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Most recents (13)
1/n
About Sigachi -
- Incorporated in 1989 to manufacture chlorinated - paraffin and hydrochloric acid in Hyderabad
- in 1990- diversified to microcrystalline cellulose (“MCC”).
- 1996 - commenced exports - first order of MCC to Bangkok
About Sigachi -
- Incorporated in 1989 to manufacture chlorinated - paraffin and hydrochloric acid in Hyderabad
- in 1990- diversified to microcrystalline cellulose (“MCC”).
- 1996 - commenced exports - first order of MCC to Bangkok
2/n
- Engaged in manufacturing, marketing, and supplying of microcrystalline cellulose (“MCC”) that is widely used as an excipient for finished dosages in the pharmaceutical industry.
- 3 manufacturing units one at Hyderabad and one each at Jhagadia and Dahej in Gujarat
- Engaged in manufacturing, marketing, and supplying of microcrystalline cellulose (“MCC”) that is widely used as an excipient for finished dosages in the pharmaceutical industry.
- 3 manufacturing units one at Hyderabad and one each at Jhagadia and Dahej in Gujarat
SJS Enterprises IPO Review
Know your IPO ✅
I know I was supposed to do this yesterday but there are just too many IPOs :')
Do retweet and help me educate more investors!
#IPOwithJST
Know your IPO ✅
I know I was supposed to do this yesterday but there are just too many IPOs :')
Do retweet and help me educate more investors!
#IPOwithJST
1/n
About SJS -
- A design-to-delivery aesthetics solutions provider
- Designs, develop and manufactures products for a wide range of customers on auto and consumer appliance side
- Supplied 115 mn+ parts, 6,000 SKUs in FY21 to 170 customers in 90 cities across 20 countries
About SJS -
- A design-to-delivery aesthetics solutions provider
- Designs, develop and manufactures products for a wide range of customers on auto and consumer appliance side
- Supplied 115 mn+ parts, 6,000 SKUs in FY21 to 170 customers in 90 cities across 20 countries
2/n
Customer base -
- OEMs - Suzuki, M&M, John Deere, VW, etc
- Tier-1 automotive component suppliers such as Marelli, Visteon, Brembo and Mindarika
- Consumer durables/appliances manufacturers such as Whirlpool, Panasonic, Samsung, Eureka Forbes, Godrej and Liebherr;
Customer base -
- OEMs - Suzuki, M&M, John Deere, VW, etc
- Tier-1 automotive component suppliers such as Marelli, Visteon, Brembo and Mindarika
- Consumer durables/appliances manufacturers such as Whirlpool, Panasonic, Samsung, Eureka Forbes, Godrej and Liebherr;
Oyo DRHP takeaways - Everything you need to know!
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#IPOwithJST #oyo
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#IPOwithJST #oyo
1/n -
About Oyo -
- First of all, Oyo is a foreign-owned and controlled company.
- OYO gets hotels and homeowners to list their properties on the platform. They market such properties on the OYO app and their ecosystem
- They help book hotels and vacation homes.
About Oyo -
- First of all, Oyo is a foreign-owned and controlled company.
- OYO gets hotels and homeowners to list their properties on the platform. They market such properties on the OYO app and their ecosystem
- They help book hotels and vacation homes.
2/n -
- OYO was co-founded by Ritesh Agarwal in May 2013. Since then, Oyo has raised 16,000 crores in VC money and Rs 5,000 crore in debt, totaling 21000 crores!
- Early investors, VCs such as Sequoia Capital and Lightspeed, have already cashed out, making cool returns.
- OYO was co-founded by Ritesh Agarwal in May 2013. Since then, Oyo has raised 16,000 crores in VC money and Rs 5,000 crore in debt, totaling 21000 crores!
- Early investors, VCs such as Sequoia Capital and Lightspeed, have already cashed out, making cool returns.
Paras Defence IPO Review -
Let's understand everything about the business and its IPO!
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#IPOwithJST #Defence
Let's understand everything about the business and its IPO!
