AIMTRON ELECTRONICS - H1 FY25

I N V E S T O R P R E S E N T A T I O N

Left is old , right is new CDSCO - Enabling the company to enter the medical equipment market

CSA - Vadodara facility is approved by Canadian Standard Association

India T&D - Multi-decade growth story - TRANSMISSION THEME Transmission play - not just domestic play

E2E NETWORK - concall summary

- Addition of 256 - H200 (Up to 9x faster than A100)
- This platform is their moat🔥 - It launched last year only
- Raised 405 Cr - major portion for ADDITIONAL GPU
- Revenue from the 256 GPU is yet to materialize
- With more topline growth - Bottom line will grow faster due to High operation leverage - Margins 🚀
- Raising no of startups in india will be the contributing factor for the demand and the government data processing demand
- AI growth 25 to 35% CAGR till 2027
- Monthly Revenue Runrate has grown more than 2x in the past one year
- The strategic collaboration between E2E Networks and L&T marks a significant milestone for the future of adoption of domestically built HyperScaler Cloud Platforms in India. TAM

SAHASRA ELECTRONICS SOLUTIONS LTD

Nice of @vardhiitbhu to visit the plant and share the insights 👏🏻

My estimates for sahasra after FY25 results - given its state deeply undervalued compared to kaynes (its peers)

stocks has very aggressive expansion plans in actions ✈️

MY OWN ESTIMATES

- MCAP - 2180 || PE - 66
- FY24 || REV - 101 CR || PAT - 33 CR || PAT % - 33% - NOW PE IS 66
- FY25 || REV - 225 CR || PAT - 75 CR || PAT % - 33% - FRWD PE IS 29

- SO AFTER FY25 RESULT - MCAP as follows 🎯
- WORST CASE - 100 PE - (75*100) - MCAP - 7500 cr
- AVERAGE CASE - 130 PE - (75*130) - MCAP - 9750 cr
- BEST CASE - 171 PE - (75*171) - MCAP - 12825 cr

1- youtube.com/watch?v=09uSfR…
2 - youtube.com/watch?v=l69bte…
3 - youtube.com/watch?v=MU9dl9…
4 - youtube.com/watch?v=w-kZjr…

Read the entire thread - below 👇

i will share the plant visit photos as well below check it out

Fellow investor who posted about #sahasra - @_Sandeep09 @SECTOR_RES0123 @raghavwadhwa @CorporateNaukar @sainaman2 @__Bharat1919 @_KiranRajput @MayankKapur16 @inv_vin8 @RajStockWatch @samisosa1234

Just a heads up – this is my estimate, so dont blame me if it doesn't happen - so projecting possible Mcap upon assumptions

I’m not a sebi certified expert, so this isn’t a buy or sell tip. Do your own research and invest in a way that suits you. New additonal - SMT plant is under construction next to the semiconductor plant ✈️

Semiconductor is operational and will see in the result of FY25

Products and manufactured by Sahasra Electronics & sold online - as a thread - below ⬇️

https://twitter.com/RoshanStocks/status/1842572731830989146

Sahasra USB both 2.0 & 3.0 & SSD sold in amazon

WHAT IS CASH FLOW : SIMPLE EXPLANATION

📌 BAJEL PROJECT ANNUAL REPORT

Five new automated machines jumping from 1,400 to 2,500 metric tonnes. - double the capacity of transmission line tower manufacturing⭐️
This is what @SureshKBN sir tweeted about in his old post

TRANSMISSION LINE CAPACITY - UPTO 765 kV SUBSTATION CAPACITY UPTO - 765 kV

ENTER INTO SUNRISE SECTOR🔥 - Data Centre, Energy Storage Solutions, Metro Rail projects, and Renewable Energy.

