Mazagon Dock Shipbuilders Limited IPO Message Board (Page 40)

Buy Cochin shipyard as proxy play for 25-30 % return from current level (312) in 3-4 weeks time

Mazagon Dock IPO
GMP 50 +/- 2
Kostak 450 +/- 25

MAZAGON DOCK SHIPBUILDERS IPO – Schedule *(Page #353 of RHP)*

24th Sept – Announcement of Price Band
28th Sept – Anchor Investors Allotment
29th Sept – Offer Opens
01st Oct – Offer Closes
07th Oct – Finalisation of Basis of Allotment
08th Oct – Unblocking of ASBA Accounts
09th Oct – Credit of Equity Shares to Depository Accounts
12th Oct – Commencement of Trading

What is the GMP of MAZAGON DOCK SHIPBUILDERS IPO ?

MAZAGON DOCK SHIPBUILDERS IPO – Financial Information (Basis of Valuation)
The information is collated from the following documents:
1) Old DRHP = Draft Red Herring Prospectus Dated March 28, 2018 (593 pages)
2) New DRHP = Draft Red Herring Prospectus Dated August 05, 2019 (357 pages)
3) RHP = Red Herring Prospectus Dated September 19, 2020 (392 pages)

EPS for FY14-15 >>> Rs.21.23 (Page #93 of Old DRHP)
EPS for FY15-16 >>> Rs.25.08 (Page #92 of Old DRHP)
EPS for FY16-17 >>> Rs.23.92 (Page #83 of New DRHP)
EPS for FY17-18 >>> Rs.20.61 (Page #87 of RHP)
EPS for FY18-19 >>> Rs.23.75 (Page #87 of RHP)
EPS for FY19-20 >>> Rs.21.36 (Page #87 of RHP)

RoNW for FY14-15 >>> 28.70% (Page #94 of Old DRHP)
RoNW for FY15-16 >>> 23.71% (Page #93 of Old DRHP)
RoNW for FY16-17 >>> 19.84% (Page #84 of New DRHP)
RoNW for FY17-18 >>> 17.51% (Page #88 of RHP)
RoNW for FY18-19 >>> 16.55% (Page #88 of RHP)
RoNW for FY19-20 >>> 15.54% (Page #88 of RHP)

NAV as on March 31, 2020 was Rs.152.17 (Page #88 of RHP)

Listed Industry Peer Group (Page #88&89 of RHP):
Cochin Shipyard
Reliance Naval and Engineering
Garden Reach Shipbuilders & Engineers

Good thing is.... the IPO Registrar is Alankit Assignments Ltd!
(Previous issue by this registrar is IRCTC Limited).

Registrar don't have any role for listing...once allotment is done their work is done ..
Look for LM record if you want to worry about listing price or gain...

@KrishnaTwentyFour' I am not worrying about Listing price ….. But about FAIR allotment!

Dear Forum Member,
You can now check the messages filtered by the ranked members. Just click the link "Check Messages by Ranked Members" located just above the message board on the IPO detail page.

????????????????????????

If possible reply sorting by last added not sub-reply added

We want to dispaly
13
12
11

Not
12
12.1
13
11

because 12.1 is latest comment

Either change it or give an option with switch and load via ajax

March 20 Eps 21.3
Industry High Pe 14.9 Garden Reach Ship
Low 7.6 Cochin Ship
NAV 152
HOS Issue price may be 150 (Pe 7)
It is reasonable.
But how market takes let see the Qib and HNI figures and decide.

Thank you.. will wait for qib and hni..

@admin

RHP added
https://www.axiscapital.co.in/uploads/equity_documents/20200922153130_mazagon_dock_shipbuilders_limited__rhp.pdf

what is meaning of

CAMS IPO – *GMP Estimated*
GMP 290 +/- 2
Kostak 800 +/- 25

Good IPO. Only problem with PSU divestments is the overhang for further divestitures by Govt. In this IPO, Govt divesting only 15% of shareholding. Hence, further divestments will be possibility.

Cochin Shipyard is quoting well below its IPO price even after 3 years of listing.

MAZAGON DOCK SHIPBUILDERS IPO – Schedule *(Tentative)*

24th Sept – Announcement of Price Band
28th Sept – Anchor Investors Allotment
29th Sept – Offer Opens
01st Oct – Offer Closes
07th Oct – Finalisation of Basis of Allotment
08th Oct – Unblocking of ASBA Accounts
09th Oct – Credit of Equity Shares to Depository Accounts
12th Oct – Commencement of Trading


MAZAGON DOCK SHIPBUILDERS IPO – Issue Information *(Tentative)*
*Basis: Addendum dated August 27, 2020 to the DRHP dated August 05, 2019*

Issue Opens on: 29 September 2020
Issue Closes on: 01 October 2020
Issue Type: Book Built Issue IPO
Issue Size: 2,54,11,251 Shares
Face Value: Rs.10/- per Share
Issue Price: Rs.140 – Rs.150 per Share *(Tentative)*
Discount: Rs.15/- (for Employees)
Market Lot: 100 Shares
Listing At: NSE, BSE

