Aether Industries Limited IPO Message Board (Page 26)

Customer Segments:
The table set forth below provides customer segment split of our revenue from operations and as a percentage of revenue from operations in the nine months ended December 31, 2021 and Fiscal 2021, Fiscal 2020 and Fiscal 2019.

Major Products
The following table sets forth our major products, their application, their therapeutic segment and the chemistry and the technologies or processes involved in their production.

#pricing power/ High value products

क्या कहती है पब्लिक, अप्लाई करना है या नही? प्रॉफिट में तो दिख रही है। कंपनी।

Company seems good on all fronts but valuations are on higher side and under present market conditions & international uncertainties, difficult to predict listing gains.

*A GUY HAD NO TENSION IN LIFE*😌
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THAN ONE DAY HE GOT A DEMAT ACCOUNT OPENED 🧐

AND NOW HE HAS


Tension of war

Tension of global markets

Tension of elections

Tension of currency fluctuations

Tension of company performance

Tension of IPO allotment

Tension of paying income tax

India Pakistan
USA China Taiwan
Russia Ukraine
Iran Iraq
North Korea-South Korea
Syria....... Global Tensions

🤔😨😂😂

Good one :)

😆😆😆

One doubt experts. Suppose in an IPO, retail doesn't get fully subscribed and I apply in retail at base price rather than cut off price, say here 610 instead of 642. Will I be allotted?

To add to all replies,....
Cut-off price does not necessarily mean Upper Band Price. The cut-off price is the offer price at which the shares get issued to the investors, which could be any price within the price band.

So In Retail, don't get confused, always apply at Cutoff price, every retailer will be allotted shares at the same price decided by company which will be the cutoff price, which 99% cases will be upper price band.

I also think, due to any reason, if company decides to allot shares at a lower price, any retailer who has applied even @upper price limit, will also get shares at lower price finalized by company. I do not think within retail they can have different allotment prices and has to be the same for all...i.e. cutoff price...my understanding only...

Simply watch overall subscription figures, if it is more than 1x, opting for base price will not get allotment.
Sometimes, if due to rejected applications overall subscriptions comes below 1x, one may get at base price.
But, in my view it is just waste to hold your money for 10 days by applying other than cutoff price.

premium ki rah dekho aur fir apply karo...

An irrelevant post...
Please suggest a good 3 in 1 account services for a newly formed HUF...(just received HUF PAN,no account opened yet)
I intend to apply in IPOs & occasionally in mfs.

I have zeroed in upon zerodha + idfc first bank account.
Please enlighten.
Sorry for non linked post.

if you are opening account for IPO only then zeodha and SBI as you can maintain minimum balace of Rs 1000

Yes,,, ,.... Both will work.....

अभी ipo मार्केट में कुछ दिन मूड नही आयेगा। Secondary मे Ipo anylisis के दोनों share भाग रहे है। Lic housing aur exide। और कोई share हैं जो ८-१० दिन में भागे तो pls बताए। सभी members से अपील है।

Rainbow hospital

For Aether good to wait till listing

Good guidance sir.. Intellectual investor..

GMP 20

Chemical companies usually have a single or a couple of chemistry competencies for their entire product portfolio; however, this company have "EIGHT CHEMISTRY
COMPETENCIES" to use for our wide array of products, which enables them to cater to niche and advanced intermediate requirements of a wider range of end-products and applications.

They have three business models under which we operate: [Revenue break-up as on Dec'21]
(i) large scale manufacturing of our own intermediates and speciality chemicals;[70.71% of Revenue]
(ii) contract research and manufacturing
services (“CRAMS”) : [7.44% of Revenue]
(iii) contract/exclusive manufacturing. [21.85% of Revenue]

