Top Tweets for #megatherminduction
#SME #Megatherm #MEGATHERMInduction
Megatherm Induction H2 FY26 Concall Highlights
๐ FY27 & Future Outlook
๐ 20-25% CAGR targeted over next 5-6 years with revenue tripling and EBITDA quadrupling; current expense front-loading (marketing + HR) will deliver sharper margin expansion once scale crosses โน500 Cr
๐ Transformers to lead near-term growth: FY27 revenue visibility โน150 Cr+ (vs โน40-45 Cr in FY26) scaling to โน250 Cr+ in 2-3 years with 4th shed; long-term contribution โน250-300 Cr in a โน1,000 Cr+ company
๐ Solar/Inverter Duty Transformers (IDT): Capacity ramp to 150-160 MVA/month by H2 FY27; revenue potential โน110 Cr (IDT + others) + โน40 Cr (induction furnace transformers) by FY27 โ โน250 Cr by FY31 at ~15% EBITDA (vs industry 8-10%)
๐ Induction business: Global export push + new products (pipe & tube welding via Spanish JV, dual/tri-track power supplies) to drive medium-term acceleration
๐ India market share gains in forging, foundry, heating & hardening segments on superior energy efficiency & reliability
๐ Spares (high-margin, ~20% of revenue): Expected to grow in line with expanding installed base (โน70 Cr in FY26); key buffer for margin stability
๐ Current Order Book / Projects and Future Pipeline
๐ Total order book ~โน450 Cr (transformers โน80-85 Cr; balance largely induction including โน150-200 Cr carryover exports)
๐ Transformers: Production & deliveries started in April; order book full till Oct; fresh orders to reopen July-Aug; 4th transformer shed (Capex ~โน20 Cr) under discussion to support further ramp
๐ Induction: Visible carryover (especially Middle East/Dubai/Saudi); war-related shipment delays now easing
๐ Pipeline: Demand in renewables (solar/BESS/data centres), steel melt shops, foundries & forging; US incorporated entity + European JV + global distributor network to accelerate exports; selective order intake to protect execution timelines
๐ Manufacturing expansion: New 2,000 MVA (scalable to 3,000 MVA) transformer facility already operational; space freeing up in existing sheds as transformers move to dedicated lines
๐ Other Notable Points
๐ FY26 performance: Revenue ~โน350 Cr (below โน400 Cr+ guidance due to Feb-end war disruptions in exports + 6-8 month delay in transformer client approvals/QAPs)
๐ EBITDA stable despite 19% rise in employee & other expenses (growth front-loading); adjusted PAT ~โน24.5 Cr (after โน0.75 Cr one-time gratuity)
๐ Cash & balance sheet: ~โน26 Cr in FDs (cash & equivalents ~โน60 Cr including unutilised CC limits); no immediate equity raise planned in FY27; main-board migration target Marโ27
๐ Capex & subsidies: โน20 Cr for 4th shed; ongoing central + state subsidies (MEITY tranche ~โน3-3.5 Cr expected shortly); internal accruals sufficient for near-term growth
๐ Strategic enablers:
- Energy-efficiency + reliability USP driving market share gains (already dominant in induction furnaces for steel; penetrating forging, foundry, pipe & tube)
- Exports now strategic priority (US JV 49.9%, Spanish tech tie-up); manufacturing remains 100% India-based for cost advantage
- Fixed-price contracts managed via spares pricing flexibility; raw-material (oil, epoxy, copper) headwinds temporary (expected normalisation in 1-2 months)
๐ Q&A highlights:
- Transformer margins initially compressed for market entry but spares + scale to drive expansion
- Induction global competition limited to handful of players (Inductotherm dominant); India engineering cost + service edge offers 3-4x price advantage vs Europe
- Working-capital cycle to lengthen modestly on transformer execution but remains comfortable; no major debt raise planned
๐Mainboard stocks often get all the attention but some of the most compelling businesses are hiding in plain sight โ on the SME Platform.
๐Smaller. Less covered, though noisy at times. Yet occasionally, genuinely exceptional.
โโโ
๐Introducing SME Gems โ a new independent series on Hidden Champions of the SME Platform :
๐ OBSC Perfection
๐ Aimtron Electronics
๐ Yash Highvoltage
๐ CFF Fluid Control
๐ DSM Fresh Foods
๐ L.T. Elevator
๐ Monolithisch India
๐ GSM Foils
๐Across Different Sectors. One common place.
