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Post by Rajeev Desai

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?