Techno Electric & Engineering Company!
Detailed Analysis of a Leader in Transmission and Distribution in Power Sector.
Bullish Management commentary in Q3 FY24.
@chartians @soicfinance @AnkurPatel59 @Accuracy_Invst
Detailed Analysis of a Leader in Transmission and Distribution in Power Sector.
Bullish Management commentary in Q3 FY24.
@chartians @soicfinance @AnkurPatel59 @Accuracy_Invst
⚡️Wide variety of Operations in Power Sector!
Techno Electric is majorly a EPC player in following:
⭐️ Transmission & Distribution
⭐️Flue Gas desulphurization in Power plants
⭐️ Smart Meters
⭐️ Data center
So, they are into all the fields which are having stronger Tailwinds with support from Government with ambitious targets of 500 GW Renewable power by 2030 which will require lots of Transmission and Distribution where Techno electric is a leader with 50% market share.
Data Centre is also becoming a talk of the town along with huge targets for Smart meters.
Techno Electric is majorly a EPC player in following:
⭐️ Transmission & Distribution
⭐️Flue Gas desulphurization in Power plants
⭐️ Smart Meters
⭐️ Data center
So, they are into all the fields which are having stronger Tailwinds with support from Government with ambitious targets of 500 GW Renewable power by 2030 which will require lots of Transmission and Distribution where Techno electric is a leader with 50% market share.
Data Centre is also becoming a talk of the town along with huge targets for Smart meters.
⚡️Huge Order Book
Order book Stood at 5400 Cr around Q3 con call with new order worth 4000 cr came in April 2024.
⭐️Total order Book > 9000 Cr with major portion from Transmission and Distribution with more orders in pipeline looking at the demand and tailwinds
⭐️ As per Techno Electric Transmission market if of 60000 Cr with a good portion going to techno is coming years.
Order book Stood at 5400 Cr around Q3 con call with new order worth 4000 cr came in April 2024.
⭐️Total order Book > 9000 Cr with major portion from Transmission and Distribution with more orders in pipeline looking at the demand and tailwinds
⭐️ As per Techno Electric Transmission market if of 60000 Cr with a good portion going to techno is coming years.
⚡️ Order Book Part 2
⭐️ Smart meter is also the demand of the hour to reduce transmission also and make system efficient.
Techno electric is playing a major role in the area and trying to capture good market share.
⭐️ Data center is coming as a new arena where huge talks are going on as its the requirement and Techno is taking a initiative in the field where future may look bright depending on the companies capacity.
⭐️ Smart meter is also the demand of the hour to reduce transmission also and make system efficient.
Techno electric is playing a major role in the area and trying to capture good market share.
⭐️ Data center is coming as a new arena where huge talks are going on as its the requirement and Techno is taking a initiative in the field where future may look bright depending on the companies capacity.
⚡️ Overall Order Book Layout at Q3 Con call
⚡️P&L statement
Company is showing the execution now and improving the Topline consistently and using the strong Tailwinds in the right direction and becoming a major player in the industry.
⭐️Yearly
⭐️ Quarterly
Company is showing the execution now and improving the Topline consistently and using the strong Tailwinds in the right direction and becoming a major player in the industry.
⭐️Yearly
⭐️ Quarterly
⚡️ Management Guidance in Q3 con call
⭐️ Targeting 550-600 Cr each quarter in FY 25
⭐️ Target is to take it to 800 Cr Topline each quarter in 2 years time.
This shows the managements believe in Strong Tailwinds with good potential in coming years depending on the execution.
⭐️ Targeting 550-600 Cr each quarter in FY 25
⭐️ Target is to take it to 800 Cr Topline each quarter in 2 years time.
This shows the managements believe in Strong Tailwinds with good potential in coming years depending on the execution.
⚡️ Technical Outlook
Conclusion:
Strong Tailwinds ☑️
Huge Orderbook ☑️
Revenue Visibility ☑️
All the factors are available but now the key part is the execution, whether management walks the talk or not.
Q4 FY24 is due which will be very important to see the execution by Techno electric and further commentary by management.
Strong Tailwinds ☑️
Huge Orderbook ☑️
Revenue Visibility ☑️
All the factors are available but now the key part is the execution, whether management walks the talk or not.
Q4 FY24 is due which will be very important to see the execution by Techno electric and further commentary by management.
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Disclaimer: Everything shared above is for learning purpose only to explain how i am reading a companies performance and also i am personally invested.
2. Bookmark it and Retweet !
Disclaimer: Everything shared above is for learning purpose only to explain how i am reading a companies performance and also i am personally invested.
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