Sarveshwar Foods Ltd IPO Message Board (Page 3)

Umang or any other expert, any idea about Moksh Ornaments??

I have 1 lot at 53, CMP is 38.5.. What to do?

I have 3 lot of sarveswer food one sold at 83 other 80 and third on 71 and booked loss of rs. 36000 on listing day. Invested in Bandhan bank got shares 535 but due to sme panic created in mind sold 280 in gray market at premium of rs. 28 and other sold at rs. 485 average and completed the loss, if not sold in grey market then profit of rs. 27000, so my advise give up sme as they are operator driven see macpower cnc concentrate on main ipo and large cap and avoid tention of sme and panic created by it.

Never got any sme , wouldn't apply any sme in future sitting in capital greater then sitting on sme

Volume is better than privious.but most important thing is '/, of delivery.let see.
If between 85 to 95'/, then enough good.

Don't go by volume, macpower has less than 25% delivery volume from last 3 days then also it is flying. It is operator driven stock.
Do you think investors are buying this (macpower) stock at such fancy valuation???. Today delivery volume is only 10%.

you are right umang

Dear Umang,
Short Term Borrowings on 31.6.17 is Rs.181 Crores. But Inventories is Rs.248 crores. Stock amount is more than borrowing amount it is good for company financials. Some days back you told that total debt is Rs.200 crore. For that some body replies that debt is high so the stock is not performed well. The reason for not performing is under subscription for Hni quota and equity is very large. So it was not performed well at the time of listing. But in future it will perform well.

In rice stock debt equity ratio is high because they need huge working capital. They built large inventory during paddy season.
Even L. T FOODS have D/E ratio above 2. If you exclude inventories from total debt, then this ratio comes down to negligible level.

Basmati rice business is viewed as a commodity business and has commanded low valuations
like other commodity companies. However, players like KRBL, LT Foods etc. have redefined the
industry norms and focused on building brands (India Gate - KRBL, Daawat/Royal - LT Foods) to
take advantage of the changing industry dynamics of consumers shifting to the branded basmati
rice and value added products.

Currently, domestic basmati rice market is estimated at ~INR13,000 crore. The share of basmati as
a percentage of total rice consumption in India is extremely low at ~2% as compared to the Middle
East (38%). Basmati is a premium category of rice having distinct aroma, taste and texture. The rise
in disposable income and premiumization coupled with increasing penetration of basmati is
expected to drive the consumption of basmati in India.
Other key observation in domestic consumption is the shift of consumers from unbranded to
branded products. The share of branded basmati as % of total basmati consumption in India has
risen from 17% in FY12 to 27% in FY17. We expect the trend to continue on the back of rising
affluence.

Dear Umang,
I booked loss on Sarveshwar on listing day at 76 average price. I applied Bandan Bank with full force and recover 90% loss made in Sarveshwar.
Due to fear after Sarveshwar listing i skip all the sme. But my expectation is Veera, Soni, and SS infra will list well. Pantomoth is the lead manager in all the three above mentioned shares.

Production process leading to entry barriers: Basmati rice needs ~18-20 months of ageing in
order to increase the aroma and quality of product. This leads to high working capital
requirement in the business thus creating strong entry barriers for new players

Sarveshwar already have 22000 hectares of organic certified contract farming land for organic products.

Motilal report on L. T. FOODS key take away::::

Organic food is the fastest growing segment for the company (registered a
CAGR of 44% over FY12-17) and contributed ~8% to the FY17 revenue. Nature Bio-Foods Ltd (NBF)
is a wholly owned subsidiary of LT Foods dedicated primarily to its organic business. This segment
has relatively high barriers to entry owing to the fact that it requires ~3 years of cultivation through
organic methods to produce pure organic harvest fit for consumption and distribution as an organic
product. Given strong global demand for organic foods and limited competition

Basmati rice industry:::::
Basmati, one of the most expensive varieties of rice in the world, is a premium long-grain fine-
textured rice. A Geographical Indication (GI) product, this aromatic grain is grown only in certain
parts of India and Pakistan due to conducive agro-climatic and soil conditions. It is estimated that
70% of global basmati rice is produced in India and the balance in Pakistan. India is the largest
producer and exporter of premium basmati rice that is highly renowned across the globe.
Listed below are the key industry dynamics and facts about the basmati rice:
• Basmati rice production: ~1% of the world rice production is Basmati.
• Geographical Production:
o India - 70%
o Pakistan - 30%
• Season:
o Sowing season : May-June
o Harvesting season: October-November
• Industry structure:
o Organized - ~40%
o Unorganized - ~60%
• Exports Volume:
o India - accounts for ~90%
o Pakistan/ROW - 10%
• Variants: There are 29 variants of Basmati recognized so far. However, broadly there are three
major categories:
o Pusa 1121 Basmati: Produced by R&D from the Pusa Institute (New Delhi) in 2003. It is the
longest basmati grain in the world- before as well as after cooking and gives 30% more
volume than any other basmati variety. This variant can be recognized by its unique
aroma and special sweet taste. This variant has excellent global acceptability that spans
Middle east, Iran, Australia, Africa, Canada and even USA. It commands the most premium
price and is most preferred amongst farmers today.
o Pusa Basmati 1: Produced by R&D from the Pusa Institute (New Delhi) in 1990. Keeping
the limited cultivation area and the ever increasing demand in mind, the research yielded
ways of producing a greater quantity on the same land through the natural process of
hybridization. This variety revolutionized the Indian basmati industry and gained India's
entry to many inaccessible markets.
o Traditional Basmati: This common phrase is used to refer to older varieties that are in still
production. Two popular varieties 370 and HBC 19 amongst others are collectively called
Traditional. Due to their lower yield they have gradually phased away and have been
replaced by a newer variety - CSR-30. Today, a majority of export is CSR-30- which is a
recently evolved variety. It has the lowest yield compared to the two varieties listed
above.
• Pricing: Commands ~80-90% premium over non-basmati rice
• Production process leading to entry barriers: Basmati rice needs ~18-20 months of ageing in
order to increase the aroma and quality of product. This leads to high working capital
requirement in the business thus creating strong entry barriers for new players

