Ashish Kacholia-Backed Advait Energy Transitions: A Financially Strong Stock with ₹475 Cr Order Book
Ashish Kacholia : Infrastructure development is a key pillar in India’s journey toward achieving a $5 trillion economy by 2025. With the Indian government’s strong push through initiatives like the National Infrastructure Pipeline (NIP), ‘Make in India,’ and the PLI scheme, the sector has witnessed exponential growth. Notably, over 80% of infrastructure spending is directed toward transportation, electricity, water, and irrigation—industries crucial to national development.
Amidst this, Advait Energy Transitions Ltd has emerged as a compelling stock, attracting investors, including ace investor Ashish Kacholia. With a robust order book exceeding ₹475 crore, solid financial performance, and impressive stock market returns, this company deserves close attention.
Advait Energy’s Stellar Stock Performance
Advait Energy Transitions Ltd has been a multi-bagger stock, delivering outstanding returns to investors over the years. On Tuesday, the company’s shares closed at ₹1,152.9 per share, marking a 3.3% rise from the previous close of ₹1,116.4.
Here’s a look at its phenomenal long-term returns:
✅ 3-Year Return: 1,818%
✅ 5-Year Return: 4,312%
This performance underscores strong investor confidence and the company’s ability to generate value in a rapidly expanding industry.
Strong Financial Growth in Q3FY25
Advait Energy has demonstrated consistent revenue and profit growth, reinforcing its financial strength.
Key Q3FY25 Financial Highlights:
- Revenue from Operations: ₹98.44 Cr (📈 35.6% YoY increase)
- Net Profit: ₹9.79 Cr (📈 27% YoY increase)
This steady growth showcases the company’s strong execution capabilities and expanding market footprint.
Robust Order Book of ₹476 Cr
One of Advait Energy’s biggest strengths is its healthy order book, which ensures revenue visibility for the coming quarters. As of Q3FY25, the company has an unexecuted order book worth ₹476 crore, distributed as follows:
🔹 Power Transmission Solutions (PTS) division: ₹273 crore (Execution timeline: 9 months)
🔹 New & Renewable Energy (NRE) division: ₹203 crore (Execution timeline: 12 months)
This diversified order book across power transmission and renewable energy signals strong business growth and revenue stability.
Key Developments & Major Project Wins in 2025
Advait Energy has continued to expand its portfolio with significant contract wins and strategic initiatives in 2025, including:
✔ Supply and installation of HTLS Conductors – Awarded by Gujarat Energy Transmission Corporation Ltd.
✔ 500 MW/1000 MWh Battery Energy Storage System contract – Secured from Gujarat Urja Vikas Nigam Ltd.
✔ Solar pump project under the PM KUSUM scheme – Won in Karnataka.
✔ 200 MW Alkaline Electrolyzer manufacturing project – Secured under the Green Hydrogen Transition scheme from SECI.
✔ ERS supply order – Awarded by Parbati Koldam Transmission Company Ltd.
These contracts reinforce Advait Energy’s leadership position in India’s clean energy and power transmission sector.
Diversified Business Segments Driving Growth
Advait Energy operates across two high-growth business segments:
1️⃣ Power Transmission Solutions (PTS)
🔸 Optical Ground Wires
🔸 Optical Fiber Cables
🔸 Emergency Restoration Systems
🔸 Aluminum Clad Steel
2️⃣ New & Renewable Energy (NRE)
🔸 Electrolysers & Fuel Cells
🔸 Green Hydrogen Solutions
🔸 Carbon Market and IREC Services
🔸 Battery Energy Storage Systems
With India focusing on renewable energy and grid modernization, Advait Energy is well-positioned for future growth.
Financial Ratios & Key Metrics at a Glance
| Metric | Value |
|---|---|
| Market Cap | ₹1,242 Cr |
| Current Price | ₹1,150 |
| 52-Week High/Low | ₹2,260 / ₹1,033 |
| Stock P/E | 42.9 |
| Book Value | ₹163 |
| Dividend Yield | 0.13% |
| ROCE (Return on Capital Employed) | 39.6% |
| ROE (Return on Equity) | 33.6% |
| Debt to Equity Ratio | 0.24 |
| Promoter Holding | 69.5% |
| Pledged Percentage | 0.00% |
| Industry P/E | 18.0 |
| Graham Number | ₹318 |
| Intrinsic Value | ₹1,022 |
| RSI (Relative Strength Index) | 35.1 (Undervalued) |
| EPS (Earnings Per Share) | ₹27.5 |
| PEG Ratio | 0.90 |
| 200-Day Moving Average (DMA) | ₹1,505 |
The low debt-to-equity ratio (0.24), high ROE (33.6%), and solid ROCE (39.6%) indicate strong financial health and efficient capital utilization.
Why Should Investors Watch Advait Energy?
✔ Strong Growth in Power & Renewable Energy Sectors – India’s focus on green energy and infrastructure will fuel demand.
✔ Healthy Order Book of ₹476 Cr – Ensures revenue stability for the next 9-12 months.
✔ High Promoter Holding (69.5%) – Indicates strong confidence from the promoters.
✔ Solid Stock Performance – 1,818% 3-year return & 4,312% 5-year return.
✔ Low Debt Levels – D/E ratio of just 0.24, ensuring financial stability.
Final Thoughts: A Stock Worth Watching!
Advait Energy Transitions Ltd has positioned itself as a high-growth company in India’s infrastructure and renewable energy space. With strong financials, a robust order book, and consistent project wins, it remains a top pick for investors looking to capitalize on India’s infrastructure boom.
With its steady expansion in power transmission and green energy, this Ashish Kacholia-backed stock is one to keep an eye on in 2025.
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Disclaimer: This blog post is for informational purposes only and should not be considered financial advice. Investors should conduct thorough research and consult with a qualified financial advisor before making any investment decisions.