๐ https://t.co/Sto1a1qHIQ
๐Stay tuned for more insights
โโโ
โ ๏ธ For educational purposes only. Not investment advice. Please DYODD.
#SMEGems #SMEPlatform #HiddenChampions #SME
We are Honored to Welcome, Megatherm Induction Ltd. at @TubePipeFair ๐๐๐๐.
๐
4-6 Nov 2025 |๐Pragati Maidan, New Delhi
๐For more info, visit: https://t.co/iKYApqfQEL
#TubePipeFair #TPF2025 #TubeExpo #PipeExpo #TubeExhibition #TubeIndustry #PipeIndustry #MegathermInduction
Arihant Bharat Connect Conference :
๐ Megatherm Induction
๐ Ztech India
๐ Jungle Camps India
#Megatherm #MegathermInduction #Ztech #ZtechIndia #JungleCamp #JungleCampsIndia #arihant #bharatconnectconference #arihantcapital
Arihant Bharat Connect Conference :
๐ Safe Enterprises
๐ Nisus Finance
๐ Tejas Cargo
#SAFEENTP #SafeEnterprises #Nisus #NisusFinance #TejasCargo #arihant #bharatconnectconference #arihantcapital
This week's major business updates - part 1
1๏ธโฃ #MegathermInduction
Commissioned a new transformer facility in Eastern India (2,000,000 kVA/yr) and expanded global JV footprint across USA, South America, Gulf, Egypt & Turkey.
#CapitalGoods #Transformers
2๏ธโฃ #CGPower / #CGSemi
Launched one of Indiaโs first OSAT semiconductor facilities in Sanand, Gujarat (โน7,600 Cr project) with Renesas & Stars Microelectronics; G2 under construction to scale capacity.
#Semiconductors #Electronics
3๏ธโฃ #AdaniPorts
Broke ground on 70-acre Adani Logistics Park in Kochi. Investment >โน600 Cr for integrated logistics infra.
#Logistics #Infrastructure
4๏ธโฃ #BharatBijlee
Approved โน65 Cr capex to expand Airoli transformer capacity from 28,000 MVA โ 35,000 MVA.
#CapitalGoods #Transformers
5๏ธโฃ #StallionIndiaFluorochemicals
Received land allotment in Bhilwara (Rajasthan) from RIICO for new chemical plant.
#Chemicals #SpecialtyChemicals
6๏ธโฃ #RelianceIndustries
Partnered with Google Cloud & Meta to set up an AI-focused cloud region in Jamnagar and co-develop enterprise AI solutions. Total planned investment ~โน855 Cr (~US$100M).
#AI #Cloud #technology
7๏ธโฃ #AdaniPower
Investing ~$3B in 2,400 MW greenfield thermal plant at Pirpainti, Bihar; secured 25-yr power procurement LOA from BSPGCL.
#Energy #ThermalPower
8๏ธโฃ #Marsons
Expanded transformer manufacturing capacity to 10,000 MVA annually, becoming one of Indiaโs larger producers.
#CapitalGoods #Transformers
9๏ธโฃ #WindsorMachines
Shifting Chhatral & Vatva plants to new Rajkot facility (8,400 machines/yr). Operations begin SepโOct 2025.
#CNCMachines #Manufacturing
๐ #HitachiEnergyIndia
Announced โน300 Cr expansion at Mysuru to double EHV pressboard capacity with worldโs first fossil-free line (mid-2027).
#Energy #Manufacturing
1๏ธโฃ1๏ธโฃ #VishnusuryaProjects
Won โน2,217 Cr contract (consortium) from SIPCOT for 60 MLD desalination plant in Tuticorin, TN (15 yrs O&M).
#Infra #Water
1๏ธโฃ2๏ธโฃ #ShaktiPumps
Bagged orders for 10,000 Off-Grid Solar Pumps worth โน268.88 Cr under PM-KUSUM scheme โ booked in just 1.5 hrs.
#Renewables #SolarPump #Agritech
do like n share if you like this update.
feel free to comment, if you want to add any major business update or have any question.
