Ye naye orders kahan se aaye?
Systematic Industries Limited (SIL) ko public sector ke do bade players - Power Grid Corporation of India (PGCIL) aur East Central Railway - se milakar ₹4.3 Crore ke naye orders mile hain.
PGCIL waale order ki value ₹2.29 Crore hai (jo 22.9 Million INR se aaya hai), jismein OPGW (Optical Ground Wire) ki supply aur installation shamil hai. Ye project Nepal ke ek Hydro Power Project ke liye hai, aur ismein ₹1.88 Crore ka OPGW ka saman aur ₹0.41 Crore ki accessories milengi. Sabse important baat ye hai ki is order se SIL ne EPC tendering business mein entry maari hai, matlab ab power transmission mein inka kaam aur badhega.
Uske baad, East Central Railway se ₹2.01 Crore (jo 20.1 Million INR se aaya hai) ka pehla purchase order mila hai, jo RDSO spec ke hisaab se 24-Fibre Armoured Optical Fibre Cable supply karne ke liye hai. Isse SIL ko Indian Railways ke bade network mein OFC ke liye bhi naye raaste mil gaye hain, kyunki railways ab digitalization par bahut kharch kar rahi hai.
Is deal se company ko kya fayda hoga?
Ye contracts SIL ke liye bahut strategic hain. Sabse pehla, EPC business mein entry ek bada milestone hai, kyunki is segment mein usually margins acche hote hain. Doosra, PGCIL aur Railways jaise bade PSU se order milna company ki capability aur quality par bharosa badhata hai. Teesra, Indian Railways mein OFC ka naya segment khulne se revenue ke naye sources banenge.
Aur haan, sabse achhi baat, revenue visibility! PGCIL ka order December 2026 tak aur East Central Railway ka September 2026 tak pura hoga. Matlab FY26 aur uske baad ke liye company ke paas kaam ka pipeline clear hai. Company ka kehna hai ki ye business "new-age, margin-accretive" hain, matlab profit bhi badhayenge.
Aage kya dekhna hai?
Abhi investors ko SIL ke execution par nazar rakhni hogi. Kya company yeh naye orders time par aur acche se finish kar pati hai, yeh dekhna hoga. Saath hi, kya woh railways aur EPC sector mein aur orders jeet paati hai, yeh bhi growth ke liye important rahega. Current market conditions railways aur power sector mein government ke kharche ko dekh kar positive lag rahi hain, jo SIL ke liye achha ho sakta hai.