Sansera says
"We are in Amrit Kaal. Wont be surprised with a 15-20% CAGR for 3-4 years. Targeting 20-20-20 target for Growth/OPM/ROCE"

Listed stocks in the value chain.

📌Anant Raj (targeting 300MW capacity)
📌Techno Electric (setting up a 40MW data center in Chennai)
📌Cummins (diesel gensets, 6% of consolidated sales is Data Centers)
📌NetWeb (end-to-end high computing solutions)
📌AurionPro (Data Center building services)
📌Black Box (comprehensive support for Data Centers),
📌E2E Networks (AI-focused Hyperscale cloud platform)
📌Bluestar (Data Center cooling)

Source: DAM Capital

Optiemus Infracom
Mcap - 3200 Cr

Plans to invest INR 140 Crores and offer a pioneering model of ‘Drone as a Service’ for the agriculture sector with a fleet of 5000 drones by end of 2025

Targeting a service revenue of 600-900 crores by the end of CY2025

TAC InfoSec

Company has added over 500 new clients from 50 countries in Q1FY25

Targets secure 3,000 new customers by March 2025

RELIANCE INDUSTRIES: RELIANCE JIO IPO - MASSIVE RS 55500 CRORE! MUKESH AMBANI'S COMPANY MAY LAUNCH INDIA'S BIGGEST IPO EVER - ETNOW

Top Transformer stocks in India ranked by order book; Source: Mint

📌Voltamp Transformers: It entered FY25 with a strong order book of Rs 8.4 billion
📌Transformers and Rectifiers: The company's unexecuted order book as of 31-Mar-2024 was valued at Rs 25.8 billion
📌Apar Industries: The company reported a total order book of Rs 83 billion in conductor and cables business as of 31-Mar-2024
📌CG Power: The company's unexecuted order book as of 31-Mar-2024 was valued at Rs 62.7 billion
📌GE T&D: The company's order backlog surged, as of 31-Mar-2024, surged to Rs 62.7 billion

Defence Ministry: Annual defence production hits a record high of ₹1.27 lk cr in FY24

Value of domestic defence production is 16.7% higher than the last year

Of total value of production in FY24, about 79.2% contributed by PSUs and 20.8% by private sector

Value of defence production has increased by 60% in last 5 years

#Defense

Swelect Energy Systems' Annual Report 23-24

1. Over 12% growth in product sales revenue, driven by solar panels and related items.
2. An order book of 88 MW in EPC projects, with 47 MW commissioned.
3. Construction ongoing for 41 MW of EPC projects.
4. Progress in energy sales projects, surpassing 46 MW capacity, with 22 MW commissioned.
5. Ongoing construction for 24 MW in energy sales projects, supporting India's renewable energy goals.

Yesterday, met few promoters from the recycling industry♻️

We are in the initial stage, with a long runway ahead 🚀

#ganeshaeco #Rudraeco #GEMEnviro

Man Industries

Company has received a prestigious line pipe order of approximately Rs. 1,850 Crores which is the largest single order in the Company’s history

Current Order Book - Rs.4000 Crores