Jay Bee Laminations Limited IPO Message Board (Page 1)

📌BULK DEAL:- Capri Global Holdings pvt ltd (promoter entity of 18,000 Cr mkt cap company) bought 1,50,000 shares of JAYBEE LAMINATIONS✅ at Rs.346.🔥

📌📌 ➡️ ➡️
▪️Jay Bee Laminations Ltd✅ was established in 1988, it manufactures and supplies a range of products including electrical laminations, slotted coils and assembled cores in cold rolled grain oriented silicon steel(CRGO) and cold rolled non-grain oriented steel(CRNGO) for applications in TRANSFORMERS✅, UPS and INVERTERS for end use in the POWER industry.

▪️📍CRGO steel core accounts for 25-30%✅ of the transformer's total cost depending on the size of the transformer.🔥

▪️The company’s production facilities are equipped with all proprietary equipment for cutting, slitting, assembling and testing CRGO and CRNGO electrical steel cores and cover a Total Area of 1,17,090 sq.ft🔥(They have 2 manufacturing units located in Noida (UP).

▪️Jay Bee Laminations' customer base includes manufacturers producing transformers ranging from 11 kV to 220 kV✅, including power and distribution transformers.🚀

📍Capacity utilisation: 84%✅

📌📌
▪️IPO price: Rs.146
▪️IPO size: 88.96Cr (excluding anchor size is:63.99Cr)
▪️CMP: Rs.330
▪️Market cap: 740 Cr
➡️P/E: 38✅ (▪️Vilas Transcore P/E is 47)
▪️EPS: 8.58
▪️ROE: 36.42%
▪️ROCE: 39.23%
▪️Employees: 310
▪️Debt/Equity: 0.38
▪️Assets: 131Cr
▪️Total Borrowing: 24Cr (Reserves and Surplus:45Cr)
▪️Share Holding Pre Issue: 97%
▪️Share Holding Post Issue: 70.61%

📌FINANCIALS:
▪️FY24 Rev is 304 Cr as compared to 247 Cr(FY23), 24%✅ growth yoy.
▪️FY24 PAT is 19.35 Cr as compared to 13.6 Cr(FY23), 43%✅ growth yoy.
▪️115%🔥 growth in Rev in last 2 years.
▪️240%🔥 growth in PAT in last 2 years.

(PAT margins of 4.21% (FY22), 5.51% (FY23), 6.39% (FY24)✅)

➡️According to RHP and investor chatter,
FY25 expected Rev is 400-450Cr and PAT 30-35Cr.

📌Revenue Bifurcation:-
➢Private: 92%
➢Govt: 8%

▪️Exports: 14% (exported to 10+ countries🤩)
▪️Domestic: 86%

📌SECTOR GROWTH🚀:
▪️The India Power & Distribution Transformer Market size was valued at around USD 3.97 billion in 2023 and is projected to reach around USD 8.41 billion by 2030 with CAGR of 10.84%.🔥

▪️The India High Voltage Power Transformer Market is projected to grow from USD 792.36 million in 2023 to an estimated USD 1,583.93 million by 2032, with a CAGR of 8.00%✅.

▪️The power generation industry in India will require a total investment of Rs. 33 lakh crore (US$ 400 billion🚀) by 2032 to meet the rising energy demands, as per the National Electricity Plan 2022-32.

▪️As per the National Infrastructure Pipeline 2019-2025, energy sector projects accounted for the highest share (24%) out of the total expected capital expenditure of US$ 1.4 trillion (Rs. 111 lakh crore🚀).

▪️100% FDI✅ allowed in the power sector has boosted FDI inflow in this sector.

📌FUTURE PLAN🔥🔥:
▪️Focus on increasing market share by expanding their manufacturing capacity at Unit-II.
(➡️completed the construction of a new shed spanning 2,000 sq.m✅, expansion will accommodate new machinery)

▪️Targeting new products and customer segments.
(➡️By adding new machinery into their production setup, they aim to tap into new market segments , particularly for transformers in 400 kV✅ and 765 kV✅ class.)

