: 7–8% for full FY26
💠PAT margins impacted by Altair Partition contract and pricing pressure
💠Normalization expected in H2 FY26 and FY27
💠EBITDA margins to improve to 9–10%+ as volumes scale and pricing power strengthens in non-pharma (e.g., competing with Japanese/Chinese imports via Indian substitutes like T-grids
💠Value engineering and R&D to reduce costs; no margin compression beyond reference-building (e.g., low bids at start for solar/data center entries)
👉Order book / projects and pipeline:
▫️Current order book : ~165cr+
💠Pharma: 71cr (43%): Turnkey for Anthem, Geltec and some other references
💠Data Centers: 73cr (44%): HVAC for NSE-Mumbai, Nxtra, CTRL S; multi-site repeats from Ctrl S.
💠Renewable Energy (Solar): 13cr (8%): Sangam Solar (Waaree subsidiary; "gold standard" entry)
💠Semiconductors: 5cr (3%): Process cooling in Sanand, Gujarat; HVAC
💠Others (EV Batteries, FMCG, etc.): 5cr (3%)
▫️Subsidiaries: Kelvin (₹40cr order book; IIT Science Block, pharma turnkeys); Other Subsidiary (₹20cr solar T-grid order for import substitute)
▫️Pipeline:
💠 Total active leads: ₹800cr (₹225cr in final technical/commercial stages; expected 50–60% conversion in next 6 months)
💠Entry into FY27: ₹250–300cr order book (post-FY26 executions
💠Execution Notes: 1:3 down-stream : up-stream ratio (₹1cr panels → ₹3cr HVAC); H2 focus on two ₹68cr+ solar projects
👉 Others :
▫️Financials:
💠Working Capital: ₹22cr limit (unused); sanctioned +₹15cr (total ₹32–35cr); 3–4 month cycle; trade receivables up to ₹65cr consolidated (target: 3 months of turnover by FY26 end)
💠Payment Terms: 20–30% advance (vs. BG); 60% on milestones (30-day realization); 10% retention
💠Segments: H1 revenue 67% pharma, 33% non-pharma; single business (cleanrooms/HVAC/MEP)
▫️Strategy:
💠Capacity: New roll-forming machines and automatic panel assembly line (Q1 FY27); Hyderabad unit by Mar 2026; total manufacturing ~160,000 sq. ft.
💠Investments: Kelvin (51% subsidiary; target 80cr FY26 revenue; potential stake hike to 76% at ₹70cr revenue milestone)
💠AAR-T (28% associate; global design edge for semicon/solar)
💠Advantek/Altair (26%/80%; slower ramp-up; Eurovent certification pending; Plan B for value unlock)
💠Market/product expansion (pharma to non-pharma); consolidation in fragmented industry; cross-selling synergies
▫️Challenges:
💠Lost ₹208cr bids (Q1–mid Q2) due to moonlighting (2 terminations, tightened controls via EY audits)
💠External: Rains, labor shortages (resolved confidentially); tariff war delays in pharma.
