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Invite Link for IPO group https://t.me/+_IKQ2cOq0q01OWJl
🎉 𝗔𝗟𝗟𝗢𝗧𝗠𝗘𝗡𝗧 𝗧𝗢𝗗𝗔𝗬 🎉
→ Newmalayalam Steel Ltd (SME)
→ Sanathan Textiles Ltd (MAINBOARD)
→ Concord Enviro Systems Ltd (MAINBOARD)
→ Mamata Machinery Ltd (MAINBOARD)
→ DAM CAPITAL ADVISORS Ltd (MAINBOARD)
→ TRANSRAIL LIGHTING Ltd (MAINBOARD)
Sudden spike in Ventive
GMP ₹ 65/-
BHNI Kostak ₹ 7700/-
Senores Pharmaceuticals IPO Peer Comparison with listed companies
Читать полностью…
BHNI Kostak Rates
Senores Pharma 5100/-
Ventive 6800/-
Concord 4000/-
Transarail 4200/-
DAMS 4500/-
SME IPO LISTING REPORT CARD FOR TODAY
❇️ NACDAC Infra SME
⭐️ IPO Price : 35
⭐️ Listing : 66.5 (+90%)
⭐️ Lot : 4000 shares
⭐️ Profit : ₹1,26,000
#IndoFarm sets #IPO price band at Rs 204-215 per share.
Читать полностью…
BIG BREAKING NEWS
Tata Capital’s Mega IPO Expected in 2025
Tata Capital is gearing up for a ₹15,000 Crores IPO.
💼 Tata Capital IPO Planned for 2025
● 🏦 ₹15,000 Cr IPO: Tata Capital to list as per RBI’s ‘Upper Layer’ NBFC norms.
● ⚖️ Advisors Appointed: Cyril Amarchand Mangaldas & Kotak Mahindra Capital onboard.
● 📊 Strong AUM: ₹1.58 lakh crore in FY24, up from ₹1.19 lakh crore in FY23.
● 🔗 Recent Merger: Tata Motors Finance merged into Tata Capital.
● 🛡️ Tata Support: ₹6,097 crore infused by Tata Sons over five years.
CARRARO INDIA DAY 2 ; IPO SUBSCRIBED O.23 TIMES
QIB ; 0 TIMES
NON RETAIL ; 0.21 TIMES
RETAIL ; 0.37 TIMES
VENTIVE HOSPITALITY DAY 2 ; IPO SUBSCRIBED 1.35 TIMES
QIB ; 1.28 TIMES
NON RETAIL ; 1.13 TIMES
RETAIL ; 1.85 TIMES
EMPLOYEES; 5.19 TIMES
SANATHAN TEXTILE FINAL DAY ; IPO SUBSCRIBED 36.89 TIMES
QIB ; 79.6 TIMES
NON RETAIL ; 44.4 TIMES
RETAIL ; 9.29 TIMES
TRANSRAIL FINAL DAY ; IPO SUBSCRIBED 81.9 TIMES
QIB ; 197.5 TIMES
NON RETAIL ; 78 TIMES
RETAIL ; 22.5 TIMES
EMPLOYEES; 4.36 TIMES
MAMATA MACHINERY -- PRIORITY FIRST
IF HAVE TO CHOOSE ONLY ONE AMONG ALL
Mamata Machinery IPO Subscription:
Qib: 30.67x
Bhni: 145.48x
Shni: 253.11x
Retail: 98.45x
—————————
Total: 96.96x
By December 23, 2024 1:44:10 PM
Transrail Lighting IPO Subscription:
Qib: 25.41x
Bhni: 48.7x
Shni: 47.07x
Retail: 15.52x
—————————
Total: 24.64x
By December 23, 2024, 1:49:12 PM
GMPs of IPOs closing today
Senores Pharma 230
Ventive Hospitality 56
Carraro India No Trades
👇 Current Mainboard IPO👇
Date - 24-12-2024
1. Ventive Hospitality
Issue date : 20-24 Dec
Issue size : Rs.1,600 crore
Price band : Rs. 610 to 643
Lot size : 23 shares
GMP 6%
2. Senores Pharmaceuticals
Issue date : 20-24 Dec
Issue size : Rs.582.11 crore
Price band : Rs. 372 to 391
Lot size : 38 shares
GMP 56%
3. Carraro India
Issue date : 20-24 Dec
Issue size : Rs.1,250 crore
Price band : Rs. 668 to 704
Lot size : 21 shares
GMP not available
4. Unimech Aerospace
Issue date : 23-26 Dec
Issue size : Rs.500 crore
Price band : Rs. 745 to 785
Lot size : 19 shares
GMP 64%
5. Indofarm Equipment
Issue date : 31 Dec to 02 Jan
Issue size : Rs.260.15 crore
Price band : Rs. 204 to 215
Lot size : 69 shares
GMP Not Available
Please note GMP has been taken from the internet and is only for educational purposes.
