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Showing posts from May, 2025

Siemens spins off energy business, shareholders to get one share for every share held

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  Siemens  spins off energy business, shareholders to get one share for every share held Post the demerger,  Siemens  Ltd will continue to focus on technology-focused development in infrastructure and industry segments, while the power generation segments, including renewable energy, will come under  Siemens  Energy India. The demerger will enable both companies to pursue their specific strategies and make decisions on capital allocation Plans for the demerger come at a time when India  expects  its power generation to grow at its fastest pace since at least 2011-2012 in fiscal 2025.  Siemens  AG has been  eyeing  future investments in the country that is seeing higher grid upgrades and electrification programmes. The demerger of the energy business is part of a global strategy set in motion in 2020 when  Siemens  AG had demerged its energy business globally. The energy business of the Indian entity is engaged in prov...

Bharat Bijlee: India’s top 10 electric motors manufacturers

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  Bharat Bijlee:  India’s top 10 electric motors manufacturers  Bharat Bijlee Limited is a pioneer in the electrical engineering industry in India having been incorporated in 1946.  A multi-product, multi-divisional organisation, its main products are transformers, electric motors, magnet technology machines and drives & automation system. The Company also undertakes turnkey projects (switchyards). Investments: 1000 cr, Mkt cap: 2500 cr Siemens  India Ltd. : Value of 800 cr and HDFC: 135 cr  Company has also been adjudged as one of India’s top 10 electric motors manufacturers in 2022 by Industry Outlook magazine. Bharat Bijlee as a reputed manufacturer of 220KV class transformers upto 200 MVA range. BBL is one of the leading manufacturers of transformers in the segment of 220-KVclass transformers upto the range of 200MVA in India. The company has two primary business segments:PowerSystems (46%of revenues inFY23) that compriseTransformers and Projects di...

Hero MotoCorp to invest Rs 10,000 crore in technology, electric vehicles, manufacturing (2020)

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  Hero MotoCorp to invest Rs 10,000 crore in technology, electric vehicles, manufacturing (2020) Hero MotoCorp to invest Rs 10,000 crore by 2027 in R&D Hero MotoCorp has lined up an investment of Rs 10,000 crore in the next five-seven years towards product development, new manufacturing facilities and network expansion, as part of efforts to hold on to its market leadership position while strengthening its presence overseas. For H1FY25, the consolidated numbers for Revenue and PAT were Rs. 20,694 Crore and Rs. 2,099 Crore, respectively. Volume – 30.55 lakh units of motorcycles and scooters sold in H1 FY’25 (Vs 27.69 lakh units Q2 FY’24)  H1FY25 basis, the EBITDA margin expanded over the previous year by 50 bps and stood at 14.4%  Entered Southeast Asian geography by commencing operations in the Philippines    Munjal also stressed on the company's ambition to become a force to reckon with in global landscape and said the company is now exporting to over 40 co...

U.S. companies filed for bankruptcy at the highest rate in 15 years, with 188 filings recorded in CY Q1 2025

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U.S. companies filed for bankruptcy at the highest rate in 15 years, with 188 filings recorded in CY Q1 2025 S&P Global wrote that as a large amount of debt matures, companies now need to refinance at higher interest rates than when they issued the debt, posing ongoing challenges for many firms, especially those with weaker balance sheets. The report pointed out that for companies with non-investment-grade ratings, financial metrics based on Market Intelligence data indicate that they are grappling with rising debt pressures, and their ability to pay interest with available cash has also become slightly insufficient. In Q1 of this year, the industrial sector saw the highest number of bankruptcies at 32, followed by non-essential consumer goods companies with 24. These industries together accounted for nearly 30% of the total bankruptcies in Q1. However, as the unpopular tariff policies of the Trump administration continue to cause turmoil in financial markets, some industry insider...

How to get a 3 year benefit of Zero Tax under section 80IAC?

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How to get a 3 year benefit of Zero Tax under section 80IAC? The Government has just approved over 180 companies to get a 3 year benefit of Zero Tax under section 80IAC, and this is how your company can get it too... This section offers companies a consecutive 3 year tax free window in any of the first 10 years of their operations... Earlier, the way the startups were evaluated for this tax break was vague, but now the government has clarified the method of evaluation, and this is the process to follow: 1/ Business has to be a private limited or an LLP registered on the Startup India website and less than 10 years old, and have a turnover less than Rs 100 crores 2/ You have to show that your business is using innovation, technology to create new products or processes, and has the potential to generate huge scale employability in the nation, and create wealth for all stakeholders 3/ To apply, go to startupindia <dot> gov <dot> in/content/sih/en/form80iac <dot> html and...

Mallcom India: largest manufacturers and distributors of Personal Protective Equipment (PPE) products in India

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Mallcom India Ltd was founded in 1983 by Mr. Ajay Mall as a small leather gloves manufacturer headquartered out of Kolkata, India.  Today it has grown to become one of the largest manufacturers and distributors of Personal Protective Equipment (PPE) products in India, with over 90% of orders coming from repeat customers.  An ISO certified and government registered trading house, Mallcom provides a one stop solution for manufacturing one of the widest range of head-to-toe PPE products from helmets, eyewear, ear protection, face masks, safety garments, gloves, to shoes, and many more.  The company is also one of the largest exporters of PPE products from India exporting to 55+ countries across 6 continents.  It has an expansive manufacturing footprint with 13 production facilities spread across India and captive test labs that ensure quality standards.  Over the year the company has focused on backward integration wherever possible resulting into significant cost ...

