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Jan 16

Aeroflex Industries Ltd
- Established in 1993, Aeroflex Industries Limited is a prominent manufacturer and supplier of environment-friendly metallic flexible flow solution products.
- The company is part of the promoter group SAT Industries Limited, which is listed on the BSE and NSE.
- Aeroflex is a leading manufacturer of metallic flexible flow solutions, catering to diverse industries with high-quality products.
- Its solutions are designed for controlled flow of substances in all forms—solid, liquid, and gas.
- The company has a global presence, exporting to 90 countries across Asia, Americas, Europe, and Africa.
- Aeroflex’s diversified go-to-market model supports its robust export business and worldwide distribution network.

- Business Profile: The company is one of the leading Indian manufacturers of metallic flexible flow solutions made with stainless steel, designed for the controlled flow of all forms of substances, including solid, liquid, and gas. Established in 1993, it is a part of Sat Industries Limited.

- Product Portfolio: The company's diverse product range includes braided hoses, unbraided hoses, solar hoses, gas hoses, vacuum hoses, braiding, interlock hoses, hose assemblies, lancing hose assemblies, jacketed hose assemblies, exhaust connectors, exhaust gas recirculation (EGR) tubes, expansion bellows, compensators, and various related end fittings. The portfolio encompasses over 2,388 SKUs.

Aeroflex Industries provides scalable and customizable flexible flow solutions for diverse industries. The product range includes stainless steel flexible hoses, assemblies and fittings, composite hoses, and interlock hoses, delivering superior performance in demanding environments.

1. Stainless Steel Flexible Hoses
- Available in braided and non-braided versions for high-pressure, extreme temperature, and corrosive conditions.
- Key applications: steel, oil refineries, firefighting.
- Revenue Contribution: 60.4%
- Key Properties:
- High-pressure absorption, temperature, and abrasion resistance
- Chemical compatibility
- Sizes: 1/4” to 14”

2. Assemblies & Fittings
- Customizable fittings for seamless, reliable connections in various industries.
- Key applications: chemical processing, pharmaceuticals, defense, aerospace, oil & gas.
- Revenue Contribution: 33.6%
- Key Properties:
- Customizable, secure, and suitable for diverse applications

3. Composite Hoses & Interlock Hoses
- Lightweight, flexible, and compatible with demanding technical specifications.
- Key applications: chemicals, EV, solar, pharmaceuticals.
- Revenue Contribution: 6.0%
- Key Properties:
- High-pressure resistance, flexibility, and chemical compatibility

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Jan 9

Ceinsys Tech Ltd
- Headquartered in Nagpur, India, ADCC Infocad has established itself as a global premier software solution provider in the GIS industry since 1998.
- The company partners with industry leaders such as Autodesk Inc., Mathworks, Dassault, Adobe, and others.
- ADCC's diversified business interests include sectors like Basic and Professional Education, Banking, Infrastructure, Information Technology, Textile, Power, and Media & Entertainment.
- Specializing in GIS and engineering service solutions, it empowers engineers and professionals with tools to enhance productivity and innovation.
- With branch offices across India and subsidiaries in Africa, ADCC integrates project teams, acting as a virtual extension for clients' GIS and Engineering enterprise solutions.
- The company has a skilled workforce of over 1,000 professionals and state-of-the-art infrastructure.
- ADCC is a preferred partner for leading Indian companies and government organizations, delivering expertise in GIS/Remote Sensing, LiDAR, Photogrammetry, Energy Systems, Engineering Design Services, Surveys, and Customized Application Development.
- Its domain leadership positions it as a key innovator in technology and engineering solutions.

Business Overview:
- Ceinsys is a technology solutions provider specializing in Geospatial Engineering, Mobility Engineering Services, and Enterprise Solutions.
- In Geospatial Engineering, it offers services including Data Creation, Data Analytics, Decision Support Systems (DSS), Enterprise Web Solutions, and Dashboards, providing a comprehensive approach to geospatial intelligence.
- Mobility Engineering Services cover the entire product development lifecycle, including manufacturing engineering, and cater to sectors such as two/three-wheelers, passenger cars, commercial vehicles, and off-highway equipment.
- Enterprise Solutions are seamlessly integrated with geospatial intelligence services, delivering a unified suite of technological offerings for diverse business needs.
- Committed to innovation and excellence, Ceinsys positions itself as a versatile partner at the forefront of advanced technology and practical solutions.

