Startedd tracking this company recently. Any idea on why this company is not getting premium PE as of TRIL? Screener shows PE 35.
Posts tagged Value Pickr
Power Mech Projects – Not a typical Power Infra Company (23-06-2024)
What is comfortable PE range of this stock?
Historical PE seem misleading on screener
Power Mech Projects – Not a typical Power Infra Company (23-06-2024)
What is comfortable PE range of this stock?
Historical PE seem misleading on screener
The SME portfolio (23-06-2024)
In fact company has received repeat order from Ami organic last year.
All above details is as per their disclosure on BSE announcement.
The SME portfolio (23-06-2024)
Anyone tracking Taylormade renewable?
Co is in the field of water treatment and claims to have no of patents. Company claims to have carried out POC ( proof of concept) for its patented technologies to Armaco( oil company in Saudi Arabia, Coca Cola plant at Saudi Arabia) , Asian Paints India and claims to solving the problems of water purification until now unsolved.
Companies had made preferential allotments to Arun Mukharji and other known investors.
Companies has also applied to migration of BSE main board.
Company is based on Ahemdabad, Gujarat
The harsh portfolio! (23-06-2024)
Hi Harsh, I understand you are into research related to climate science. Also you have an excellent and unique investor mindset, thus would like pick your brain on below thought I’ve been having when investing stocks related to agri sector.
With the acceleration in climate change effects, agriculture is going to become much more complex. I anticipate major disruptions for economy like India where the farm ownership is very fragmented. But at the same time I have feeling that there is a big opportunity for innovative companies that can work closely with the farmers and can adapt their products quickly. How do you see this panning out over next few years and how it may impact stocks serving this sector like Fertilizers, pesticides etc?
Valuation of stock (23-06-2024)
this should be a separate blog post ! lot of us need to read this once in 6 months
NINtec Systems Limited: A High Potential Microcap IT Company (23-06-2024)
NINtec Systems Limited
Introduction
NINtec Systems Limited, headquartered in Ahmedabad, India. With a market cap of ₹925 Cr., this microcap company is poised for substantial growth, focusing on advanced technologies such as artificial intelligence (AI), machine learning (ML), blockchain and cybersecurity.
Company Overview
Founded: 2015
Listing: Main boards of BSE and NSE (since February 2023)
Global Presence: Headquarters in Ahmedabad, India and a subsidiary in the Netherlands
Customer Base: Serving Fortune 500 companies and SMEs across 18 industry verticals, including automotive, gaming, healthcare and fintech
Revenue Source: 95% from overseas customers
Services Offered:
- Business Analytics
- Cloud Services
- Application Engineering
- Testing Services
- Application Development & Maintenance
- Off/On-shore Software Product Development
- Legacy System Development & Software Migration
- Search Engine Optimization
- Multimedia design & development
- Web designing
User Industries:
- Automotive
- Print Media & Publishing
- BFSI
- Transportation & Logistics
Area of Expertise:
- .Net Development
- Game Development
- PHP Development
- ERP
- Wireless, Mobile, WAP Development
International Presence: Serving customers across 30 countries in 5 continents, with a strong presence in European markets, mainly Benelux countries.
Financial Performance and Growth Prospects
Revenue and EBITDA Growth:
- Q4 revenue year-on-year growth of 177.9%, with a 190.5% increase in EBITDA for the same period.
- Full-year EBITDA grew by 172% year-on-year.
Margin Stability:
- Margins are expected to remain strong due to favorable exchange rates, productivity improvements, and reusable components and tools.
Order Book and Pipeline:
- Robust pipeline with 95% of revenue from overseas customers. The Netherlands subsidiary plays a key role in securing large deals.
Revenue Breakdown:
- FY22 revenue: 79% from Software Export Income, 18% from Domestic Sales, and 3% from Other Income.
Cybersecurity Initiatives:
- Setting up Security Operations Centers (SOCs) in India and the Netherlands for real-time monitoring and response to security incidents.
Expansion Plans:
- Focus on export markets, leveraging presence in the Nordics, Benelux, UK, and North America.
Key Highlights and Future Outlook
Focus on Cybersecurity:
- Investing in cybersecurity, establishing SOCs in India and the Netherlands to enhance service offerings.
Global Expansion:
- The Netherlands subsidiary enhances access to European markets, facilitating larger multi-year deals and higher billing rates.
Strong Financial Position:
- Clean balance sheet with significant cash reserves and a low debt-to-equity ratio of 0.07.
Commitment to Talent:
- Heavy investment in attracting and retaining top talent to stay competitive in AI, ML, and cybersecurity.
Promoter Overview:
- Niraj Gemawat, founder and CEO, with over 27 years of experience, leading the company’s growth and innovation.
Challenges and Risks
Market Dependencies:
- Heavy reliance on non-English speaking markets poses risks related to geopolitical and economic fluctuations.
Talent Acquisition and Retention:
- Constant need for acquiring and retaining skilled professionals in a competitive industry.
Cybersecurity Landscape:
- The evolving cybersecurity landscape requires continuous adaptation and investment in research and development.
Investment Perspective
NINtec Systems is a growth-oriented company with a solid track record of delivering exceptional shareholder returns. Its focus on high-value, complex engineering services, particularly in the growing cybersecurity space, presents substantial growth opportunities. While global market volatility remains a key risk, the company’s strong financial position and commitment to talent development provide a solid foundation for future success.
Shareholding
Coal Gasification with Carbon Capture could be a game changer for India-Shifting Coal from an Energy Commodity to a Chemical Feedstock (23-06-2024)
Jacksons Green gets First NTPC Order to set-up 4G Ethanol plant at its existing Thermal power plant with Carbon Capture from flue gas and Microbial fermentation
What is 4G Ethanol ?
1G Ethanol is produced from Sugar cane juice, molasses, Grains - Praj provides 1G technology
2G Ethanol - from Agri residues/ crop residues like paddy straw, wheat straw, Stubble - Praj provides the 2G technology
3G Ethanol - from Algae from waste water, sewage water, industrial waste by
advanced microbial fermentation method - Technology provider LanzaTech Inc
4G Ethanol - From flue gas mainly from existing thermal power plants emissions , other industrial emissions by advanced microbial fermentation method - Technology provider LanzaTech Inc
We already have 1G, 2G, 3G Ethanol plants operational plants in our country. 4G is the latest addition.
While Coal gasification with CCUS can be planned for new plants, NTPC is setting a trend that even with existing/ traditional thermal power plants , carbon emissions can be reduced to a great extent by adopting carbon capture technology and converting Carbon in to Ethanol by the help of green hydrogen. 4G Ethanol so produced can be utilised for the gasoline / petrol blending program by OMC’s. So , it is a win win situation.
This also pages the way to to produce chemicals from coal.