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Tanmay 🇮🇳 Profile picture
Tanmay 🇮🇳
@Tanmay_31_
I Study IPOs irrespective of what GMP is, If that's your primary parameter to apply an IPO, I might Dissapoint You Views Are Personal | Non SEBI Registered |
6 subscribers
Feb 1, 2025 • 5 tweets • 3 min read
A Thread On Key Highlights Of The Budget :

▪︎ Simplification On Taxes
▪︎ Expenditure on Key Sectors

1/5 Image
Image ▪︎ Receipts And Expenditure

▪︎ Deficit Trends, Net Reciept Trends And Transfers To States & UT

2/5 Image
Image
Oct 9, 2024 • 9 tweets • 2 min read
Garuda Construction And Engineering Limited IPO

Final Verdict

Clear Cut Avoid ❌️

Not Even Worth For Your Retail Applications

Highlights of the Issue :

Date : 8-10 October
Price Band : 92-95
Size : 264.1 Cr
Fresh - 173.85 Cr
OFS - 90.25 Cr

M.cap : 884 Cr

Surely Read 👇 Image Objects Of The Issue :

1.Funding Working Capital Requirements : 100 Cr

2.GCP And Unidentified Aquisitions : 73.85 Cr

Key Pointers :

1.Garuda Is An Civil Contractor For It's Parent Company PKH Ventures Whose IPO Was Withdrawn Due to Undersubscription And It's Group Companies
Sep 25, 2024 • 6 tweets • 2 min read
Manba Finance Limited IPO

Final Verdict

Applying Only For Small-Reasonable Listing Gains

Highlights of the Issue :

Date : 23-25 September
Price Band : 114-120
Size : 150.8 Cr
(Full Fresh)

M.cap : 603 Cr

Detailed Thread 👇 Image Objects Of The Issue :

1.Augmenting The Capital Base To Meet Future Capital Requirements & GCP - 150.8 Cr

Key Pointers :

1.Manba Is A Leading 2W Financer With Larger Concentration In Maharashtra And Gujarat

2. It's Network Consists Of 29 Branches In 6 States And 1100+ Dealers
Sep 18, 2024 • 5 tweets • 2 min read
Northern Arc Capital Limited IPO

Final Verdict

Applying For Reasonable Listing Gains And Long-term

Highlights of the Issue :

Date : 16-19 September
Price Band : 249-263
Size : 777 Cr
Fresh - 500 Cr
OFS - 277 Cr

M.cap : 4244 Cr

Detailed Thread 👇 Image Objects Of The Issue :

1.Augmenting The Capital Base To Meet Future Business Requirements - 500 Cr

Key Pointers :

1.Northern Arc Is One of The Most Diversified NBFC With Lending, Placement And Fund Management Businesses

2.NACL Has A AUM Of 11,700 Cr And Very Diverse Portfolio
Sep 18, 2024 • 8 tweets • 2 min read
Arkade Developers Limited IPO

Final Verdict

Applying For Reasonable-Big Listing Gains And Long-term

Highlights of the Issue :

Date : 16-19 September
Price Band : 121-128
Size : 410 Cr
(Full Fresh)

M.cap : 2376 Cr

Detailed Thread 👇 Image Objects Of The Issue :

1.Funding Project Development Expenses - 250 cr

2.Funding Aquisitions And GCP - 180 cr

*Company Has Already Raised 20 cr Pre-IPO Placement

Key Pointers

1.Arkade Is A Leading Real Estate Developer And Redeveloper in the MMR Region
Sep 11, 2024 • 6 tweets • 2 min read
P N Gadgil Jewellers Limited IPO

Final Verdict

Applying For Big Listing Gains And Long-term

Highlights of the Issue :

Date : 10-12 September
Price Band : 456-480
Size : 1100 Cr
Fresh - 850 Cr
OFS - 200 Cr

M.cap : 6514 Cr

Detailed Thread 👇 Image Objects Of The Issue :

1.Funding Expenditure Towards Setting Up 12 New CoCo Stores In Maharashtra - 393 cr

2.Repayment Of Debt - 300 cr

3.GCP - 157 cr

Key Pointers

1.PNG Is Maharashtra's 2nd Largest Organized Jewellery Company And Fastest Growing Brand in the Country
Sep 11, 2024 • 6 tweets • 2 min read
Kross Limited IPO

Final Verdict

Apply For Small-Reasonable Listing Gains

Highlights of the Issue :

Date : 9-11 September
Price Band : 228-240
Size : 500 Cr
Fresh - 250 Cr
OFS - 250 Cr

M.cap : 1548 Cr

#KrossIPO

Detailed Thread 👇 Image Objects Of The Issue :

1.Repayment Of Debt - 90 cr

2.Funding Capex - 70 cr

3.Funding Working Capital - 30 cr

4.GCP - 60 cr

Key Pointers :

