Mukul Agrawal stock jumps after it secures ₹ 52.96 Cr order from Hindustan Petroleum

Shares of this GI Pipes manufacturing company jumped up to 2 percent in Friday’s trading session after securing an order from Hindustan Petroleum worth Rs. 52.96 crores. The shares have delivered a multibagger return of 101 percent to its investors in just six months. 

Mukul Agrawal stock jumps after it secures ₹ 52.96 Cr order from Hindustan Petroleum

With a market capitalisation of Rs. 8,684 crores, the shares of Surya Roshni started Friday’s trading session positively at Rs. 804.85 compared to its previous close of Rs. 801.43. The shares hit a high of Rs. 819, gaining around 2 percent and closed the day at Rs. 800 apiece.

Such a positive movement in the share price was observed after the company, in an exchange filing announced that they had received an order amounting to Rs. 52.96 crores from Hindustan Petroleum for the supply of 3LPE Coated Line Pipes for City Gas Distribution (CGD) projects in Geographical areas of West Bengal, Rajasthan, Bihar and Jharkhand. The orders are to be executed within 40 weeks.

Coming onto the company’s financial statement, the revenue increased marginally by 3 percent from Rs. 1,875 crores in the June quarter to Rs. 1,916 crores during the September quarter. In addition, the net profits zoomed by 29 percent from Rs. 59 crores to Rs. 76 crores during the same period.

Furthermore, the company has an order book of around Rs. 850 crores in hand for API, Exports and Actual Users, which provides good revenue visibility over the short to medium term. Moreover, they aim to achieve a 50 percent contribution from value-added products and expect improved margins in the lighting division and plan to invest Rs. 200 crores in CAPEX for FY24 and Rs. 100 crores for FY25.

Due to consistent operating revenue and profits on a YoY basis, the profitability metrics of the company improved with the return on equity (RoE) increasing from 14.06 percent during FY 21-22 to 19.67 percent in FY 22-23, and, the return on capital employed (RoCE) zoomed from 15.51 percent to 22.26 percent during the same timeframe. Furthermore, the net profit margin increased from 2.65 percent during FY21-22 to 4.20 percent during FY22-23.

According to the BSE data, Ace Investor Mr Mukul Agrwal, entering the stock in September 2022, currently holds 15 lakh equity shares equivalent to a 1.38 percent stake in this company. The current holding value of his investment amounts to Rs. 119.9 crores.

Headquartered in Delhi, Surya Roshni Limited incorporated in 1973 has emerged as India’s largest ERW Pipes exporter, largest GI Pipes producer, and the second largest in the lighting segment. Its focus is on developing the value-added product mix (3LPE Coated pipes, Alkyd pipes, etc.

Mukul Agrawal Stock Soars: Surya Roshni Secures ₹52.96 Cr Order from Hindustan Petroleum

Introduction

The trading session for Surya Roshni on Friday marked a positive trend as its shares, with a market capitalization of Rs. 8,684 crores, opened at Rs. 804.85, a significant rise from the previous day’s close of Rs. 801.43. The upward trajectory continued, reaching a high of Rs. 819, ultimately closing the day at Rs. 800 apiece. This surge can be attributed to the company’s announcement of securing a substantial order worth ₹52.96 Cr from Hindustan Petroleum for the supply of 3LPE Coated Line Pipes.

Positive Momentum: Share Price Movement

The positive movement in Surya Roshni’s share price is noteworthy, with a gain of around 2 percent on the day. Investors witnessed a surge in confidence after the company disclosed the significant order from Hindustan Petroleum, specifically for City Gas Distribution (CGD) projects in West Bengal, Rajasthan, Bihar, and Jharkhand. The orders are expected to be fulfilled within 40 weeks, adding to the company’s robust order book.

Financial Strength: Q2 Performance

Reviewing the financial performance of the company, the September quarter showcased a marginal increase in revenue by 3 percent, rising from Rs. 1,875 crores in the June quarter to Rs. 1,916 crores. Additionally, net profits exhibited a substantial 29 percent growth, climbing from Rs. 59 crores to Rs. 76 crores during the same period, underscoring the company’s financial resilience.