Equity Shares outstanding prior to the Issue = 20,16,90,000 Shares
Employee Reservation of 2,00,000 Shares @135/- = Rs. 2.70 Crs (after discount of ~15/-)
Offer for Sale of 2,52,11,250 Shares @130/- = Rs.378.17Crs
Equity Shares outstanding after the Issue = 20,16,90,000 Shares

Category-wise Break up:
Anchor – 75,63,374 Shares = 113.45Crs
QIB – 50,42,250 Shares = 75.63Crs
NII – 37,81,688 Shares = 56.73Crs
RII – 88,23,938 Shares = 132.36Crs (Lot size: 100 = 88,239 Forms)
Empl. Quota – 2,00,000 Shares = 02.70 Crs (@135 per Share)
Total Issue – 2,54,11,250 Shares = 380.87Crs.

Subscription required for 1X
RII = 88,239 Forms
NII = 56.73Crs


MAZAGON DOCK SHIPBUILDERS IPO – Financial Information (Basis of Valuation)
The information is collated from the following documents:
1) Old DRHP = Draft Red Herring Prospectus Dated March 28, 2018 (593 pages)
2) New DRHP = Draft Red Herring Prospectus Dated August 05, 2019 (357 pages)
3) Addendum = Addendum dated August 27, 2020 to the DRHP dated August 05, 2019 (153 pages)

EPS for FY14-15 >>> Rs.21.23 (Page #93 of Old DRHP)
EPS for FY15-16 >>> Rs.25.08 (Page #92 of Old DRHP)
EPS for FY16-17 >>> Rs.23.92 (Page #83 of New DRHP)
EPS for FY17-18 >>> Rs.20.61 (Page #23 of Addendum)
EPS for FY18-19 >>> Rs.23.75 (Page #23 of Addendum)
EPS for FY19-20 >>> Rs.21.36 (Page #23 of Addendum)

RoNW for FY14-15 >>> 28.70% (Page #94 of Old DRHP)
RoNW for FY15-16 >>> 23.71% (Page #93 of Old DRHP)
RoNW for FY16-17 >>> 19.84% (Page #84 of New DRHP)
RoNW for FY17-18 >>> 17.51% (Page #24 of Addendum)
RoNW for FY18-19 >>> 16.55% (Page #24 of Addendum)
RoNW for FY19-20 >>> 15.54% (Page #24 of Addendum)

NAV as on March 31, 2020 was Rs.152.17 (Page #24 of Addendum)

Listed Industry Peer Group (Page #75 of Addendum):
Cochin Shipyard
Reliance Naval and Engineering
Garden Reach Shipbuilders & Engineers

any gmp

I think this being a defense stock, will have a stellar listing. Must apply with full force. Retail quota should be minimum 50%.

Retail Quota not more than 35 % in case of profit making companies & not more than 10 % in case of loss making companies.

@admin
We checked your new feature and see that some of the memeber who is ranked is not active since 2-3 years then please either remove their profile or add some flags ands remove ranks from their Profile

Hi IPOKing Sir,
Thank you for your kind feedback.
This report is now updated. Now it shows the ranked members who are active in the last 3 months.

.
MAZAGON DOCK SHIPBUILDERS IPO – Schedule *(Tentative)*

25th Sept – Announcement of Price Band
29th Sept – Anchor Investors Allotment
30th Sept – Offer Opens
05th Oct – Offer Closes
08th Oct – Finalisation of Basis of Allotment
09th Oct – Unblocking of ASBA Accounts
12th Oct – Credit of Equity Shares to Depository Accounts
13th Oct – Commencement of Trading


MAZAGON DOCK SHIPBUILDERS IPO – Issue Information *(Tentative)*
*Basis: Addendum dated August 27, 2020 to the DRHP dated August 05, 2019*

Issue Opens on: ?? October 2020
Issue Closes on: ?? October 2020
Issue Type: Book Built Issue IPO
Issue Size: 2,52,11,251 Shares
Face Value: Rs.10/- per Share
Issue Price: Rs.150 – Rs.160 per Share *(Tentative)*
Discount: Rs.15/- (for Employees)
Market Lot: 93 Shares
Listing At: NSE, BSE

Equity Shares outstanding prior to the Issue = 20,16,90,000 Shares
Employee Reservation of ?/?/? Shares @145/- = Rs. ?/?/? Crs (after discount of ~15/-)
Offer for Sale of 2,52,11,250 Shares @160/- = Rs.403.38Crs
Equity Shares outstanding after the Issue = 20,16,90,000 Shares

Category-wise Break up:
Anchor – 75,63,374 Shares = 121.01Crs
QIB – 50,42,250 Shares = 80.68Crs
NII – 37,81,688 Shares = 60.51Crs
RII – 88,23,938 Shares = 141.18Crs (Lot size: 93 = 94,881 Forms)
Empl. Quota – ?/?/? Shares = ?/?/? Crs (@145 per Share)
Total Issue – 2,52,11,250 Shares = 403.38Crs.

