POWER COMPANY WITH 250% PROFIT CAGR IN LAST 5 YEARS, NOW AVAILABLE AT 20% DISCOUNT FROM IT'S HIGH

One company from the power sector in India is quietly causing ripples when it comes to Net Profits and ROCE (Return on Capital Employed). With over 250% compounded profit growth in the last 5 years, and solid returns on the capital employed, this company is a strong bet for long term investors. The company we are discussing about is

. Incorporated in 1994 as Triveni Electric Company Limited, the company changed its name to in 1995. With a market cap of Rs 15,000 crore, the company is a leading Indian manufacturer of Power, Furnace and Rectifier Transformers. The company operates on a B2B model, catering to power generation, transmission, distribution, & industrial sectors. When it comes to making a return on the money invested in the business as capital, the company has a current ROCE of 28%. The company’s sales have grown from Rs 701 cr in FY20 to Rs 2,017 cr in FY25, logging in a compound growth rate of 24% in the last 5 years. Moreover, the company's net profits have grown from Rs 1 cr in FY20 to Rs 216 cr in FY25, logging in a compound growth rate of 250% in the last 5 years. These profits can be attributed to a solid order book and order execution. Q1FY26 saw an order inflow worth Rs 665 cr, and as of Jun25, the company has an unexecuted order book of Rs 5,246 crore. The company's stock price touched an all-time high of Rs 650.25 as on 8th Jan 2025, and is currently trading at Rs 520.00, a discount of 20%. Overall, the company’ management remains bullish on medium-term prospects, driven by a strong order book, healthy margins, ongoing capacity expansion, and a selective approach to order intake.