Azad Engineering Limited IPO Message Board (Page 24)

Largest Pharmaceutical Company in the Gynecology and Human Immunodeficiency Virus (HIV) Antivirals Therapeutics In India And India's 13th Largest Pharma Company

EMCURE PHARMACEUTICALS Limited
Files DRHP with SEBI

Issue Size :
Fresh - 800 cr
OFS - 13,678,839 Shares ( Approx 1500 cr )

FV : Rs.10 /-
Retail : 35%
Employee Quota : Yes

Financials FY 23 :
Revenue - 6031.7 cr
PAT - 561.8 cr

H1 FY 24 :
Revenue - 3235.6 cr
PAT - 286.8 cr

LM :
1.Kotak Mahindra Capital
2.Axis Capital
3.Jefferies
4.J.P Morgan

Registrar : Linkintime

Thanks newgen consultancy sir

Emcure
इसमें मेरा एक्सपर्टाइज नहीं है , इसीलिए में (d)ou(b)t हूं

Sachin is having stake in this company.

Celebrities ne Paisa lagaya hai toh koi jaroori nahin ki company badi achhi ho. Ek samay par M S Dhoni bhi Amarpali group ko promote karte they, kya huwa sabko pata hai. Lekin mulyankan ke hisaab se company theek Lage toh IPO mein apply karne ka ye jyada accha nirnaye ho sakta hai na ki celebrities ka niveshit hona. Nahin ?

​@Chhote Lal Strongly agree with you👍

Happy forging fund will be available for Azad engineering???

???

Not possible

Happy Forge closing on 21 Dec
Azad Engg. closing on 22 Dec

​@Basuvr I think muthoot finance fund will be available

#P6
AZAD ENGINEERING LIMITED - RHP scan by Dweeb

AZAD ENGINEERING is one of the key manufacturers of our qualified product lines supplying to global original equipment manufacturers (“OEMs”) in the energy, aerospace and defence, and oil and gas industries, manufacturing highly engineered, complex and mission and life-critical components. They manufacture complex and highly engineered precision forged and machined components that are mission and life-critical and hence, some of our products have a “zero parts per million” defects requirement (Source: EY Report).

Revenue (Higher is Better) [Growth Margin %]
2023 - 251 Cr [29.42%]
2022 - 194 Cr [58.46%]
2021 - 123 Cr [NA]

PAT (Higher is Better) [PAT Margin %]
2023 - 8.5 Cr [3.37%]
2022 - 29.4 Cr [15.15%]
2021 - 11.5 Cr [9.37%]

ROCE (Higher is Better)
2023 - 12.99%
2022 - 16.95%
2021 - 12.09%

EPS in rupees (Higher is Better)
2023 - 1.79
2022 - 6.49
2021 - 2.53

Revenue breakup for year - 2023 (Product type)
Energy (Gas, nuclear and thermal turbine parts) - 87.03%
Aerospace and defence (Aircraft engine, aircraft accessories, helicopter, SPU, space and missile components) - 8.95%
Oil and gas (Drilling and completion services) - 0.02%
Scrap - 3.85%
Others (Export incentives and duty drawbacks) - 0.15%

Some customers of Azad Engineering : General Electric, Honeywell International Inc., Mitsubishi Heavy Industries Ltd., Siemens Energy, Eaton Aerospace and MAN Energy Solutions SE

Risk factors :
• Top 5 customers contributes 63.11% of revenue as on 2023
• All of the manufacturing facilities are located in Hyderabad, Telangana (Geographic concentration)
• Negative cash flows in prior periods

#Dweeb

Is there any update on allied blender ipo kab tak aa sakta hai expected dates 🙏🙏🙏

Azad Engineering is looking good for listing gains and long term investment also.

​@Admin @ Chittorgarh.com Please reduce the number of IPOs in the homepage as many IPOs are hitting markets. Kindly remove the Listed IPOs which are greater than 3 days of listing. Thank you.

UPCOMING/RECENT IPOs & RESPECTIVE GREY MARKET PREMIUMS (AS ON DATE)

Motisons - ₹105 (190%)
Inox - ₹533 (81%)
Azad - ₹400 (77%)
DOMS - ₹526 (66%)
Happy - ₹460 (54%)
Mufti - ₹123 (44%)
Muthoot - ₹88 (30%)
India - ₹143 (29%)
Suraj - ₹55 (15%)

HAPPY INVESTING!

AZAD : Acquisition price for Sachin is 114/- per share, VVS Laxman, PV Sidhu and Saina Nehwal is 228/- per share (9 months back). WOW

Tip : Don't buy application in Grey and Don't sell too

Play safe in this IPO

​@SadhuMaharaj 
Ji
Apply

Is crash in gmp due to raids on grey market operators in Gujrat, as is being heard? Pressure on gmp in every IPO is clearly visible. Let us see how it pans out in upcoming listings.

