Kp Energy result
Is there any website where we can look current ongoing projects or recent tenders for wind energy
Thank you
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See the respective state discom or the nodal agency eg. for Gujarat it is GUVNL
KPEL Did his first ever con call on Friday -14th Nov and it also got listed on NSE on the same day .
KPEL should do ~1000-1200cr rev with 12-14% PAT margin approx 125-150cr+ Pat in fy25 and FY 26 will be blockbuster with almost 2500 Crs topline and close 275-300 crs PAT .
Detailed analysis posted here
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Updates for KPEL (credit report).The 30MW wind power project is likely to be commissioned by January 2025 and the revenue is likely to come in from FY26
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Recently, the promoter gave an interview on NDTV profit and said they will grow at 40-50% till FY30.
Even in the Q2 concall (which is their first), they said they have a revenue visibility of 3,500 crores for the next 2-3 years.
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Almost spot on
940 cr sales
115 cr PAT
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I feel they should do, 160-175 Crores of PAT in FY27
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https://www.bseindia.com/xml-data/corpfiling/AttachLive/9f734889-61b2-4aaa-bd8b-2c29f5afadb8.pdf
Once again good numbers from KP Energy
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Hi Folks,
New to the group, i would like to let you know that results were good but not oustanding, however in the recent concall told about Q4 is going to be much better, so by reiterating management guidance of 50-60% topline growth on Y-O-Y basis the math comes around 570-600 crores of topline roughly for q4. Going forward management told that they are committed to growth and also told that they their order book will be increased as some of the big and huge orders in final stage.
Coming to fundamentals, everybody including me is wandering , why the stock is discounted despite strong fundamentals? the answer lies probably on the dependency on group companies as most of the order book is from KPI Green, however that’s how the structure is, because KPEL is merely EPC contractor for KPIL and KPIL is in the IPP segment.
The stock is currently trading at an PE of 13. Looking at an exceptional order book plus execution and most important thing conversion of operational profitability in cashflow, I feel stock is trading at good discount.
Comments are welcomed, please share your views.
Disclaimer - I am not an financial advisor, this is purely from an educational purpose. consult your financial advisor.
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