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#IPOwithJST #Defence
1/
Issue Details
Dates - Sept 21 to 23
Price Band - Rs 165 - 175
Size - 171 Cr (30 cr ofs + 141 cr +34 cr Pre ipo already done)
Quotas – QIB 50% | NII 15% | RII 35%
MCap post listing – 683 Cr
(3.1 Cr existing shares + 80L new shares from fresh issue)
Issue Details
Dates - Sept 21 to 23
Price Band - Rs 165 - 175
Size - 171 Cr (30 cr ofs + 141 cr +34 cr Pre ipo already done)
Quotas – QIB 50% | NII 15% | RII 35%
MCap post listing – 683 Cr
(3.1 Cr existing shares + 80L new shares from fresh issue)
2/
Pre IPO Information - (Img 1)
Objects of Issue - (Details in Img 2)
- Purchase of machinery and equipment
- Funding incremental working capital
- Repayment or prepayment of all or a portion of certain borrowings/outstanding loan facilities
- General corporate purposes
Pre IPO Information - (Img 1)
Objects of Issue - (Details in Img 2)
- Purchase of machinery and equipment
- Funding incremental working capital
- Repayment or prepayment of all or a portion of certain borrowings/outstanding loan facilities
- General corporate purposes
Sansera Engineering IPO - Everything you need to know!
A Thread 🧵👇
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#IPOwithJST
A Thread 🧵👇
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#IPOwithJST
1/n
About the Company -
- Manufactures complex and critical precision engineered components
2 Segments -
- Automotive - 2W, PV, and CVs (88.5% of total revenue)
- Non-Automotive - aerospace, off-road, agriculture, engineering, and capital goods (11.5% of total revenue)
About the Company -
- Manufactures complex and critical precision engineered components
2 Segments -
- Automotive - 2W, PV, and CVs (88.5% of total revenue)
- Non-Automotive - aerospace, off-road, agriculture, engineering, and capital goods (11.5% of total revenue)
2/n
Products -
Automotive - Connecting rods, rocker arm, crankshaft, gear shifter fork, etc that are critical for engine, transmission, suspension etc
Non-Automotive - range of precision components, supplying directly to OEMs in finished (forged and machined) condition
Products -
Automotive - Connecting rods, rocker arm, crankshaft, gear shifter fork, etc that are critical for engine, transmission, suspension etc
Non-Automotive - range of precision components, supplying directly to OEMs in finished (forged and machined) condition
Car Trade Tech is an online + offline seller of new cars/used cars/bikes, etc
Prima facie looks interesting given how people are preferring used vehicles
Everything you need to know about the IPO 👇
Retweet so that maximum people get to learn about this company :)
#IPOwithJST
Prima facie looks interesting given how people are preferring used vehicles
Everything you need to know about the IPO 👇
Retweet so that maximum people get to learn about this company :)
#IPOwithJST
1/
About the Company
- A multi-channel auto platform
- Presence across vehicle types and value-added services
- Marketing, buying, selling, and financing of new and pre-owned cars, two-wheelers, pre-owned commercial vehicles, and farm & construction equipment.
About the Company
- A multi-channel auto platform
- Presence across vehicle types and value-added services
- Marketing, buying, selling, and financing of new and pre-owned cars, two-wheelers, pre-owned commercial vehicles, and farm & construction equipment.
2/
- As of June 2021, they had 2221 employees (703 in main and 1518 in subsidiaries). They have 75 trademarks and 105 domains
- As of June 2021 consumer platforms, CarWale, CarTrade, and BikeWale together had avg of 27.11 mn unique visitors per month (88.14% organic visitors)
- As of June 2021, they had 2221 employees (703 in main and 1518 in subsidiaries). They have 75 trademarks and 105 domains
- As of June 2021 consumer platforms, CarWale, CarTrade, and BikeWale together had avg of 27.11 mn unique visitors per month (88.14% organic visitors)
Exxaro Tiles IPO
Let's understand everything about the business and its IPO!
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#IPOwithJST #Tiles
Let's understand everything about the business and its IPO!