IPO & GMP

AS ON 16 - DEC

Motisons Jew - ₹105 (190%)
Inox India - ₹533 (81%)
Azad Eng - ₹400 (77%)
DOMS - ₹526 (66%)
Happy Forgings - ₹460 (54%)
Mufti Jeans- ₹123 (44%)
Muthoot Microfin - ₹88 (30%)
India Shelter - ₹143 (29%)
Suraj Estate - ₹55 (15%)
RBZ Jewellers- NA

Ref RHP - SEE THE SHAREHOLDERS NAME

Shareholders’ agreement dated October 11, 2022, entered into between and amongst our Company, Rakesh Chopdar, Venkata Subbaraju Penmetsa, Rajyalakshmi Penmetsa, Vivek Mundra, Nageshwar Reddy Duvvur, Bindiya Mahapatra, Venkata Krishnam Raju Alluri, Vijay Kumar Raju Alluri, Pilot Consultants Private Limited and Plutus Capital, and parties deemed to be parties to the agreement pursuant to the respective deed of adherence, namely Nikhat Zareen, Pranavi Chandra, Pusarla Venkata Sindhu, Sachin Tendulkar, Saina Nehwal, Venkatsai Laxman Vangipurapu, Venkata Subbaraju Penmetsa, Rajyalakshmi Penmetsa, Asian Institute of Gastro Enterology Private Limited, Chamudeswara Nath Vankina, Venkat Rao Guduru, Dheeraj Reddy Endela, Anitha Mudireddy, Anupa Sajjanar, Milind Chama and N Srinivas Rao

AZAD - Lot of celebrity shareholders. And defence theme is in flavour

Pls reply sir @newgen consultancy

Okk but it has just given dividend of rs 1 per share 1 st sme I saw to give..what's ur opinion after 4 5 months where it should go

AZAD Engineering IPO - Sachin Tendulkar, Saina Nehwal & VVS Laxman are Investors 🙌
[ kya Sahi hai 👆🏽☝👆🏽 Jaankari??? ]

Dates : 20 Dec - 22 Dec
IPO Size: 740 Crore ₹
Price Band : 499 - 524 (GMP Heard 400 ₹🔥)

Retail Lot : 28 Share, Application Amount : 14,672, Number of Applications : 1,75,572

Small HNI Lot : 392 Share, Application Amount : 2,05,408, Number of Applications : 1,791

BIG HNI Lot : 1,932 Shares, Application Amount : 10,12,368 Number of Applications : 3,583

🦜Azad

GMP is Manipulation

Once Motison GMP was 200%
Muthoot MicroFin was 20-22%
Suraj Estate was 10-15%

Reality
Motison +88%
Muthoot -8%
Suraj -8%
Moral - Do not apply any IPO just looking at its GMP

​@newgen consultancy ye Kabhi bhi aaye, doesn't matter. Aap badiya kaam kar rahe hai🙏🙏🙏

🙏

Regardless of whatever the price band announced, lingering question is not "Who is right or wrong". It is "What is right or wrong" ! IPO and investments are made on appropriate valuation for rewards in the future. As seen here on this board, many that got listed at high premiums did not create wealth, while several not so fancied one's gave astonishing returns as time passed. Pricing in such heated and euphoric market is more on demand supply than fundamentals.

You been investing and also tipping others about these underpriced post IPO gems often for everyone's benefits.

If this IPO come with much higher price, then GNA axles and Talbros at current price becomes attractive and becomes investible. Rest left to individual investor's appetite.

Happy Investing!

Innova Captab IPO confirmed , 1st week of January ,

Tentative IPO's in January

1.Innova Captab
2.Medi Assist Healthcare Services
3.Enviro Infra Engineers
4.Apeejay Surrendra Hotels
5.Mukka Proteins ( Maybe will be declared this week itself )
6.POLYMATECH Electronics
7.BLS E-Services
8.RK Swamy Advertisers
9.Balaji Solutions

Some more issues which have reasonable chances
1.E-Pack Durables
2.Enterro Healthcare
3.Indegene
4.Jana SFB
5.Lohia Corp

​@newgen consultancy  Ye msg bhi viral hogaya aapka sab jagah circulate horaha 🫡

I got info that it is coming in 1st week
And now 21

ICICI securities ne kuch plan me change kiye lagta he
Normally mere sources galat nahi nikalte

​@Admin @ Chittorgarh.com Please open page of Innova Captab.

PAT in Audited FS for 2021 from company's website is Rs. 13.5 crs but as per RHP is Rs. 11.5 crs only. Why is the difference?