New Listed PEB Player Epack Prefab came up with good results for Q2FY26 with first ever presentation and concall
Guidance of 30-35% growth for next 2 yrs while maintaining margins
PEB sector growth is proxy to multiple industries of Logistics and Cold Storage Warehouse, Data centers etc as per presentation
Concall mentions about sectors as solar, the renewable sector(Premier Energies, Rayzon Solar are some customers), the semiconductor, FMCG, warehousing and auto
First ever presentation and earnings call announcement by an interesting company- Simplex Casting. Few highlights from the ppt:- (Mcap- 423 crores)
Simplex is a 60-year-old company serving globally across the Steel,
Railway, Power, Pumps & Valves, Defence, and Mining sectors.
A fully integrated heavy engineering
company with comprehensive in-house capabilities encompassing
heavy castings, fabrications, machining, and EPC project execution
truly offering all facilities under one roof.
Riding positive industry momentum, we are targeting 40–50% CAGR over the next 3 years and remain committed to sustaining a 10% PAT margin through execution and superior operational capabilities.
Monarch Surveyors and Engineering Consultant Limited , recent IPO’ed company did its 1st concall recently in November
Company wants to expand Pan india( from Maharashtra bigger pie, some wins in Gujarat already) majorly in Road, Railways and Geospatial sectors, will target Private clients and international markets too
It has done Navi Mumbai airport and Samruddhi expressway(Mumbai to Nagpur) as few important projects
They recently announced a conference call on 23rd December - did not see any link/notes anywhere. It would be great if someone could share what came out of that call, if that happened. Also, would love to know what is VP forum is thinking about EMA Partners.
Hey Aniket,
I wasn’t part of the recent Virtual Meeting held for investors.
Valorem Advisors are appointed as their IR. You can contact them if you have questions about the company.
Based on the Concalls and Investor Presentations posted on the exchange, their RPO business isn’t doing well and they are reviewing their investments and business viability for the same (MyRCloud).
Recently their focus for growth is completely on James Douglas and James Douglas Global. The annual growth in revenue is aimed at 15-20% CAGR. No view on profitability margins (to stay same as recent posted results).
Core business of Executive Search will continue to contribute in revenue and profitability.
Their target 3 to 5 years down the line is to have equal revenue contributions from all the verticals. We can expect at least 25% of consolidated revenue from James Douglas and JD Global once the business matures from initial stages.
Personally, the bottomline will be muted for more 1-1.5 years and later we will see meaningful growth in PAT (excl the income from cash and investments in the books).
The shareholding structure is also quite unique as half of the free float is held by DIIs. The ESOPs will be a contingency in the future.
The company has significant cash balances of 100 cr (42 cr unutilized IPO proceeds). If (and only if) we deduct the cash balance, it appears as a reasonably valued company with good prospects of growth (along with risks) and a stable core base of executive search.
GEE Ltd, a company that manufactures specialized wielding components (especially wires and electrodes) focusing on high entry barrier and approval based industries, did their first concall for Q4-26. They published first presentation in Q3.
Their business activity (topline and bottomline) as well as investor outreach improved after company did a restructure in Mid-2025 after resolving a owner family dispute.
Investors in ADS-Nuclear verticals will be interested in the concall as they have mentioned receiving NPCIL approval and supplying for INS Vikrant.
Rappid Valves SME First concall was held yesterday
Highlights : 50% Growth expected in fy27, one of the few companies with all major shipyards approval, strong in Marine and Defence valves. No major Capex required for next 2 yrs. Working capital heavy business
New probable US Customer(recurring annual business) : Final lab testing at customer place happening(hopefully will be completed by next month), Annual contract signing after that mostly
Risks : High RM prices impacting business with PSU’s due to fixed price contract and price escalation difficult to get with unlike private customer who are open
A nano cap Aluminium casting company with global power equipment clientele and first ever concall- Swastika Castal- mainly into Gas Insulated Substation (The trending substation globally) and AIS related castings for Siemens, Hitachi, ABB, Hyusong etc.,
What’s interesting is a slide mentioned in PPT: 18-to-36-month approval process makes it difficult for new players to enter, leading to stable and long-term customer relationships.