💠Turnaround: ₹110cr wins in last 45 days of Q2
🚀 Today Order Wins (Alerts from https://t.co/EfLItBbuIJ)
#KEC – Orders ₹1,102 Cr, YTD ₹12,800 Cr
#NIBE – ₹20.57 Cr Infra & Defence structures, Aug’26
#DBL – 100 MW solar project in MP, ₹31.2 Cr equity
#FABCLEAN – ₹68 Cr cleanroom order for solar PV
#MEDICO – USD 1.78 Mn govt pharma order, Turkmenistan
#DESCO – Gail Gas ₹2.84 Cr & Adani Total Gas ₹1.2 Cr
#LTIM – Multi-year automation deal, largest strategic deal
#INNOVATORS – ₹87 Cr façade work, Four Seasons Hotel
#ZAGGLE – Employee solutions agreement, domestic
#JNKINDIA – Ultra-mega refinery order >₹1,000 Cr, Feb’28
#BONDADA – Bihar Solar Street Light ₹63.86 Cr, 90 days
20) #FABCLEAN
Mcap- 547 cr
TTM PE-41
Guidance- 40%
FY26 PE- 29
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Fabtech Tech Cleanrooms has recently got orders from semiconductor , data centres apart from health & pharma sectors in Q1
Clean rooms are becoming essential across sectors like semiconductors, electronics, data centres , food, health, cables stationery etc
#FABCLEAN
#SME #FABCLEAN #FABTECH #FabtechTechnologiesCleanrooms
Fabtech Technologies Cleanrooms FY25 Concall Highlights:
👉FY 2026 & Future Outlook :
▫️ Aims for a 30-40% revenue increase in FY26 and 2 years ahead;
(Q2 and Q3 historically being stronger quarters due to shorter project delivery periods; now 4-5 months vs. 7-9 months previously);
💠Increased momentum in topline begins post FY27
▫️Net margin expected range ~10% for FY26 (strategic calls might be made to secure large reference orders in semiconductors and data centers, potentially impacting margins temporarily for long-term gains)
▫️Semiconductor margins are in-line with pharmaceutical projects
▫️Plans for more frequent updates (monthly/quarterly) and posting order wins on exchanges/website
👉Current order book / projects and pipeline:
▫️Current order book: 90cr (50-60cr from Pharma; 30cr from semiconductors, electronics, and solar combined)
💠Fabtech standalone order book is around 55cr
💠Recently won 8.4cr semiconductor order from CG Electronics
💠Data Centers orders from Nxtra Data Center (2.5cr, with two more phases expected) and NSE (5.45cr, with 4cr in pipeline)
▫️Pipeline:
💠Pipeline exceeding 300cr; Pharma (137cr, not yet fully tapping turnkey), semiconductors (118cr), and solar (80cr)
💠Currently building capabilities and references, especially in semiconductors, where manufacturing (beyond testing/assembly) is expected to start in 1-2 years, which helps boost future demand
👉 Others :
▫️Working capital cycle reduced from 173 days (FY24) to 123 days (FY25), a 50-day improvement, with plans for further reduction via innovative collection methods and sales team incentives
▫️Increased stake in Kelvin Air Conditioning and Ventilation Systems to 51.33%, making it a subsidiary to strengthen HVAC for cleanrooms in semiconductors, electronics, and healthcare. Kelvin recorded 7% PAT FY25
▫️Multiple entities allow tailored strategies for regions (Altair Partition Systems LLP); components (Kelvin for HVAC, Advantek Air Systems for Air Handling Unit) and Turnkey cleanroom solutions, modular partitions (Fabtech)
💠This aligns with diverse customer needs in pharma, semiconductors, and data centers. Single entity might dilute focus, slow decision-making, and hinder scalability in a fragmented, technical industry like cleanrooms
▫️Raw materials (GPSP coil, rock wool, isocyanate, aluminum) sourced domestically with long-standing vendor ties, despite geopolitical tensions
▫️Labor shortages addressed via university tie-ups and training centers; exploring machinery (e.g., welding machines) to reduce manpower needs
▫️Inorganic expansion via acquisitions to enhance turnkey offerings; future acquisitions eyed in air handling, automation, and electrical contracting for regional footholds
▫️Claims to differentiate itself via In-house manufacturing, design expertise, and pan-India/international project management, unlike competitors who are mostly contractors
▫️Interim dividend of INR 2 per share announced
#FABCLEAN (Newly listed SME IPO): It is on top in terms of giving positive returns after listing this year. and 2nd is indobell.
SME IPOs are going through a rough patch with most of them trading in negative territory.
Stock is up by 78% since listing. From today, it's circuit has been revised to 10% from 5%.
#FABCLEAN
Can we compare the cleantech manufacturing of #FABCLEAN with #INNOVATORSFACADESYSTEMS ? Pl share insights.
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