IRB Infrastructure Developers Aims to Expand Asset Base By Rs 200,000 Crore By 2032

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  IRB  Infrastructure Developers Aims to Expand Asset Base By Rs 200,000 Crore By 2032 IRB  Infrastructure Developers Ltd. aims to expand its asset base more than threefold by 2032, supported by opportunities arising from the government’s push to build national highways.  The company’s Director of Investor Relations, Anil Yadav, said that he expects  IRB  Infrastructure Developers’ existing Rs 80,000 crore asset base to reach Rs 280,000 crore in the next eight years.  IRB  Infrastructure Developers ( IRB ) is India’s first Integrated Multi-National Transport Infrastructure Developer in Roads and Highways segment.  The Indian government has plans to increase the length of national highways to over 2 lakh kilometres to cut down logistical costs as it gears to make India a developed nation by 2047. “In terms of long-term opportunities, the government has set a target to increase the national highways to 2 lakh kilometres over six to eight years....

IRB Public InvIT Overview : Over 85 per cent of India's passenger traffic and about 65 per cent of its freight are transported on roads

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IRB InvIT Fund: Acquire three Revenue Generating Highway Assets Toll Revenue for Q1FY26 is Rs.278Crs, against Toll Revenue of Rs.259Crs in Q1FY25; thus approx. 8% rise over last year  The Trust’s Cumulative Distribution, since its launch and listing in the FY2018, has reached Rs. 4,432Crs, i.e., approx. 75% of the aggregate fund raised.    The Trust is set to acquire three Revenue Generating Highway Assets, Viz. Kaithal Rajasthan BOT Project (Haryana), Hapur Moradabad BOT Project (Uttar Pradesh) and Kishangarh Gulabpura BOT Project (Rajasthan) from IRB Infrastructure Trust with an Enterprise Value of Rs.8,436Crs for an equity consideration of Rs.4,905Crs.   The acquisition would result in expansion of Trust’s footprints to two more Indian States; enhancement of Assets Value to more than Rs.16,000Crs; portfolio size to 9 projects and Weighted Average Concession Life from 14 years to 17 years   While commenting on the occasion, the Spokesperson, for the ...

Andhra Paper : Expansion Plans - Tissue Paper Production Line

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  Andhra Paper : Expansion Plans - Tissue Paper Production Line Tap into a rapidly growing segment with a projected robust CAGR of 11-12% (FY23-25).  Reduce dependency on other paper segments, spreading risk across various product lines  Meet rising consumer demand for hygiene products, boosted by increased awareness and health standards  Tissue paper products often command higher profit margins due to premium pricing for quality and convenience Differentiate the company in the market by offering a comprehensive range of paper products, enhancing brand loyalty Benefit from favorable regulations, such as bans on single-use plastics, driving consumers towards sustainable alternatives like tissue paper. Leverage existing manufacturing capabilities and R&D to efficiently produce tissue paper, optimizing costs and resources Tap into international markets with high demand for quality tissue paper products, expanding the company’s global footprint Cater to the growing n...

Andhra Paper: Expansion

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  Andhra Paper: Expansion Expansion: The Board approved installing a modern Tissue Paper Machine at the Kadiyam facility, with a capacity of 35,000 TPA for various tissue paper grades namely facial tissues, toilet tissues, napkins and towel grade tissues. Production is expected to start in about 15 months. Greenfield Expansion: In Jan-2023, the Board approved a pre-feasibility report for expanding into the Paper Board Segment with a new Greenfield Project at Unit: Kadiyam. The project aims to add 2,21,000 TPA (Pulp) and 1,56,000 TPA (Paper Board) in capacity Upgradation of its Facilities: The company plans to upgrade its Pulp and Recovery facility from 550 TPD to 630 TPD, investing approximately Rs 520 crore. Both Rajahmundry and Kadiyam units can increase paper production from 2.55 lakh MTPA to 2.40 lakh MTPA with addition of tissue paper manufacturing it will increase to 2.90 Lakhs MTPA.  Wide range of uncoated free sheet, copier products, diverse office documentation, and m...

Transrail Lighting: power transmission and distribution segment contributed over 80% of revenue

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  Transrail Lighting: power transmission and distribution segment contributed over 80% of  revenue At the upper price band, the OFS is valued at Rs 439 crore, taking the total issue size to approximately Rs 839 crore and giving the company a market capitalization of around Rs 5,800 crore. Transrail Lighting is one of the leading Indian Engineering, Procurement and Construction (EPC) companies with a primary focus on the power transmission and distribution business and integrated manufacturing facilities for lattice structures, conductors, and monopoles. It has a footprint in more than 58 countries. The company maintained a stable debt-to-equity ratio of 0.56, indicating consistent and conservative leverage. Transrail has demonstrated robust financial performance, with net profit more than doubling to Rs 233.2 crore in FY24 from Rs 107.6 crore in the previous year.  Revenue grew 29.3% to Rs 4,076.5 crore, up from Rs 3,152.2 crore in FY23.  As of June 2024, Transrail’s...