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.
