Macfos Limited And Viviana Power Tech Excellent results, H. G. Infra Engineering Good to Excellent results
Macfos Limited
Recent filing: (EXCELLENT RESULTS) Sales up 31% QoQ from INR 31.3 Cr in Dec-23 to INR 40.9 Cr in Mar-24. Similarly, Net Profit up 80% from INR 2.5 Cr to INR 4.5 Cr.
SUMMARY: 4y Operating Profit uptrend | 3q Operating Profit uptrend | PE 47x (Sector PE range 50-100) | Excellent Mar-24 results | Fund raise | Tech platform
- MCap of INR 511 Crore (share price = INR 578 / share) (as on 9th May ‘24)
- TTM PE 47x (as on 9th May ‘24) Retail float = 16.1% (Mar-24)
FOOD FOR THOUGHT: Competition from Amazon.
What are the products and services of Macfos Limited?
Macfos is engaged in the marketing of electronic components, which find their application in Automotive Industry, IoT, Health Sector, Renewable Energy Sector, Drone manufacturing. Through its website and mobile application, Robu.in, it sells a broad range of electronic components like Robotic parts, Drone parts, Development Boards, Motors, Sensors, Motor Drivers, Pumps, Chargers etc.
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Viviana Power Tech Ltd.
Recent filing: (EXCELLENT RESULTS) For the half year ending Mar-24 for Viviana Power Tech, Sales up 2.5x YoY from INR 16.9 Cr in Mar-23 to INR 42.3 Cr in Mar-24. Similarly, Net Profit up 59% from INR 2.50 Cr to INR 3.98 Cr. On a HoH basis, Sales up 82% and Net Profit up 2.5x.
SUMMARY: 3y Operating Profit uptrend | 4h Operating Profit uptrend | PE 52.8x (Sector PE range 30-60) | Excellent Mar-24 results | Capital Goods
- MCap of INR 343 Crore (share price = INR 574 / share) (as on 9th May ‘24)
- TTM PE 52.8x (as on 9th May ‘24) Retail float = 18.3% (Mar-24)
FOOD FOR THOUGHT: Negative Operating cash flow for FY ’24.
What are the products and services of Viviana Power Tech?
Viviana Power Tech Ltd. operates in the Power Transmission, Distribution and Industrial EPC space. Within the span of about five years, Viviana has completed 40 projects (Contracts worth INR 40+ Crores). The projects include ±500 KV HVDC and 400/ 220/ 132/ 66/ 33 KV Transmission lines/ Sub Stations of private and Government utilities and industries. It also undertakes turnkey jobs for Supply, Erection, Testing & Commissioning of all types of Electrical system.
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H. G. Infra Engineering Ltd.
Recent filing: (GOOD TO EXCELLENT RESULTS) For the quarter ending Mar-24 for HG Infra Engineering, Sales up 11% YoY from INR 1,535 Cr in Mar-23 to INR 1,708 Cr in Mar-24. Similarly, Net Profit up 11% from INR 171 Cr to INR 190 Cr. On a QoQ basis, Sales up 25% and Net Profit up 86%.
SUMMARY: 6y Operating Profit uptrend | 2q Operating Profit uptrend | Excellent Mar-24 results | PE 14.1x (Sector PE range 8-25) | Orderbook as of Dec ‘23 stands at INR 9,626 Cr, 1.8x of TTM Revenue | Infrastructure
- MCap of INR 7,435 Crore (share price = INR 1,142 / share) (as on 9th May ‘24)
- TTM PE of 14.1x (as on 9th May ‘24) Retail float = 9.0% (Mar-24)
FOOD FOR THOUGHT: Client concentration risk: Road projects from NHAI and ARTL contribute to 87% of orderbook as of Dec-23.
What are the products and services of H. G. Infra Engineering?
With a resilient two-decade journey, HGIEL has emerged as one of India's fastest-growing construction companies. Its dedication to quality and timely execution has been pivotal in establishing it as a trusted leader in the infrastructure industry. It is engaged in the business of EPC and Maintenance of roads, bridges, flyovers, etc.
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