XL Telecom Energy

• XL Telecom buy call…..
  
  Mkt Cap 392.62cr
  
  P/E 11.73
  
  EPS (TTM) 17.82
  
  B/V: 83.86
  
  FV 10.00
  
  PAT in June 2006 -- 1067.17 lakhs
  PAT in June 2007 -- 2017.69 lakhs (Just doubled!!!!)
  
  EPS in June 2006 -- 10.12
  EPS in June 2007 -- 13.91
  Expected EPS for 2008 ~ 20
  
  
  
  The Zooming Business of XL Tele in non-conventional energy…
  
  1) XL Telecom has been focusing in the NON CONVENTIONAL ENERGY sector since 1994 and has recently refocused on Export Market of Solar Panels of higher Capacity for niche Grid Connected Segment.
  
  2) XLTL is not only into Alternate Enery but also into Ethanol and telcom biz + thinking to get into semiconductor business.All things are big and futuristic and call for hefty gains.
  
  3) XL has been investing heavily for last 18 months its efforts to get orders from Europe and emerging US Market for its products. XL is focusing emerging Grid Connected Solar Solutions, which is growing at a fast pace recently as against the conventional Stand alone Solar Power Systems.
  
  4) The Company has been successful in securing additional Orders worth Rs 1,539 Million for the supply of Solar Panels to the European Market, and the customer is a large Power Utility Company in Europe.
  
  5) The Total Pending Order Book for the Export of Solar Panels with this Order stands at Rs 6.75 Billions worth of Solar Panels.
  
  6) The Company is bullish on entering as a vendor with this large Power Utility Company and is confident that over the period the Customer engagement will be extremely fruitful with multiple repeat orders. The Company is working smooth execution of larger portion of these orders with in the financial year ending of June 30, 2008.
  
  7) XL Telecom has recently concluded its FCCB Issue and has raised about US$ 40 Millions for part funding its establishing of 120 MW Solar Cell Manufacturing Plant along with Expansion of Module Making capacity by another 40 MW fully automated plant in the SEZ with a total CAPEX of US$75 Million or Rs 3 Billions.
  
  8) XL's subsidiary Saptashva on in Europe is in the process of establishing the Solar Farms for Power Generation in Europe.
  
  
  Orders that will take XL on runway to fly…. (source http://www.bseindia.com/)
  13 August
  XL Telecom & Energy Ltd has informed BSE regarding a Press Release issued in respect of 5 year Wafer supply agreement with LDK Solar Co. Ltd, China.
  
  30 July
  XL Telecom & Energy Ltd has informed BSE regarding a Press Release dated July 30, 2008 titled "XL Telecom & Energy Ltd., a leading Solar Export Company Signs a Five-Year Wafer Supply Agreement with Mola Solaire Produktions GmbH, Germany"
  
  24 March
  XL Telecom & Energy Ltd has informed BSE that the Company has received ORDERS VALUED OVER Rs 1,539 Millions for supply of Export of Solar Panels.
  Pls refer http://www.xltelenergy.com/invRelations.htm
  
  
  I am bullish on this stock and have a substantial quantity in my portfolio.
  
  Considering above facts and figures it has potential to reach up to 1000+ in two year time frame
  
  Kindly take your own decision before investing…..