Revenue Segments:
Enterprise Geospatial & Engineering Services - 82%.
Software Products - 17%
Power Generation - 1%

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Jan 2

Epack Durable Ltd
- Incorporated in 2003, EPACK Durable Limited (EPACK) initially operated as a contract manufacturer of consumer durables, such as room air conditioners (RACs).
- In 2012, the company transitioned into an Original Design Manufacturer (ODM), specializing in air conditioners and small domestic appliances like induction cooktops, juicer-mixer grinders, and water dispensers for OEMs.
- By 2019, EPACK had become a leading ODM, holding a ~24% market share as the second-largest player in the RAC ODM segment.
- The company was founded by the Singhania and Bothra families, who bring over two decades of experience and deep knowledge in manufacturing consumer durables.
- EPACK operates three strategically located manufacturing facilities in Dehradun, Bhiwadi, and Sri City, all benefiting from strong backward integration, which ensures cost advantages over competitors.
- Around 80–85% of the company’s revenue comes from the sale of RACs and their components, while the rest is generated from small domestic appliances.
- EPACK has established strong relationships with a prestigious clientele, including Voltas, Haier, Philips, Godrej, Daikin, Havells, Bosch & Siemens, Bajaj, Crompton & Greaves, and Blue Star.

- EPACK holds a 24% market share in the Indian RAC ODM market for domestically manufactured units (FY2023, source: F&S Report).
- The company has the highest degree of backward integration for RACs at a single location in India, developed organically within the organization.
- It specializes in RACs, small domestic appliances (SDAs), and their components.
- There are three manufacturing facilities located in Dehradun, Bhiwadi, and Sri City.
- EPACK operates four R&D centers with 70+ full-time employees dedicated to innovation.
- Among the first RAC ODMs in India to introduce 5 mm copper tubing for heat exchangers.
- Pioneered manufacturing of WACs with R32 refrigerant in India.
- Offers customized manufacturing solutions to meet client requirements.
- Ranked as the second-largest RAC ODM in India based on the number of indoor and outdoor units manufactured through the ODM route in FY2023.
- Achieved a revenue CAGR of 24.47% between FY2021 and FY2024.
- The promoters bring over 100 years of cumulative experience in the EMS industry.
- Focused on cost-efficient manufacturing operations to ensure competitive pricing and quality.

Product Portfolio:
- Air Conditioners: Offers complete RACs, including window ACs (inverter and fixed speed) and split ACs (indoor and outdoor units) with a variety of refrigerants and energy ratings.
- Small Domestic Appliances (SDA): Manufactures induction cooktops, mixer grinders, water dispensers, and domestic air coolers (production starting February 2024).
- Components: Produces heat exchangers, copper tubing, cross-flow fans, and various other parts, catering to both in-house requirements and external customers.

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Dec 30, 2024

Transrail Lighting Ltd
- Transrail a leading Indian EPC company with 40+ years of expertise in power transmission & distribution.
- Integrated facilities for lattice structures, conductors & monopoles.
- 35.1% revenue growth in FY23 – the highest among peers (Source: CRISIL).
- Global footprint across 58 countries: Bangladesh, Kenya, Finland, Nicaragua, and more.
- EPC experience of 33,500 CKM transmission lines & 30,000 CKM distribution lines.
- Expertise in substations up to 765kV, excelling in HV & EHV segments.

Key Services and Significant Projects:
- Transmission and Distribution Lines
- Design, engineering, procurement, and construction (EPC) of 33,500 CKM transmission lines and 30,000 CKM distribution lines domestically and internationally.
- Operates as EPC service providers and suppliers of engineered products in the power transmission and distribution segment.

- Civil Construction
- EPC services including design for bridges, tunnels, elevated roads, and cooling towers.
- Notable projects include the Kosi Bridge Project, the largest civil construction project currently executed by Transrail in India.
- Emerged as L1 bidder in two tunnel projects in Jammu and Kashmir.

