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Emkay Global Financial Services Limited

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Equity Bottom-Up

Man Industries (India) / Equity Bottom-Up

<ul><li>Man Industries has announced that it has received an export order worth Rs18.5bn for a mega offshore oil &amp; gas project.</li><li>This is the largest single order in the company’s history.</li><li>The order is expected to be executed in the next 12- 18 months.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Man Industries has announced that it has received an export order worth Rs18.5bn for a mega offshore oil &amp; gas project.This is the largest single order in the company’s history.The order is expected to be executed in the next 12- 18 months.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Man Industries - Large Order of Rs18.5bn Reaffirms Our Conviction on the Stock

<ul><li>Man Industries has announced that it has received an export order worth Rs18.5bn for a mega offshore oil &amp; gas project.</li><li>This is the largest single order in the company’s history. The order is expected to be executed in the next 12- 18 months.</li><li>We see the news as headline positive for the stock, though it is unlikely to change our revenue estimates meaningfully, as we are already baking in 43% revenue uplift in FY26E over the FY24 base. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Man Industries has announced that it has received an export order worth Rs18.5bn for a mega offshore oil &amp; gas project.This is the largest single order in the company’s history. The order is expected to be executed in the next 12- 18 months.We see the news as headline positive for the stock, though it is unlikely to change our revenue estimates meaningfully, as we are already baking in 43% revenue uplift in FY26E over the FY24 base. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Man Industries - Positioning to Deliver; Initiate with BUY

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

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Thematic (Sector/Industry)

<ul>
<li>Promoter buying reflects insider confidence in the company's future, often driven by access to undisclosed positive developments and growth opportunities.</li>
<li>Increased promoter stake may indicate that the market has undervalued the company, potentially presenting an opportunity for investors to buy at a discount.</li>
<li>Consider the broader market environment, company fundamentals, and industry trends alongside promoter buying activity to form a comprehensive investment thesis.</li>
</ul>


Promoter buying reflects insider confidence in the company's future, often driven by access to undisclosed positive developments and growth opportunities.
Increased promoter stake may indicate that the market has undervalued the company, potentially presenting an opportunity for investors to buy at a discount.
Consider the broader market environment, company fundamentals, and industry trends alongside promoter buying activity to form a comprehensive investment thesis.


Contrarian Moves: Promoter Buying During Indian Equity Downturns

India

Alstom India Limited supplies power generation services and equipment. The Company provides energy generation through hydro power, gas turbine-based combined power plants, and steam power plants. The Company also designs, manufactures, and supplies large scale transportation systems, electricity transmission systems, and energy management systems.

Shriram EPC Limited provides integrated design, engineering, procurement, construction, and project management services for renewable energy projects, process and metallurgical plants and municipal service sectors. The Company also manufactures wind turbine generators.

BF Utilities Ltd. constructs infrastructure projects.  The Company builds toll highways; Township developments; power, water, telecommunications, sewage and waste water management facilities; and electricity generating wind farms.

Jyoti Structures Limited manufactures and distributes transmission line towers, structures and parts.

Indian Hume Pipe Co. Ltd. manufactures hume pipes, hume steel pipes, R.C.C. lamp posts & poles, septic tanks, pre-stressed concrete pipes, steel pen stock pipes and latrine manholes. The Company also has a cadet rifle division which manufactures air rifles, air guns, air pistols and cadet rifles guns and pistols.

B. L. Kashyap and Sons Limited provides a wide range of construction and allied services. The Company's services include civil construction, electrical, plumbing, fire fighting, air conditioning, and real estate development.

AXISCADES Engineering Technologies Limited is a technology solutions provider, catering to the futuristic needs of the aerospace, defense, heavy engineering, automotive and industrial production sectors.

Axiscades Engineering Technologies (AXET IN)

GPT Infraprojects Ltd. provides civil infrastructure construction services. The Company  constructs roads, bridges, irrigation and railway systems, urban transit, and industrial and civil aviation infrastructure. GPT serves the construction industry throughout India and internationally.