📌Disclosure: Not a buy 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.🙏

Circuit change on tuesday👍
UC today❤️

expecting 400 price in next 20 days on this(Inline with Vilas valuation). Promotor is young and educated. Capcity is being increased by 60% in next 2-3 month. atleat 40-50% increase in PAT should be therr in FY25.

Bought few lots of jay bee
Strong fundamentals✅
Financials are growing✅
Sector in demand🔥

​@SaurabhJogi Ji..could you guide me from where did you find 450cr revenue and 35 cr pat in RHP?

Check the page where working capital projection are given and read the notes given below it👍

This share is not showing on Moneycontrol
Unable to track the price
Any suggestions why this is happenig?
SME's which got listed today are showing on Moneycontrol

📌JAYBEE bulk deal today:-

CINCO STOCK VISION LLP Bought🟩 2,80,000 shares at ₹291.25

MULTIPLIER SHARE & STOCK ADVISORS PRIVAT Bought 🟩 3,78,000 shares at ₹287.66

SPRING VENTURES Bought🟩 1,30,000 shares at ₹291.25

Hi @SaurabhJogi Which platform or site provides bulk deal details? Please let us know. Thanks in advance

​@Jayy you can visit NSE site.

How are we allowed to sell the stock if there is an Upper Circuit (UC) or Lower Circuit (LC) in the SME IPO? Currently, the price is 291.25, and the UC limit is 277.40. How is it possible that the current price is higher than the UC limit?

Hi @Jeon Jungkook How can i sell the stock incase of UC or LC. I placed an order but it rejected.

​@Jayy Try using limit order or exit at market.... what error you're getting ?

Jay bee lamination is holding fortress with good strength.

Any got in pre open or at 10 AM??

in case of UC only buyers are present, so you can sell the stock at market price, in case of LC only sellers are present so you can buy the share at market price.

​@Jayy You can simply sell at limit price

Jay Bee Laminations Ltd NSE SME IPO.
NSE Code:-25040                              
Symbol:-JAYBEE
Group:-ST
ISIN:-INE0SMY01017      
Issue Price:-146/-
Market Lot:-1000 Shares
Face Value:-10/-
Listing At:-NSE SME

Strategy for my self according to me for this SME IPO!!

If alloted - Keep it for Medium term (min 1 year)
If not alloted -
(a) Listing with <50% gains - BUY Full Fledge (max 5% of your total portfolio) and forget for 1 year
(b) Listing with 50%-75% gains - BUY (max 5% of your total portfolio) for 100% returns in 3-6 months (can achieve target even faster)
(c) Listing on UC (99%) and no allotment of shares - Hard Luck!!

Please Note: I have been alloted 1 lot and will keep it for long term!!

Good Luck!!

​@Destiny Voyager Will you keep it for long term if it goes below your tolerance level??? What should we do if LC starts soon???

Congratulations to all allottes!

Don't sell this GEM. Hold it for long term and see after a year!!

Multibagger Return Cateogry Stock.

Alloted one lot. Second SME ipo this year
Applied via upi
1/1
Experts please guide hold or sell on listing as i lost substantial gauns in RNFI ipo

0/2

sme ipo's can't list above 90% of issue price, then why gmp of some ipo's is more then 90% of issue price.

ICICI BANK participate in Ipo through QIB route.. and allotted good share... 🔥🔥🔥

No.. it can sustain for only two days only... But stock is good for long term..

can u pls guide for qib route how much minimum amount require to apply.. i use to apply 100 lots or more ...

Expert please suggest on listing day strategy

Any idea when the money us going to be unblock?

Official day for unblocking is Monday, but, some banks may do it today..

Dear experts, What should be the strategy for Jay Bee. Should we hold or sell ? Plz help. This after more than one year i got one IPO

If you have extra funds, you can keep this as portfolio stock for 1 year timeframe..
It will give decent return!!

2/7. Retail

Thank good🙏🙏🙏🙏🙏🙏

Kuch to mila

Very strong business and offer attractive valuation.

So i will hold.