DG

@grok @Luckchance10 @Tanmay_31_ @grok what will be the expected price band of all these ipos ?

Based on recent SEBI approvals and financial reports, approximate IPO issue sizes (in ₹ Cr, including fresh + OFS where applicable): - Jain Resource Recycling: 2000 - Urban Company: 1900 - Pace Digitek: 900 - Allchem Lifesciences: 190 - Imagine Marketing (BOAT): 2000 - Corona Remedies: 1500-2000 - Ravi Infrabuild: 1100 - Om Freight Forwarders: 25 (fresh) - KSH International: 745 - Juniper Green Energy: 3000 - Omnitech Engineering: 850 - Mouri Tech: 1500 - Priority Jewels: Not specified (fresh ~54L shares) Total ~15,000-16,000 Cr across all.

Sebi Observation Letter (Approval) Issued To Below IPOs Last Week : ▪︎ Jain Resource Recycling ▪︎ Urban Company ▪︎ Pace Digitek ▪︎ Allchem Lifesciences ▪︎ Imagine Marketing Limited (BOAT- Pre-filing) ▪︎ Corona Remedies ▪︎ Ravi Infrabuild ▪︎ Om Freight Forwarders ▪︎ KSH International ▪︎ Juniper Green Energy ▪︎ Omnitech Engineering ▪︎ Mouri Tech ▪︎ Priority Jewels Another 13 Companies Get SEBI Approval to Float IPOs !

@SecondSRC @AskPerplexity what your analysis says about IEX and it's fair value?

Indian Energy Exchange Ltd” Q4 FY25 and Annual Results Analysis and Projections 📊 #IEX 📌 Latest Results Highlights • Revenue: ₹141.3 cr (↑16.5% YoY) • EBITDA: ₹117.1 cr (↑21.1% YoY) • Net Profit: ₹112.0 cr (↑17.7% YoY) • EPS: ₹1.26 (↑17.8% YoY) 📈 Growth Metrics • Revenue Growth (QoQ): 7.6% | (YoY): 16.5% • Profit Growth (QoQ): 8.6% | (YoY): 17.7% • Volume Growth: 18% • Margin Trend: Improving 💰 Expense Analysis • Other Costs: 5.8% of rev (↑30% YoY) • Employee Costs: 7.8% of rev (↑10% YoY) • Interest Costs: ₹0.6 cr (↓15% YoY) 🔍 Key Metrics • Revenue CAGR (5yr): ~18% | Net Profit CAGR (5yr): ~20% • ROCE: ~36% vs Industry: ~15% • Debt/EBITDA: 0.0 | FCF Conversion: ~65% • Promoter Holding: ~38% 🏗️ CAPEX & Growth Strategy • Planned CAPEX: ₹300 cr over 3 yrs • Focus Areas: Platform & tech upgrades • Volume Capacity Expansion: +20% by FY30 Management: Final dividend ₹1.50/sh recommended 📊 Long-Term Projections: 5Y Base: 15% | Bull: 18% CAGR 10Y Base: 12% | Bull: 15% 15Y Base: 11% | Bull: 14% 20Y Base: 11% | Bull: 13% 25Y Base: 10% | Bull: 12% 💸 Valuation: • P/E: 25× vs 5yr Avg: 30× • EV/EBITDA: 20× vs Sector: 15× • Fair Value: ₹2,300–2,500 t.me/ValuePicks25 📢 “Not investment advice. Consult your financial advisor.” #IndiaInvesting #Energy #NSE #StockMarket #GrowthStocks @businessline @Moneycontrolcom @economic_times @WSJMarkets @BloombergTV

@UremO_24 Kaynes Technologies : Sectoral tailwind, niche segment, semiconductors n electronic manufacturing booming, high margin, huge export opportunities with high tariffs on China, good management etc

If you have to invest entire capital in just 1 stock for lifetime, in which stock you will invest ?? My answer 👇

@Nostre_damus @AskPerplexity What happens then ?

Wait until China dumps their U.S. Treasuries Real fun begins then

@SMESTOCKNEWS @NarendraAdbani @AskPerplexity is it correct ?