1.Kross Is A Leading Manufacturer of High Performance And Safety Critical Components in the MHCV Segment
Sep 10, 2024 • 7 tweets • 2 min read
Tolins Tyres Limited IPO

Final Verdict

Avoid👎

Highlights of the Issue :

Date : 9-11 September
Price Band : 215-226
Size : 230 Cr
Fresh - 200 Cr
OFS - 30 Cr

M.cap : 893 Cr

Detailed Thread 👇 Image Objects Of The Issue :

1.Repayment Of Debt - 93.15 Cr

2.Funding Working Capital - 75 Cr

3.GCP - 31.85 Cr

Key Pointers :

1.Tolins Is A Leading Tread Rubber And Tyre Maker With Ancillary Products Including Bonding Gum, Vulcanizers, Flaps and Tubes
Sep 9, 2024 • 8 tweets • 2 min read
Bajaj Housing Finance Limited (BHFL) IPO

Final Verdict

Applying For Big Listing Gains And Long-term

Highlights of the Issue :

Date : 9-11 September
Price Band : 66-70
Size : 6560 cr
Fresh - 3560 cr
OFS - 3000 cr

M.cap : 58297 Cr

Detailed Thread 👇 Image Objects Of The Issue :

1.Augmenting The Capital Base To Meet Future Business Requirements - 3560 Cr

Key Pointers :

1.BHFL Is India's 2nd Largest Housing Finance Company (HFC), Fastest Growing HFC with CAGR Of 29.3% in Last 5 Years And Largest Non-Deposit Taking HFC
Sep 1, 2024 • 8 tweets • 2 min read
Bazaar Style Retail Limited IPO

Final Verdict

Applying For Small Listing Gains And Long-term

Highlights of the Issue :

Date : 30 Aug-3 Sep
Price Band : 370-389
M.cap : 2903 cr
Size : 835 cr
Fresh - 148 cr
OFS - 687 cr

Detailed Thread 👇 Image Objects Of The Issue :

1.Repayment Of Debt - 135 cr

2.GCP - 50 cr

*It Has Already Concluded Pre-IPO Placement of 37 cr

Key Pointers :

1. Style Bazaar is One Of The Fastest Growing And One Of The Largest Eastern-India Value Retail Chains
Aug 29, 2024 • 6 tweets • 2 min read
Ecos India Mobility And Hospitality Limited IPO

Final Verdict

Applying Only For Small-Reasonable Listing Gains

Highlights of the Issue :

Date : 28-30 Aug
Price Band : 318-334
M.cap : 2004 cr
Size : 601.2 cr
(Full OFS)

Thread 👇 Image Objects Of The Issue :

▪︎ To Carry Out The OFS For Promoters,
Company Will Not Recieve Any IPO Proceeds

Key Pointers :

1.Ecos is India's Largest And Most Profitable Chauffeur Driven Mobility Provider
Aug 28, 2024 • 10 tweets • 3 min read
Premier Energies Limited IPO

Final Verdict

Applying For Very Big Listing Gains And Long-term

Highlights of the Issue :

Date : 27-29 Aug
Price Band : 427-450
M.cap : 20285 cr
Size : 2830 cr
Fresh - 1291 cr
OFS - 1539 cr

Detailed Thread 👇 Image Objects Of The Issue :

1.Funding CapEx For Setting Up New Manufacturing Facility : 968.6 cr

2.GCP : 322.8 cr

Key Pointers :

1.Premier Energies is India's 2nd Largest Integrated Solar Cell & Module Manufacturer And Largest Solar Cell Exporter To The US
Aug 20, 2024 • 7 tweets • 2 min read
Interarch Building Products Limited IPO

Final Verdict

Applying Only For Reasonable Listing Gains & Will Review Again Post-listing For Long-term

Highlights of the Issue :

Date : 19-21 Aug
Price Band : 850-900
M.cap : 1498 cr
Size : 600 cr
Fresh : 200 cr
OFS : 400 cr

Thread🧵 Image Objects Of The Issue :

1.Funding CapEx For Setting Up New Manufacturing Facility : 58.5 cr

2.Funding Working Capital : 55 cr

3.Funding Capex Towards Upgrading Existing Facility in Kichha, TN : 19.3 cr

4. Investments in Upgrading Existing IT Infra : 11.4 cr

5.GCP : 55.8 cr
Aug 13, 2024 • 5 tweets • 2 min read
Saraswati Saree Depot Limited IPO

Final Verdict

Apply Only For Reasonable Listing Gains

Highlights of the Issue :

Date : 12-14 Aug
Price Band : 152-160
M.cap : 634 cr
Size : 160 cr
Fresh : 104 cr
OFS : 56 cr

Thread 👇 Image Objects Of The Issue :

1.Funding Working Capital Requirements : 81 cr

2.GCP : 23 cr

Key Pointers :
1.Saraswati is A Leading
B2B Trading Company in Women's Apparel Especially Sarees, With 13000+ Customers And 3 Lakh+ SKU's
Aug 7, 2024 • 6 tweets • 2 min read
Unicommerce ESolutions Limited IPO

