8 IPOs are opening this week. Here’s the full list with their GMP -
Opening on 19th December
1. Transrail Lighting (₹120 or 27.68%)
2. DAM Capital Advisors (₹108 or 38.16%)
3. Mamata Machinery (₹111 or 45.68%)
4. Sanathan Textiles (GMP not yet out)
5. Concord Enviro (GMP not yet out)
Opening on 20th December
1. Ventive Hospitality
2. Senores Pharmaceuticals
3. Carrara India
GMPs for above IPOs are not yet out
IGI IPO Final Day Subscription at 2:40PM
QIB 17460Cr 13.8x
Application Wise
bHNI 94887 4.6x
sHNI 131212 12.7x
Retail 2044356 7x
Latest GMP 99
Application Rate bHNI 7000 (New High)
🚨 Massive Pressure in IGI IPO GMP due to secondary market correction.
Latest GMP 90
Today’s High 131
MAIN BOARD IPO ALERT
Unimech Aerospace and Manufacturing
Date : 23 to 26 December 2024
Total Issue Size : 500 Crore
Fresh issue - 250 Crore
OFS - 250 Crore
FV : 5
Retail : 35%
📢 About International Gemmological Institute (India) Limited:
I am applying with full force ✅ (IPO lga to bhul jana profit milta rahega)
- Incorporated in February 1999, IGI is a globally recognized organization certifying and grading diamonds, gemstones, and jewellery.
- Provides independent grading reports analyzing stones using internationally recognized standards, detailing colour, cut, clarity, and carat weight.
- Operates 31 laboratories worldwide, including key markets in India, Antwerp, New York, Bangkok, Dubai, Hong Kong, and Shanghai.
- Offers education courses and degree plans in gemology, diamond grading, and jewellery design, graduating thousands of students annually.
- Second-largest independent certification provider globally, with a strong presence in the rapidly growing lab-grown diamond industry.
#InternationalGemmologicalInstitute
Recent IPO Allotment out 👇
Vishal Mega Mart Limited IPO
Sai Life Sciences Limited IPO
Purple United Sales Limited SME
Supreme Facility Management Limited SME
https://kosmic.kfintech.com/ipostatus/
🚨🚨IMPORTANT
ASBA Cut Off Timings for Banks
SBI- 2:00 PM
BOB- 3:00 PM
KOTAK- 4:00 PM
PNB - 4:00 PM
AXIS - 4:00 PM
HDFC - 4:00 PM
AU BANK- 3:30 PM
INDUSIND - 3:30 PM
BOI - 3:00 PM
IDFC - 4:30 PM
FEDERAL - 2:00 PM
EQUITAS - 4:00 PM
IDBI - 3:00 PM
ICICI - 4:30 PM
UNION BANK - 3:00 PM
IOB - 2:30 PM
CANARA - 4:30 PM
SME IPO Allotments Out
1. Supreme Facility SME
Https://kosmic.kfintech.com/ipostatus/
2. Purple United Sales SME
Https://kosmic.kfintech.com/ipostatus/
INDIA IS EXPENSIVE!