@NarendraAdbani Next trading session mein posting raha to 100%

#NSE STOCKS WHICH MOVED TO #ESM-2

@Gk_bhat93 @ThetaVegaCap @grok @AskPerplexity answer it

@ThetaVegaCap @grok is it possible to achieve the above target

If you have Lump-sum amount of 1 Crore , Just Invest in any Balanced Advantage or Aggressive Hybrid Fund Wait for 1-2 Year Then Start SWP :- 50-60K PM Increase Monthly amount by 10K-15K Every year . This Pension will be for LifeTime #FinancialPlanning #Investing

@vishan_khadke @sriranganek @tsatwork @grok which companies benefit the most ?

Electronics Manufacturing- Cabinet has approved PLI scheme worth 23K Crores 🔥 Key Points: ✅️ PLI scheme will attract 59K Cr investments and 4.56 Lakh Crores in production and generate 91k Jobs. ✅️ Semiconductors demand to double from 45-50 Bn USD to 100-110 Bn USD in 5 years. 🔥 ✅️ India houses 20% of the total workforce in Semiconductors design across the world.

@AlphaWealth000 @grok @AskPerplexity is it a good buy at current price levels ? What's the best buy level keeping all possible technical and fundamental parameters ?

Jay Bee Laminations Ltd (JBL) - Key Takeaways from Bharat Connect Conference Key Updates: 👉 PGCL approval for 400KV transformers; will mainly do Cut Laminations (already lots of orders) 👉Company will be applying for 765 KV segment in FY26 👉 Gross Margin Profile of products: - Slit Coil = 3-5% (Least Value Addition) - Cut Lamination = 18-20% (used in Power Transformer) - Assembled Core = 25% (used in Distribution Transformer) 👉 Cut Lamination makes up around 18-20% of the total cost of the transformer ✅ Revenue, Margins & Volumes: - Q4 will be much better due to new capacity in Oct - EBITDA per ton in H1'25 was 44,000. It is expected to go down for H2'25 - Volume FY25 ~ 12,500 MT vs 9,500 MT FY24 - Estimated Volume FY26 ~16,000-17,000 MT - EBITDA Margins to remain sustainable around 10% to 15% in future ✅ Current Capacity- 20,000 MT: - Unit I & Unit II - 18,000 MT (Additional 4,000 MT coming up around Sep'25) - Unit III - 2,000 MT (30%-40% area utilized, ongoing discussion for remaining area utilization) - Current Utilization stands at 80%-85% (same utilizations planned for FY26) ✅ Capex: - Rs 15 Cr spent in FY25 - Planning for additional Rs 4-5 Cr in FY26 ✅ Industry Outlook: - Current Industry capacity is ~ 3 Lakhs MT - Demand to increase to ~ 4 Lakhs MT by FY27 end - 50,000 - 70,000 MT capacity will be online in next 6-9 months in the industry - Raw material prices will stabilize as the BIS license for Chinese mills is given, which was not present 9 months back - Demand is pretty stable ✅ Other points: - Gross Debt is around Rs 20-25 Cr | Cash position ~Rs 5 Cr | Net Debt between Rs 15-20 Cr

@StocktwitsIndia @grok answer this keeping all fundamental & technical parameters in view

🚨 Swiggy just hit an all-time low From ₹1,38,000 Cr at its peak in December to ₹72,000 Cr now, Swiggy's valuation has dropped 48% At what price does it become a value buy?

@grok @AnirbanManna10 @grok tell us all possible positives and negatives fundamental factors about this company

Trident Techlabs, a 25-year-old Indian tech firm, offers engineering solutions in AI, ASIC design, and more, with strong financial growth (151% revenue rise in H1 FY24-25). It partners with Siemens EDA and is ISO 9001-2015 certified. Employee reviews are mixed—some praise learning opportunities, others cite delayed salaries and poor management.