Final Verdict

Applying For Reasonable Listing Gains And Long-term

Highlights of the Issue :
Date : 6-8 August
Price Band : 102-108
M.cap : 1106 cr
Size : 276.6 cr
(Full OFS)

Detailed Thread 👇 Image Objects Of The Issue :

1. To Carry Out The OFS For Existing Investors

Key Pointers :
1.Unicommerce is India's Largest Commerce Enablement SaaS (Software As A Service) Platform

2. It is An Proxy To India's Growing E-commerce Trends And Changing Lifestyles
Aug 6, 2024 • 7 tweets • 2 min read
Brainbees Solutions (Firstcry) Limited IPO

Final Verdict

Apply For Small-Reasonable Listing Gains And Long-term

Highlights of the Issue :

Date : 6-8 Aug
Price Band : 440-465
M.cap : 24142 cr
Size : 4194 cr
Fresh : 1666 cr
OFS : 2528 cr

Detailed Thread 👇 Image Objects Of The Issue :

1.Investment in Subsidiary Digital Age - 300 cr

2.Sales & Marketing - 200 cr

3.Investment in Globalbees - 169 cr

4.Overseas Expansion in KSA - 156 cr

5.Setting Up CoCo Stores And Warehouses - 108 cr

6.Expenditure Towards Lease Payments - 93 cr
Aug 3, 2024 • 7 tweets • 2 min read
Ceigall India Limited IPO

Final Verdict

Avoid

Highlights of the Issue :

Date : 1-5 Aug
Price Band : 380-401
M.cap : 6985 cr
Size : 1252 cr
Fresh : 684 cr
OFS : 568 cr

Detailed Analysis 👇 Image Objects Of The Issue :

1.Repayment Of Debt : 413 cr

2.Purchase of Equipment - 100 cr

3.GCP - 171 cr

Key Pointers :

1.Ceigall Is One Of The Fastest Growing infra & EPC Company With 50% CAGR Growth

2. It Is Known For It's Execution And Delivering Critical Infra Solutions
Jul 31, 2024 • 7 tweets • 2 min read
Akums Drugs And Pharmaceuticals Limited IPO

Final Verdict

Apply For Small Listing Gains And Long-term

Highlights of the Issue :

Date : 30 July - 1 Aug
Price Band : 646-679
M.cap : 10687 cr
Size : 1857 cr
Fresh - 680 cr
OFS - 1177 cr Image Objects Of The Issue :

1.Repayment Of Debt : 387 cr

2.Working Capital : 55 cr

3.Inorganic Growth - 68 cr

4.GCP - 170 cr

Key Pointers :

1.Akums Is India's Largest CDMO with 30.2% Market Share

2.The Company Intends To Repay Debt of 387 cr Saving Significant Interest Cost
Jul 4, 2024 • 8 tweets • 3 min read
Bansal Wire Industries Limited IPO

Final Verdict

Applying For Good-Big Listing Gains And Long-term

Highlights of the Issue :
Date : 3-5 July
Price Band : 243-256
M.cap : 4008 cr
Size : 745 cr
(Full Fresh)

Surely Read It Till End
Exploring An Untouched Point in The Company


Image
Image
Image
Image Objects Of The Issue :

1.Repayment Of Debt -
546 cr

2.Funding Working Capital - 60 cr

2.GCP - 139 cr

Key Pointers :

1.The Company is India's 2nd Largest Steel & Largest Stainless Steel Wire Manufacturer

2. It Will Repay Debt of 546 cr saving A Significant Interest Cost
Jun 24, 2024 • 6 tweets • 2 min read
Stanley Lifestyles Limited IPO

Final Verdict

Applying For Reasonable Listing Gains

Highlights of the Issue :

Date : 21-25 June
Price Band : 351-369
M.cap : 2104 cr
Size : 537 cr
Fresh - 200 cr
OFS - 337 cr Image Objects Of The Issue :

1.Investment To Open New Stores and Anchor Stores And Renovation of Existing Stores - 140 cr

2.Funding CapEx For Purchase of Machinery - 7 cr

3.GCP - 53 cr

Key Pointers :

1. Company Has A Very Popular, Reputed Brand In The Segment of Luxury Furniture
Jun 5, 2024 • 5 tweets • 1 min read
#Kronox Lab Sciences IPO

Risk Takers Should Apply
ONLY For Listing Gains And Short Term

Keeping This Company For Long-term Isn't Advisable
At This Point of Time

Just Mentioning Some Key Pointers Regarding Why To Apply And Why To Not Hold For Long-term

👇 Negatives :

1.The Company Will Register A Degrowth in Topline In FY24 By 8-11% From FY23

2. Company's Products Are Facing Headwinds
Due To Slowdown In
Scientific Research And Laboratory Testing Sector And Even A Degrowth in Nutraceuticals Sector