#SME #MEGATHERM #MEGATHERMINDUCTION
Megatherm Induction FY25 Concall Highlights:
๐FY 2026 & Future Outlook :
โซ๏ธ Aims to grow revenues by 70-80cr in current FY;
500cr target within two years (Induction Products: 350cr; Transformers: 150cr, driven by new capacity and market expansion into distribution and solar transformers)
โซ๏ธTargets a bottom-line margin of 8-9% by FY26 (Backward Integration: Investments in machinery (processing, copper drying); Increasing Spares revenue contributing higher margins); Reduced Interest Costs)
โซ๏ธTransformer growth is non-linear, with a significant jump expected in FY26 post-CPRI certification
โซ๏ธAiming for 30% of induction revenue from exports, while transformer exports will take time as domestic market share is prioritized
๐Current order book and pipeline:
โซ๏ธCurrent Order Book: 350cr; execution within one year
โซ๏ธExecution Dynamics: Order execution varies based on client needs (urgent vs. phased) and plant setup timelines. Transformer orders depend on factory inspections (ongoing) and testing completion
โซ๏ธPipeline:
๐ Transformers: Awaiting CPRI certification (expected this month) to unlock bulk orders from companies like Renew, Tata Solar, and Adani. Initial small orders (1-3 transformers) expected in H1 FY26, with larger orders later in FY26
๐ Induction Products: Large orders in discussion, with confirmations to be uploaded online soon. Targeting clients like Shyam Metalics, Sharda Energy, Rudra Mines, and Bajrang Steel, previously served by competitor Electrotherm
๐ Export Markets: Joint venture with Cyprium Induction USA to penetrate North America, with potential expansion into Europe. Export orders in the pipeline, particularly in Africa, SAARC, Middle East, and South America, aiming for 20-30% of revenue
โซ๏ธJV Model: Core components (e.g., static frequency converters) manufactured in India, with mechanical parts potentially made locally or partially in the USA based on client requirements.
โซ๏ธPricing: Export pricing 5-15% higher than domestic (Africa: +5%, Middle East: +10%, USA/Europe: +15%). Profits split ~50% with the JV
๐ Others :
โซ๏ธ Manufacturing Facilities: Three facilities (induction equipment, precision machining, transformers) on a 15-acre site, with 5 acres undeveloped for future expansion. Recent Capex completed for transformer capacity
โซ๏ธCompetition:
Induction Products: Competes with Electrotherm (steel segment) and Inductotherm (foundry/heating). Advantages include energy efficiency, robust equipment, and superior service
Transformers: Competes with Silchar, Indotech; targeting solar and distribution segments
โซ๏ธRaw Material Sourcing: Key inputs are copper (20-25%), electronics (China, Germany), and silicon steel. Price escalation clauses and conservative costing mitigate price fluctuations
โซ๏ธSpares Business: High-margin segment, currently 60-70cr, expected to grow to 80-90cr, significantly boosting profitability
โซ๏ธWorking Capital: 3-4 month cycle, with advance payments (5-10% retention) and MSME benefits ensuring payments within 45 days. No significant change expected with transformer expansion
โซ๏ธLong-Term Vision: Plans to reach 1,000cr post-FY26, with further Capex starting next year. Migration to the main board and future fundraising rounds planned for long-term investors
#SME #MEGATHERM #MEGATHERMINDUCTION
Megatherm Induction FY25 Results:
๐H2 FY25 revenues at 172cr. ~8% growth YoY. H1 FY25 was 147cr
Full FY25 with 320cr topline; ~5% growth YoY as compared to FY24
๐Valuations flat
๐EBITDA FY25 ~11%; as per estimates
๐PAT maintained ~6.5%;
๐ Receivables increase minimal, positive Cash from Operations. Increase in PPE, CWIP visible
๐New transformer facility (upto 50 MVA) is already operational from Feb with inquiries & discussion underway, especially for Inverter Duty Transformer
๐Concall on 3rd June
**STOCK IN FOCUS: MEGATHERM INDUCTION**
Company secures a $4.9 million (โน42.7 crore) order.
#MegathermInduction #OrderWin #Manufacturing #Engineering #Growth
๐ Exciting Times at #MegathermInduction Ltd! ๐
๐ Note: The following information is for informational purposes only and not a recommendation.
1๏ธโฃ 100% Unpledged Shares: Promoters have unpledged their final 21.92% stake!
2๏ธโฃ Transformative Manufacturing: Commissioning the largest transformer manufacturing facility in Eastern India!
3๏ธโฃ Robust Order Book: Fresh orders of โน123cr, total order book at โน411cr with an additional โน90cr pipeline nearing finalization.
4๏ธโฃ Global Expansion: Entered new markets, including the UK!
5๏ธโฃ Revenue Growth: Targeting 3-4x revenue growth in 5 years with plans for margin expansion from 12% to 20%!
6๏ธโฃ Next-Gen Innovation: Launching a next-generation hybrid converter!