very few players are in capacity of 765kV transmission line & substation which has hugh demand in domestic market and expanding presence in global market and has entered into new sunrise sector

https://x.com/RoshanStocks/status/1814283794394038733

TRANSMISSION LINE CAPACITY - UPTO 765 kV
SUBSTATION CAPACITY UPTO - 765 kV

#TRACKLIST ENTRY - 🚨 IPO ALERT

🧵 EFFWA INFRA & RESEARCH LIMITED 🧵

𝘼 𝙒𝘼𝙏𝙀𝙍 𝙈𝘼𝙉𝘼𝙂𝙀𝙈𝙀𝙉𝙏 𝘾𝙊𝙈𝙋𝘼𝙉𝙔 𝙒𝙄𝙏𝙃 𝙄𝙄𝙏 𝙋𝙍𝙊𝙈𝙊𝙏𝙀𝙍𝙎 𝙒𝙃𝙊 𝙃𝘼𝙑𝙀 25 𝙔𝙀𝘼𝙍𝙎 𝙊𝙁 𝙀𝙓𝙋𝙍𝙀𝙄𝙀𝙉𝘾𝙀 & 𝘾𝙊𝙈𝙋𝙀𝙏𝙄𝙏𝙄𝙉𝙂 𝙒𝙄𝙏𝙃 𝙑𝘼 𝙏𝙀𝘾𝙃 𝙒𝘼𝘽𝘼𝙂 𝙇𝙄𝙈𝙄𝙏𝙀𝘿 & 𝙀𝙈𝙎 𝙇𝙄𝙈𝙄𝙏𝙀𝘿 - 𝙃𝘼𝙑𝙀 526 𝘾𝙍 𝙄𝙉 𝙊𝙍𝘿𝙀𝙍 𝙄𝙉 𝙃𝘼𝙉𝘿 - 𝙃𝘼𝙑𝙀 𝙀𝙓𝘾𝙀𝙇𝙇𝙀𝙉𝙏 𝙋𝙎𝙐'𝙎 𝘼𝙉𝘿 𝙋𝙍𝙄𝙑𝘼𝙏𝙀 𝘾𝙇𝙄𝙀𝙉𝙏 ⭐️⭐️⭐️⭐️⭐️

📌 ABOUT THE COMPANY
📌 ORDER BOOK
📌 REVENUE SPLIT OF GEOGRAPHIC,SERVICE,CLIENT
📌 CLIENT LIST
📌 ABOUT THE PROMOTORS
📌 COMPANY STRENGTH
📌 COMPANY STRATEGIES
📌 PEERS
📌 COMPANY BUSINESS PROCESS
📌 EMPLOYEE COUNT

RHP LINK -

CC - @ManickamRavich1 @Alchemist1320 @sabarisec @vipinku55455414 @inv_vin8 @ChintanParikh10 @nileshkurhade @ArpitGu77664707 @Vismaya9999 @drjimmy2407 @ArindamPramnk @VivekChadha1996 @drsagarrv @_Sandeep09 @RahulArya7 @rajendray @smesmartmoney @deepak4748 @nikeshyadva @Om34987250 @Rakesh_Invest @rdkriplani @manojgupta1979 @microcp2mltibgr @AdeptMarket @itsTarH @nid_rockz @NiftyGranmaster @itsprekshaBaid @Investor_Ankurnsearchives.nseindia.com/emerge/corpora… 📌 ABOUT THE COMPANY

📌 ENGINEERING SOLUTIONS IN WATER AND WASTEWATER MANAGEMENT

📌 SERVICES OFFERED

- Services include projects for
- Effluent Treatment Plants (ETPs)
- Sewage Treatment Plants (STPs)
- Industrial Wastewater Treatment and Distribution
- Zero Liquid Discharge (ZLD) Systems
- Desalination & Reuse

- The company offers a range of services throughout the entire project life cycle, including
- Conceptualization
- Project Design
- Installation
- Construction
- Operation & Maintenance (O&M) Support

- projects are executed on a turnkey or item rate basis, with a principal expertise in technology, while civil works are subcontracted.

- the ability to provide services over the entire project life cycle helps attract more clients.