22nd May 2025 ¡ SEBI-Registered Analyst
The Central Pivot by Vineet Saxena (SEBI RA) ¡ 22nd May 2025
đ˘KMEW â Riding Positive Waves in Marine Infrastructure
đTake a look at its fundamentals: â Revenue: âš194 Cr | Net Profit: âš47 Cr | OPM: 43% â Strong margins! â Recent Win: âš10.77 Cr contract from Dredging Corp of India for port surveys. â Promoter Holding: Slight dip but still solid. â Watch Out: Debtor days and working capital have jumped â keep an eye on cash flow. â No Dividends Yet: Growth-focused, not income-focused. đ˘KMEW at a Glance: Products: Dredging, hydrographic surveys, vessel chartering, and port maintenance mainly for ports and government agencies. Future Outlook: Strong growth potential from Indiaâs port upgrades, inland waterways projects, and international contracts. Investor Watch: Rising debtor days and working capital needs could impact cash flow. No dividends yet. Keep an eye on promoter holding and government contract risks. đ˘Why It Matters: KMEW is a niche player in dredging & marine services with steady profits and big govt contracts. đIf you believe in Indiaâs port infrastructure boom, this could be a stock to watch â just be mindful of liquidity trends.


















