Waaree Energies Q4FY25 Investor Presentation Highlights :

FY25 Full-Year Performance
🔹Revenue: ₹14,846 Cr (⬆️ 27.6%)
🔹EBITDA: ₹3,123 Cr (⬆️ 72.6%)
🔹PAT: ₹1,932 Cr (⬆️ 107%)
🔹OCF: ₹3,158 Cr
🔹Net Cash: ₹510 Cr

Order Book & Capacity
Total Order Book: ₹47,000 Cr (~25 GW)
🔹India: 46% | Overseas: 54%

Manufacturing Capacity
🔹Modules: 15 GW
🔹Cells: 5.4 GW (operational)
🔹Expansion: Additional 4.8 GW (FY26–27) Waaree Energies - Full Stack Solar Powerhouse in Motion

Backward Integration
🔹6 GW ingot & wafer plant to be ready by FY27
🔹Existing cell capacity of 5.4 GW
🔹Tech tie-ups for Perovskite tandem cells
🔹15 GW module capacity; +4.8 GW by FY27
🔹On track for 6 GW PLI cell facility by FY27

Forward Integration
🔹EPC: 3.2 GW under execution
🔹O&M: 695 MWp of operating solar assets
🔹Inverters: 3 GW (3 lakh units) facility to go live by Q4FY26
🔹Power Infra: RUMSL 170 MW win, ~1 GW connectivity
🔹Battery Storage: 3.5 GWh Li-ion plant by FY27
🔹Green Hydrogen: 300 MW electrolyser PLI project by FY27

🏥 Ami Organics Ltd - A Detailed Analysis

- Ami Organics is a research driven specialty chemicals and pharmaceutical intermediates company with a strong global presence.
- With strong financial performance and rapid expansion in CDMO and specialty chemicals, it is well-positioned for sustained growth in the coming years.

📌 Current Price: ₹2,528
📊 52-Week High / Low: ₹2,644 / ₹1,004
💰 Market Cap: ₹10,344 Cr

Data Credit: Sovrenn 1 | Who is Ami Organics?

📍Company Overview:
🔹Founded: 2004​
🔹Headquarters: Surat, India​
🔹Business Model: Research-driven manufacturer of Advanced Pharmaceutical Intermediates & Specialty Chemicals​
🔹Presence: Strong foothold in pharmaceutical, battery chemicals, and semiconductor industries, exporting to 55+ countries​
🔹Manufacturing Facilities: 4 state-of-the-art plants in Gujarat & Uttar Pradesh, including USFDA and PMDA Japan-compliant sites​
🔹Total Installed Capacity: 1,100 KL across multiple production lines with zero-liquid discharge systems​
🔹Market Position: A leading CDMO & pharma intermediates player, expanding into specialty and semiconductor chemicals​

🏢 Subsidiaries & Business Divisions:
🔹Ami Organics Electrolytes Pvt. Ltd. – Focus on battery chemicals (electrolyte additives)​
🔹Baba Fine Chemicals (Acquisition) – India’s only player in semiconductor-grade photoresist chemicals​
🔹Global Customer Base: 500+ clients across 55+ countries, including major pharma & specialty chemical companies​

📌 With a strong pipeline of pharma intermediates, expanding CDMO business, and entry into high-growth segments like battery & semiconductor chemicals, Ami Organics is well-positioned for sustained long-term growth.

#StocksToWatch #StocksInFocus #Amiorganics

🚈Transrail Lighting Limited - A Detailed Analysis

- Transrail is a leading EPC player specializing in power transmission & distribution, civil infrastructure, poles & lighting, and railways.
- With a strong order book, international presence, and aggressive growth strategy, Transrail is positioned for sustained expansion.

📌Founded: 1984 | Expertise: 40+ years
💰Market Cap: ₹7,152 Cr
📊52W High/Low: ₹719 / ₹465
💸Current Price: ₹533

Data Credit : Sovrenn 1 | Transrail Lighting Limited - Who Are They?

🔹Founded: 1984
🔹Headquarters: Mumbai, India
🔹Business Model: EPC solutions in Power Transmission & Distribution, Civil Infrastructure, Poles & Lighting, and Railways
🔹Presence: Pan-India + Global footprint across 58 countries
🔹Market Position: Leading Indian EPC player in Power T&D with robust execution capabilities
🔹Order Book: ₹15,643 Cr including T1 from concall + ₹2,752 Cr new orders recently received.
🔹Manufacturing Capacity: 4 Integrated Plants - Deoli (MH) - 50,000 MTPA towers | Vadodara (GJ) - 30,000 MTPA towers | Silvassa - Conductors (DNH) – 50,000 MTPA | Silvassa - Poles (DNH) - 12,000 MTPA

📌With increasing infrastructure investments, global expansion, and a strong manufacturing base, Transrail is on a high-growth trajectory.

#Transrail #StocksToWatch #StocksInFocus

🏭 KRN Heat Exchanger & Refrigeration Ltd - A Detailed Analysis

-KRN is a leading manufacturer of fin and tube-type heat exchangers for the HVAC&R industry.
-With strong financials, aggressive expansion & rising exports, KRN is set for 5x-6x growth in 3 years! 🚀

📌Founded: 2017 | Expertise: 20+ years
💰Market Cap: ₹5,370 Cr
📊52W High/Low: ₹1,012 / ₹402
💸Current Price: ₹863

(Data Credit : Sovrenn)
#KRN #StocksToWatch #StocksInFocus 1 | KRN Heat Exchanger - Who Are They?

🔹Founded: 2017
🔹Headquarters: Rajasthan, India
🔹Business Model: HVAC & Refrigeration Heat Exchanger Solutions
🔹Presence: Pan-India + Expanding Exports 🌍
🔹Manufacturing Plants: 2 facilities in Neemrana, Rajasthan
🔹Total Production Capacity: 1 billion units annually
🔹Market Position: Leading Indian HVAC & Refrigeration Component Supplier
🔹Utilization: 84% of Production Capacity

📌 With rising demand for energy-efficient cooling solutions, KRN is poised for rapid growth!

#KRN #StocksToWatch #StocksInFocus