September is here, and so are the FY24 Annual Reports from unlisted companies!
📊 Dive into our dedicated page to discuss and analyze the latest results. Share your insights, ask questions, and join the conversation on the latest market trends. 💬
🔗
#WaareeEnergies
has filed DRHP Yesterday. They are raising INR 3000 Cr from the IPO and 32 Lakh Shares is the OFS.
Let us analyse the Valuation of Waaree Energies.
1. Revenue in First 3MFY24 = INR 3300 Cr
2. PAT in First 3MFY24 = INR 338 Cr.
If we annualise the PAT, the FY24
1.
#Waaree
energies was available in the unlisted market last year around INR 250 per share. However, very few trade were done.
Mcap was around ~INR 6000 Cr.
2. After that, in August-2023, it has raised INR 1000 Cr in funds around ~INR 500 per share from Valuequest.
Mcap
Market Alert: Unlisted Shares Valuations – A Reality Check
The unlisted market has seen a surge in valuations, with several counters appearing to be overhyped and heated up. Here’s a quick overview of some key players where current pricing raises concerns about value and future
Tata Motors is selling 9.9% stakes in Tata Tech to TPG.
Now the question is at what Valuation?
The Stake sell is happening at INR 16300 Cr.
As on 31.03.2023, total shares outstanding is 40.65 Cr.
Per Share Value of Tata Tech = 16300/40.65 = INR 400
IPO might be around INR
Tata Capital Book Value is ~50 per share. The share is getting trade in the unlisted market at Rs. 500+.
It means trading at P/B of 10x.
Insane valuation. Please be careful.
#unlistedshare
#preipo
India has Target of 500 GW of renewable energy by 2030. In that, 280 GW will come from Solar. Currently, the solar capacity panel in India is ~80 GW. So, 200 GW will come in next 6 years. That is 35 to 40 GW every year will have to add from Solar.
"The bids for 40 GW of solar
NSE financial highlights FY24⸻
1/ 🚀 NSE Financial Highlights FY24: A Strong Performance
NSE delivered impressive financial results for FY24. The consolidated total revenue soared by 28%, reaching ₹16,352 crore, while the operating revenue saw a robust increase of 25% to
📢 Attention Investors!
NSE has announced the record date for the upcoming bonus
Record Date : November 2, 2024
Don’t miss out on this opportunity!
#NSE
#BonusIssue
1.
#TataTech
is going to file the RHP Soon.
2. Those who will be holding the shares of
#TataMotors
will get shareholder quota.
3. The allotment in the shareholder quota will be on the proportionate basis.
4. Everyone should buy one share of Tata Motor to become eligible
NSE Settles SEBI Case for IPO Clearance:
The National Stock Exchange (NSE) settled a long-pending issue with the Securities and Exchange Board of India (SEBI) by paying ₹643 crore, paving the way for its IPO.
1: Introduction to Waaree Energies Investment
🌞 Big News! Waaree Energies is set to invest $1 billion in a new solar module manufacturing plant in Texas, USA. Aiming for an initial 3 GW capacity by 2024!
#WaareeEnergies
#SolarInvestment
#RenewableEnergy
2: Expansion Plans and
"🔵 Attention Investors!
As an Unlisted advisory firm, we're observing an unprecedented wave of interest in unlisted shares, especially after Tata Tech's stellar listing performance.
🌟 While this enthusiasm is understandable, a strategic pause is essential. 🚦
The current
Key Highlights of NSE which has once again shown excellent numbers.
1. Revenue up by 47% YoY.
2. PAT up by by 40%
3. EPS of Q1FY25 at INR 50. Expected Annualised EPS ~INR 200.
4. At P/E of 30x, the fair price would be INR 6000. BSE is trading at 31x P/E ratio based on
#SterlitePower
de-merger of Products and Service business is on track. NCLT order expected around July-24. Once demerger will be done. The IPO of this business vertical will come. Direct competitor will be
#APAR
. APAR is also making cables and conductors.
