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.

Every 🐂 Bull market leading sectors are different

1⃣ 1997 to 2000 - IT sector

2⃣ 2003 to 2007 - Realty / power

3️⃣ 2009 to 2014 - Pharma

4⃣ 2015 to 2018 - Financial

5⃣ 2018 to 2021 - Chemical / IT

6⃣ 2021 to 2024 - EV / digital platform/ PSU/ Renewable & clean energy /Railways & Defence

7️⃣ 2024 To 2026 - Data Centre/ Telecom / Infrastructure/Waste & water management/Defence/smart meter /Epc & power

RVNL

ANOTHER

12% 💥

548

IREDA

Fresh ATH

238

Nifty

Taking some breather after hitting ATH of 24400

Sector & Stock specific moves are happening where there is expected some announcement in budget or Where Earning visibility & Growth is there and where Q1 Numbers are expected to be Good

IREDA

8% 💚

Fresh ATH

248

We don’t Run Any Paid Channel

Those Minted Good money
💰 💴

Pls Donate Some Food to needy and Do donate Some amount from
PROFITS to Nearest Gaushala 🙏🙏

Karma kar # Fal ki Chinta maat Kar 🙏

Deepak Nitrite

JUST AN OBSERVATION

2008 & 2018
Top of small cap index
The more the Gap bwt Nifty & Smallcap index the safer it is

Small cap index - 19100
Nifty - 24300

Now the gap between nifty and small cap index just 5200 , previously it touched 8500.

Lowering the gap between indexes increases the risks for correction.

Bansal Wire IPO coming at
41 PE multiples .

Geekay Wires is consolidating at 12-13 PE multiples.
( 90 - 95)

Kellton Tech

15% 💥💚

Fresh ATH

142

NIFTY

Hits ATH - 24461

❄️ VALUATION STATICS

🔆 NIFTY 50
Jun'23 — 18600 at 21.53x PE ratio

Jun'24 — 24461 at 23.25x PE ratio

Implied EPS GROWTH 𝟐𝟏.𝟔% YOY

🔆 NIFTY500
Jun'23 — 15800 at 22.54x PE ratio

Jun'24 — 21800 at 25.26x PE ratio

Implied EPS GROWTH 𝟐𝟏.𝟏% % YOY

Currently Liquidity & Fomo is very strong 💪
Nifty won’t stop early possible 25000- 25200 or 25500
No one know the 🔝

We are very close to fair value on Eps basis & Even Price to book Ratio

Time 🕰️ to be alert 🔔 🚨

We are in Longterm
Bull market 📈 but valuation are getting expensive
Those buying freshly with huge money should take proper guidance and should be very careful

Nifty P/B ( Price to book)

Covid Bottom we had predicted very closely

In 2021-2022 Top of 18500 was also based on this data 📊

Data can’t be Wrong

So can this Time also with Data 📊 we can closely correlate the 🔝

Let’s C

Updated Before

13 days

Nifty moved 24000 To 24461

Broader markets to take a Breather

Hope this might have helped many