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Rajeev Desai / ARTICLE

I posted Jyoti Ltd call I gave on Twitter. I also discussed some points and I also wrote, I will copy paste more info on Jyoti Ltd from twitter! Here it is: Read everything..... I said, go to AR of Jyoti ltd and read if interested. I don't know how many go through AR of Jyoti Ltd. I am posting here the highlights here. Check with your study and compare whether you read this? Because everything I m posting is from AR-2024/ Jyoti ltd.... Also check with yourself how many can do the way I have done.... If the answer is NO then understand you all have a long way to go..... And also understand How Much Hard Work I Do... Before Posting For You People To Read...... Highlights : 1) The Company has been more conservative in executing various orders to ensure better margins and cash flow. 2) The company is proud to inform that "largest Vertical pump " ( as I said before, they are the only manf of largest pumps)order of size 1800 VM for discharge of 35680 M3/hr is received from M/s Raghava Constructions for Hiramandalam Lift Irrigation Scheme. This pump will be driven with 4700 KW motor. My Notes: Jyoti Ltd is known for manf the largest Vertical Pumps... 3) During the year under review, the company has received prestigious orders for more than 90 Nos. large size Vertical Turbine Pumps with Motors ranging from 90 KW to 2700 KW for Various Lift Irrigation Projects namely Southern Link, Sarsadi & Ditwas, Saran, Dantiwada and Sauni Yojana in the state of Gujarat and the total order value is about ` 70 Crores. 4) The company has also received orders for 15 Nos. large capacity Vertical Turbine Pumps with HT Motors ranging from 700 KW to 1800 KW for TEM Micro Irrigation and Dobi LIS Project in the state of Madhya Pradesh. 5) During the year under review, the company has booked orders for ` 189 Crores and has a carry forward order book of ` 278 Crores as on 31st March, 2024. The Company is also well placed in major projects under pipeline and is expecting good amount of orders in the coming financial year. 6) IMP : "Switchgear Division" achieved sales of ` 6420 Lakhs as compared to sales of ` 5520 Lakhs in the financial year 2022-23. The sales of the Switchgear Division have increased by 17% in current financial year. The VCB production in terms of quantity is around 1010 Nos. and HT Switchgear Panels Manufactured are 980 Nos. The Switchgear Division has received total orders worth ` 10530 Lakhs in the financial year 2023-24" which is highest order booking for Switchgear Division in last 25 Years." Why I mentioned IMP? Because it is talking of switchgear Division, means Power Sector. We all know all power stock has gone through the roof!! 7) ECS (RELAY) DIVISION During the period under review, ECS division achieved sales of ` 316 lakhs which is higher as compared to previous year. ECS Division continued to enjoy receipt of purchase orders from leading organisations like BHEL, Siemens, ABB, L&T, Pyrotech Electronics, Honeywell, NTPC, Emerson, Tata Steel, SAIL and many more for their usage of Electro-Mechanical Relays in Power Sector applications. 8) Jyoti Ltd is enjoying highest level of quality and reliability for their RE 300 series and RE 400 series type relays and hence for 2024-25 the sales turnover will increase as compared to last year. Last edited7:52 PM · Sep 27, 2024 Management also said, in 2024 AR CURRENT OUTLOOK Your Company has achieved positive EBITDA and Net profit during F.Y. 2023-2024. Your Company is currently focusing on cash flow, controlling of overheads and ensuring raw material inflow for production. Your Company expects improved business operations with margins during current year. In view of ongoing operations with improved business prospects, continues to execute orders in hand, increasing and giving additional focus on turnover of spares, retrofit & service orders which contribute good margin and obtain new orders despite adversities from private as well as public sector, positive EBITDA, robust cost controls, your Directors are very positive about the Company’s viability and optimistic about its future. Can anyone read all these in AR and also post them making Points which are very important to make decision? How many can do it? How many can decipher the fine lines the way I have posted?

