Effwa Infra & Research Limited IPO Message Board (Page 1)

​@SaurabhJogi - When would the circuit limit change to 10%. It was on number of consecutive UCs or something else ?

it will be in 5% circuit for few days as it has hit many UC in last 15-20 days.
circuit will revise when stock trades normally without hitting UC or LC.

Thanks @SaurabhJogi

Hos: SME investor gunaji and dr prashant mishra have taken stake in effwa👍
Effwa will go long way now ❤️

last company they both bought in pre open was Owais metal. We cannot compair for returns but Effwa should do good. Our forums big investor @MRavichandran Ji also invested in both companies

Strong UC today🔥🔥
Can do good in long term✅

Thank you for your insights @ANSA and @SaurabhJogi . UC broke , hopefully hits again. Do you know if they report quarterly earnings ? if so when would they report them. I bought at 337 today.

Bought few lots today👍

SIR, @SaurabhJogi
trying from last few days but did'nt get a lot of EEWA, please guide how to get a single lot.

​@SaurabhJogi Big fan of your tweets. achhi research post karte ho aap.

📌Effwa Infra & Research Ltd has an order book of Rs.526 Cr for 10 projects.🤩

▪️At the NSE listing ceremony, Promoter claimed to have done bidding for 1,800 Cr✅ for this FY and 2,200 Cr✅ for FY 25-26.🚀
(➢Even if we assume they win just 30-40% of this, 600 Cr in FY25 and 750 Cr in FY26 worth orders will be added to their current order book 🔥🔥)

➡️Litres of water TREATED everyday: 465,230,000✅

➡️Projects executed worldwide : 1000+💫

➢Clientele🔥🔥: Adani, Reliance , L&T, Tata steel, Indian railways, NTPC, Indian oil, BARC, Wipro , Infosys, BHEL, SAIL,.....

📌📌➡️➡️
▪️Effwa Infra & Research Ltd✅ founded in 2014, provides EPC services and integrated project management services in the field of water pollution control, covering wastewater and industrial effluent treatment, solid waste treatment and disposal, aeration systems, hazardous waste management and water treatment plants.💫

▪️Effwa offers comprehensive services covering the entire project lifecycle from "concept to commissioning"✅. Its services include the preparation of project feasibility reports, technology selection, project management, process design, engineering, procurement, planning , facilitation regulatory approvals for Indian projects, construction management, and commissioning.

📍INDUSTRIES🤩:- Steel, Mining, Power, Sugar, distilleries, fertilizers, pesticides, textile, leather, food processing, dairy, chemicals, dyes and intermediates, ceramics, petrochemicals, pharmaceutical, and many others.

▪️The company offers its services in 8 states: MP , Gujarat, Maharashtra, Odisha, West Bengal, Chhattisgarh, AP and Rajasthan as well as in the Special Economic Zone, which includes Adani Ports, and in the international market.🚀

📌Some INFO about Promoters💫:
➡️Dr. Varsha Kamal (MD)
▪️Introduced ‘Zero Discharge Technology’✅ in India for Textile Industry in 1994 & ‘Soak Liquor Treatment Technology’✅ in India & Nigeria.
▪️Woman Entrepreneur of the year, 2016 (SME Chamber of India✅).

➡️Subhash Kamal
▪️Over 30 years✅ of experience & has worked on several research projects while in IIT Bombay and NEERI in India.

📍Bengal finance and investment pvt ltd has been allotted 2,44,800✅ shares in anchor.🔥

📌📌
▪️IPO price: Rs.82
▪️IPO size: 51.27Cr (excluding anchor size is:36.93Cr)
▪️CMP:Rs.278
▪️Market cap: 640 Cr
▪️P/E: 46✅
▪️ROE: 45.46%
▪️ROCE: 40.99%
▪️RoNW: 37.15%
▪️Employees:118 (90 qualified engineers)
▪️Debt/Equity:0.38
▪️Assets: 83Cr
▪️Total Borrowing: 14Cr (Reserves and Surplus:19.3Cr)
▪️Share Holding Pre Issue: 100%
▪️Share Holding Post Issue: 72.99%

📌FINANCIALS:
▪️FY24 revenue is 146 Cr as compared to 115 Cr (FY23), 27%✅ growth yoy.
▪️FY24 PAT is 13.8 Cr as compared to 5.13 Cr (FY23), 170%✅ growth yoy.
▪️41% growth in revenue in last 2 years.
▪️200%🔥 growth in PAT in last 2 years.

