Whalesbook
Maharashtra se mili ₹972 Cr ki deals!
Arre bhaiyon, Enviro Infra Engineers ne toh kamaal hi kar diya! Unko Maharashtra mein Swachh Maharashtra Mission Directorate se ₹972.19 Crore ke do project Letters of Empanelment (LoEs) mil gaye hain. Yeh deal water aur wastewater infrastructure ke liye hai, aur isse company ka order book ekdum solid ho gaya hai.
Kya hain yeh projects?
Yeh projects Sewage Treatment Plants (STPs) aur sewer networks banane ke liye hain, aur inhe 24 mahine mein poora karna hai. Ek project toh Pune ke liye hai, jisme ₹587.21 Crore ka 120.50 Million Liters per Day (MLD) ka STP banega. Doosra project Nashik ke liye hai, jiska budget ₹384.98 Crore hai aur woh 121.10 MLD ka STP hoga. Saath mein interception aur diversion (I&D) works bhi hain.
Order Book aur Revenue ka Outlook
Yeh naye projects milne se Enviro Infra Engineers ki future revenue visibility kaafi badh gayi hai, agli do saal tak ke liye toh pakka hai. March 2026 tak unki order backlog ₹3,092.6 Crore thi, aur ab yeh aur badh gayi hai.
Company ka background aur Naye Moves
Enviro Infra Engineers 2009 se kaam kar rahi hai aur water treatment mein unka kafi experience hai. Pichhle March 2026 mein bhi unhone ₹1,481 Crore ke 5 aur bade projects jeete the, jisme Battery Energy Storage System (BESS) sector mein ₹1,070 Crore ka deal bhi tha. Usse pehle Aurangabad mein bhi ₹411.08 Crore ka sewerage network aur STP project mila tha.
Investors ko Kya Dhyan Rakhna Chahiye?
Haan, company ka profit growth aur Return on Equity (ROE) acha hai, lekin kuch cheezein hain jo investors ko dekhni hongi. Pichhle FY 2021-22 mein ₹84,24,954 ka GST penalty laga tha, halanki FY 2022-23 ke liye GST proceedings cancel ho gayi thi. Lekin sabse badi baat, ek auditor ne December 31, 2025 tak ke 9 mahino ke liye 'fraud' flag kiya tha. Company ne is par modiifed opinion nahi diya, par governance ke hisab se yeh ek important point hai jise track karna hoga. Saath hi, unke working capital days badhe hain, toh cash flow management par bhi nazar rakhni hogi.
Competition Mein Kaun Hai?
Is space mein VA Tech Wabag Ltd, Ion Exchange (India) Ltd, aur SPML Infra Ltd jaise bade players bhi hain.
Aage Kya Dekhna Hai?
Abhi toh yeh sirf LoEs hain, toh formal contracts sign hone ka wait karna hoga. Pune aur Nashik mein projects kaise start hote hain aur execute hote hain, yeh dekhenge. Company apna working capital aur cash flow kaise manage karti hai, yeh bhi bahut crucial hoga. Auditor ke 'fraud' flag par company kya action leti hai, woh bhi dekhna zaroori hai. Aur unke naye BESS aur solar segments ka performance bhi interesting rahega.