Published Feb 24, 2025Updated Feb 24, 202510 min read
I posted Jyoti Ltd call I gave on Twitter. I also discussed some points and I also wrote, I will copy paste more info on Jyoti Ltd from twitter! Here it is: Read everything..... I said, go to AR of Jyoti ltd and read if interested. I don't know how many go through AR of Jyoti Ltd. I am posting here the highlights here. Check with your study and compare whether you read this? Because everything I m posting is from AR-2024/ Jyoti ltd.... Also check with yourself how many can do the way I have done.... If the answer is NO then understand you all have a long way to go..... And also understand How Much Hard Work I Do... Before Posting For You People To Read...... Highlights : 1) The Company has been more conservative in executing various orders to ensure better margins and cash flow. 2) The company is proud to inform that "largest Vertical pump " ( as I said before, they are the only manf of largest pumps)order of size 1800 VM for discharge of 35680 M3/hr is received from M/s Raghava Constructions for Hiramandalam Lift Irrigation Scheme. This pump will be driven with 4700 KW motor. My Notes: Jyoti Ltd is known for manf the largest Vertical Pumps... 3) During the year under review, the company has received prestigious orders for more than 90 Nos. large size Vertical Turbine Pumps with Motors ranging from 90 KW to 2700 KW for Various Lift Irrigation Projects namely Southern Link, Sarsadi & Ditwas, Saran, Dantiwada and Sauni Yojana in the state of Gujarat and the total order value is about ` 70 Crores. 4) The company has also received orders for 15 Nos. large capacity Vertical Turbine Pumps with HT Motors ranging from 700 KW to 1800 KW for TEM Micro Irrigation and Dobi LIS Project in the state of Madhya Pradesh. 5) During the year under review, the company has booked orders for ` 189 Crores and has a carry forward order book of ` 278 Crores as on 31st March, 2024. The Company is also well placed in major projects under pipeline and is expecting good amount of orders in the coming financial year. 6) IMP : "Switchgear Division" achieved sales of ` 6420 Lakhs as compared to sales of ` 5520 Lakhs in the financial year 2022-23. The sales of the Switchgear Division have increased by 17% in current financial year. The VCB production in terms of quantity is around 1010 Nos. and HT Switchgear Panels Manufactured are 980 Nos. The Switchgear Division has received total orders worth ` 10530 Lakhs in the financial year 2023-24" which is highest order booking for Switchgear Division in last 25 Years." Why I mentioned IMP? Because it is talking of switchgear Division, means Power Sector. We all know all power stock has gone through the roof!! 7) ECS (RELAY) DIVISION During the period under review, ECS division achieved sales of ` 316 lakhs which is higher as compared to previous year. ECS Division continued to enjoy receipt of purchase orders from leading organisations like BHEL, Siemens, ABB, L&T, Pyrotech Electronics, Honeywell, NTPC, Emerson, Tata Steel, SAIL and many more for their usage of Electro-Mechanical Relays in Power Sector applications. 8) Jyoti Ltd is enjoying highest level of quality and reliability for their RE 300 series and RE 400 series type relays and hence for 2024-25 the sales turnover will increase as compared to last year. Last edited7:52 PM · Sep 27, 2024 Management also said, in 2024 AR CURRENT OUTLOOK Your Company has achieved positive EBITDA and Net profit during F.Y. 2023-2024. Your Company is currently focusing on cash flow, controlling of overheads and ensuring raw material inflow for production. Your Company expects improved business operations with margins during current year. In view of ongoing operations with improved business prospects, continues to execute orders in hand, increasing and giving additional focus on turnover of spares, retrofit & service orders which contribute good margin and obtain new orders despite adversities from private as well as public sector, positive EBITDA, robust cost controls, your Directors are very positive about the Company’s viability and optimistic about its future. Can anyone read all these in AR and also post them making Points which are very important to make decision? How many can do it? How many can decipher the fine lines the way I have posted?