(PAT margins of 4.41% (FY22), 4.46% (FY23), 9.51% (FY24)✅)

📌Revenue Bifurcation:-
▪️Domestic: 92.7% - 100%
▪️Foreign: 0 - 7.3%

➢Private: 54%
➢PSUs: 43%
➢Govt: 3%

▪️Effluent Treatment Plant: 15%
▪️Effluent Treatment Plant with Recycling: 31%
▪️Effluent Treatment Plant with Zero Liquid Discharge System: 37%
▪️Wastewater Treatment Plant: 15%
▪️other: 2%

📌IPO funds:
Rs. 33.00 Cr for working capital,
Rs. 0.41 Cr for capex on office equipments.

📌PEERS P/E : -
➢Shriram EPC : 148
➢Felix industries : 79
➢Teerth Gopicon : 52
➢VA Tech Wabag : 36
➢EMS ltd : 31
However, they are not comparable on an apple-to-apple basis.

📌SECTOR GROWTH:
▪️The Global water and wastewater treatment market is experiencing substantial growth due to population increase, urbanization, and industrial expansion.

▪️Global Water and Wastewater Treatment Market size is expected to rise from $ 326.31 billion in 2023 to reach a value of $ 573.29 Billion by 2031, at a CAGR of 7.68% during 2024–2031.✅

▪️India's wastewater treatment market was valued at $ 1.51 Billion in 2022 and is expected to grow at a CAGR of 11.22%✅ during 2023-28.

▪️Various Govt initiatives, such as the Atal Mission for Rejuvenation and Urban Transformation, National Mission for Clean Ganga, Jal Jeevan Mission, and Community Drinking Water Schemes, contribute to the growth of the Indian water and wastewater treatment market.💫

📌STRENGTH:
➢Established track record for timely execution.💫

➢Use of advanced technologies.✅

➢In-house expertise in designing and engineering of water management infrastructure projects.

📌FUTURE PLAN:
▪️Increasing the size of projects and our pre-qualification.🚀

▪️Strengthen presence in high growth emerging markets.

📌Disclosure: Not a buy/sell recommendation. only for study and education purpose. Please consult your financial advisor before investing. Although the write up accurately reflects the personal view of the author, there may be manual/human errors in the writeup. 🙏🙏

SELVAMURTHY AKILANDESWARI Bought 1,21,600 shares of effwa at rs. 330.66✅🔥

Rest all the flippers exited❤️

Ji, could see in total around 33Lakhs shares were there for retail and hmi combined but trading volume shows today 34 Lakhs. How was it possible?
Bit confused.

Tomorrow on 29th circuit will most likely break as it is changed to 10% and flippers are going to sell.. any of you going to sell too? I am going to hold tomorrow whatever happens. I sold Nephrocare on same day flippers sold but that company is way overvalued in my opinion.. Effwa is fundamentally strong with good growth potential imo

241.40 🔥🔥

How many UC, can we expect?

How much downside expected when share is out of UC?

Let's wait till circuit break and then flippers will dump all the quantites in one go, share price will be fall.

Sitting tight on 1 lot and not planning it to sell looking at financial, also feedback from other circle is very positive. This can prove to be multibagger still if we buy at current levels

Tomorrow's UC price(₹229) will be higher✅ than the last gmp👍(₹225)

Just for info - PE comparison
Effwa :39
Ems: 25
VA Tech wabag: 32

Dear @Sjogi - l read in Anchor investor list that Ashish Kacholia firm Bengal Finance is also investor in this stock. Is that info correct ? If yes, we should definitely hold it as a PS for long term.

