Valiant communications Disclosure –holding from below levels , one of my bets that hit 10x still a good potential for 3x-5x from these levels Target –> 50x from Valiant communications
You decide your own risk, reward
Not a recommedation to buy sell
RECENT RESULTS – Highest Sales, PAT
Key updates captured from Company presentation
Valiant had entered into agreement(s) with its business partner Tejas Networks Limited to present their joint bids before the Gujarat Energy Transmission Corporation Limited (GETCO) for two different projects, wherein, Tejas has acted as a lead bidder in both the projects.
For Project #1, the GETCO has issued the Letter of Intent (LOI) to Tejas, being the lead bidder. Valiant is expected to receive the corresponding confirmed order of exceeding 3,400 lacs from Tejas in the ongoing quarter.
For Project #2, Valiant with its business partner Tejas, are L1 bidders. This Project is to be issued under the “Make-in-India” initiative with a business opportunity for Valiant exceeding 3,200 lacs. The outcome is awaited.
Quantum-safe features in Valiant’s cyber-security products and solutions are under development and commercial role out is expected within the calendar year 2024.
The operating profit margins has been improved in the light of: Expected better product-mix; Earlier years supplies are entering in AMC phase now, resulting a top-up revenue for services; New cuƫng-edge hardware technology driven products are being offered.
VCL-NAS and Data Storage Servers: Valiant has introduced India’s first, Made in India ransomware resistant, OnSite, Off-Site and Off-Line Data Storage and NAS (Network-AƩached Storage) Servers with a current capacity of 1.2 Petabyte (i.e. 1,200 Terabytes). Valiant’s VCL-NAS is an essential component of the modern networked computing environment including data center applications. VCL-NAS comes equipped with incremental upgrades using AES 256 encryption and upgrading to Quantum-Safe technology. It allows the protection of stored data against natural disasters, man-made disasters and acts of war – including EMP (electromagnetic pulse). Off-Site VCL-NAS and Data Storage Servers are used for Disaster Recovery ensuring that critical data is still accessible and can be restored. Off-Site backups are used for Data Redundancy to provide redundancy, reducing the risk of data loss due to hardware failures, human error, or software issues on the primary server. VCL-NAS and Data Storage Servers can also be used for Geographic Diversity to restore data in geographically distant locations, overcoming the risk of natural disaster, acts of war including EMP aƩacks. Another key feature of VCL-NAS and Data Storage Servers including providing Air-Gap Security. Data stored offline, is immune to online threats such as hacking, malware, and ransomware. Grid Automation and Grid Islanding solution: Our Company has also introduced its Grid Automation and Grid Islanding solution
Earlier thesis is covered here ( 2 years back) https://alpha-affairs.com/2022/07/07/an-insight-into-equipment-company/…

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