EKC

8% 💚

143

AFT LONG CONSOLATION

Getting ready for charge

Asian Tiles

CMP - 77

Shld also this time 💯 par after Q1 numbers

Let’s C

HFCL

5% 💚

125

Aurion pro

Fresh High

1533

Getting Ready for 10x/15x/20x 🔜

E2E

Today Low -1496

Gave good opportunity

Now Locked in 5% UC

1610

Shriram piston

Showing signs of consolidation is getting over 🔜

Days Low - 1863

Need close above 1940/2010 & 2100 for fresh ATH

Seems shld be done around Q1 Numbers

Let’s C

Asian Tiles

8% 💚

83➕

Watchout for close above 87

Optiemus infra

Fresh ATH

Days High - 389

Closed 15% 💥 - 372

Optiemus Infra

DAM Capital Conference Summary on Data Centers – Powering Digital Transformation

Listed stocks in the value chain.

Anant Raj (targeting 300MW capacity),

Techno Electric (setting up a 40MW data center in Chennai), Cummins (diesel gensets, 6% of consolidated sales is Data Centers),

NetWeb (end-to-end high computing solutions),

AurionPro (Data Center building services),

Black Box (comprehensive support for Data Centers),

E2E Networks (AI-focussed Hyperscale cloud platform)

Bluestar (Data Center cooling) are some of the listed names in the Data Center ecosystem.

We had already Recommended following 3 stocks at lower levels

Aurion pro
E2E
NETWEB

And still we feel they would do much better in next 1-2-3 years

Deepak Fertlizer
Fresh 52wk High - 775

AURION PRO

FRESH ATH

1609

205 To 1609

Almost 8x Done ✔️ Till Now

BAJEL

After Retesting 290 zone

And now again moving 🆙

8% 💚💥

324

Updated Yesterday

Shriram piston

7% 💥

2015

RVNL

19% 💥💚

Fresh ATH

498

Almost 72% Upmove

Book 60% Profits & keep free shares for Longterm

288 To 498

RVNL

180 To 498

IREDA

5% 💚

231

IREDA

Fresh ATH

We Chase Quality & Growth

PAISA 4x ➕➕➕➕

55 To 231

ADSL CONCALL

🎯It designs, develops, and deploys digital solutions
nd delivers end-to-end IT infrastructure services

Business Focus

🎯 Specializes in providing Data Center Services including colocation, cloud services, managed services, and infrastructure management.

🎯 Offers tailored solutions for various industries, ensuring reliability, scalability, and security.

Key Achievements:

Achieved significant growth in the Indian market with a 15% EBITDA margin, aiming to increase it to 20%.

🎯Successful rebranding of the SaaS platform ADiTaaS to Digital Desk, incorporating AI and automation features.

Expansion and Innovations:

🎯 Expanding global presence with a strategic focus on infrastructure management services powered by AI.

🎯 Introduction of advanced productivity tools and
AI-powered systems to enhance service offerings.

Financial Performance (Q4 FY24)

1⃣Consolidated Revenue: Rs. 177 crore (4% QoQ growth)

2⃣Domestic Business Growth: 33% YoY in Q4 FY24,
51% YoY for FY24

3⃣Consolidated EBITDA: Rs. 24 crore (14% margin)

4⃣Profit After Tax: Rs. 17 crore

5⃣Dividend Declared: 30% for the year ended 31st March 2024

Key Projects and Clients

🎯 Smart City Projects:

1⃣Lucknow and Solapur: Advanced implementation
stages.

2⃣Ayodhya Smart City: CCTV surveillance integration.

3⃣Taloja Smart Industrial City: Comprehensive surveillance and control center setup.

🎯Significant Orders:

📈 Managed services for a Spanish group's subsidiary bank in 🇺🇸

📈IT support for a subsidiary of BP Americas.

🎯 Managed services for 20,000 end users for a
global infrastructure firm in the Asia-Pacific region.

🎯 IT operations support for Enercon, a German wind
turbine manufacturer.

Strategic Developments

➡️Middle East Expansion:

🎯 Incorporated Allied Smart IT Infrastructure Services LLC in Dubai.

🎯Engaging with potential large clients in the region.

Cybersecurity Offerings:

1⃣ Strengthened partnerships with large IT service firms and global consulting firms.

2⃣ Significant traction with new customers,including
marquee global names.

🔥Future Outlook

🎯 Aim to achieve Rs. 1,000 crore in the next two years, driven by strategic global deals and domestic market growth.

🎯Focus on high-margin projects and inorganic growth avenues —such as acquisitions.

🎯Continuation of robust financial management with
improved net cash position and working capital efficiency.

Data Centre Theme

Forward Estimates

Netweb will be the Leader on GPUs and E2E and Blackbox to fill in their respective value chain... Valuation are Rich

Good bet on datacenter comparing growth of different companies in the sector.

Technoelectric and Netweb are expected to 2-2.5x their EBITDA with FY26 forward PE of 36 and 91 respectively. ⚡️⚡️

Netweb is expected to be at premium valuation considering AI server demand and it's partnership with Nvidia, AMD, Intel.💯

E2E Networks can also grow leaps and bounds seeing the potential of cloud and hyperscalers in the coming years.