Expected valuation of
1. India’s total Solar Capacity is ~70 GW.
2. The target is ~280 GW by 2030.
3. Every year we need to add ~30-35 GW to achieve this target.
4. India’s total capacity is around 40GW Solar Module.
5. India import 80-85% of the Solar Module demand from China and Malaysia as
@iamrakeshbansal
One charging station won't make any difference. CNG was launched more than 10 years ago in Delhi and still we need to stand in long queues for its refilling. Infrastructure is what India lacks.
🚨 Breaking News:
In the AGM today, NSE Board has approved the company’s application to SEBI for NOC, paving the way for IPO approvals! 📈
The ball will be now in SEBI's court to decide on the IPO.
#NSE
#IPO
#SEBI
#StockMarket
#FinanceNews
Last One Year Returns in the Unlisted Market 🚀
Check out the impressive gains across various unlisted stocks! 📈
Manjushree: 317%
Orbis: 181%
IPL: 141%
CIAL: 131%
Hexaware: 114%
Want to know more?
Visit:
#Investing
#UnlistedStocks
#Returns
Private equity fund Tiger Pacific Capital has acquired close to 4% of B9 Beverages, maker of Bira 91 beer and owner of pub chain The Beer Cafe, for $25 million (Rs 207 crore).
Looks like IPO around the corner.
SEBI Cracks Down on Major Front Running Scam in IDBI Securities: Gaurav Dedhia and Kajal Savla Exposed!
A) What is the Case?
The case involves allegations of front running by Gaurav Dedhia and his sister, Kajal Savla. Gaurav Dedhia, who was the Chief Dealer at IDBI Capital &
Understanding Data Centers and Their Growing Importance
1. What are Data Centers?
Data centers are dedicated spaces used to house computer systems and associated components, such as telecommunications and storage systems. They are crucial for ensuring the continuous operation
NSE Valuation might go further in Pre-IPO Market!
1. Fundraising Goal: ChrysCapital Management is aiming to raise $300 million for a new fund, indicating a strategic financial commitment to maintain its stake in NSE.
2. Buyout Firm Strategy: The move allows the buyout firm to
SEBI Uncovers Manipulative Trading in V Marc India Limited SME IPO
Promoters and Connected Entities Implicated in Price and Volume Manipulation
Key Points:
1. V Marc India Limited listed on April 9, 2021.
2. SEBI's investigation reveals coordinated manipulation.
3. Key
📣Breaking News:
Sheela Foam acquires 94.66% of Kurl-On Enterprise for INR 2035 Cr from Kurl-On Limited.
What does this mean for Kurl-On Enterprise minority Shareholders? 🤔
📩 Shareholders have received a buyback offer at INR 588.20 per share, the same rate at which Sheela
Matrix Gas & Renewables, in consortium with Gensol Engineering and NTPC Limited, is set to develop the nation’s first Biomass to Hydrogen project using plasma gasification! ♻️
This project will convert 25 TPD of MSW-RDF & agri-waste into 1 TPD of green hydrogen at NTPC’s NETRA
Green Revolution in India: Focus on Green Hydrogen
1. What is Green Hydrogen?
Green hydrogen is hydrogen fuel produced through the process of electrolysis, where water (H₂O) is split into hydrogen (H₂) and oxygen (O₂) using electricity generated from renewable energy sources
Major Investment Alert in HDB Financial!
Mitsubishi UFJ Financial Group (MUFG), the titan of Japan's financial sector, is in advanced talks to acquire a significant 20% stake in HDB Financial Services for $2 billion (₹16,700 Cr). This strategic acquisition by MUFG is set to
#brokers
credit cost is going to increase now.
#RBI
has said to 4 largest private banks that the collateral free loan which they were giving to brokers for Intra-day trading now must be backed by 50% collateral.
So, no free lunches now.
🔼
#BSE
International and
#NSE
International Exchange are merging in the
#GIFTCity
⌛️
1. A merger between BSEINX and NSE International is anticipated to occur next month.
2. The proposed stock swap ratio is seven BSE shares for one NSE share.
3. It is expected that the merged
Some QnA on SGF from NSE Con Call
1. Question:
What contribution has been made by NSE towards the Core-SGF in Q2 FY24?
