Delhivery Limited IPO Message Board (Page 7)

IPO Subscription

*LIC INDIA*

Issue Closed

QIB : - 02.83 ×
HNI : - 02.91 ×
RETAIL : - 01.99 ×
Emp : - 04.40 ×
Policy Holder : - 06.11 ×
TOTAL : - 02.95 ×
APPLICATION : - 7337575

LIC IPO Rs.10 per share @949 - profit making company for several decades! And we have Delhivery loss making company, ever since it existed and trying to sell its Rs.1 share at over 4000 Rs. a share!! Judge for yourselves people! How many times you will lose money to these promoters who hold zero shares post issue!!

@masterprophecy, if u do not know fundamentals, how u will make money from
Stock market

Stay away from this loss making company, retailers will loose their money

Avoid Avoid Avoid.

Arun ji

Market conditions are not good for this ipo

Secondly more important it's loss making so at this juncture it's totally avoid.

Assets of company got multifold in years & Revenue also increases.
Loss may be due to infrastructure investments in particular year.
I must apply.

Should we go for apply in delhivery ipo? Hostpacker, septa, learnersk, Ipobull, eVA, dinesh, avenue, suneel, lokes, mravi, arun, eagle &owls eyes, noorul, aniketiaf, rajakumar and all family persons in group

Looks like going to near circuit :|

Dear noorul you are right.. After muted listings hug buying are coming..

delhivery premium 8 buyer

This ipo has surprised in many aspects

1. Issue size
2. issue price
3. face value Re 1
4. Issue timing as after Lic and many more , investor would be left with less funds
5. continuous losses & negative EPS.

Out of the 3 i.e. Delhivery, Venus and Prudent, it is Venus that looks better. LIC's money can be utlised here.

Really? On what basis?

@arunARUN - he already mentioned the basis - that money from LIC can be used in Venus so it is venus and anyway delhivery is loss making. lol

@Arunarun agar aapko accha lagta hai toh bhar dena Sub logo ko logic mat puchna

DELHIVERY IPO face value is rs
1.00 means share price is 487x10= rs 4870.00 same like Paytm ipo did. From 2019 evry year lost company.

Did not understand your logic. So for Gland Pharma face value is Rs 1 then it means share price is Rs 31,000. What is the logic of equating to face value 10. Then you need to multiply eps by 10 also. Not understood

avoid
please note that face value rs 1/

Comments like "face value is 1, loss making, therefore overvalued" always make me laugh. Face value is an arbitrary number and has no correlation with P/L or valuation. If you want to know the valuation, see the market capitalization of the company, which is total outstanding shares x price of each share.

@PoweUser
Surprised to read that there fascination of face value. The shares of Reliance of face value of Rs 10/ is about Rs 2800. You mean to say that there is no difference between the face value if it is 10 or 1.
If face value of Reliance is 1 then the shares will be at about Rs 280 or so. Companies can split the share if it's of more than Rs 1. More small investors can invest. MRF Shares of Rs 10 face value is at Rs 68,000.
It is difficult to invest such a big amount in one share. Here makes the difference of face value. It's good you are observing Global Share Market. But how many people are there who observe Global Markets. When any very valuable issue comes poor people open the Demat account and apply irrespective of face value. They want profit only. Do you find people in Global forum asking for Banks allow third-party applications. Do they ask the time in Banks allow to apply applications. The awareness always matters.
Don't take it otherwise.

Though the issue is very aggressively priced, this stock may perform better in future if it is done with its present accounting practices since their revenues are rising heavily. And we all know it is a big player and some other big fish may try to buy it out in future for better synergy. I think it is better to keep my fingers crossed and wait until last minute to make a final call with a brave heart of course.

If people didn't learn from Cartrade,Paytm, Policy Bazar etc; even god can't save them.

May buy after listing at 335

You are absolutely right.

Instead of Delhivery, pick up my long term favourite Adani Power from secondary market @ 300 now. It will move to 450 levels within 3 max. months resulting in 50% returns.

CLEAR AVOID LOOKING THE ASKING PRICE. MORE ATTRACTIVE AND PROFIT GIVING/DIVIDEND PAYING LOGISTIC AND TRANSPORT COMPANIES ARE AVAILABLE AT VERY REASONABLE PRICE. OFFER PRICE LOOKS VERY HIGH.

A clear avoid candidate since the company is making losses continuously, rather it has quadrupled in the last year ending Dec-21. Moreover, the pricing is too audacious for Re 1 FV stock. Even operators may not be very successful here. Companies looking for only growth by increasing losses have to be avoided.
Give it a miss.

Please dont refuse. Please encourage to apply

@AIExpert
Why ? Can you plz give me any solid reason.

Company is in losses should not be reason here to not applying. Company is in loss because it is spending more to expand continuously. That is fine as long as unit economics positive, here that is fine too. But when growth company may not meet future growth that is problem. And we can not predict the future when it is too far in future. Company may struggle to get extra money to burn in interest tighten scenario. That leads to abrupt stop of growth before reaching critical mass.
I expected less price, may be available later with discount. But I will apply for single lots anyway. My time horizon is years.

Mahindra logistics with same sales and above all profitable has market cap of 3400 crore and Delivery is asking for market cap of 34000 Cr. Lol. Buy Mahindra logistics instead .

fascinating how revenue grew by over 1.5 times from Mar'20 to Dec'21 while losses tripled. also fascinating that 84,294.83 million is asset-light. wonder what they own.

You need to look deeper than just raw numbers. There were a couple of interesting acquisitions in Q2 and Q3, which led to significantly higher expenses. All the cash burned here is towards M&A and building long-term capabilities + scale, unlike consumer facing businesses like Zomato and Paytm which mainly spend on advertising and cashbacks.

@forenscd

can you elaborate on the investments made by delhivery and how they can be profitable in the long run

Why they are brining the IPO with such bad financials. Anywone willing to apply