CRAMS customers work jointly with scientists and engineers of the company, and the company execute their projects in their R&D Facilities. Molecules developed in their CRAMS business for their customers have the potential to convert into regular commercial supplies and become large scale manufacturing products for the Company. The
CRAMS business model also enables dialogue and discussions with the top technical teams and leadership (CTOs), technical directors and technical vice presidents) of their customers, opening up future contract manufacturing opportunities.
CRAMS customers: Adama Group (Israel), Altana AG (Germany), Aramco Performance Materials LLC (US/Saudi Arabia), Austin Chemical Company, Inc. (USA), Avient Corporation (UK), BYK Chemie GmbH (Germany), Connect Chemicals (Germany), Milliken & Co. (USA), Polaroid Film BV (Netherlands), and Tosoh FineChem Corporation (Japan).
CONTRACT MANUFACTURING CUSTOMER: Adama Group (Israel), Altana AG (Germany), BYK Chemie GmbH (Germany), Divis Laboratories Limited (India), Dr. Reddy’s Laboratories Limited (India), Moehs Iberica SL (Spain) and UPL Limited (India).
They are among the few Indian specialty
chemical companies to have successfully launched these three separate business models in just 5 years into commercial manufacturing.
CRAMS business segment has huge potential in future and this business segment generate 70% margin business for the company.

Very nice information. Keep it up

@KDKing ji
@Ashish Khater ji
Thank you for appreciation 🙏

Dear all

Compare with good companies like clean science and its obvious that asking price by company at very high premium
Considering market conditions, advisable to buy on day of listing

Messages post by @jethalal are with proper explanation or supporting proofs. they are very useful to community of investors. I request @admin of chittorgarh.com to publish only such messages who are given proper explanation or supporting evidence.
Pls add function of scrutiny.

GMP 25

https://m.economictimes.com/markets/expert-view/we-will-not-collapse-like-sri-lanka-or-pakistan-but-we-are-certainly-in-trouble-swaminathan-aiyar/articleshow/91686032.cms

Zydus Life Tender Route Buyback Approved

Buyback Price : 650/-
Todays Price : 350/- Per Share

Buyback Size Rs : 750 Crore
Buyback Size in Shares : 1,15,38,461

Retail Quota : 17,30,770 Shares
Record Date for Eligibility : 2 June, 2022

estimate buyback ratio 10%...

sitll a good deal at10%

buy for 10lac
hedge 2 futures

still u earn gurented 40-60k on 10lac investment
time period 2months

Those who made right strategies earned in TCS too

I Shorted 70% or shares i bought for buy back

afterbuyback exited at 3700

Financial comparison vis-a-vis peers.
Revenue, EBITDA, PAT, ROCE and ROE.

@Abdul patel ji, @Always Lucky Ji, Gujju IPO ji
Thank you for kind appreciation. I am glad that I am helpful in taking informed decision. I will come up with more data and information.

@ Jetha Lal
Thanks for providing very important information. Comparison shows that revenue and profit is quite small as compared to its peers. Due to small size, growth rate is quite impressive.

ALLOTTED ONE IN RETAIL.

@Admin should think about giving edit and delete option.

@Jetha Lal,

Disable option can be used. I think disable option is active for couple of hours once it is posted.

Aether industries limited (mfg. Speciality chemical industry)में अभी क्या करना चाहिए?dear anantagg, hostpacker, learner SK, eVA, Dinesh Singh, noorul,mravi, arunarun, pkraj, aniket, hostpacker, pRAce, kala kauva ji, eagle ji, owels ji, ipobull, avenue, suneel,lokes, sonal ji, krupaji and all group members।

GO FIRST IPO :

CO. PLANS IPO IN JULY AS GLOBAL AIR TRAVEL SLOWLY REBOUND

Loss making and too much debt on its books. Too much competition as Air India moved to Tata who are known for their ability to turnaround companies with good management, corporate governance, Alaska owned by Rakesh Jhunjunwala, Jet Airways will be receiving Flying permit soon to fly again with new owners.

Always stay with the market leader in Aviation industry which is Indigo if you want to invest in any airline company.

Aviation is the first sector a retail investor should avoid.
It erodes money more than it makes for investors.
Most competitive and toughest sector to do business in country like India which has very price sensitive customers.
No Company other than Indigo made money for investors in this sector.

@jetha lal and @monster

Thank you for posting all relevant information in the messages... Super helpful.

I am staying away from primary market for time.. secondary market is more lucrative.

@DSR
You are welcome sir🙏
Absolutely secondary market is giving better deal at present time than IPO market.

I would be posting facts, figures and analysis of the primary market as per best of my knowledge.