Aether Industries Limited IPO Message Board (Page 13)

Got full allotment in all accounts including sHNI category. This stock could perform like Clean Science

Now a days no any IPO is going to perform like previous one.

It have range upto 10% listing gain..

I will sell on listing..Don't give hope for listing gainer..

Only for long term who want to invest for atleast 1 year or more.

Will perform similar to pp, emdhru. And pop on listing could be used to book profits immediately in opening for such overvalued company.

Quality stock available in secondary market at cheaper valuation. Better to accumulate srf, Laxmi chemicals and Anuras from mrkt for medium term time frame.

What is the similarity between HAPPIEST MINDS and AETHER?

Excellent growth and future prospects but people are always concern about valuation in both (Past & Present P/E).

Valuation is very relative and subjective thing and it depends upon certain assumptions (future cash flows, discount rate etc) and even different valuation gurus can have different opinion and assumptions about same thing.
The most famous valuation guru Aswath Damodaran values Paytm more than what market has given value to Paytm.

In my opinion and experience valuation and perception of valuation changes completely as per market situation. No one cares about P/E >100 in bull market and P/E ~60 looks expensive in bear or sideways market.

Valuation is important concept but it should not be sole criteria to judge a stock. Growth and margin are two important factors. If growth and margin are superior than peers then that stock will never be cheap. The best example is Bajaj Finance.
But if a stock disappoint with growth then market punish that stock heavily too.
This is also a reality.

Thank you 🙏

@jetha lal ji
Thanks
I was thinking only,you will reply

My answer is seen in your early post

Promoters
Happiest minds promoter mr.ashok soota was earlier co founder of mindtree
And
AETHER promoters earlier CMD of ANUPAM RASAYAN

other details of all four companies are in public domain already,how it works, history,stock movements etc.

@lokes,@avenue and others helping fellow friends,
This is regarding secondary markets,
I had bought 500 greaves cotton @161 yesterday and today I placed sell order at 9:13 @172, it got executed at 178.7.
My question is,it opened at 181,high 183.8 and low 178.6 at 9:15,how come it didn't get executed at opening price of 181,instead of 178.7 and thus I incurred rs 1000/ loss of profit,
Thanks a lot

But the preopen order placing time is upto 9:08 am only right. You placed sell order at 9:13, so it wont get executed at open price i feel. In zerodha we cant place a order between 9:08 -9:15. Maybe your broker just takes the order and places the order after 9:15 only. IPO mentors can correct me if im wrong

@ujwalG,
Probably u r right,actually I was also thinking in same line,probably I have done the mistake of not putting the order before 9:08 and thus paid the penalty,still some more clarity is required from other experts,
Thanks anyway

@anantagg,@Avenue.After knowing that anant is a genuine investor and the explanation given by Anant I WOULD LIKE TO APOLOGISE.

Ethos IPO was not going to sail. It was short of required subscription number.
Emkay global and InCred capital who were merchant bankers to Ethos IPO came to rescue and subscribed undemanded shares of Ethos.

https://www.fortuneindia.com/investing/questionable-devolved-ethos-ipo-saved-by-emkay-incred-at-highest-price/108418

Has the listing being preponed to tomorrow. Upstox account is showing listing is tomorrow

@Avenue,
Listing of Aether is on 3rd June 2022.

Thanks
Sweet Dreams...

Gmp 25/27

Only to stop operator like Anant sebi brought change so they can not apply after cut off time of 3PM.They just put big bid after 3.50 using syndicate member and money will block next day.There only intention is to make few quick bucks.Ask Anant what Aether making and you will get your Answer.

A trader/bettor never concern about fundamental of stock.

We should have not any grudges towards Mr. Anant. He is doing everything lawfully with his money and he had rights to do that. His profit or his loss.

Trading moves stock in short term but fundamental moves stocks in long term.
Price is a function of growth and margin of the company. Pick any wealth generator company of market and you will find those two things behind price movement in long term.

@iPO Bhakt... He is a genuine applicant like us and not subscription manipulator. Moreover whatever he is doing is perfectly within his right and for his benefit and gain. That is precisely everybodies aim.
Please don't make it ugly.