The GMP is subject to change in the future. Please consult your financial advisor before applying in the IPO.
Today’s IPO Events
🗓 Tuesday, 24 December 2024
📕 𝗖𝗹𝗼𝘀𝗶𝗻𝗴 𝗧𝗼𝗱𝗮𝘆
⭐️ Senores Pharma
⭐️ Ventive Hospitality
⭐️ Carraco India LTD
⌚️ 𝗢𝗻𝗴𝗼𝗶𝗻𝗴
⭐️ Unimech Aerospace
💬 𝗔𝗹𝗹𝗼𝘁𝗺𝗲𝗻𝘁
⭐️ Transrail Lighting
⭐️ Mamata Machinery
⭐️ Dam Capital
⭐️ Sanathan Textiles
⭐️ Concord Enviro
⭐️ New Malayalam Steel SME
💵 𝗥𝗲𝗳𝘂𝗻𝗱/𝗖𝗿𝗲𝗱𝗶𝘁
⭐️ Identical Studios
📝 𝗟𝗶𝘀𝘁𝗶𝗻𝗴
⭐️ NACDAC Infra SME
ALLOTMENT CHANCES following IPO
1. Mamata Machinery IPO
Big HNI:- 1 out of 43
Small HNI:- 1 out of 357
Retail :- 1 out of 104
2. DAM Capital IPO
Big HNI:- 1 out of 21
Small HNI:- 1 out of 88
Retail :- 1 out of 22
3. Transrail Lighting IPO
Big HNI:- 1 out of 15
Small HNI:- 1 out of 73
Retail :- 1 out of 19
4. Sanathan Textiles IPO
Big HNI:- 1 out of 9
Small HNI:- 1 out of 35
Retail :- 1 out of 8
5. Concord Enviro IPO
Big HNI:- 1 out of 3
Small HNI:- 1 out of 14
Retail :- 1 out of 4
Yesterday's Closing GMP
Mamata 260 (107%)
DAM 170 (60%)
Transrail 192 (44%)
Sanathan 90(28%)
Concord 55 (8%)
Senores 230 (59%)
Ventive 54 (8%)
Carraro Not Activated
Senores Pharmaceuticals Limited IPO review
Highlights of the Issue :
Date : 20-24 December
Price Band : 372-391
Size : 582 Cr
Fresh - 500 Cr
OFS - 82 Cr
M.cap : 1,801 Cr
Objects Of The Issue :
1. Capital Expenditure Towards Setting Up Injectables Facility At Atlanta US Plant - 107 Cr
2.Repayment Of Debt - 73.5 Cr
3.Funding Inorganic Growth Initiatives - 59.5 Cr
4.Funding Working Capital - 63.5 Cr
5.GCP - 197 Cr
Key Pointers :
▪︎ Senores Developes And Manufactures Formulation Oriented Pharmaceutical Products For Large Pharma Conglomerates In The Regulated Markets Like The US, Canada, UK And Emerging Markets
▪︎ Senores' Business Is Diversified Across ANDA Products, Sourced Products, CDMO/CMO, Distributor Model, P2P Model, Critical Care, API Business
▪︎ It's API Product Portfolio Is Diversified Across Therapeutic Areas Like Anti-Psychotic, Central Nervous System, Oncology, Anti-depression, Cardiovascular, Urology, Alpha Broker And Critical Care Portfolio is Across Therapeutic Areas Like Blood Line, Anti-Bacterial, Anti-Oxident, Anti-Fungal, Antibiotics
▪︎ Senores' Clientele Includes Alkem Labs, Lannett Company Inc, Prasco LLC, Sun Pharma, Jubilant Pharmova, Cintex Services, Dr.Reddy's, Amici, Mint Pharmaceuticals Inc, Solco Healthcare, Ambicare, Waymade PLC Etc
