저자: Dr.MukulAgrawal · 외국인
요약 보기
Advait Energy Transition(인도 소형주, 아흐메다바드)을 소개하며 송전 EPC·통신 인프라·그린수소 사업을 설명. 국내 5~6개 주요 고객과 해외 수출 확대, 신규 공장·BESS·솔라 EPC 수주를 긍정 요인으로 제시. 다만 PER 71배의 고평가, 프로모터 지분 73.5%→67.5% 감소, 수주 의존도와 정부 capex 둔화 리스크를 언급. 매수/매도 추천은 없다고 명시하고 증권사 교육 상품 광고 병행.
다듬은 글
There are many such stocks in the stock market which are hidden quietly, whose numbers speak volumes but people do not talk about them, neither their name comes on any TV channel nor on social media and similarly big investors also invest money in such shares silently but when you open the balance sheet or read their order book, then you come to know that this company is going to do something big in future and when you come to know that big investors like Ashish Kacholia are invested in it and now Vijay Kedia ji also came in love and he raised his stake in the recent quarter, then brother, then it seems that perhaps you made a big mistake by ignoring that stock.
Isn't it right? That is why there are investors one after the other because it is very rare to find two-three big investors investing in a single company. So today, after hearing the name of the company we are going to talk about, it seems that it might be a small company with new energy. But when you explore its ecosystem, you will realize that this company is already working secretly in the middle of India's largest power transmission and telecom infrastructure projects.
So in today's video we will learn about the company's business model, financials, recent updates, clients and future risk returns and then try to understand it by doing a complete 360° analysis. Only big investors have some big news or is this company really a critical player in green hydrogen and renewable transmission infra or just an EPC contractor because there is a difference between these two things which is important to understand for investment, so watch the video till the end so that you can know what is the name of this amazing company but there is no buy sell recommendation, we only teach you what is going on and how it is going on and what about us, if you want to do stock selection like me and that too in just 2 minutes then I am going to give you five AI screeners with the help of which you can select stocks for intraday and swing.
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The company manufactures aluminium clad steel and OPGB wire. By the way, if you have guessed the name then please tell me in the comment because I have mentioned the names of two investors. These wires are a core part of the infrastructure that supplies electricity to your home. But now the company is also expanding its footprint in the energy transition space.
The new manufacturing setup is up to 300 MW. Ok? Where indigenous electrolyzers will be manufactured, which is a local and scalable solution for India's green hydrogen journey. Apart from this, the company is also starting the assembly of high-tech fuel cell technology. Is establishing it. Now this sector itself is a high growth sector.
So the growth potential of the company will also be high. Proof of this is that the company announced in April 2020 itself that it had won India's first pilot green hydrogen pipeline EPC project. In which they will get the work of engineering, procurement and construction of compressed hydrogen pipeline.
That means this company has actively entered into green energy infrastructure. So now when we are talking about the ground level presence of this company, it is not a small manufacturing firm. It is a dominant player in its segment and is even a leader in some segments. Now you will say how? This company alone holds 50% market share of all the stinging tools used in power transmission projects in India, and 50% market share is always good.
Similarly, this company also has 30% market share in insulator application, which is a critical component in high voltage systems. The most interesting thing here is that this is not limited to India only. The company is also a strong player in advanced transmission materials such as optical ground wire and HTLS conductors.
So now let us understand the business verticals of the company because this will tell us where the revenue comes from and where the growth comes from. You might be thinking that the name of the stock has not been mentioned, so I will tell you. Ok? The company's work is broadly divided into four categories.
Power Transmission EPC Projects: This segment is the backbone of the company. Ok? In this, the company provides services like tower erection, conductor stringing, testing and commissioning, insulator supply. Telecom Infra Solutions In this segment, the company provides mobile tower deployment, microwave tower installation and allied hardware solutions.