Cheers 🥂
Few more upper circuits to come.
As seen by number of increasing buyers.

Should I sell it or hold? Given that there will extreme volatility due to budget?

If you are worried about extreme volatility, the safer course is to reduce risk.

When will UC open......those who recd allotment, when r u guys planning to sell ??

No, i haven't purchased recently listed SMEs as before the recent 90% cap already popular stocks are listed at a very high premium like 200%-300 % so no sense in buying at such a price as very high risk that flipper can dump their quantity any day. But yes, I had purchased some time back ABS marine, KPGEL when they were in uc and also from Mainboard Adtech, spel, mic, shakti pumps (recent), waaree, kpi green etc (earlier) when these stocks were in continuous uc's

Buy first time sme shares. Please tell me the target price of shares.

You can Hold for atleast 225 without any tension. I am allotted and will sell @225.

Bye the way which broker you are using?
I was also trying to buy but failed. Any guidance will be helpful.

Can we expect the upper circuit for 2 weeks??

Also when will the circuit filter be 10%??

Thanx in Advance

Will the curcuit level change after 10 trading days to 10%? that is from next Monday?
@SMEIPOONTHEWAY @VishAll @Itachi uchhiha 
Please let me know how we can know which stocks circuit changes like this.

Yes, after 10 trading session i.e Monday it would change to 10%

Today Purchased one lot @171.70. What should be the target for sale.

​@NeerajGupta Bhai hame bhi batado kese liya ? Through Which Broker?

​@NeerajGupta Yes please do share the procedure you followed & which broker did you use??!! 🙄

Abhi batabhi do etna bhi kya bhav khana.....with so many people asking the same question?????
@MilanS @Red Vs Green @Devendrasinh @Sharvam

My order got placed at 9.00.07 today.

Is there a way to know what could be my ranking among the 1800+ orders active currently?

SEBI should block brokers to trade with their own money. In case they want to trade with their own money, they should not given direct lease line or colocation facility. They should be forced to compete with retail investors in placing orders and order execution. Last two SME preopen's my order at exact 10:00:00 could not execute despite having 5 lakh and 10 lakh volume.
No wonder seeing thry money doubling in 10 days, they will place bigger(may be in 10 lakhs) quantities in future IPO's where there is some value left for appreciation.
I had high hopes with ganesh green pre ipo considering, it was 125 cr issue.

Multiplier has already doubled its quantities from 2 lakh to 4 lakhs nowadays with certain guantee of 50 to 100% gains without any risk.

​@Itachi uchhiha same i was expecting big size so we might get but as always big ZERO 😏😏

They left some 22 lots for others to get hand on :P

12-Jul-2024      EFFWA      Effwa Infra & Research L      MULTIPLIER SHARE & STOCK ADVISORS PRIVATE LIMITED      BUY      3,53,600      163.55      -
12-Jul-2024      EFFWA      Effwa Infra & Research L      STATSOL RESEARCH LLP      BUY      3,20,000      157.35      -

​@sushant P you are right. We all need to raise complaint via emails to SEBI so they can change their rules.

​@sushant P Restricting to one-two lots per PAN will have a huge impact on liquidity. What should happen is that the time priority in the pre-open session should be done away with. All orders received in pre-open should be treated equally and the place in the queue should be decided by a draw of lots.

Hi IPO Mentors/Gurus/Seniors,

Please help how to apply for SME buying when UC is happening?
Adding GTT order or Adding order at 9am or adding AMO order ?
Also adding market price order or UC price order ?

@newgen consultancy @rohiitian @Chhote Lal @MuStrFc @Vimal Garodia @diwan kapoor @Tejas Pandya @abc xyz @PLAZA @Basuvr @GrayIsTheNewBlack 
Thanks in advance.

Step 1. Get your own membership of the exchange
Step 2. Buy the highest tier colocation access from the exchange.
Step 3. Hire developers to write code to ensure your order gets sent to the exchange exactly at 9:00:00
Step 4. Pray that others doing Steps 1 to 3 are not faster than you.