Aeroflex Industries Limited IPO Message Board (Page 2)

Nobody was giving wrong advice to people. It was just the ethics they follow and your ethics didn't aligned with them, simple.
"A man without ethics is wild beast loosed upon this world"

Haha!!

Toh bhai I hope you are not using fossil fuels also.. Since animals died creating fossil fuels too.

Business is about numbers and what the company does and whether what they are doing is LEGAL or not..

And if it is legal then it is ethical too since permits are provided to the Company.. So either have an unbiased opinion based on the number and fundamentals of business or don't opine.

Won't buy HMA agro even if it's slated to become a 100 bagger. There is something called ethics. Can't sway away from that.

Prefect prediction King Vinod
hats off to you

Dear King
you bought more qty or plan for buy

​@JAI JAI GARVI GUJARAT at 170, it is at PE 60+ (based on FY23 numbers). Given there is global demand slump and this company makes 80% revenue from exports, this FY may not yield very positive results. With that in mind, perhaps good to wait, but given some marquee investors, it may still fancy some. 
I’ll wait for a little while before adding.

@Kapz: Agree P/E is on higher side but global demand slump should be seen in terms of which sectors are impacted (IT, Metals, Specialty chemicals) and this company is only going to increase its business.

US might go into recession but it will be mild one with soft landing for the economy.
Europe is already facing recession but might come out of it if war does not prolong.
US and Europe (most of the interest rate hikes have been done)

Cons:
Russia-Ukraine should not escalate from current situation.

Aeroflex is into business of Metallic Stainless steel flexible flow solutions and its customers are increasing every year in excess of 20%. It is eco-friendly. Neglible debt after IPO proceeds that will result in increased PAT in upcoming quarter results.

Excellent CAGR of Renevue, EBITDA, PAT 36%, 56%, 125% from FY21-FY23, operational metrics (EBIDTA margin (20%), PAT margin (11%) and are only increasing with every passing year.

Renowned investors Ashish Kacholia invested 20 cr and Jagdish Master invested 11.3 cr and these people are good at spotting multibaggers and are long term investors.

​@Lokesh Chiru Thanks for sharing your wonderful thoughts. I agree with your observations on PAT and EBITDA margins, but need to be looked at from Volume/ revenue growth perspective too. 
Concurrent to what you just mentioned, Aeroflex made most revenue from the affected markets/ sectors - US/ EU, Metals/ Chemicals/ Steel industries. See images attached below.
You’ll notice even for FY23, the revenue increase from FY22 wasn’t as significant as how it increased from FY21. This softening of demand, in my view, will be most crucial to understand the trend for ongoing FY24.
Regarding, marquee investors, that’s exactly why I said it may still fetch some investor fancy. But also bear in mind, it is already a multibagger for them 😊.

Sectors..