Vascon Engineers Ltd. develops real estate and offers contracting services. The Company also owns, with partners, hotels, shopping malls, and an office complex.

OM Metals Infraprojects Ltd. executes turnkey contracts for hydro mechanical equipment for irrigation and hydropower projects. The Company operates in India.

Nippon Koei Co., Ltd. provides construction consulting and engineering services to the public and private sectors.  The Company operates in the hydroelectric, irrigation, and power transmission fields.  Nippon Koei also operates its own construction division.

KAWADA TECHNOLOGIES, INC. is established through reorganization.  The company designs, builds, and maintains a variety of bridges.  The company develops and uses long suspension bridge construction methods.  Kawada also constructs steel frame structures such as buildings, recreational facilities, and infrastructure. Additionally, the Company manufactures and sells aircrafts and machineries

Sino Thai Engineering & Construction Public Company Limited provides engineering and construction services to the public and private sectors.  The Company's activities include energy project construction, building construction, industrial plant construction, environment project construction, as well as transportation project and infrastructure construction.

Sino-Thai Engineering & Construction (STEC TB)

Lycopodium Limited is an engineering consulting firm. The Company, through its subsidiaries, provides consulting engineering services to both the mining and manufacturing industries as well as provides specialist services to the minerals resource industry. Lycopodium serves customers worldwide.

Xinjiang Urban Construction (Group) Co., Ltd. constructs and operates urban infrastructures such as roads, bridges and water supply facilities. The Company also develops real estate.

Xinjiang Urban Construction (Group) Co (600545 CH)

FUKUDA CORPORATION is a general contractor based in Niigata Prefecture. The Company constructs commercial, residential, and institutional buildings. Fukuda builds cultural, educational, medical, welfare, and recreational facilities.  The Company, through its subsidiary, also paves roads and performs infrastructure construction.

China Steel Structure Co., Ltd. manufactures steel structures for constructing bridges, plants, and high-rises.  Through its subsidiaries,  China Steel also operates in the construction business.

SRG Global Limited operates as a construction services company. The Company constructs skyscrapers, bridges, dams, structures, transport infrastructures, and oil and gas projects, as well as offers drilling support, civil engineering, and industrial maintenance services. SRG Global serves customers worldwide.

FUJI FURUKAWA ENGINEERING & CONSTRUCTION CO., LTD. is an electrical engineering company.  The Company constructs water treatment, garbage disposal, energy plant, and environmental facilities.  Fuji Furukawa Engineering & Construction also constructs electrical facilities for buildings and infrastructure.

YONDENKO CORPORATION is an electrical engineering company based in Shikoku region.  The Company performs indoor electrical wiring, air conditioning, and water works in buildings and plants.  Yondenko also constructs overhead and underground power transmission lines.  The Company develops communication infrastructure such as optical fiber lines.

Man Industries (India) Ltd. primarily operates through two divisions: Pipe Division and Aluminum Division. The Company's pipe division supplies SAW line pipes and coating systems for high pressure applications like Gas Utilities, Oil Refiners, Water Utilities and other petroleum products. Man Industries also manufactures aluminum and aluminum products.

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Man Industries (India) (MAN IN)

Man Industries - Large Order of Rs18.5bn Reaffirms Our Conviction on the Stock

Man Industries has announced that it has received an export order worth Rs18.5bn for a mega offshore oil & gas project.

Emkay

Man Industries - Positioning to Deliver; Initiate with BUY

Man Industries has announced that it has received an export order worth Rs18.5bn for a mega offshore oil & gas project. This is the largest single...

Emkay

Contrarian Moves: Promoter Buying During Indian Equity Downturns

There are 100 reasons to sell in the market, but only one reason to buy!! Taking a deep understanding of Promoter Buying in the Indian Landscape in...

Nimish Maheshwari

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