Sharing with you some numbers of #HGINFRA
● Imorovement in orderbook
As of Dec 2022 = their orderbook was 98% Road, 2% Rail
As of Dec 2023= Their orderbook was 87% Road + 13% Railways
As of today= Their orderbook is 72% Road + 22% Railway + 6% Solar
● Orders received in last 3 months
Railway= 1872 Cr
Highway= 1472 Cr
Solar= 1560 Cr ( Joint venture )
As of today their orderbook
Road= 9940 Cr ( less this quater )
Railway= 3000 Cr ( less this quater )
Solar= 1560 Cr ( Joint venture )
Current orderbook is at about 2X/ FY 25 sales & much better award wins are expected in FY25 after election
In last concall, company has guided for 6k Cr topline, 15-16% Ebidta, 10-11% PAT FY 25
Disc: Invested since 2021 – sold some last yr ( to make my invested capital free at about 4x gains & to invest that in other sector ) now adding on dips this year, as orderbook looks much diversified, May be biased – sharing for learning
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