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Slone Infosys.Q4 FY24

Slone Infosys. Q4 FY24 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹170P/E: 10.4Market Cap: ₹93 CrSector: IT - Hardware

Management growth scorecard

Revenue

Category 1

Margin

Category 1

Fundraise

N/A

Order

Yes

Capex

Yes

4 of 4 growth signals are positive — a strong management growth story.

Full analysis

Revenue guidance

Category 1
  • The company expects revenue growth of 30%-40% year-on-year for at least the next 3 years.
  • PAT (Profit After Tax) margins are anticipated to increase annually, though exact percentages are not specified.
  • The firm projects a significant improvement in profitability alongside the revenue growth.
  • Growth will be driven by expanding customer base, emerging technologies, new client acquisition, and deeper relationships with existing clients.
  • New verticals such as installation services and rental services contribute to revenue diversification and margin enhancement.
  • Post debt repayment, an addition of approximately INR 35-40 lakhs in bottom-line savings and interest cost reduction is expected, supporting profitability improvement.

See what Slone Infosys. management said on margin guidance — free account, 30 seconds.

Fundraise plans

  • No explicit mention of any current or planned fundraising through debt or equity was disclosed in the call.
  • Management discussed repayment of existing debt of INR 3 crores, leading to INR 35-40 lakhs in interest savings, indicating focus on reducing debt rather than raising new debt.
  • Promoters recently raised funds through private placement of shares worth INR 6 crores at INR 80 per share (July/August 2023).
  • No specific plans for fresh equity or debt fundraising were discussed or announced.
  • Management emphasized growth funded through internal accruals with increasing working capital needs as sales grow, suggesting reliance on operational cash flow rather than external financing.

See what Slone Infosys. management said on order book — free account, 30 seconds.

Capex plans

Yes
- The company recently started rental services, which is a capex-heavy model requiring significant investment in equipment. - They are moving cautiously with the rental service due to the capital-intensive nature but see it as a good revenue stream in the future. - Working capital needs are expected to increase as sales grow, which implies further capital allocation towards inventory and receivables. - No specific mention of future large-scale capex or strategic investments was disclosed, but they have ongoing confidential client acquisition strategies. - Emphasis is on expanding customer base, embracing emerging technologies, and enhancing service offerings, indicating possible strategic investments in tech and service capabilities. - Debt repayment (around INR3 crores) is expected to improve bottom lines by reducing interest costs, freeing up capital for potential investments. Overall, rental services expansion and working capital growth imply incremental capex, with strategic investments focusing on customer and technology growth.

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Margin guidance

Category 1
  • The company expects revenue to grow by 30%-40% year-on-year for at least the next 3 years.
  • Profit After Tax (PAT) margins are anticipated to increase annually, although exact percentages are not specified.
  • EBITDA margins improved significantly from 4% to 10% between March 2023 and March 2024, supported by increased revenue from higher-margin installation services.
  • The addition of new verticals like installation services and rental business is expected to drive margin expansion.
  • Debt repayment is projected to add INR 35-40 lakhs directly to the bottom line through interest cost savings.
  • Earnings Per Share (EPS) showed robust past growth and is expected to continue improving with the firm’s revenue and margin expansion strategies.
  • Overall, the company sees a strong upward trajectory in revenues, profitability, and EPS driven by diversification, client additions, and operational efficiency.

Order book

Yes
- Recent significant order: INR 11.81 crores for the supply of 5,000 Lenovo V14 laptops. - Clients involved: Silicon Rental Solutions Limited, Beehive Tech Solutions Private Limited, and Comprint Tech Solutions India Private Limited. - Orders are large-scale, indicating strong client trust and capability to manage big projects. - The order breakdown: Beehive (500 units), Comprehend (1,500 units), and Silicon (3,000 units). - Company maintains good customer relationships, with no client attrition reported. - No specific mention of other pending orders or total order book size in the transcript. - Business focus on expanding customer base and leveraging emerging technology to drive future orders. Thus, the current known orderbook includes a significant INR 11.81 crore order comprising 5,000 units from key Mumbai-based clients, reflecting ongoing robust demand.

How does Slone Infosys. rank vs peers in IT - Hardware?

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