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Most recents (14)

Sigachi Industries IPO Review

Know your IPO ✅


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

- 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
Read 8 tweets
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!


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

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;
Read 12 tweets
Oyo DRHP takeaways - Everything you need to know!

Do retweet and help this thread reach more investors :)

#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.
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.
Read 16 tweets
Paras Defence IPO Review -

Let's understand everything about the business and its IPO!

Retweet for a wider reach and help us educate more investors!

#IPOwithJST #Defence

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)

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
Read 17 tweets
Sansera Engineering IPO - Everything you need to know!

A Thread 🧵👇

Do hit the retweet and help us educate more investors :)


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)

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
Read 11 tweets
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 :)


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.

- 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)
Read 25 tweets
Krsnna Diagnostics IPO notes: 'Let's do Good' ❓

Hit the 'retweet' & help us educate more investors

A thread 🧵👇

1/ Basics about the IPO

Issue Dates: 4 - 6 August
Issue Size: ₹ 1,211 Crore (400crs Fresh Issue & 811crs OFS)
Mcap at the upper band: 2994crs
Price Band: ₹ 933 - 954
Retail Quota: 10%

Promoter stake to go from 32% to 27% post IPO.
2/ About the company.

Krsnaa Diagnostics provides technology-enabled services such as imaging (including radiology), pathology/clinical laboratory, and teleradiology

to public and private hospitals, medical colleges and community health centres across India.
Read 13 tweets
Exxaro Tiles IPO

Let's understand everything about the business and its IPO!

Retweet for a wider reach!

#IPOwithJST #Tiles

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

- 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
Read 17 tweets
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 🧵👇

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
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)
Read 15 tweets
Devyani International - A QSR company

Let's understand everything about the business and its IPO!

Retweet for a wider reach!


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)

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
Read 24 tweets
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 🧵👇

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.
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.
Read 18 tweets
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 :)


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

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
Read 13 tweets
Something that you all were waiting for :)

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
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)
Read 16 tweets
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 👇


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

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)

Read 21 tweets

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