EMS Limited IPO Message Board (Page 22)

EMS financials and business plans are robust . Any operator or large investor may be tempted . But fact remains long term investors who get the allotment at 11 PE can not be loser .

Heard that some famous operator is promoting this IPO (People who closely follow IPO market might know him).
Some caution recommended depending on the past events.

If you are discussing something.
Bring it clear
We should also know

Anil Relan

Is RHP not filed yet?

IPO King pe dekh lo he alredy shared details on Saturday

Checked with LM RHP has already filed and all set to open on 8th

@ Jetha Lal, Chairman himself is former Govt Official. EMS bids only Asian Development funded projects from urban local bodies which cash rich so that it does not have to face payment delays. Their work specifically on projects where funding is already secured.so that it does not face delayed payments. Payment are cleared within 90 days of completion of work. Plus it is net zero debt. L&T margins 11%,KEC International 5.12% Ircon Intl 10,8% and NCC 9.7% EMS is building Tower for RBI in Mumbai and not averse to construct residential towers. Market is giving premium over Rs.100. It is good long-term bet for 3-4 years for good gain. FY revenue growth 30%.They have already bid for 3000 Cr and waiting for outcomes.

​@RAMU Thanks sir for enlightening me. I would look forward to study more when i get RHP.

Double listing surely because of low pe , good margins and good order books

CNC Automation Machinery Maker
JYOTI CNC AUTOMATION Ltd. Files DRHP with Market Regulator SEBI

Issue Size : 1000 Cr
( Company can Consider 200 cr as Pre-IPO placement )
Retail : 10%

LM :
1.Equirus Capital
2.ICICI Securities
3.SBI Capital

Registrar :

FY 23 :
Revenue - 929.3 Cr
PAT - 15.06 Cr

Orderbook : 3143 Cr
Clientele : ISRO, BrahMos Aerospace Thiruvananthapuram, Turkish Aerospace, Tata Advances System, Bharat Forge, Shreeram Aerospace & Defence LLP and Bosch

Dear newgen,
today buy aeroflux @166/-, but down to 161/-, feel wrong decision taken, please🙏 suggest can tomorrow booked loss and enter other which you please suggest.
Thanks

Rajkot Gujarat based company very reputed company, CNC machine main business after Rolex rings given profit now jyoti cnc

Dear Admin,

How to calculate PE of 10.78 ?

Yes @Jetha Lal 
You are absolutely Right ✅️
I have also checked

Please Check the Calculations

No.of Shares Outstanding Post Issue
53930806
× Price Of 1 share - 211
= 1137.9 cr ( M.cap )

÷ Net Profit of FY 23 - 108.85

PE comes At : 10.45

​@Admin @ Chittorgarh.com 
Please correct The PE and M.cap 🙏

Oh !
Now I understood what has gone wrong
We both Haven't added Pre-Ipo Placement Shares
So No.of Shares Outstanding will be
55,530,806

So M.cap comes at 1171.7 cr

PE : 10.76

So Everything AlRight
Sorry Admin for Disturbing

All their orders in hand around 1800 Cr to be executed in 2-3 years @ 20-22% margin and orders of those Companies which are approved by World bank.
Look at their selection process being an Infra Company. Water Sewerage Company leader Va Tech Wabag Ltd trading at P/E of 134 and this is giving at 10 P/E . Small Capital IPO only 300 Crs is an advantage. It will 3x 4x or more in 2 years.

​@RAMU In FY 23 VA Tech had Rs 243 cr of exceptional and one time adjustment which showed loss in FY and hence PE got inflated but if you calculate PE except that exceptional item then for FY 23 it comes around 23 times. Rarely any industry or company made wealth for investors who are into B2G business i.e business with government only exception are defence stocks which have kind of monopolies. Short term or momentum gain is possible in these stocks but these are not portfolio stocks for longer time.

1st day 1st show type ipo... will apply for .

100% apply karna hain deep,bade listing gain ke liye,
must apply IPO ( anil singhavi style)

Apply for good listing gains and can hold for long term too..Valuations too good.

I think IPO price not yet confirm...

Real-Estate Company
Arkade Developers files DRHP with SEBI

FV : Rs.10
Issue Size : 430 Cr ( Full Primary Issue ) Retail : 35 %

Pre-IPO : 20 cr

LM : Unistone

Registrar : Bigshare services

Further Details to be Posted soon

EMS 115-120

EMS 85 Buyer ahmedabad

Huge Demand
108 Buyer Now

Fantastic IPO !!!. Will give more than double in a year and 3 to x in 2 years.
On all parameters it is excellent. Six Sigma IPO.

At first sight issue looks attractive.
Decent valuation

100%promoters holding
Almost debt free
I think there are only 3 listed peers of this company
1.Va tech wa beg ltd - p/e-93 because of nearly 90% decrease in profit.2.indian hume pipe company : p/e-33

3.felix industry:p/e-55
Industry P/E in around 18-19 so i think there is something for investors on table.

EMS ₹90/95
Jupiter ₹65 buyer
Ratnaveer ₹42
Rishabh ₹60 seller
Vishnu ₹60/62

issue seems to be good, experts elaborate on the pricing