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#IPOwithJST #Tiles
1/
About Exxaro Tiles
- Incorporated in 2008
- Manufactures vitrified tiles - Double Charge Vitrified Tiles and Glazed Vitrified Tiles made from ceramic materials
- Principal raw materials used in the manufacturing process are feldspar, clay, frit, bentonite, etc
About Exxaro Tiles
- Incorporated in 2008
- Manufactures vitrified tiles - Double Charge Vitrified Tiles and Glazed Vitrified Tiles made from ceramic materials
- Principal raw materials used in the manufacturing process are feldspar, clay, frit, bentonite, etc
2/
- Company has long term gas supply agreements with various suppliers for natural gas procurement
- Product portfolio consists of 1000+ different designs of tiles in 6 sizes
- Topaz Series, Galaxy Series, and High Gloss Series are some of the well-established products
- Company has long term gas supply agreements with various suppliers for natural gas procurement
- Product portfolio consists of 1000+ different designs of tiles in 6 sizes
- Topaz Series, Galaxy Series, and High Gloss Series are some of the well-established products
Windlas Biotech IPO notes 💊
'What's in a name? that which we call a rose by any other name would smell as sweet' ~Shakespeare
Hit the 'retweet' & help us educate more investors
A thread 🧵👇
#IPOwithJST
'What's in a name? that which we call a rose by any other name would smell as sweet' ~Shakespeare
Hit the 'retweet' & help us educate more investors
A thread 🧵👇
#IPOwithJST
1/ Basics about the IPO 👇
Incorporated in 2001
Fresh Issue of 165crs (50 for capex | 48 for Working capital | 20 for debt payment) + OFS of 237crs (Partially by promoter & PE Tano selling out as the fund tenure is up)
~ Total raise of 402crs
Incorporated in 2001
Fresh Issue of 165crs (50 for capex | 48 for Working capital | 20 for debt payment) + OFS of 237crs (Partially by promoter & PE Tano selling out as the fund tenure is up)
~ Total raise of 402crs
2/ About the company (Not a Biotech company)
A Contract manufacturer for formulation cos. (204 in total) for Indian markets & a small domestic OTC biz
3279 products, 4 plants with 700cr tablets/capsules capacity
Emphasis on chronic (60% of rev) & complex generics (70% of rev)
A Contract manufacturer for formulation cos. (204 in total) for Indian markets & a small domestic OTC biz
3279 products, 4 plants with 700cr tablets/capsules capacity
Emphasis on chronic (60% of rev) & complex generics (70% of rev)
Devyani International - A QSR company
Let's understand everything about the business and its IPO!
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#IPOwithJST #QSR
Let's understand everything about the business and its IPO!
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#IPOwithJST #QSR
1/
About Devyani -
- Largest franchisee of Yum Brands in India (+Costa Coffee brand/stores in India)
- Among the largest Indian operators of chain QSR
- 696 stores across 166 cities in India(June 30, 2021)
- Operated 284 KFC & 317 Pizza Hut stores in India (June 30, 2021)
About Devyani -
- Largest franchisee of Yum Brands in India (+Costa Coffee brand/stores in India)
- Among the largest Indian operators of chain QSR
- 696 stores across 166 cities in India(June 30, 2021)
- Operated 284 KFC & 317 Pizza Hut stores in India (June 30, 2021)
2/
Yum! Brands operate brands such as KFC, Pizza Hut, and Taco Bell and have a presence globally with 50,000+ restaurants in 150+ countries, as of December 31, 2020.
Issue Details
Price - ₹86-90
Date - 4 to 6 August
Size - Rs 1838 Cr
Yum! Brands operate brands such as KFC, Pizza Hut, and Taco Bell and have a presence globally with 50,000+ restaurants in 150+ countries, as of December 31, 2020.
Issue Details
Price - ₹86-90
Date - 4 to 6 August
Size - Rs 1838 Cr
Glenmark Life Sciences (GLS) IPO notes 🔬
Plans to take the capacity to 1762KL (currently 762KL) in the next 4 years.
Hit the 'retweet' & help us educate more investors
A thread 🧵👇
#IPOwithJST
Plans to take the capacity to 1762KL (currently 762KL) in the next 4 years.
Hit the 'retweet' & help us educate more investors
A thread 🧵👇
#IPOwithJST
1/ About the company
Developer & manufacturer of high value, non- commoditized APIs (complex & low competition) in chronic therapeutic areas: CVS, CNS, pain management & diabetes, etc
Basic details about the IPO 👇
Note: After paying off liabilities, 150crs remain for capex.
Developer & manufacturer of high value, non- commoditized APIs (complex & low competition) in chronic therapeutic areas: CVS, CNS, pain management & diabetes, etc
Basic details about the IPO 👇
Note: After paying off liabilities, 150crs remain for capex.
2/ The Journey
Established the API business in FY02
Since 2015, Have not received any adverse reactions from regulators (USFDA, PMDA) in the total 38 audits & inspections & Have gone through 432 customer audits.
