Kashish Sarvaiya
761 posts

Kashish Sarvaiya
@Kashishsar
Management professional having experience of more than decade in the industry, successfully executed several projects and handled hundreds of team members.
Ahmedabad, India Katılım Nisan 2017
128 Takip Edilen60 Takipçiler
Kashish Sarvaiya retweetledi

A Brief Note On✍🏻
Teamtech Framework Solutions SME IPO
The Company manufactures Modular T-formwork and customised formwork. Systems which are useful in Construction Industry
These systems work as a temporary mould that Support and Shape Concrete until it takes the required structural form
Business is Good, They Serve Big Customers like L&T, Tata Projects etc
The Company will use IPO Proceeds for:
1) CapEX which will take their capacity to 3x, estimated to get Operational from Q3 FY27
2) For Debt Repayment which will significantly deleverage their Balance Sheet
3) For WC requirements
Revenue and Bottom-line has been growing well. Trade Receivables have Spiked Significantly with Streched Work Capital Cycle
This Company is pretty much comparable with Msafe Equipments which is into height safety equipment and they have carried out the expansion into Aluminium Framework
Teamtech is coming ~16x FY26 PE and Msafe trades near 15x FY26 PE. FY27E PE of both the companies are in the range of 10-12x
They could have left some more scope on the table for investors, I don't see any major upside in immediate term but some re rating can happen once new capacities go live
Risks include Raw Materials price volatility, Competition from unorganised sector and entry of new players like Msafe in the business
One can Apply in this IPO for Holding Purposes, Listing Gains are subject to market conditions. Safe players can avoid for Listing Purposes
(Note: post is shared for educational purposes only, dydd before applying)
#TeamtechFormworkSolutions

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@manishlalwani9 Looks different and unique in comparison to other SME IPOs
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Interesting anchor book for Teamtech formwork.

Manish Lalwani@manishlalwani9
TeamTech formwork SME IPO - 19 to 21st May From LM #Getfive, the company manufactures and rents modular T formwork used in concrete structures. Infrastructure ancillary with distinch knowledge in their field. 50 Cr issue coming at 190 cr m. Cap 9 month FY'26 PAT 7.3 Cr
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Q-Line Biotech Limited IPO 🔜
It is set to become largest ever SME IPO Till date with a size exceeding 200 Cr
The company is in the business of In-Vitro Diagnostics (IVD), laboratory reagents, and pathology equipments.
FY25
Revenue : 313 Crore
PAT : 28 Crore
The company is set to surpass Danish Power, KPGEL, Sahasra Electronics and Rajesh Power in terms of IPO Sizes

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Kashish Sarvaiya retweetledi

Wipro ADR is up over 3% 📈 Hoping this positive momentum continues in the Indian market on Monday.
#Wipro #StockMarket #ADR #MarketOutlook

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Kashish Sarvaiya retweetledi

MethodHub Launches QuantumHire, AI-Powered Full-Time Hiring Platform to Transform Enterprise Recruitment
Submit Your Resume - quantumhire.ai/job-seekers
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#QuantumHire #NowLive #Hiring #Recruitment #AIHiring #FullTimeHiring #Careers #TalentAcquisition #FutureOfHiring #methodhub

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@SachinJain3939 What’s your view on AR under retail category
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Me Heading to my friend house, who was telling
Nifty will touch 25K by May as per technicals
30K by December as per experience & expectations 😀
#vismaya
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@Noorulipo What’s the issue with Godrej?
It’s running smoothly
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@Sundayinvestin @Tanmay_31_ pls continue the space do not leave
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@Sundayinvestin Please continue this spaces , please it helps
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@dhanesh500 Agar mein invest karta to itna nahi chalta 😄
Indonesia

@adeshjainj Sirf Wankaner or Rajkot walo ko hi allotment diya tha 😁
Indonesia

Mehul Telecom:
Listed at +10.20%, Congratulations all the allotees :D
I did not get alloted.
Aadesh jain@adeshjainj
Todays IPO: Mehul Telecom - looks safe, applying from all accounts. Allotment on tougher lines. Should give some gains, or worst case flat is what i feel. What are you doing today? Been long... wassup?
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