- Poles and Lighting
- Manufacturing and installation of high masts, street poles, luminaries, power transmission and distribution monopoles, stadium lighting, derrick structures, road gantries, flag masts, solar streetlights, decorative poles, etc.
- Landmark projects include:
- Mumbai Trans Harbour Link
- M. Chinnaswamy Cricket Stadium, Bengaluru
- Samruddhi Highway
- LED Traffic Lights in Mumbai
- Qatar’s sports and decorative lighting projects
- Lusaka City De-congestion Project, Zambia
- Expanded manufacturing facilities to include a dedicated unit for signages.

- Railway Services
- Overhead electrification, signaling, telecommunication, earthwork, track linking, and other composite works.
- Supply of railway portals and overhead contact rods.
- Services provided to government undertakings and corporations under the Ministry of Railways in India.

- Backward Integration and Substations
- Manufacturing units for towers, conductors, and poles enable comprehensive EPC solutions.
- Services include air-insulated and gas-insulated substations, reducing dependency on third-party suppliers.

Transrail’s integrated manufacturing capabilities and diverse service offerings make it a leader in EPC projects for power transmission, civil construction, poles, lighting, and railways.

Established Track Record in Power Transmission and Distribution
- Completed over 200 projects in power transmission and distribution, demonstrating robust execution skills.
- Expertise in overhead transmission lines, underground cabling, monopole lines, distribution networks, and substations.
- Constructed 33,500 CKM of transmission lines, including 19,000 CKM of ultra-high voltage (UHV) lines (132 kV and above).
- Built India’s first 1200 kV transmission line, operational at 400 kV.
- Completed 30,000 CKM of distribution networks and built substations up to 400 kV capacity in India and Africa.
- Delivered over 300 TKM of overhead railway electrification, 80 TKM of track laying, and 12 railway signaling and telecommunications projects.

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Nov 26, 2024

Afcom Holdings Ltd
✈️ Founded in Feb 2013, Afcom Holdings Ltd specializes in airport-to-airport cargo transport. Connecting ASEAN nations like 🇸🇬 Singapore, 🇮🇩 Indonesia, and 🇧🇳 Brunei, with a strong focus on Singapore. 🚛📦 #Cargo #Logistics #ASEANTrade

Afcom Holdings Limited Business Model
Afcom Holdings Limited specializes in the airport-to-airport carriage of cargo, guided by three core operating principles:

1️⃣ People-Centricity:
- Afcom's network, routes, and last-mile connectivity solutions address supply chain challenges faced by customers.

Core Values:
- Customer First
- Service Excellence
- Act with Integrity
- Build on Trust
- Innovation
- Reliability

2️⃣ Growth Through Partnerships:
- Systemic change thrives on collaboration. Afcom’s infrastructure and technology are accessible to partners across India and the globe, fostering seamless cooperation.

3️⃣ Efficiency, Always:
- By emphasizing cost-effective solutions, Afcom enables customers to enhance their competitiveness and efficiency in the market.

Afcom has appointed General Sales and Service Agents (GSSAs) in strategic locations, including India, Hong Kong, Singapore, Thailand, Japan, South Korea, China, and Taiwan, ensuring a robust global presence.

Service Portfolio at Afcom:
#GeneralCargo: Seamless handling for all essential goods
#FlyingFresh: Fresh produce delivered with precision and care
#FlyingPharma: Temperature-controlled logistics for sensitive pharmaceuticals
#FlyingPriority: Speedy delivery for time-critical shipments
#FlyCourier: Reliable courier services, anywhere, anytime
#ProjectCargo: Specialized solutions for oversized and complex shipments
#DangerousGoods: Safe and compliant transportation for hazardous materials
#HighValueCargo: Security-focused services for precious shipments

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LNPR Capital®

@LnprCapital

Nov 23, 2024

Megatherm Induction Ltd
1/ Origins & Evolution:
Founded as Megatherm Transmission & Distribution Pvt Ltd in October 2010, the company evolved through key milestones:
- Renamed to Megatherm Induction Pvt Ltd in 2015.
- Converted to Megatherm Induction Ltd (a public company) in December 2022.