Strategic Outlook: Order Book and Investments

Surya Roshni’s order book stands at around Rs. 850 crores, encompassing API, Exports, and Actual Users. This diverse portfolio provides robust revenue visibility in the short to medium term. The company aims for a 50 percent contribution from value-added products, anticipating improved margins in the lighting division. Plans to invest Rs. 200 crores in CAPEX for FY24 and Rs. 100 crores for FY25 demonstrate a commitment to future growth.

Enhanced Profitability Metrics

Consistent operating revenue and profits on a Year-over-Year basis have bolstered the company’s profitability metrics. The Return on Equity (RoE) increased from 14.06 percent in FY 21-22 to an impressive 19.67 percent in FY 22-23. Simultaneously, the Return on Capital Employed (RoCE) saw a substantial surge from 15.51 percent to 22.26 percent during the same period. The net profit margin also witnessed a commendable increase, rising from 2.65 percent in FY21-22 to 4.20 percent in FY22-23.

Ace Investor’s Confidence: Mukul Agrawal’s Investment

According to BSE data, Ace Investor Mr. Mukul Agrwal entered Surya Roshni’s stock in September 2022 and currently holds 15 lakh equity shares, equivalent to a 1.38 percent stake in the company. The current holding value of his investment stands at an impressive Rs. 119.9 crores, reflecting confidence in the company’s growth prospects.

Company Overview: Surya Roshni Limited

Headquartered in Delhi, Surya Roshni Limited, incorporated in 1973, has emerged as a key player in the industry. It is India’s largest ERW Pipes exporter, the largest GI Pipes producer, and the second-largest in the lighting segment. The company focuses on developing a value-added product mix, including 3LPE Coated pipes and Alkyd pipes.

FAQs (Frequently Asked Questions)

What led to the positive movement in Surya Roshni’s share price?

The positive movement in Surya Roshni’s share price can be attributed to the company’s announcement of securing a substantial order worth ₹52.96 Cr from Hindustan Petroleum for the supply of 3LPE Coated Line Pipes.

How did the company perform in the September quarter?

In the September quarter, Surya Roshni showcased a marginal increase in revenue by 3 percent, rising from Rs. 1,875 crores in the June quarter to Rs. 1,916 crores. Additionally, net profits exhibited a substantial 29 percent growth, climbing from Rs. 59 crores to Rs. 76 crores during the same period.

What is the company’s order book position?

Surya Roshni’s order book stands at around Rs. 850 crores, encompassing API, Exports, and Actual Users. This diverse portfolio provides robust revenue visibility in the short to medium term.

How does the company plan to enhance profitability?

The company aims for a 50 percent contribution from value-added products, anticipating improved margins in the lighting division. Plans to invest Rs. 200 crores in CAPEX for FY24 and Rs. 100 crores for FY25 demonstrate a commitment to future growth.

What is the investor sentiment towards Surya Roshni?

According to BSE data, Ace Investor Mr. Mukul Agrwal entered Surya Roshni’s stock in September 2022 and currently holds 15 lakh equity shares, equivalent to a 1.38 percent stake in the company. The current holding value of his investment stands at an impressive Rs. 119.9 crores, reflecting confidence in the company’s growth prospects.

Can you provide an overview of Surya Roshni Limited?

Headquartered in Delhi, Surya Roshni Limited, incorporated in 1973, is India’s largest ERW Pipes exporter, the largest GI Pipes producer, and the second-largest in the lighting segment. The company focuses on developing a value-added product mix, including 3LPE Coated pipes and Alkyd pipes.

Conclusion

Surya Roshni’s recent achievements, coupled with its strategic initiatives and financial performance, underscore its position as a key player in the industry. The positive movement in share prices, the substantial order from Hindustan Petroleum, and the confidence of Ace Investor Mukul Agrawal collectively paint a promising picture for the company’s future growth.

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