Answer 1:
In Q2 FY24, NSE has contributed approximately INR 500 Crore towards the Core Settlement Guarantee Fund (Core-SGF).
2. Question:
What are the
Overvaluation Concerns for Tata Capital: A Cautious Approach for Investors
In the dynamic world of investments, understanding the true value behind stock prices is crucial, especially in the realm of Pre-IPO shares where information asymmetry and speculative interest can
!Big Breaking News!
SEBI Order in the matter of NSE and Others (Co-location) - Summary of Case and Order
Securities and Exchange Board of India (SEBI) order stemming from the "co-location" case involving the National Stock Exchange of India Limited (NSE) and several
1. Hero FinCorp, a subsidiary of Hero MotoCorp, is gearing up for a mega IPO, aiming to raise a whopping Rs 4,000 crore. Exciting times ahead for investors!
2. Hero FinCorp shares are currently available at INR 1250 per share in the unlisted market.
3. FY23 has been
Tata group is eyeing Microsoft as an anchor Investor in their digital business, as it is looking to compete with Amazon and Reliance in thriving e-commerce market.
So, do we see another competitor emerging in e-commerce.
Chennai Super Kings has paid INR 189 Cr in the form of Loans to India Cements in FY22-23. And, as on 31.03.2023, the loan outstanding is INR 180 Cr.
CSK is a cash rich business and India Cement has struggled in FY23 wherein they had posted a loss of INR 125 Cr.
If you look at
#NSE
cash market volume is showing big growth in FY23-24 after a fall in FY22-23. The major reason is the rally in the Small cap and Mid cap stocks. Investors making good money in the market.
Q2Fy24 will be really good for NSE.
Breaking News for NSE Emerge Listing!
1. National Stock Exchange of India (NSE) introduced additional eligibility criteria for SMEs listing on NSE Emerge.
2. The company/entity must now have positive Free Cash Flow to Equity (FCFE) for at least 2 out of the 3 financial years
#TataTech
#unlistedshare
at Rs. 7000 per share in the unlisted market is highly
#overvalued
.
The expected EPS of Fy23 will be ~120 per share. So, on that basis, P/E would be 58x.
The fair P/E would be 30-40x.
On that basis, fair price could be Rs.3600 to Rs.4800.
India Successfully Commissioned Largest Floating Solar Power Plant!
1. Kerala's new floating solar power plant set to transmit 7.5 lakh units of electricity.
2. KSEB's innovative project comes with an investment of approx. Rs 9.25 crore.
3. Adtech Systems Limited of
UnlistedZone is Now Assisting Companies in Raising Funds!
We are excited to announce that UnlistedZone is actively helping companies raise the necessary funds to fuel their growth and innovation. UnlistedZone has already helped many companies raise funds. Leveraging our deep
Bira 91 Raising ₹400 Crore for Expansion
1. B9 Beverages, the maker of Bira 91 beer and owner of The Beer Cafe chain, plans to raise ₹400 crore from existing investors and a new one.
2. The fund will be used to close the development stage investments from existing investors,
RRP S4E Innovation Unlisted Share - Management Monthly Bulletin (April 2024)
Q: What is the latest announcement from RRP S4E Innovation Ltd for April?
A: RRP S4E Innovation Ltd is pleased to announce a very eventful beginning to this financial year. We have secured multiple
Slight Correction here:
As on 31.03.2023- Total shares outstanding is 24.3 Cr Shares.
After that INR 1000 cr raised ~INR 500. So, 2 Cr more shares added.
At $3 Billion dollar, the Pre-money Per share valuation would be ~900 per share...
But all this is speculation at this
See how stock
#Operators
works. First they take position in stocks, then recommend to telegram users, when mass buying comes, prices moves up, operators closed their position and make killing profits.
