Synopsis: Six companies are in focus after securing fresh contracts worth a combined Rs 174.47 crore across engineering, infrastructure, steel fabrication, lubricants, seamless pipes, and telecom connectivity segments. The strong order inflow enhances revenue visibility, strengthens order books, and supports margin expansion, particularly for scaling small- and mid-cap players.
Order wins tend to be powerful business stimulators, and this is particularly true in the case of small- and mid-cap companies, where the visibility of execution has a direct bearing on valuation. Six companies – Anlon Technology Solutions, Dhruv Consultancy Services, BMW Ventures, Arabian Petroleum, DEE Development Engineers, and RailTel Corporation – have announced new orders in various sectors. These include defence-grade vehicles, consultancy assignments, fabricated steel, industrial lubricants, seamless pipes, and optical fibre connectivity.
Anlon Technology Solutions Ltd
Anlon Technology Solutions Ltd provides engineering services, training, consultancy, advisory, and research development services for the engineering systems, automotive equipment, and other related areas. With a market cap of Rs 236 crore, the shares of Anlon Technology Solutions Ltd are trading at Rs 378 and are trading at a PE of 25.3 compared to its industry PE of 21.
Anlon has bagged an order worth Rs 28.19 crore from JSW Steel for the manufacture and supply of two Aircraft Rescue Fire Fighting Vehicles. The 24-month execution period of this order will help the company generate continuous revenues, and the technical nature of the order will further enhance Anlon’s niche presence in the airport and industrial fire safety solutions domain.
Dhruv Consultancy Services Ltd
DCSL provides consultancy services in the infrastructure sector, primarily catering to government bodies through tenders and offering design, engineering, procurement, construction, and more. With a market cap of Rs 52 crore, the shares of the company are trading at Rs 27.3.
Dhruv Consultancy has bagged various consultancy orders in four states amounting to around Rs 16.24 crores. These orders range from DPR preparation and supervision consultancy to project management consultancy. Since these orders are quite diversified, they improve geographical reach and sustain its strong unexecuted order book of Rs 256 crores.
BMW Ventures Ltd
BMW Ventures Limited is primarily engaged in the trading/distribution of steel products, tractor engines and spare parts; the manufacturing of PVC pipes and roll forming; and the fabrication of pre-engineered buildings (PEB) and steel girders. With a market cap of Rs 535 crore, the shares of the company are trading at Rs 62 and are trading at a PE of 14.7 compared to its industry PE of 22.8.
BMW Ventures has bagged its biggest-ever order for fabricated steel products worth Rs 36 crore for a BHEL project. The company’s order book for fabricated steel has seen a substantial increase with this new addition, which reflects a rise in its operation scale. This particular order is also a part of a bigger Rs 141 crore deal, which will help the company boost its margins with the increased revenue generated from the fabrication of steel.
Arabian Petroleum Ltd
APL is an ISO-certified company manufacturing industrial & automotive lubricants under in-house brands Arzol and APL and is the only Indian company manufacturing the Ceramech Nanotechnology products. With a market cap of Rs 83 crore, the shares of this company are trading at Rs 76 and are trading at a PE of 7.45 compared to its industry PE of 13.6.
Arabian Petroleum has received a domestic purchase order of around Rs 19.02 crores from BHEL for the delivery of turbine oil, hydraulic oil, and lubricant oil. This order further cements the company’s tie-up with a major government undertaking and sustains its niche in the industrial lubricant market. Since it is not an associated party transaction, it is a genuine indicator of business momentum and improves short-term revenue visibility from institutional business.
DEE Development Engineers Ltd
DEE Development Engineers Ltd specialises in the design, engineering, and fabrication of complex piping systems, pressure vessels, and heat exchangers. With a market cap of Rs 2,076 crore, the shares of this company are trading at Rs 300 and are trading at a PE of 24.6 compared to its industry PE of 28.7.
DEE Development Engineers has bagged its maiden seamless pipe order worth Rs 58 crores, to be executed from its newly set up Anjar, Gujarat, facility. This is a significant business milestone, as it proves the commercial viability of the new facility. Since it is the first order from the forged seamless pipe facility, it dispels capacity utilisation risk and indicates a foray into the higher-value alloy steel segment.
Railtel Corporation of India Ltd
The company is engaged in creating nationwide broadband and VPN services, telecom, and multimedia networks for the train control operation and safety system of Indian Railways. With a market cap of Rs 10,000 crore, the shares of this company are trading at Rs 312 and are trading at a PE of 30.8 compared to its industry PE of 19.5.
RailTel Corporation of India has bagged an order worth Rs 17.02 crore from IIT Delhi for the SITC of underground optical fibre cable (OFC) connectivity between IIT Delhi and its campuses at Sonipat and Greater Noida, along with a six-year AMC.
This is a significant development for RailTel as it enhances its presence in the institutional segment of digital infrastructure and also provides a clear revenue stream through the maintenance contract, which will be valid until 2032. This contract will also help RailTel demonstrate its continued presence in government-supported connectivity initiatives.
Disclaimer: The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. Please consult your investment advisor before investing.
The post Railtel Corporation and 5 other stocks in focus after receiving orders worth ₹174 Cr appeared first on Trade Brains.