Advait Energy Transitions on NDTV Profit KYC | ₹5,000 Cr Revenue Vision & Manufacturing Expansion
Advait Energy Transitions Limited
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Advait Energy Transitions on NDTV Profit KYC | ₹5,000 Cr Revenue Vision & Manufacturing Expansion
6 393 просмотра · 2 недели назад
Advait Energy Transitions Limited
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6 393 просмотра · 2 недели назад
Advait Energy Transitions was featured on NDTV Profit's Know Your Company (KYC) segment, the analytical series that gives investors and market watchers an in-depth look at the businesses shaping India's listed landscape.
This complete episode features a 360-degree fundamental evaluation by host Sharad Dubey, scoring Advait a 5.5 / 8 KYC Rating, followed by a discussion with Founder & Managing Director Shalin Sheth covering business updates, integrated manufacturing plans, capex, and the 5-year vision.
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TIMESTAMPS
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00:00 — NDTV Profit KYC Segment Introduction & Advait Overview
03:28 — Order Book Breakdown (₹1,330 Cr: PTS vs NRE)
04:36 — Integrated Manufacturing Scale-Up (4 Lakh Sq. Ft. Facility)
06:29 — Financial Scorecard: FY24–FY26 Performance
10:35 — FY27 Outlook: Order Book Target & Capex Guidance
11:17 — Total KYC Score & Rating Verdict (5.5 / 8)
12:30 — Interview: Founder & MD Shalin Sheth Joins KYC
14:24 — NRE Expansion & ₹5,000 Cr 5-Year Revenue Vision
16:17 — BESS, Green Hydrogen & Electrolyser Roadmap
19:47 — ₹350 Cr Capex Plans & Capacity Utilisation
21:35 — EBITDA Margin Outlook
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KEY HIGHLIGHTS
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🔷 Order Book & Immediate Visibility: NDTV Profit's KYC assessment highlighted an order book of ₹1,330 Cr, with 71% from PTS and 29% from NRE. During the management discussion, Shalin Sheth shared that the PTS order book is currently ₹1,000 Cr+, with favourable positioning for an additional ₹200–300 Cr of orders, while the NRE order book is approximately ₹500 Cr. Management targets an FY27 exit order book of ₹1,600–1,650 Cr, backed by an active ₹2,000 Cr opportunity pipeline.
🔷 Growth Vision: Management is targeting ₹1,100+ Cr revenue next year while looking to continue the company's growth momentum toward its 5-year vision of ₹5,000 Cr in revenue and ₹500+ Cr PAT.
🔷 ₹350 Cr Capex: Management outlined its capex programme across Power Transmission Solutions, BESS manufacturing, electrolyser manufacturing, and fuel cells.
🔷 Integrated Facility & Manufacturing Expansion: Advait's 4 lakh sq. ft. integrated manufacturing facility is planned across Q3/Q4. Management also outlined the company's BESS manufacturing expansion and an upcoming 150 MW electrolyser manufacturing facility, expandable up to 1 GW.
🔷 Margin Outlook: Management expects EBITDA margin to improve by approximately 0.5–1 percentage point this year. Further improvement is expected as the manufacturing facility becomes fully operational, with an objective of achieving at least 15% EBITDA margin over the next 2–3 years.
🔷 Overall KYC Score: 5.5 / 8.
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ABOUT ADVAIT ENERGY TRANSITIONS LTD.
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Advait Energy Transitions Ltd. (NSE: ADVAIT | BSE: ADVAIT) is an energy infrastructure provider operating across Power Transmission Solutions, Battery Energy Storage Systems (BESS), Green Hydrogen, and Solar EPC. Headquartered in Ahmedabad.
🌐 advaitgroup.co.in
📩 info@advaitgroup.co.in
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