Hitesh Doshi, the Chairman and Managing Director of Waaree Energies, shares insights on the company's capacity expansion plans and concerns surrounding imports from China and Vietnam following the extension of the ALMM in the Solar Modules Sector.
The recent filing of an IPO by Ola Electric offers a timely opportunity to analyze the two-wheeler (2W) market size in India.
Here's an overview:
1. In FY22-23, approximately 1.9 crore 2Ws were produced, accounting for a total market size of INR 1.5 lakh crore. However, it's
Look at how Covid-19 has affected the balance sheet of one of the finest airline company in India i.e. Indigo Airlines.
They had reserves of ~5400 Cr in FY20 and today it is -6300 Cr.
Debt on books was mere ~2400 Cr in FY19 and now it is ~36000 Cr in FY22.
@cadurairaj
A small to medium-sized enterprise (SME) called Insolation Energy, based in Jaipur, is currently trading at a P/E ratio of 72, though it is a smaller size.
Additionally, Durairaj Ji, a P/E ratio of around 40x is assumed. Typically, IPOs of market-leading companies tend to enter
Establishment of Collaboration Between Meprolite and RRP S4E Innovation for In-Country Assembly of Electro-Optics Products.
Let us Understand this MOU in QnA Format!
Q1: What is the primary objective of the MOU between Meprolite and RRP S4E Innovation?
A1: The primary
Good Numbers Posted by Hero-Fin Corp.
1. Hero FinCorp Limited Q3 2023 Financial Highlights:
Total Income from Operations at ₹1,891.54 crore. Y-o-Y growth showcasing the company's robust performance.
2. Net Profit for Q3 2023 stands at ₹265.16 crore, showcasing a strong
In June, daily average turnover under cash segment in NSE and BSE is ~80k Cr. And out of that, 70% is done by Individuals. It means only 30% contributed by
#DII
and
#FII
, last year it was 60%.
This is dangerous sign, especially, if correction starts in the Indian markets.
Let Us Understand Data Centers: A Q&A Format
This format will help in breaking down the complex aspects of data centers in a straightforward and engaging manner, using a question-and-answer style to explain each key point.
Q1. What are Data Centers?
Data centers are
Analyzing the Market Opportunity for Renewable EPC Companies in the C&I Sector in India
1. Overview of the Current Electricity Market
In India, the total electricity consumption in the year 2022 was 12,96,300 GWh, with an average price of INR 6.29 per kWh. The electricity
Tata Tech unlisted share is issuing bonus shares in 1:1 and split of FV from 10 to 2.
Current price in unlisted market is overvalued and IPO might come around 400-500 per share after bonus and split adjustment.
For 1 share you will get 10 shares after bonus and split.
#Mamaearth
#ipowatch
: D2C Brand Eyeing Public Listing In November!
And in the unlisted market existing investors are selling the Mama Earth Shares at INR 335-350.
Let us check the expected IPO valuation vs Unlisted Price?
As per DRHP, the Capital Structure Looks Like:
Total
Do you want to know in which sectors FIIs are taking position in the last 1 months.
See the below data which we have compiled.
In that ,
#Telecom
,
#healthcare
, and
#hotelsectors
have attracted most money.
1. Nearly 63 Lakhs shares have been traded for Pre-IPO Shares of NSE and Total Turnover is ~INR 1860 Cr.
2. Foreign Portfolio Investors bough INR 4.36 Lakh Shares and Domestic Investors bought INR 29.8 Lakh.
Source: Moneycontrol
LIC IPO:
BRLMs earned fees of ₹11.80 crs i.e. 0.06% of Issue size. One of the lowest ever fees paid to bankers.
Selecting BRLM of LIC itself is big achievement.They will get big project in future for successfully implementing India's biggest IPO in the history.
NTPC Green Energy Limited (NGEL): Comprehensive Business Model Report- Upcoming IPO
Introduction
NTPC Green Energy Limited (NGEL) is a wholly-owned subsidiary of NTPC Limited, India’s largest power producer. As India accelerates its renewable energy transition, NGEL is at the