Subscription required for 1X
RII = 94,881 Forms
NII = 60.51Crs


MAZAGON DOCK SHIPBUILDERS IPO – Financial Information (Basis of Valuation)

EPS for FY14-15 >>> Rs.21.23 (Page #93 of Old DRHP)
EPS for FY15-16 >>> Rs.25.08 (Page #92 of Old DRHP)
EPS for FY16-17 >>> Rs.23.92 (Page #83 of New DRHP)
EPS for FY17-18 >>> Rs.20.61 (Page #23 of Addendum)
EPS for FY18-19 >>> Rs.23.75 (Page #23 of Addendum)
EPS for FY19-20 >>> Rs.21.36 (Page #23 of Addendum)

RoNW for FY14-15 >>> 28.70% (Page #94 of Old DRHP)
RoNW for FY15-16 >>> 23.71% (Page #93 of Old DRHP)
RoNW for FY16-17 >>> 19.84% (Page #84 of New DRHP)
RoNW for FY17-18 >>> 17.51% (Page #24 of Addendum)
RoNW for FY18-19 >>> 16.55% (Page #24 of Addendum)
RoNW for FY19-20 >>> 15.54% (Page #24 of Addendum)

NAV as on March 31, 2020 was Rs.152.17 (Page #24 of Addendum)

Listed Industry Peer Group (Page #75 of Addendum):
Cochin Shipyard
Reliance Naval and Engineering
Garden Reach Shipbuilders & Engineers

MAZAGON DOCK SHIPBUILDERS IPO – Issue Information *(Tentative)*
*Basis: Addendum dated August 27, 2020 to the DRHP dated August 05, 2019*

Issue Opens on: ?? October 2020
Issue Closes on: ?? October 2020
Issue Type: Book Built Issue IPO
Issue Size: 2,52,11,251 Shares
Face Value: Rs.10/- per Share
Issue Price: Rs.150 – Rs.160 per Share *(Tentative)*
Discount: Rs.15/- (for Employees)
Market Lot: 93 Shares
Listing At: NSE, BSE

Equity Shares outstanding prior to the Issue = 20,16,90,000 Shares
Employee Reservation of ?/?/? Shares @145/- = Rs. ?/?/? Crs (after discount of ~15/-)
Offer for Sale of 2,52,11,250 Shares @160/- = Rs.403.38Crs
Equity Shares outstanding after the Issue = 20,16,90,000 Shares

Category-wise Break up:
Anchor – 75,63,374 Shares = 121.01Crs
QIB – 50,42,250 Shares = 80.68Crs
NII – 37,81,688 Shares = 60.51Crs
RII – 88,23,938 Shares = 141.18Crs (Lot size: 93 = 94,881 Forms)
Empl. Quota – ?/?/? Shares = ?/?/? Crs (@145 per Share)
Total Issue – 2,52,11,250 Shares = 403.38Crs.

Subscription required for 1X
RII = 94,881 Forms
NII = 60.51Crs

MAZAGON DOCK SHIPBUILDERS IPO – Schedule *(Tentative)*

25th Sept – Announcement of Price Band
29th Sept – Anchor Investors Allotment
30th Sept – Offer Opens
05th Oct – Offer Closes
08th Oct – Finalisation of Basis of Allotment
09th Oct – Unblocking of ASBA Accounts
12th Oct – Credit of Equity Shares to Depository Accounts
13th Oct – Commencement of Trading

MAZAGON DOCK SHIPBUILDERS IPO – Financial Information (Basis of Valuation)

EPS for FY14-15 >>> Rs.21.23 (Page #93 of Old DRHP)
EPS for FY15-16 >>> Rs.25.08 (Page #92 of Old DRHP)
EPS for FY16-17 >>> Rs.23.92 (Page #83 of New DRHP)
EPS for FY17-18 >>> Rs.20.61 (Page #23 of Addendum)
EPS for FY18-19 >>> Rs.23.75 (Page #23 of Addendum)
EPS for FY19-20 >>> Rs.21.36 (Page #23 of Addendum)

RoNW for FY14-15 >>> 28.70% (Page #94 of Old DRHP)
RoNW for FY15-16 >>> 23.71% (Page #93 of Old DRHP)
RoNW for FY16-17 >>> 19.84% (Page #84 of New DRHP)
RoNW for FY17-18 >>> 17.51% (Page #24 of Addendum)
RoNW for FY18-19 >>> 16.55% (Page #24 of Addendum)
RoNW for FY19-20 >>> 15.54% (Page #24 of Addendum)

NAV as on March 31, 2020 was Rs.152.17 (Page #24 of Addendum)

Listed Industry Peer Group (Page #75 of Addendum):
Cochin Shipyard
Reliance Naval and Engineering
Garden Reach Shipbuilders & Engineers

What will be the Issue Size? they are reducing the issue size to 400 cr, is this true? If this too is planned for September then where did UTI go?

Good Psu company..

Wait and watch for price band and gmp activities..