Filled 403 DMFs & CEP registration across markets globally.
Established the API business in FY02
Since 2015, Have not received any adverse reactions from regulators (USFDA, PMDA) in the total 38 audits & inspections & Have gone through 432 customer audits.
Filled 403 DMFs & CEP registration across markets globally.
Rolex Rings - Everything you need to know!
A Thread 🧵👇 (Long-form Article and PDF format link also given at the end)
Do hit the retweet and help us educate more investors :)
#IPOwithJST
A Thread 🧵👇 (Long-form Article and PDF format link also given at the end)
Do hit the retweet and help us educate more investors :)
#IPOwithJST
1/
About Rolex Rings -
- Top 5 Indian forging companies
- Manufacturer and global supplier of hot rolled - forged and machined bearing rings, and automotive components for segments of vehicles - PV, CV, Off-road highway vehicles, 2W and EV
About Rolex Rings -
- Top 5 Indian forging companies
- Manufacturer and global supplier of hot rolled - forged and machined bearing rings, and automotive components for segments of vehicles - PV, CV, Off-road highway vehicles, 2W and EV
2/
Renewable - 8.75MW wind capacity and 1.58MW of solar capacity, solar capacity to be ramped up to 12MW
Location advantage - Plants located at Rajkot which is ~250km from Mundra and Pipavav ports and 700km from Mumbai port. Also helps to get cheap labor for plants
Renewable - 8.75MW wind capacity and 1.58MW of solar capacity, solar capacity to be ramped up to 12MW
Location advantage - Plants located at Rajkot which is ~250km from Mundra and Pipavav ports and 700km from Mumbai port. Also helps to get cheap labor for plants
Something that you all were waiting for :)
Barbeque Nation IPO - A Thread + All the concerns
Let's start 👇
#IPOwithJST #BarbequeNation
Barbeque Nation IPO - A Thread + All the concerns
Let's start 👇
#IPOwithJST #BarbequeNation
Business Model -
Owned + operated Barbeque Nation Restaurant network
from a single restaurant in 2008 to 147 Restaurants as of Dec 31, 2020
Weekdays Lower Pricing, Weekends Higher Pricing
Veg/Non-Veg Differential Pricing
Unlimited Food Buffet with Food festivals sometimes
Owned + operated Barbeque Nation Restaurant network
from a single restaurant in 2008 to 147 Restaurants as of Dec 31, 2020
Weekdays Lower Pricing, Weekends Higher Pricing
Veg/Non-Veg Differential Pricing
Unlimited Food Buffet with Food festivals sometimes
IPO Details - 453 Cr
OFS - 273 Cr
Fresh issue - 180 Cr
Fresh Issue Proceeds use -
55 cr CAPEX for new restaurants (20 new in Fiscal 2022 and 6 in Fiscal 2023) + 75 cr repayment of loans
Cost of a new restaurant - 2.1 Cr
Also given burger king cost - 2.7 Cr (interesting)
OFS - 273 Cr
Fresh issue - 180 Cr
Fresh Issue Proceeds use -
55 cr CAPEX for new restaurants (20 new in Fiscal 2022 and 6 in Fiscal 2023) + 75 cr repayment of loans
Cost of a new restaurant - 2.1 Cr
Also given burger king cost - 2.7 Cr (interesting)
Thread on Nazara IPO -
Finally, got 4 years of standalone info (attached in img)
They haven't given standalone no's in RHP which is damn uncool (shows lack of transparency, anyways)
As suspected standalone numbers are not good 👇
(1/n)
#IPOwithJST
Finally, got 4 years of standalone info (attached in img)
They haven't given standalone no's in RHP which is damn uncool (shows lack of transparency, anyways)
As suspected standalone numbers are not good 👇
(1/n)
#IPOwithJST
Let's see Consol and Standalone now (images attached)
Now I understand why they must have chosen not to disclose standalone financials
Look at the standalone cash flows - the company is continuously investing cash to acquire or invest in gaming startups
(2/n)
Now I understand why they must have chosen not to disclose standalone financials
Look at the standalone cash flows - the company is continuously investing cash to acquire or invest in gaming startups
(2/n)
And that one single metric tells us everything about the business model of Nazara
They have to continuously use cash to acquire assets (games, IP, rights, licenses, etc)
(3/n)
They have to continuously use cash to acquire assets (games, IP, rights, licenses, etc)
(3/n)
