Genus Power Analysis 2025 – ₹31,300 Cr Order Book, Govt 250M Meter Vision, P/E ~40× & FY30 Growth TargetsDive deep into Genus Power: ₹31,300 cr smart-meter order book, Q3/Q4 FY25 results, alignment with Gov’t RDSS mission (250M meters by 2027), and stock price targets up to ₹1,676 by 2030. 1. 📦 Order Book Update: ₹31,300 Crore (as of Dec 2024) 2. 🏛️ Government Vision & Official Mandates 🔹 National Smart Meter Mission & RDSS Push 🔹 Company Leadership on Vision 3. 📊 Quarterly & Annual Financial Performance Q3 FY25 (ended Dec 2024) Metric Q3 FY25 YoY Growth Revenue ₹604.2 crore +133% PAT ₹68.2 crore >5× (pv-magazine-india.com) Q4 FY25 (ended Mar 2025) Metric Q4 FY25 YoY Growth Revenue ₹936.8 crore +123% EBITDA ₹208.5 cr (22.3%) +276% PAT ₹129.3 crore >4× (angelone.in) FY25 Annual Standalone 4. 💰 Valuation Metrics & Market Capitalization 5. 🔝 Growth Roadmap & Multi-Year Targets Year Revenue Target PAT Target Key Drivers FY26 ₹4,000 crore ₹500–600 crore Meter ramp-up, AMISP, ToD metering FY27 ₹6,000 crore ₹900+ crore 150M meters deployed, recurring O\&M FY28–30 ₹8,000–10,000 cr ₹1,200–1,500 cr EV/solar metering, exports, analytics 6. 🔍 Stock Price Targets (2024–2030) According to analyst FullOrissa projections: 7. 🤝 Peer Comparison Company Market Cap (₹cr) P/E (TTM) ROE FY25 Genus Power ~11,000 ~40× ~17% HPL Electric ~1,200 20–30× ~12% Schneider India ~10,500 50–55× ~18% L\&T E\&A ~400,000 ~30× ~15% Genus’s premium valuation is justified by its massive P/L order visibility, zero debt, and high ROCE. 8. ⚠️ Key Risk Factors 🎯 Gujju Traders Verdict Conclusion: Genus Power is a policy-driven, growth-led, zero-debt, mid-sized infrastructure-tech stock with clear visibility and high multi-year upside. Ideal for long-term portfolios targeting India’s utility transformation.
HDB Financial Services IPO: Powered by HDFC Legacy, Targeting ₹1450?
India’s IPO market is witnessing one of its most anticipated listings HDB Financial Services Ltd., the premium NBFC arm of HDFC Bank, is opening its doors to the public. With a strong foundation, proven profitability, and HDFC’s legacy, this IPO is poised to deliver multibagger returns. 🏛️ HDB Financial: The Crown Prince of India’s NBFC Sector Think of HDB as the financially sound, well-nurtured heir of a billionaire legacy. Backed by HDFC Bank, India’s largest private bank by market capitalization, HDB Financial Services stands tall with strong fundamentals, technology integration, and unmatched brand trust. This is not a start-up story; this is the evolution of a well-oiled lending powerhouse. 🔐 Strengthened by HDFC: The Power Behind the Throne HDB is not just backed by a parent it’s backed by the banking backbone of India. With HDFC Bank’s recent merger and expanded reach, HDB is strategically positioned to: This isn’t a debut—it’s a strategic move by a matured financial arm. 📊 IPO Details – Confirmed IPO Detail Value Issuer HDB Financial Services Ltd Price Band ₹700 to ₹740 per share Lot Size Likely 20–25 shares Issue Size Approx ₹9,500 crore IPO Opens 25 June 2025 (Expected) IPO Closes 27 June 2025 (Expected) Listing On NSE and BSE Lead Managers Kotak, Axis, JM Financial 📈 Financial Performance Highlights Year Revenue (₹ Cr) Net Profit (₹ Cr) Gross NPA (%) Branches FY21 10,356 1,001 3.8 1,319 FY22 11,985 1,247 3.4 1,431 FY23 13,826 1,560 2.9 1,532 A consistent decline in NPAs, rising profits, and expanding reach show sustained growth and responsible lending. 🎯 Gujju Traders’ Target: ₹1350 to ₹1450 in 1 Year With an IPO price range of ₹700–₹740, we at Gujju Traders believe the upside potential is enormous. Backed by solid earnings, low NPAs, and the brand value of HDFC, the listing could see a strong debut and long-term growth. Target Range (12 months): ₹1350–₹1450 That’s 80% to 100% potential return for investors who stay the course. 🔍 Why You Should Apply – Key Highlights ✅ 1. Strong Parentage A wholly-owned subsidiary of HDFC Bank, ensuring deep-rooted trust, governance, and operational strength. ✅ 2. Stable Profitability Growing revenues, improving margins, and strong asset quality make HDB a standout among NBFCs. ✅ 3. Wide Distribution Network 1,500+ branches across India ensure access to tier-2 and tier-3 markets, fueling expansion. ✅ 4. Tech-Driven Lending HDB is riding the digital lending wave with smart credit analysis, AI-driven collection, and fast disbursal. 📢 Final Verdict from Gujju Traders HDB Financial Services is not just another IPO—it’s a well-planned listing by a seasoned, profitable NBFC with brand equity few can match. This IPO is an entry gate into the HDFC universe, with a lower ticket size and high upside. 🙌 Gujju Traders Recommends: APPLY with Confidence We strongly recommend investors to apply for the HDB Financial IPO in both retail and HNI segments. The fundamentals are solid, the valuations are attractive, and the long-term growth story is undeniable. 📞 For IPO application support, research reports, or PMS investment guidance, contact Gujju Traders: Phone: 96248 86975Email: gujjutraders2024@gmail.comWebsite: www.gujjutraders.com Follow us on Instagram & Telegram for live updates, allotment status, and listing day strategy!