High Level Snippet : 3/4 revnue is being generated through products, rest CRAMS/Contrcat Mfg. Given below 7 chemicals forms close to 60% of overall revenue. heavvy reliance on Pharma Intermediatries business (Generics), since close competition is primarily from chinese players ( China + 1 strategy augurs well). Sole manufacturer in India for theese chemicals
Key product line segments : 4MEP (Revenue share : 15.3%), Market share (28%) - Pharma (Hyper Tension)
T2E (Revenue share : 11%), Market share (50) - Pharma ( Anti-Platlet)
MMBC (Revenue share : 11%), Market share (14%) - Crop Protection ( Insecticide)
OTBN (Revenue share : 10%), Market share (8%) - Pharma (Hyper Tension)
NODG (Revenue share : 4.3%), Market share (47%) - Pharma (Anti-Inflamotory)
HEEP (Revenure share : 2.9%), Market share (34%) - Pharma ( Anti-Histamine)
MCT (Revenue share : 2.9%) - Crop Protection ( Insecticide)
Plannted to launch / comercilize anti-retroviral, ant-convulsuant/epilectic Intermediatries etc in FY23
Located near by JNPT / Hazira Ports
Future Financial performance depends on End user performance ( Divis, Ipca, Lupin, Dr Reddy, UPL,Granules, Aarti, Laurus, Indswift, neogen etc)
High Entry barrier for Indian Players
If they repay the debt through intended IPO proceeds , PAT margin can improve significantly.
Forex Volatility need to be moniotored as it derives 50% of revenue through Exports.
Key personel are ICT Alumini and Ex-Anupam Rasayan - seems to be management quality is high
Forecasted EBITDA Margin is in the range of 27-28 % & PAT Margin would be around 18%
EV/EBITDA ~ 40 ( Quite Expensive, but cheaper than Clean science, tatva,Vinati, Navin, )
Networking capital days of 120 will need working capital, Hope IPO proceeds would be leveraged for the same
Very Good Track Record in EHS Compliance & Audits
Raw Material Infalation weigh down on margin/s in short / Medium term
lack of Long term agrements with key customers is a Key concern
need to watch out for Export incentives continuity
High product concentration risk
challenge to maintain past track record of CAGR (50%) as on higher base , it gradually comes down unlike on smaller base in the past
need to look out more export oprtunities in APAC region
cost arbitrage augur well for indian players as avg wabges are lower than china players
Key risk is 20% of customers are contributing 70% of revenue and high dependency on Pharma customers
Long term Investors can Hold / add on Dips.
Short term Investors can book listing gains. Going by Emudra , may not disappoint on listing , but one can expect moderate gains, as still market is hunting value and not willing to take risk in Growth stocks.

GMP updation anyone pls.

Aether GMP 14--16

People who are still holding PPL, exit it, because it will not cross 48 anytime sooner. It will behave like IRFC which will never cross 26.50. Luckily, I am not holding any of these having exited at stop loss.

Yes i am still holding see what happened next ..

Guys what will happen when a broker does not allow sme ipo application but i apply to that broker through third party?

No issues from where you apply...make sure your bid is correct and u apply on time.
The broker is a medium to sell the shares and not the authority, so no issues with that.
Do not apply shares for your groww account. They don't allow to sell in pre-open.
Choose upstox, zerodha ,etc.

I have applied via UPI but amount have been refunded in my account. Allotment status is showing alloted and also get sms as mentioned below.

CDSL: Credit in a/c *09***52*6 through IPO/FPO for 23-AETHER INDUSTRIES-EQ on 01JUN

@Hostpacker ,
Have you received mail from csdl on demat transaction . If so then bank will take the fund manually.

@Ravu Yes I received mail also from servicesatcdslindiacoin

Todays gmp ??

applied for 1 lot for aether and emudhra via ASBA from SBI security and it allotted hoping for good listing gain...
can any one tell me what is GMP for aether??

Anyone IDBI BANK AC DEBITED FOR ALLOTMENT TOWARDS AETHER IPO VIA ASBA ROUTE.

Yes in one of my account thru IDBI netbanking onlyi applied... Amount debited... Y

Idbi bank account now debited for 14766 around 1:10 pm today . Thanks for reply .

*Aether allotment update*

*Retail - Full & firm allotment*

*Small HNI - Full & firm allotment*

*Big HNI 1564 Shares application - 799 shares allotted*

*HNI application of 1 cr - Approx 37% - 38% allotment*

In my case its ASBA from Kotak. It seems something was wrong from Bank... DPID says NA... Again not sure about reason...

@ P Patel. It seems you have used CDSL Demat. There is no issues with the “NA” shown against DP ID as the sixteen digit number shown against Client ID contains full information of both DP ID and Beneficiary ID. The first six digit is your DP ID and remaining six digit is your Beneficiary ID. The problem in your case is the six digit number shown against Beneficiary ID is not tallying with the second part of the number shown against Client ID.

This will definitely list at around INR 680 to 695.....

I applied for 40 lots (920 shares) and I got full allotment. I am happy.

I like the new feature, that shows Subscribe or Avoid for the issue given by the forum members. Its showing alongside their name on a msg. Thanks @admin

SEBI and @Admin are on constant upgradation mode:)

Thank you for your kind feedback. The constant upgrade is the nature of our work and the only way to survive among 1.7 billion websites.

Check our history here:

• Home Page in 2004
• First IPO detail page in 2006
• First IPO list page in 2006
• Reliance Power IPO in 2008 (This was the time when we got the highest visibility)