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Awaiting price reaction for this filing.
Valiant Communications has filed an investor presentation covering its business across five verticals: Power & Utilities, IT/OT & Communication, Data Storage, Cyber Security, and Time & Frequency Synchronization. The company has a presence in 110+ countries and serves marquee clients like ABB, Siemens, Lockheed Martin, Tesla, and PGCIL. Q3 FY2024-25 revenue dropped sharply to ₹809 lakhs (standalone) from ₹1,268 lakhs in the prior quarter, which management attributes to delays in order intake and calls quarter-specific. EBITDA margin compressed to 8.70% (standalone) and 1.31% (consolidated), down from 35.20% and 34.57% earlier. However, the gross order book has hit an all-time high, and management has flagged forthcoming business opportunities of over ₹800 lakhs. Promoters hold 41.83% of the company, with the public and others holding 49.05%; market cap stands at ₹297.95 crore.
Near-term earnings look weak due to a sharp Q3 revenue and margin dip, but the record-high order book and ₹8 crore+ near-term pipeline suggest a strong rebound is expected. Investors should watch order conversion in the next couple of quarters to confirm the management's growth recovery narrative.