Premier Energies: Growth Ahead in Solar Despite Global Headwinds:-
The name of the first company is PME Energy LED. Disclaimer that all the company related news and updates that we will cover are only for educational purposes and for learning. Do not consider this as any kind of investment advice. You can also do your own research and analysis. Some important news and updates related to Premier Energy. Important news from the Ministry of Renewable Energy. Now the news was that they had approved 107 manufacturers to manufacture capacity of around 92 GW. Now because of that, there are many renewable companies that manufacture solar cells and solar panels. Whether we talk about Premier Energy, Wari Energy or Adani, you saw all these companies coming into focus. Ultimately, if all these companies get good number of contracts from the government, then their numbers would have been good earlier. We may see good growth rates of the company in future also.
Sales & Margins at All-Time Highs:-
About Premier Energies and in the current time if you see it from its 52 week high, then you can see this company down by around 19% and if we look at the sales and margin data of this company, then one thing can be seen there that the sales of the company is around the all-time high. If about operating profit margins, they are also around all-time high. Understand one thing, this bar that you are seeing, okay? This is a sales bar. Ok? And this red line is the gross profit margin line of the company. And this yellow line that you see is the line of operating profit margin. And below you will also see the green line which is the net profit margin line. Ok? Now if you look at all the things, whether we talk about gross margins, operating margins or net profit margins, you are seeing all of them at an all- time high. In fact, the company’s sales are also at an all-time high. But still, if we talk about the current price turning multiples of the company, it is seen to be lower than the median PE of the last 5 years.
So why is that so? So, you can say that the biggest reason behind this is that the news we heard from the US was not liked by the investors. Now look, this entire company operates in the US as well. You all know it. Now we got to see the news of incentive cuts in the US, face wise. Because of this, not only the US company was troubled by the government but our company, which operates in the US, was also troubled. So it is obvious that on the basis of all these things, the valuation that the market had given to this company earlier will break and due to the fall in the valuation, you have seen its impact on the performance of Premier Energy in the recent times. But after all these things, if we talk about the latest share holding pattern of this company, then the promoter’s stake there appears to be as it is continuing.
Institutional Confidence Remains High:-
FI stakes have increased quite smoothly. In fact DI’s stakes are also seen increasing. We have seen the public’s stakes decreasing. So even though we did not get to see good news related to this company in quarter one but if we talk about stake, then both FI and DI have strengthened their stake. Rest, there is no need to take all these things as any kind of recommendation.
ROT Pumps: Bonus Issue Adjustment Coming Up:-
So the next company name is Rot PS LED. Recently the company had issued bonus to in the ratio of 2:1. In which the company had decided to give two equity shares to its investors in exchange for one share. Now its record date ex date was set by the company as 11th July. This means that all the shareholders who are there before this date are fully eligible for bonus in the company. Now when is this date brother? So, this is the date tomorrow. So, tomorrow this company will see bonus adjustment at the rate of 1 sorry 2:1. So if you see this company down 50% in your portfolio tomorrow, then do not be surprised at all because tomorrow you will see technical adjustment in this company but if seen in actual, then it is not a loss, we can say it is a technical adjustment, as soon as the number of extra shares get credited to your demat account, then the 50% drop that you are seeing in your investment will become back to normal, so keep this thing in mind, if you are an investor in Rot Pumps.
Mazagon Dock Shipbuilders (MDL): Mega Contracts on the Horizon:-
So the name of the next company is MSGON DOG SHP BUILDER LED about Maon, then we are getting to see a big news related to this company. If we look at the big news then it is not official. We can say this is what we are hearing through the reports. The report here is that Masgon may get two separate contracts from the central government. Now what is this contract about, brother? To build submarines for the Indian Navy worth ₹16,000 crore before financial year 2026. Take note of this thing. That means before the financial year 2026, Mason Dog can get a big contract worth around ₹ 16,000 crores.
Past Hints from Q4 Results:-
And it can be said that there will be two separate contracts which can be issued through the Central Government and Mass Dock Shipbuilders Limited can do the work of making submarines for the Indian Navy. Now you can also read this thing in a little detail. In which the value of the first contract is going to be Rs 70,000 crore. We will call it Project 75. Apart from that, the second contract will be worth Rs 36,000 crore. So the reports that we are hearing about all these things are not unknown to us in a way, because recently when Masco published its Q4 results, we also got to see the company’s guidance for the financial year 2026. Where the company had informed that the total order book size of the company till the end of 25 is approximately Rs 32,260 crore. But the management had said that it is expecting that by the end of the financial year 2026, the size of its order book will be around ₹ 1,25,000 crore. Because they can get two major contracts this financial year. And what things were mentioned there? P75 was mentioned. P75I was mentioned which the company could get this year. So the company management was also feeling this and now we are getting to hear things related to the company through reports as well. So let’s see when all these things will become official but whenever they become official then it will be a big news for mz dog if terms of business and in terms of revenue growth.
Happiest Minds Technologies: Revenue Growth but Profit Concerns:-
The next company whose name is Hast Mind Technologies. Now look, quarter one season has started. A lot of people were commenting that when and how can we see the results of Happy Technology? About when, we have not yet heard any news from the company about when we will get to see the results. But how it will be seen can be judged only on the basis of the company’s commentary. Now look, you can see this company reporting a decline of around 25% from its 52 week high. But if you look at the growth of the company’s revenue, it has been quite spectacular in the financial year 2025 because the company has grown its revenue by 27%. Last 5 years revenue growth CR is 24%. The 3 year CAGR is 24%. But when we talk about profit. The company has not shown any profit growth in 3 years. The company has definitely achieved growth with CSR of around 1%. But that number isn’t a big achievement for Happy Technology. And in the last one year, the company has reported a degrowth of 19% in its profit. And the management is saying here that the company is looking at around double digit growth in its organic growth in the financial year 2026.
Basically in organic, we can say that the main business of the company will be called organic. And the company that reports growth through acquisitions is called inorganic growth. So the main business of the company can get double digit growth in the financial year 2026 which was seen in the financial year 2025. So we can expect that management is currently trying to grow its revenue. So we may see good revenue in Q1 also. But if we look at the profit expectations that we have to have in Q1 as per the management, we cannot expect anything because the management is not about profit or margins, it is only about growth, it is also showing growth but that is not reflected in the profit. In the last quarter you saw a huge fall in profit, if we look at it on year on year basis, we will see whether this time the profit is like the previous quarter or it is seen as per the company’s revenue growth because in the last three quarters, we have seen an increase in the company’s revenue growth in every quarter on year on year basis. So, this is big news that you have to take into account. Rest you can see all these things only for educational purpose. This is not a recommendation of any kind.