▪︎ Remus Pharmaceuticals Limited Is A Listed Company in the SME Platform From The Similar Group of Companies, IPO In May 2023 At 181 Cr Valuation And Now Trading At 1400 Cr+ Valuation Which Is Almost 7× Returns In Just 18 Months
▪︎ The Promoter Group Of Ratnamani Metal Limited Which Is A 23k Cr M.cap Company Owns Roughly 20.4% Equity in Senores via Multiple Entities And Names Which Boosts Confidence
▪︎ Senores is Setting Up Injectables Facility At Atlanta US Which will Drive Growth For The Company
▪︎ The Repayment Of Debt, Working Capital Raise And Inorganic Initiatives Will Make The Balance Sheet Much Stronger And Help Senores To Grow At New Heights
Forward Projections :
FY23
Rev : 35.3 Cr
PAT : 8.4 Cr
FY24
Rev : 214.5 Cr
PAT : 32.7 Cr
H1 FY25
Rev : 181 Cr
PAT : 23.9 Cr
FY25E*
Rev : 426 Cr
PAT : 51.4 Cr
FY26E*
Rev : 685 Cr
PAT : 114 Cr
Giving A 28× FY26 PAT, Fair Price Comes At 692,
Indicating An Upside Of 77%
*The Earnings Estimates Really Looks Very High, But Are Calculated By Taking It's Working Capital Calculations
As Base
Hence A Very Good Company With Very High Growth Projections Coming At Attractive Valuations
The Whole Analysis Is Just A Personal View,
Only For Educational Purposes
UNIMECH AEROSPACE DAY 1 ; IPO SUBSCRIBED 4.71 TIMES
QIB : 2.62 TIMES
NON RETAIL ; 4.25 TIMES
RETAIL; 4.71 TIMES
EMPLOYMENT; 6.8 TIMES
SENORES PHARMA DAY 2 ; IPO SUBSCRIBED 14.6 TIMES
QIB ; 0.36 TIMES
NON RETAIL ; 25.7 TIMES
RETAIL ; 40.14 TIMES
CONCORD ENVIRO FINAL DAY ; IPO SUBSCRIBED 10.67 TIMES
QIB ; 17.3 TIMES
NON RETAIL ; 14.2 TIMES
RETAIL ; 5.55 TIMES
MAMATA MACHINERY FINAL DAY ; IPO SUBSCRIBED 195 TIMES
QIB ; 235 TIMES
NON RETAIL ; 274 TIMES
RETAIL ; 138 TIMES
EMPLOYEES; 153 TIMES
DAM CAPITAL FINAL DAY ; IPO SUBSCRIBED 81.8 TIMES
QIB ; 166.3 TIMES
NON RETAIL ; 98.6 TIMES
RETAIL ; 26.73 TIMES
EMPLOYEES; 39.8 TIMES
⬇️ CLOSING TODAY / 5 PM ⬇️
→ Mamata Machinery Limited (MAINBOARD)
→ DAM CAPITAL ADVISORS LIMITED (MAINBOARD)
→ TRANSRAIL LIGHTING LIMITED (MAINBOARD)
DAM Capital Advisors IPO Subscription:
Qib: 15.95x
Bhni: 52.58x
Shni: 53.14x
Retail: 18.07x
—————————
Total: 24.91x
By December 23, 2024 1:49:13 PM
Sanathan Textiles IPO Subscription:
Qib: 12.84x
Bhni: 15.78x
Shni: 19.82x
Retail: 6.03x
—————————
Total: 10.35x
By December 23, 2024, 2:24:14 PM