After the arrival of 5G, the demand in this segment has increased. The third is green energy transition. This includes Green Hydrogen Pipeline EPC Project and Solar Infra EPC Project and Hybrid Runable Hardware Project. Hardware manufacturing and trading in which the company produces and exports in-house products like clamps, connectors, earthing materials, transmission lines, hardware etc.
The company has doubled its in-house manufacturing capacity from 2023 onwards. Now let us understand the client. You will be shocked to hear the client's name. They have 90 plus clients in 45 plus countries which include big names like Power Grid, Adani Transmission, LAT, Kalp Thru Power, Tata Project, KI Industry, KPI Green Energy, UP Power Transmission, Tamil Nadu Transmission Co., which means the company works at both the state and central government levels.
Apart from this, they have also tied up with renewable private players like KPI Green. So now after this we have to look at the financials. Is there any strength in the financials or is it rubbish in which the numbers clearly show that the company is in growth mode. The revenue in 2022 was roughly Rs 80 crore.
Went up to Rs 400 crore in 2025. Meaning there was tremendous revenue growth. PET i.e. Profitable Tax also increased from Rs 5 crore to Rs 32 crore. EPF increased from 5 to 29. The market cap of the company is currently above approximately Rs 2200 crore. So that means valuation means fundamentals are going well.
If we look at the valuation, the PE is in the premium range at 71 times. But one positive thing is that the company's ROE is around 22-23% and ROCE is around 27-28%, showing capital efficiency. But the valuation is a little higher somewhere. Both ROE and ROC have reduced slightly due to capital raise in 2025.
The debt to equity ratio is also 0.26. What is the meaning of this? The debt is easily manageable, which means the growth pace of the company is impressive as these numbers are quite good for a small cap company. From a small cap angle, they are really good, honestly. So now let me tell you the name of the company.
I hope you all have guessed it in the comments. The name of the company is Advait Energy Transition Limited. Take a look at some of its recent developments. So the company has secured new export orders from Ghana and Nigeria for telecom hardware. This means that the footprint of global B2B is also slowly expanding.
On the other hand, the company has announced that it is launching another manufacturing unit in Gujarat. Due to which the capacity will double and margins are expected to improve. Funds have already been allocated for this. Apart from this, the company has received its first battery energy storage system project from Gujarat Urja Vikas Nigam Limited, whose capacity is 50 MW to 100 MW.
Another major project has come from Adani Group. Adani Energized has awarded the company a contract for 100 MW ground mounted solar EPC. There is also news that the company has entered every futuristic segment in its portfolio, from battery storage to solar EPC. But every company also has some risks which should not be ignored.
So please understand the risk brother. The entire growth of the company is dependent on order inflow. If government capex slows down, earnings will take an immediate hit. Apart from this, promoter holding has been continuously decreasing for the last few quarters. In the last one year, the holding has reduced from 73.53% to 67.45%.
Apart from this, till now no special interest has been aroused among DIIs and FIIs that they have taken entry. So see what happens, when the video starts, you people get very excited just by hearing good. Never do this. What happens ? First you have to tell the good things and then come to the bad things.
Like saw the valuation, heard about promoter holding. Plus whatever order inflow is coming, what are the smaller companies ? If you do well in the beginning then everything goes well. But if anything goes wrong, the trust in big companies is immediately shaken. Because there are many companies that do everything well in the beginning and then go bad later.
So all these things have to be thought about and only then something has to be seen. So if we look at the overall picture, the company is a small but aggressively growing company. You have already seen that the client base is a big name. It is a trusted name. Ok? The segment is also very well done. The order book is also in the pipeline but the valuation is super high.
Ok? There is risk too. So what do you do now? Now you have to look at yourself. Have to pay attention. Have to go towards undervaluation. The company's conference call has to be understood. Ok? So that you can look at this thing with the help of your study and financial advisor and if you have learnt something then share this video as much as possible and send the link of demat account in description and comment. Please support us by opening it.
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