MNC’s unlocking value via IPO
LG Electronics India IPO at $15bn (Reports)
Global Parent LG Electronics current market cap at $10bn
LG Corp current market cap at $8bn
Yash Highvoltage - Applying FF🌟Few pointers to help
1. Vertically integrated Bushings mfrer. Upto 50% of transfo failures occur due to Bushing failure
2. Bushing provide insulation at contact between transfo body & power lines - any shorting leads to explosions / fires
3. Co makes 3 types - OIP (oil), RIP (resin) and High Current. RIP is 82% of biz
4. Bushings also made by horizontals (Siemens, Hitachi etc), but Yash can make custom retrofits faster than others
5. High entry barrier (moat) biz - upto 36 months to pass vendor & end-user checks
6. Filed DRHP in 2018, but MGC (Swiss bushings mfrer) invested instead. Yash gained credibility & technical expertise so skipped IPO
7. Biz grew from 12 cr (FY17) to 110 Cr (FY24) with 12 Cr PAT🌟
8. Top class balance sheet with superb PAT & EBITDA conversion to Op Cashflow 🔥
9. 7000 bushings / yr capacity. 3000 for RIP (82% revenue) which is at~100%. Capital work-in-progress of 9 cr (against PPE of 18 cr) which may increase capacity by 50% in near-term?🌟
10. IPO funds of 70 cr for new capacity, to come in effect for FY27. Can 4x total capacity🔥
11. Top anchors, pre-IPO (Voltamp & Polycab promoters, Negen, Monarch)
12. At 33 PE, lower than transfo vc players like Jay Bee (36x), Vilas (48x), Danish (60x)
Given moat, biz will get premium. FY25-26 will be low growth so risky to buy at 90%? Best get allotment & sit tight😀
⚠️⚠️ SME IS HIGH RISKY BEFORE APPLY CONSULT YOUR FINANCIAL ADVISOR ⚠️⚠️
International Gemmological Institute (India) subscription update on Day 2 till 2 PM👇
Читать полностью…DAM Capital IPO-Leaves Money On The Table?
HOW DO VALUATIONS STACK UP?-FY26 P/E
DAM Capital 13x
ICICI Securities 13x
IIFL Securities 14x
JM Financial 10x
Motilal Oswal 23x
Alert-Annualized numbers of H1FY and expect 70% growth in PAT (Last 3 CAGR average)-No proper peer as business is changing
Detail about IPO
DAM Capital Advisors IPO Details
IPO Date
December 19, 2024 to December 23, 2024
Face Value
Rs 2 per share
Price Band
Rs 269 to Rs 283 per share
Entire Issue (OFS) Rs 840cr
Post Issue-Implied Market Cap Rs 1901-Rs 2000cr
OFS by By Dharmesh Mehta,Multiples Asset, Narrotam Sekhsaria, RBL Bank, Easyacess Financial Services
What Does DAM Capital Advisory Services Do?
Co is largely an investment bank with 12.1% market share (FY24)
Merchant banking contributed 67% of total revenue
Executed 72 Equity Capital Market transactions
Advised on 23 advisory transactions
They service 263 active clients including registered FPIs
FINANCIALS-CAGR (FY22-24)
INCOME 39
EBIDTA 73
PAT 74
📢 𝗡𝗘𝗪 𝗠𝗔𝗜𝗡𝗕𝗢𝗔𝗥𝗗 𝗜𝗣𝗢 𝗔𝗟𝗘𝗥𝗧 📢
✅ Unimech Aerospace #IPO
Open: 23 Dec
Close: 26 Dec
Total Issue: 500 Cr
#IPOAlert
Allotment Chances in International Gemmological Institute
👉 RETAIL : 1 out of 9.5
👉 SMALL HNI : 1 out of 18
👉 BIG HNI : 1 out of 6
@ipoinfo3
Sebi Observation Letter (Approval) Issued To Below IPOs Last Week End on 13th December 2024 :
▪️︎ Laxmi Dental Limited
DRHP Returned
▪️︎ Anlon Healthcare Limited
JSW Cement IPO Continues To Be In Abeyance
Hamps Bio SME IPO Final Day Subscriptions at 1:15PM
HNIs 249x
Retail 775x
No QIB Portion
GMP 1L (100%)
International Gemmological Institute Main Board IPO is closing TODAY
