🧠 At a Glance:
Sathlokhar Infra (NSE: SSEGL) has secured a ₹13.72 crore civil contract from Vishnu Chemicals for a new factory in Srikalahasti, Andhra Pradesh. With this, its total order book now stands at a beefy ₹871.61 crore. But here’s the catch: all of it needs to be executed within the next 7 months. Can the company deliver on time—or will it drown in its own pipeline?
🧾 About the Company:
Sathlokhar Infra Ltd is a domestic infrastructure and civil engineering company, primarily engaged in industrial and factory construction projects. It’s relatively under the radar, but its growing order book is starting to draw attention from market watchers.
📑 The New Order Details:
| Particular | Details |
|---|---|
| Client | Vishnu Chemicals Ltd (Telangana-based chemical major) |
| Nature of Order | Civil works for new factory at Srikalahasti, Andhra Pradesh |
| Order Value (incl. GST) | ₹13.72 crore |
| Execution Timeline | Completion by January 2026 |
| Type | Domestic, Non–Related Party |
This is a pure-play execution deal with no promoter overlap, making it a clean commercial win.
📦 Total Order Book Snapshot:
- Total Pending Order Book (as of June 2025): ₹871.61 crore (excluding GST)
- Execution Deadline for Total Order Book: Next 7 months
That’s almost ₹125 crore/month execution run rate needed — ambitious for a company of Sathlokhar’s scale.
🧐 What Does This Mean?
- The company is booking orders faster than it’s executing — which is either genius scaling or a capacity overload waiting to blow.
- The ₹13.72 crore order may seem small, but it signals a consistent inflow of industrial infrastructure projects — a segment not easily won.
- The Vishnu Chemicals contract gives credibility, but the January 2026 deadline is tight considering civil project delays are common in India.
📊 EduInvesting Take:
Sathlokhar is like a chef who just took 50 wedding catering orders — without checking if they had enough stoves. The ₹871 crore order book sounds exciting, but execution pressure is mounting. If it delivers, the stock could re-rate. If not, order bloat becomes deadweight.
⚠️ Risks & Red Flags:
- Execution capability vs. aggressive order wins — mismatch?
- Payment delays in infrastructure are common
- Tight timelines = risk of cost overruns
- Not a listed largecap = limited transparency and analyst coverage