@Tanmay_31_ @SANGHANIJIGNES5 Acc. to this, at the lower side 550*60 = 33000 So if someone has invested at a price of 23000 then they will be in profit of 10,000/- per share. Let me know if I am wrong. 🤔

@SANGHANIJIGNES5 Before IPO, The Company will do a bonus of shares Likely in 1:60 Ratio So The IPO Price Will Come Down To Around 550-650

@money_theory BHARTIYA JANTA will pay and the government will PARTY

Gold price in 2011: 26,400 per 10gm Gold price in 2015: 26,343 per 10gm That's a *zero return* over 4 years. Extrapolating this, the first SGB was issued in 2015, expecting 2.5% to 7% interest cost to the government. While 5Y bonds cost ~8% at that time. An "over-smart" bureaucrat thought SGBs were a masterstroke. Now, the govt is stuck with ₹1.12 lakh crore in liabilities. Guess who’s paying for it?

@ThetaVegaCap Fear Fear Everywhere

SIP Stoppage at Peak People are losing interest in Market This is good for markets 😂 The less people talk , Good for all #Nifty #Investing

@niveyshak I'm happy to see that some investors and influencers have the guts to show loss too. 👍 This fall will pass too. 🤞

Severe cuts today .. 💔 Not selling anything from entire family holdings With zero cash & MOS almost gone How much cash are you guys having ?

@UremO_24 Give more details of the stock

🚀🔥 A stock can be 4X in 2025 🔥🚀 Full price action analysis since listing is explained. Look at the chart, if you agree with the analysis & want more details, then 👇 LIKE ♥️ & Comment “give more details”. You will get name & details in your DM 📩 🔗TG: t.me/UremO24 #tradingview #nifty #banknifty

@UremO_24 Give stock name

💰🚀 GEM💎 #stock can be 4X 🚀💰 ⭐️ PE: 41 • ROCE: 20% • Promoter: 75% ⭐️ Involved in automobile sector ⭐️ It will rally multibagger 4X 🔥 👉To get name of this hidden gem LIKE ♥️ & Comment “give stock name” You will get name in your DM 📩 Follow: @UremO_24 👑 TG link: t.me/UremO24 #StockMarketIndia #BreakoutStocks #investing #Nifty50

@adeshjainj When will these changes come into effect???

SEBI's Proposed Changes for SME IPOs and my initial thoughts on it: 1️⃣ Min Application Size (₹1L → ₹2L): Might not affect much as 1L or 2L becomes almost same for most, overall positive as more allocation means more conviction. 2️⃣ NII Allocation (Proportionate → Draw of Lots): Simplifies the process, more people can try luck but could frustrate larger investors seeking proportionate allotments. (bad for people like me, worst for people who have taken loan for ipos) no more guarantee returns, good for overall market, happy with this rule, more people can get allotments. 3️⃣ OFS Cap (No cap → 20% cap): Encourages fresh capital infusion but may deter promoters with higher dilution needs, in short run they ll anyway find a work around. 4️⃣ Min Allottees (50 → 200): Boosts liquidity and investor diversity. 5️⃣ Monitoring Agency (₹100 Cr+ → ₹20-50 Cr): Enhances fund utilization oversight, though it may increase compliance costs for smaller SMEs. 6️⃣ Phased Lock-In Release (3 years in one go → Phased release): Promotes gradual liquidity for promoters, aligning with market dynamics gets some confidence. 7️⃣ General Corporate Purpose (25% → 10% with ₹10 Cr cap): Encourages transparency and focused fund allocation, though it limits flexibility for SMEs with genuine diverse needs. 8️⃣ Related Party Transactions (Not applicable → Applicable): Strengthens governance standards but adds compliance burden for smaller SMEs 9️⃣ Shareholding Pattern Submission (Half-yearly → Quarterly): Improves transparency for investors but increases reporting costs for SMEs. 🔟 EBITDA Threshold (No threshold → ₹3 Cr EBITDA): Filters SMEs with strong financials but risks excluding promising early-stage ventures - Don't think this is good for very small companies, mostly everyone is EBITDA negative specifically high growth startups/companies, alternative to VC/PE this was a good option for them to raise funds, with Cash flow positive rule + this rule it becomes hard for them. Happy that SEBI is finally taking some good steps and atleast listening to community, expecting some relief in ESM also post this. What are your thoughts on the same? @Tanmay_31_ @manishlalwani9 @rohiitian @yashxvardhan @Paryan_Sharma @Alchemist1320 @Noorulipo @ipo_mantra #smeipos #ipoalert #sme #SEBI

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