PhantomFX And KPI Green Energy Order, Satin Creditcare Good to Excellent Results


Recent filing: (ORDER) Phantom Digital Effects has received new orders worth INR 17 Cr for VFX Services to be executed in the next 4 to 5 months. INR 3 Cr is from domestic customers and INR 14 Cr from international customers.

SUMMARY: 3y Operating Profit uptrend | PE 30.3x (Sector PE range 30-60) | Excellent Dec-23 results | Acquisition | Capacity expansion | Fund raising | Institutional entry | VFX

  • MCap of INR 679 Crore (share price = INR 500 / share) (as on 30th Apr ‘24)
  • TTM PE 30.3x (as on 30th Apr ‘24) Retail float = 25.6% (Mar-24)

FOOD FOR THOUGHT: Negative operating cash flow for FY ‘23.

What are the products and services of PhantomFX-SM?

Incorporated in 2016, Phantom Digital Effects provides high-end visual effects (VFX) solutions for commercial, feature films and television media globally. It has a full-fledged creative studio based in India with its offices operating in Canada and USA. The company is Certified Trusted Partner Network Company (TNP) which gives Phantom the validation to be a part of Marvel, Disney or Pixar Movies.

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KPI Green Energy Ltd.

Recent filing: (ORDER) KPI Green Energy has received new orders aggregating to 74.3 MW for executing solar power projects under the ‘Captive Power Producer (CPP)’ segment of the company. The orders have been given by various textile and fabrics companies and are scheduled to be completed in FY25.

SUMMARY: 5y Operating Profit uptrend | PE 67.3x (Sector PE range 30-50) | Fund raising | Institutional entry | Promoter buying | Solar

  • MCap of INR 10,902 Crore (share price = INR 1,808 / share) (as on 30th Apr ‘24)
  • TTM PE 67.3x (as on 30th Apr ‘24) Retail float = 21% (Mar-24)

FOOF FOR THOUGHT: Negative operating cash flow for FY24.

What are the products and services of KPI Green Energy?

Incorporated in 2002, KPI Green develops, builds, owns, operates, and maintains solar power plants through Independent Power Producer (IPP) and as service provider to Captive Power Producer (CPP) under the brand name of 'Solarism'.

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Satin Creditcare Network Ltd.

Recent filing: (GOOD TO EXCELLENT RESULTS) For the quarter ending Mar-24 for Satin Creditcare, Sales up 50% YoY from INR 429 Cr in Mar-23 to INR 642 Cr in Mar-24. Similarly, Net Profit up 30% from INR 98.6 Cr to INR 128 Cr. On a QoQ basis, Sales up 8% and Net Profit up 13%.

SUMMARY: 1y Operating Profit uptrend | 3q Operating Profit uptrend | PE 6.5x (Sector PE range 10-20) | Excellent Mar-24 results | Geographical expansion | Institutional entry | Fund raise | Promoter Buying | Microfinance

  • MCap of INR 2,818 Crore (share price = INR 255 / share) (as on 30th Apr ‘24)
  • TTM PE of 6.5x (as on 30th Apr ‘24) Retail float = 13.6% (Mar-24)

FOOD FOR THOUGHT: Microfinance industry susceptible to socio-political issues and regulatory changes, especially given the unsecured nature of microfinance loans.

What are the products and services of Satin Creditcare Network?

Satin Creditcare launched its operations as a provider of individual and small business loans and savings services to urban lenders in 1990, going on to be registered as an NBFC with the RBI in 1998 and converting into an NBFC-MFI in November 2013. Its business is primarily based on the Joint Liability Group model, which allows it to provide collateral-free, microcredit facilities to economically active women in both rural and semi-urban areas, who otherwise have limited access to mainstream financial service providers. It also offers loans to individual businesses and Micro, Small & Medium Enterprises (MSMEs); product financing for the purchase of solar lamps, as well as loans for the development of water connections and sanitation facilities.

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