Monitor, Chittorgarh
Pl.update massages in date & time wise.

Read the latest buy recommendation on L. T FOODS.
Though report is on L. T FOODS, but brokerage house has stated some points on overall branded rice industries

M Oswal initiates coverage on LT Foods. Covers points related to the industry.

636585152050757232.pdf44 (754.1 KB)

Yes mrs. Patel I still hold 7 lots & I won't sell in loss, even if I have to hold for another 1 year.

Typo mistake read mr. instead of mrs.

It's all about patience, Market is going through a tensed up situation. the interaday

I have 1 lot . should I buy another to do 'average' ?

GUYS HAD A WORD WITH MANAGEMENT BOTH REVENUE AND PROFIT GROWTH WILL BE IN DOUBLE DIGIT. SO THAT IS GIVEN.. HOPE PRICE WILL MATCH WITH THE PERFORMANCE

thanks ...yes i guess lets wait n see what happens

Ty learner... U r one of real quoter. I also holding 4 lots. Lets finger crossed. I also got some confirmation abot rrsult and rate going to 85 to 90 in 3 to 5 month. Best luck.

@ Drax
No idea about result date.managment also not indicate any date . I assume it will be in April or may.

RESULTS WILL BE DECLARED IN FIRST HALF IF MAY 2018

Patel Bhai U deserve a great round of applause.....U are doing great Job....U have helped so many investors I myself have 2 lots & I had talks with the management & the L.M. just because of the numbers you have put on board.....After listening to their satisfactory commentary We are now tension free....You have done what even So called Experts haven't been able to do.....I hope We will not loose a penny in this sock.....Continue the good work....I am hoping it will cross issue price soon.....

@ Maverick Sachin Jain
Thanku for your appreciatie me.
Yes sir it is definitely cross issue price after full year result in April.i also discussed with management and market leader they are very confident about company operation.

@Patelbhai
What is the exact date of results declaration?

Today all food stocks are buzzing.. isne to upar nahi jane ki kasam kha rakhi hai????????

@ common man
This messagare are not everyone.only for who traped in same situation.i don't force to anyone.
This is only for Sarveshwar's shareholders.
Lagta he tere pas ye nahi he. Try to help others.
Isko majak mat banao.

Isko majak Tune Khud Banaya Hai. Your msg below says u have 8 Lots. Any smart investor will not put all egss in 1 basket & That also In sme.
385. Patel maulinbhai janubhai Mar 30, 2018 6:05:29 PM IST
I have 8 lots.& my brother have 5 lots.

And Yes i am not having this stock But i am Laughing on you because You dont have courage to Bear Loss Nor patience to hold And still apply for 8 lots. And you are calling management, operator and all To Ask Reason for prise fall.

Boss even management and operator must be laughing on you... I swear ...
8 Lots You Must have dreamed of something big Profit. Yeh toh ulta Loss ho gaya .. abhi toh raat ko neend bhi nahi aati hogi.
1 Lot Ya 2 Lot apply krta .

Patel Bhai U deserve a great round of applause.....U are doing great Job....U have helped so many investors I myself have 2 lots & I had talks with the management & the L.M. just because of the numbers you have put on board.....After listening to their satisfactory commentary We are now tension free....You have done what even So called Experts haven't been able to do.....I hope you will not loose a penny in this sock.....Continue the good work....I am hoping it will cross issue price soon.....

Look at multinational foreign company
What return they gave to shareholder
Never trust indian promoter they make money by offlioading shares in the market poor investors are trapped

@ Common man

Nam Jesi soch he.bus Itna kahena he.age to samjadar he.

It Seems You Are So Much Heavily Invested In it That You are Unable To Bear Any Loss, So You are Literally Telling everyone to Call Mangement.

Agar Itna Loss Hai to Personally You Should meet Them. Have Balls Below, To Bear Loss Rather Then Crying to Tell People to call management.