329 cr with margins of 23% ) looking at revenue upside of 51%
5. Capex in ME energy where sufficient land available
6. ME energy had revenue of 76cr for FY24.
7. Current order inquiry pipeline 1500 cr for #Kilburn and 700 cr for ME energy
8. Most of machineries have
5. Capex in ME energy where sufficient land available
6. ME energy had revenue of 76cr for FY24.
7. Current order inquiry pipeline 1500 cr for #Kilburn and 700 cr for ME energy
8. Most of machineries have
lifespan of 20-25 yrs ( Long replacement cycle )
9. Mngmnt aims to do margins above 20% but this is lowest they are guiding
10. Current inquiries of orders from carbon black, soda ash, chemicals, petrochemicals
11. Open for inorganic growth ( acquisition on cards )
9. Mngmnt aims to do margins above 20% but this is lowest they are guiding
10. Current inquiries of orders from carbon black, soda ash, chemicals, petrochemicals
11. Open for inorganic growth ( acquisition on cards )
12. 25% work is outsourced currently
13. Many competitors in unlisted space and Chinese
14. Entering cement segment & steel industry
15. 25% pipeline/inquiry get convert to orders ( 2000 cr pipeline currently)
16. Reason for growth in last 2-3 yrs is capex cycle, new management
13. Many competitors in unlisted space and Chinese
14. Entering cement segment & steel industry
15. 25% pipeline/inquiry get convert to orders ( 2000 cr pipeline currently)
16. Reason for growth in last 2-3 yrs is capex cycle, new management
Multiple new areas added and favourable policies
17. To grow at a decent rate going ahead. No numbers given post FY25 guidance
18. Increasing orders from exports
19. 10-12 cr capex for Kilburn annually
#Investing
#Kilburn
#Manufacturing
#Concall
#
17. To grow at a decent rate going ahead. No numbers given post FY25 guidance
18. Increasing orders from exports
19. 10-12 cr capex for Kilburn annually
#Investing
#Kilburn
#Manufacturing
#Concall
#
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