Why Promoters are diluting their stakes? does anyone have any context?
Have read last month that SBI Life insurance bought shares in open market.
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Why the stocks is falling continuously, anything to worry about. I read the latest concall notes and the ppt, fundamentally everything looks good still.
As of today, it has gone up almost 50x from Covid lows and 6x in the last 14 months alone. So this correction is but natural and insignificant. You should look at the future prospects of the company to determine if it can keep up its growth and profit rates in the future? If not, there is a good chance that it will fall even further. This is a just a generic evaluation nothing specific to the company as I donât follow it.
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Nothing to do with fundamentals 1950 is strong support profit booking is happening
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thatâs not how the market/stocks work.
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Aurionpro also entered data centre business and they will be doing consultation and building of data centres, i understood the building part, what about the consultation part ? how does the business of consultation work for them?
also they dont have a history of building data centres themselves so how will they help with consultation to others ?
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Aurion Pro Investor Day
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Hi fellow shareholders,
Have you received the 1:1 bonus shares?
Was there any action required from the shareholder side to get the shares?
I got a message saying that the bonus shares have been credited, but when I check my demat a/c, I donât see the credit. Very strange. And no, there wouldnât be anything required to be done by us.
It will be credited around July 12
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Question to people who have already been tracking this company: what does the future outlook look like. The company looks good fundamentally has been showing good QoQ & YoY growth for the past 2 years and has rallied a bit too much in the 12 months.
I understand that the company is making strides in the data center space.
So was wondering if itâs still a good time to start building positions or should one wait for the company meet certain targets / stock to reach a certain level before investing?
What do the Veterans think of this?
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WHAT AN ELOQUENT MGMT WHO HAS TRULY TRANSFORMED THIS OTHERWISE SLEEPY CO OVER LAST 3 YEARS BY SUPERB EXECUTION OVER LAST 3 YEARS . INVESTING IS ALL ABT BETTING ON GOOD MGMT WHO EXECUTE WELL AND SECTOR HAVING TAILWINDS AND GOOD OPP SIZE
INVESTED SINCE LONG
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Iâm also invested in the comp. since 49 CMP. 
I am slightly concerned about 4 separate businesses the company is trying to push forward. In the recent investor meet, the question was raised on this regarding how they plan to run 4 different business verticals with the same funds and then plan to become global top 3. I wasnât totally convinced by his answer that some years some business will be pushed based on the conditions.
I donât expect them to become top player in all those business and I think they are kind of hedging their bets. They are not married to a business rather the goal is to become a large player in one/more of these businesses.
I wish theyâd start reporting the numbers by the business for more transparency, probably this is a question/request to be raised in the next concall.
Disclaimer: I am invested and biased.
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I am sorry, the calculations earlier for estimated Net Profit and EPS were erroneous. Conservatively projecting a 40% increase in Net Profit based on Management projections, EPS should be at least Rs 36 which works out to a forward FY 25 PE of 45.
More importantly, Management is very bullish on the transit segment of the business (lot of growth in the US and LATAM plus margin expansion due to them getting fully integrated including now payment gateway license). Also very bullish on growth in banking software (more expansion into SE Asia, especially in their lending software) plus optionality from integration of Arya.AI into their products for banking and insurance.
I continue to be very bullish about this companyâs growth. Discl: Invested.
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Aurionpro Secures Landmark Order from One of Indiaâs Largest Municipal Corporations
This landmark project will involve the installation of advanced surveillance
and smart city technologies, transforming the cityâs safety and security infrastructure. The
scope of the project includes the establishment of Data Centers, a state-of-the-art Control
Command Center, and Video Analytics capabilities to enable real-time monitoring and faster
response times. Additionally, cutting-edge AI-powered technologies such as Facial Recognition
systems, an IP-based Public Announcement system, Automatic Number Plate Recognition
(ANPR), and an e-Challan mechanism will be integrated, providing a robust framework for crime
prevention, with a special focus on enhancing security measures for women.
The contract is a five-year deal valued at over INR 200 crores. The initial phase of project
implementation will be executed over the next 12 months, followed by a long-term
maintenance and support phase.
AurionPro is now a proxy to the smart city theme as well, this is a sunrise sector. The split of how much for implementation and maintenance is not mentioned in the release. Keeping a 40Cr per year makes it contribute around 5 percent to the current topline.
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13bd5d26-9a2a-493e-9802-509e566ba966.pdf (823.1 KB)
A new multi-Million dollar contract with a leading Saudi Bank
767282a0-c5dc-4786-a5f0-e031edd3db21.pdf (6.9 MB)
Results for this quarter! Given the huge surge in YOY growth, why has the stock hit a lower circuit? a 30%+ Revenue growth combined with 30%+ PAT growth, what more could a company do?
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They may have expected higher growth. Currently, the PEG ratio is 3.5.
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