๐ The future looks bright as demand for electricity capacity soars. Patience is keyโlet's watch this journey unfold! ๐
#InvestInFuture #EnergySector #GrowthPotential
๐ Megatherm Induction Ltd informed the exchange about receiving the Scalability Excellence Award at AIIFA STEELEX 2024 in Mumbai. The award recognized the company's successful scaling of operations and industry growth. #SME #MEGATHERM ๐๐
My high conviction SME stock with good fundamental :
Only For learning purpose :
(Have potential to become a Multibagger )
#BONDADAENGG
#AIMTRONELECTRONICS
#CFFFLUIDCONTROL
#FELIX
#FROGCELLSAT
#MEGATHERMINDUCTION
#NIRMANAGRI
#KRISHASTRAPPING
#KRISHNADEFENCEALLIED
@Breakoutrade94
@charts_breakout
@VCPSwing @BiIndia @ZeeBusiness @BeyondTrading07 @sunilgurjar01 @itsprekshaBaid @iManasArora @gopalgaira @elonmusk @BCCI @ICC @RailMinIndia @CaVivekkhatri @vivbajaj @EquityJunction @share_buyback @Sharekhan @Shareaholic @krunalparab_ @stockstix
#investing #trading #stocktobuy #Stocktowatch #sharemarketindia
#Stockmarket #investment #Finacial #Sharemarket #tradingview #Multibagger #Unionbudget #Demat #Zerodha #angel #Swingtrading #Nifty50 #Banknifty #longterm #shortterm #Intraday #Equity #Cash #CAGR #Viral #Trending #Smallcap #midcap #Largecap #Microcap #SME #Orderbook #preferential #Capex #stoploss
Some of the good company today avaliable on lc. can be good opportunity to add for long term.๐
#Saakshimedtech
#Gensolengineering
#Rudragasenterprise
#Konstelecengineers
#Thaaicasting
#Presstonicengineering
#exicomtelesystems
#Megatherminduction
#esconet
#tridenttechlab
#IPOWithMC | #MegathermInductionย made a stellar debut, listing at an 83.3% premium over the #IPO price. The stock opened at Rs 198 against an issue price of Rs 108 on the #NSE SME platform. ๐
Details here ๐
https://t.co/r4SmNuCRRU
#Markets #Stocks
#MegathermInduction #IPOAlert
BREAKING - Megatherm Induction IPO allotment status available now
https://t.co/Yp96EfA8av
Megatherm Induction SME IPO
QIB ๐ง 1076.5 cr against reserved amount of 10.24 cr
Toughest Allotment as per below matrix๐
Retail= 1 out of 200 will get 1200 shares
HNI= 1 out of 307 will get 2400 shares
#MegathermInduction
#SME #IPO
Megatherm SME IPO Anchor List
#Megatherm
#MegathermInduction #IPOAlert
STRONG DEMAND - IPO covered ~55X on day 2, retailers ahead of the pack
https://t.co/Yp96EfA8av
Last Seen Hashtags on Sotwe
MomSon()
Seen from Colombia
saynotomalaria
Seen from United States
momson filter:videos min_faves:500
Seen from Algeria
Carbonatodicalcio
Seen from United States
fidanatalay
Seen from Turkey
lxli()*+filter:native_video
Seen from United States
chavs video
Seen from United Kingdom
cakelady
Seen from United States
DaddyVibes
Seen from United States
omegle()()()()()()()()()()()()()
Seen from Malaysia
Most Popular Users
Elon Musk 
@elonmusk
241M followers
Barack Obama
@barackobama
119.2M followers
Cristiano Ronaldo
@cristiano
111.8M followers
Donald J. Trump
@realdonaldtrump
111.8M followers
Narendra Modi
@narendramodi
107M followers
Rihanna
@rihanna
98M followers
NASA
@nasa
92.2M followers
Justin Bieber
@justinbieber
91.2M followers
KATY PERRY
@katyperry
88.3M followers
Taylor Swift
@taylorswift13
82.2M followers
Lady Gaga
@ladygaga
73.7M followers
Virat Kohli
@imvkohli
70.9M followers
Kim Kardashian
@kimkardashian
70.1M followers
YouTube
@youtube
68.7M followers
Bill Gates
@billgates
64.3M followers
Neymar Jr
@neymarjr
63.8M followers
The Ellen Show
@theellenshow
62.4M followers
CNN
@cnn
61.8M followers
Selena Gomez
@selenagomez
61.4M followers
X
@x
60.8M followers