2/ What We Do:
Megatherm specializes in induction heating and melting products powered by electric induction. Core offerings include:
- Induction melting furnaces
- Induction heating equipment
- Electric arc furnaces for alloys

3/ Complete Steel Plant Solutions:
Beyond standalone products, Megatherm provides turnkey solutions for steel melt shops:
- Design and engineering
- Supply of plant and machinery
- Erection and commissioning
- Maintenance contracts and spare parts

4/ Supporting Steel Melt Shops:
Megatherm manufactures upstream and downstream equipment for steel plants, including:
- Transformers
- Ladle refining furnaces
- Continuous casting machines
- Fume extraction systems

5/ Innovation at the Core:
To maintain market leadership, Megatherm invests in research and development to:
- Make products energy-efficient
- Customize solutions for diverse client needs

6/ State-of-the-Art Facilities:
The company’s manufacturing units are equipped with:
- Advanced machinery
- In-house testing labs
- Handling equipment

7/ Sustainability Focus:
Energy efficiency isn't just a feature—it’s a commitment. Megatherm’s solutions reduce energy consumption, aligning with global sustainability goals.

8/ Trusted Partner:
With decades of expertise, Megatherm serves industries like steel, alloys, and special metals. Their blend of engineering excellence and after-sales support makes them a market leader.
#Megatherm #InductionHeating #SteelIndustry

Megatherm's Product Offerings
Megatherm provides a comprehensive range of innovative products tailored to meet the diverse needs of industries. Backed by extensive research and development capabilities and deep industry knowledge, Megatherm offers:
1. Induction Equipment
- Induction Melting Furnace:
- Designed to melt metals such as iron, steel, copper, aluminum, and precious metals or create alloys of varied compositions.
- Applications include automobile casting, DI pipe casting, manganese steel casting, heavy engineering casting, railway component casting, and metal roll manufacturing.
- Induction Billet Heaters:
- Used to heat ferro-magnetic and austenitic quality steel billets to forging temperatures (1200–1250°C).
- Also suitable for heating non-ferrous metals like aluminum, copper, and alloys such as brass and bronze.
- Induction Hardening & Heat-Treating Equipment:
- Employs electromagnetic induction to generate heat within the surface layer of metals.
- Applications include manufacturing air/gas cylinders, annealing tubes and pipes, pipe stress relieving, and billet heating for tube production.

2. Induction Power Source
- Converts multi-phase 50 Hz AC grid power into single-phase medium or high-frequency AC power using power electronics and semiconductor devices.
- Applications include powering induction melting/heating equipment, AC-DC drives, and industrial rectifiers.

3. Transformers
- Manufactures a variety of transformers, including converter transformers, electric arc and ladle refining furnace transformers, distribution transformers, and power transformers.
- These are used in induction melting/heating equipment, AC-DC drives, and industrial rectifiers.

4. Metallurgical Equipment
- Ladle Refining Furnace:
- Adjusts the chemical composition and raises the temperature of molten metal.
- Acts as a buffer between steelmaking furnaces and continuous casting machines, enabling smooth casting operations.
- Continuous Casting Machine (CCM):
- Converts liquid steel into semi-finished products like billets, blooms, slabs, or strips.
- The process involves pouring liquid steel into molds to solidify, pulling it out with rollers, and further cooling it.
- Rail Hardening Machine:
- Specialized equipment for hardening rail components.

Solutions Offered
1. Comprehensive Steelmaking Solutions
The company provides end-to-end solutions tailored for steelmaking industries, ensuring high-quality processes and results.

2. Manufacturing of Electric Arc Furnaces
Specializing in the manufacture of electric arc furnaces, the company caters to the alloy and special steelmaking industries, offering innovative and reliable solutions.

3. Turnkey Steel Plant Solutions
- Expertise in designing, engineering, supplying, erecting, and commissioning steel melt shops.
- Utilizes both in-sourced and outsourced plant machinery to provide seamless and efficient setups for steel plants.

4. After-Sales Services
- Comprehensive maintenance contracts to ensure uninterrupted operations.
- Supply of spare parts to support the long-term functionality of equipment and systems.

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