Knowledge Marine Order, Addictive Learning Technology Revenue Guidance And Supreme Power Equipment Order

Knowledge Marine & Engineering Works Ltd.

Recent filing: (ORDER) Knowledge Marine & Engineering Works has received an order worth INR 73 Cr from Inland Waterways Authority of India for dredging operations along the 74 km stretch of National Waterway - 1, from Barh to Digha for a period of three years and further extendable by 2 more years.

SUMMARY: 6y Operating Profit uptrend | 6 semi-annual Operating Profit uptrend | PE 28.6x (Sector PE range NA) | Ace Investor | Institutional Entry | Dredging

  • MCap of INR 1,361 Crore (share price = INR 1,260 / share) (as on 13th May ‘24)
  • TTM PE of 28.6x (as on 13th May ‘24) Retail float = 12.5% (Mar-24)

FOOD FOR THOUGHT: Project Execution Risk | Receivables Risk

What are the products and services of Knowledge Marine & Engineering Works?

Established in 2015, Knowledge Marine is involved in the dredging and small-craft business segment in India. In the last 5 years, it has evolved from a small ship-repair unit to a dredging and ship-owning company.

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Addictive Learning Technology Ltd.

Recent filing: (REVENUE GUIDANCE) Law Sikho’s promoter on Twitter has given guidance to double its revenue in the current year while improving PAT margins. In March 2024, the Addictive Learning Technology company had previously stated in its investor presentation a goal to quadruple its revenue within the next three years.

SUMMARY: 1y Operating Profit uptrend |2h Operating Profit uptrend | PE 62.5x (Sector PE range 50-100) | Excellent Mar-24 results | Institutional Entry | IPO | Tech Platform

  • MCap of INR 451 Crore (share price = INR 283 / share) (as on 13th May ‘24)
  • TTM PE 62.5x (as on 13th May ‘24) Retail float = NA (Mar-24)

FOOD FOR THOUGHT: Transitioning from early adopters to the majority segments requires tailored marketing. Scaling enrollments must align with placement growth, posing inherent risks in education.

What are the products and services of Addictive Learning Technology?

The company operates as a professional upskilling and career services edtech platform catering primarily to senior and mid-career professionals, and in some instances, young professionals. It offers a wide array of professional upskilling courses and training programs across three distinct brands: LawSikho, Skill Arbitrage, and Dataisgood. 

These educational offerings aim to assist busy professionals in acquiring high-demand skills, building a demonstrable track record, and accessing both international and domestic freelance work and remote job opportunities. The company also serves college students seeking advanced skills and recent graduates facing job search challenges.

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Supreme Power Equipment Ltd.

Recent filing: (ORDER) Supreme Power Equipments has received an order worth INR 11.3 Cr from a Solar Project Company for the manufacturing and supply of transformers, to be executed within 6 months.

SUMMARY: 1y Operating Profit uptrend |2h Operating Profit uptrend | PE 33.7x (Sector PE range 30-60) | Excellent Mar-24 results | Order Book INR 51.4 Cr (as on 31st Mar 2024) | Institutional Entry | IPO | Capital Goods

  • MCap of INR 418 Crore (share price = INR 167 / share) (as on 13th May ‘24)
  • TTM PE 33.7x (as on 13th May ‘24) Retail float = NA

FOOD FOR THOUGHT: High customer concentration risk | High working capital intensity. .

What are the products and services of Supreme Power Equipment?

Company is engaged in manufacturing, upgrading, and refurbishing a range of transformers, including Power Transformers, Windmill Transformers, Distribution Transformers, Isolation Transformers, Solar Transformers, Energy Efficient Transformers, Converters and Rectifier Transformers.

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