Brainbees Solutions Limited IPO Message Board (Page 36)

@newgen sir, This company has deliever 4.32 ebita margen in FY24 and you have estimated 12.12% net profit margen for FY25.How it is possible,please eloborate.

Still holding ixigo and stanley IPO allotted shares. Experts please advise what to do. Thanks in advance

Is there any negative affect on first cry due to bangla crisis?

Good Morning CG Members ,
Kya lgta hai BrainBees Ka kya hoga?? FF ke sth Apply krna chahiye??

I will apply FF here over Ola,
Better fundamentals and v.v strong anchors, if market turmoils like yesterday than more conviction here

I said earlier
FIRSTCRY will have LAST LAUGH 😂

@Prakash: There is nothing like first cry on listing day or last laugh on expiry day :). Deal with emotions to make money in stock market.

That's why we have option to apply or not to apply and to sell or hold if alloted during IPO. Everyone has to consider his own risk appetite and invest accordingly.

So for long term investor this first cry logic is not applicable. Do note that one cannot predict exact bottom to buy or sell at all time high but many wants to do that and in that process they won't buy so they cannot sell and ultimately lose lots of oppourtunities to earn money.

Note: Time in the market is more important than timing the market as u cannot time it:)

​@Lokesh Chiru Very well said. Couldn't agree more. 😇

Brainbees Solutions (Firstcry) Limited IPO

Final Verdict

Apply For Small-Reasonable Listing Gains And Long-term

Highlights of the Issue :

Date : 6-8 Aug
Price Band : 440-465
M.cap : 24142 cr
Size : 4194 cr
Fresh : 1666 cr
OFS : 2528 cr

Objects Of The Issue :

1.Investment in Subsidiary Digital Age - 300 cr

2.Sales & Marketing - 200 cr

3.Investment in Globalbees - 169 cr

4.Overseas Expansion in KSA - 156 cr

5.Setting Up CoCo Stores And Warehouses - 108 cr

6.Expenditure Towards Lease Payments - 93 cr

7.Technology And Data Science - 58 cr

8.Funding Inorganic Aquisitions And GCP - 584 cr

Key Pointers :

1.FirstCry Is India's Largest Multi-channel Retailing Platform for Mothers’, Babies’ and Kids’ Products

2.The Company Has Strong Business Model With Multi-Channel Business Model With 1050+ Retail Stores Pan-India And Online Platform

3.The Orgainzed Retail Market In Its Segment is Expected To Grow At 20% CAGR Showcasing Strong Headroom For Growth

4.Globalbees is Expected To Deliver Strong Growth And Company Intends To Increase Stakes In Its Brands

5.The Company Intends To Strengthen It's Gross Margins And EBITDA Margins Showing Clarity Towards Profitability

6.The Company Has Established A Strong Reputation And Brand Awareness Amongst Young Parents which Ensures Growth Visibility

Forward Earnings Projections :

FY24 :
Rev : 6481 cr
EBITDA : 274 cr
Net Loss : (321) cr

FY 25* :
Rev : 8320 cr
EBITDA : 660 cr
PAT : 80 cr

FY26 :
Rev : 10480 cr
EBITDA : 1070 cr
PAT : 330 cr

Giving It A 32× FY26 EBITDA, Fair Value Comes At 660,
Indicating An Upside Of 42%

The Valuations Offered To The Public Markets Are Quite Attractive

The Pricing in the IPO Is At 5% Discount Offered in Last Placement

Solid Company, Good Segment, Good Outlook,
Attractive Valuations

This Whole Analysis Is Just A Personal View,
Only For Educational Purposes

sirji,your conviction again seen by everyone today , congratulations.

Aisey hi "Small reasonable gains" aate rahein, aur kya chahiye 😉

New ipo alert
Saraswati saree ipo
12 to 14 August
Enjoy

Breaking news

Hyundai motors ipo
As sebi nod soon also belster microfinance ipo line up
Sebi give nod soon next week

Internet source

Keep enjoy big size ipo
Bajaj finance
Hundai motors
Belester finance
Sk finace

Enjoy with keep funds ready next months

GUYS I HAVE BAJAJFINSERV CAN I APPLY UPCOMING BAJAJ HOU. FINANCE IN SHARE HOLDER QUATA

hi experts, how much is the minimum bajaj finance shares count to buy to become eligible for share holder category for bajaj housing finance IPO?

​@Dhil  One share is enough, either of bajaj finserv or bajaj finance

Today, bought Ola shares @-1 rs. Premium to square off my selling @13 rs. That means, people were ready to sell the IPO by incurring loss. This i think in similar situations, i don't think it deserves premium more than 5% on listing, if market situations do persist.

What do Gurus, Mentors, contributors and other esteemed members have say on this ?

Yes obviously .Both Shareholder such as Bajaj Finance and Bajaj Finserve are eligible to apply under share holder category for upcoming ipo i. e.Bajaj Housing Finance.

Very Strong 💪 Anchor book ⚓️

As for the Anchors here and so much of buzz created around the "Carry Trade Issue" from Japan yet Nomura is present again and Softbank is obviously there previously.

Any news on anchors list?

Anchor list

Which IPO looking for listing gain purpose export give his own opinion

In present scenario, none of the IPOs from main board appear attractive for listing gain purposes. Rather, one may also look at stock specific opportunities in secondary markets.

​@SandeepKum Akums listed bumper lottery

Should apply or not? Any views?

​@Baburao Apply, ratan tata has backed this stock

bhai saheb, Ratan Tata ji k pass 77,900 share hai @cost of Rs 84.72 per share. Woh bhi ipo mein OFS mein bech rahe hai. He will not be an investor after ipo

Grey Buyers dhadaaaam se gayab. All issues are hardly affected. Darr ka mahol he.

Ola 9/11
Akum 135 seller only
Ceigall 72 seller only
First cry : 102 seller only.

Darr ka mahol hai. Aisa hai to first time i am wishing not to be alloted 😊😁

Sell maro or maje kro... Best time for grey broker to earn some hefty amount of money 🤑

One of the reasons for the company being in loss is the promoter's salary of Rs 200 crore.

You seems to be interpreting it wrong.

First, their are no promoters here.
Second, the MD and CEO, which is founder has renumeration 200cr in 2023 and 100cr in 2024. These includes share based payments.
The salary is ~50 mil rupees for 2024. Check 354 page in rhp.
The founder reduced his stake in 2023 for some 302 cr (as per news articles)

GMP Stable around 105

Firstcry fundamentals is better than OLA, but price in higher side.

​@Som mca  How come you draw that conclusion ? PE ratio and EPS suggest other way around.