Today is last day
📊 Latest IPO GMP 🚀
1️⃣ Inventurus Knowledge Solutions IPO priced at 1329, Shows a GMP of 422 - 31%
2️⃣ One Mobikwik Systems IPO priced at 279, Shows a GMP of 166- 59%
3️⃣Vishal Mega Mart IPO priced at 78, Shows a GMP of 20- 26%
4️⃣Sai Life Science IPO priced at 549, Shows a GMP of 62- 11%
5️⃣International Gemmological Institute India IPO priced at 417, Shows a GMP of 126- 30%
6️⃣Mamata Machinery IPO priced at 243, Shows a GMP of 113 - 47%
7️⃣Transrail Lighting IPO priced at 432, Shows a GMP of 122- 28%
8️⃣Concord Enviro Systems IPO priced at 701, Shows a GMP of 0 - 0%
9️⃣Dam Capital Advisors IPO priced at 263, Shows a GMP of 110- 42%
🔟Sanathan Textiles IPO priced at 321, Shows a GMP of 0 - 0%
1️⃣1️⃣ Ventive Hospitality IPO priced at 643, Shows a GMP of 0 - 0%
1️⃣2️⃣Senores Pharma IPO priced at TBA, Shows a GMP of 0 - 0%
1️⃣3️⃣Carraro India IPO priced at 704, Shows a GMP of 0 - 0%
8 Main Board IPOs to open This Week 🚀
1. Mamata Machinery IPO ( 19 to 23 Dec 24)
2. Transrail Lighting IPO ( 19 to 23 Dec 24)
3. Concord Enviro Systems IPO ( 19 to 23 Dec 24)
4. Dam Capital Advisors IPO ( 19 to 23 Dec 24)
5. Sanathan Textiles IPO ( 19 to 23 Dec 24)
6. Ventive Hospitality IPO ( 20 to 24 Dec 24)
7. Senores Pharma IPO (20 to 24 Dec 24)
8. Carraro India IPO (20 to 24 Dec 24)
More info Join
@ipoinfo3
NEW MAINBOARD IPO ANNOUNCEMENT
Senores Pharmaceuticals Ltd
Dates: 20 December to 24 December
Fresh issue:₹500 Cr
OFS: 21,00,000 Shares
Face Value: 10
Retail: 10%
03 IPOs Allotment Update 🚀
1. One Mobikwik Systems IPO Allotment
Allotment Data link 🔗 :
https://linkintime.co.in/Initial_Offer/public-issues.html
2. Vishal Mega Mart IPO Allotment
Allotment Data link 🔗:
https://kosmic.kfintech.com/ipostatus/
3. Sai Life Sciences IPO Allotment
Allotment Data link 🔗:
https://kosmic.kfintech.com/ipostatus/
Transrail Lighting Limited IPO FINAL
Price Band : 410-432
Lot : 34 Shares
FV : 2
Retail : 35%
Employee Quota : 19 Cr
Issue Size : 838.9 Cr
Fresh - 400 Cr
OFS - 438.9 Cr
M.cap : 5,800 Cr
PE FY24 : 24.9×
PE FY25 TTM Basis : 28×
Industry Average PE FY24 : 58×
Listed Peers
KEC International : 89.3×
Skipper Limited : 85×
Kalpataru Projects : 41×
Patel Engineering : 16.9×
Bajel Projects : 850 (NA)
Promoter Holding :
84.51%➡️71.11%
Lots :
Retail - 1,95,377
BHNI - 3,986
SHNI - 1,993
FY23
Revenue : 3,172 Cr
PAT : 107.6 Cr
FY24
Revenue : 4,130 Cr
PAT : 233.2 Cr
Q1 FY25
Revenue : 930 Cr
PAT : 51.7 Cr
Transrail Lighting Is An EPC Company Focusing On Transmission And Distribution (T&D) And Integrated Manufacturing Facilities For Lattice Structures, Conductors And Monopoles
Pre-IPO Investors Include
Ashish Kacholia, Volrado Partners And Rajasthan Global
IKS IPO Day 3 Subscription at 2:45PM
QIB 22769Cr 30.5x
Application wise
bHNI 48537 4x
sHNI 89809 14.77x
Retail 2200977 13x
Latest GMP 421 (32%) New High
Application Rate bHNI 13000 New High
Inventurus subscription update :
Retail 9.38x
Shni 11x
Bhni 14.69x
Qib 9x
Total 14000 cr pumped into this ipo.
Ipo allotment to be out tonight for Mobikwik, vishal mega mart and sai life sciences.
Allotment link 👇
Bookmark this link and retweet.
Mobikwik - https://linkintime.co.in/Initial_Offer/public-issues.html
Sai life - https://kosmic.kfintech.com/ipostatus/
Vishal mega mart -
https://kosmic.kfintech.com/ipostatus/
All the best to everyone.