Varun Beverages Ltd IPO Message Board (Page 14)

I googled and found tat its possible.......if v cite our application number and pan number before allotment

Ekbar apply kar diya to ab cancel nahi ho sakti....

क्यों नहीं हो सकती ? ब्लॉक होने से पहले बैंक से पैसे निकाल लो , अपने आप केन्सल हो जाएगी । थोड़ी बहुत पैनल्टी लगाएगा बैंक

Paise bank se nikal lo to ho sakti he lekin bank charge lagaye ga...sir..

I''m going to continuously send 2 or three mails lolz.....to registrar....to reject

I just wrote a mail to registrar Karvy......citing to withdraw my appl.......I applied through SBI asba facility.......today.......Will application b rejected?

If u get any respond than let me know. Or if u come to know any other way to cancel application.

What is valid procedure for withdrawal of application in ASBA procedure. Is there any responsible person is arranged for doing these works.phone corresponds it just impossible in karvy ocean.

Where & how

Yes, you can withdraw ASBA bids. During the bidding period you can
approach the same bank to which you had submitted the ASBA and request
for withdrawal through a duly signed letter citing your application number,
TRS number, if any. After the bid closure period, you may send your
withdrawal request to the Registrars before the finalization of basis of
allotment, who will cancel your bid and instruct SCSB to unblock the
application money in the bank account after the finalization of basis of
allotment

where the Karvy is registrar chance of capital loss is very high.
look past 20 IPOs.

PNB HF''s registrar is also Karvy, i think.. :P

Looking at the final subscription figures very very low in all the categories , it indeed gives me hot panic inside to withdraw my application , there is no buyer afterall , nowhere.

I have applied offline ASBA via filling the manual form as usual ( no doubt it is the best way as per me to get the allotment ) but if I want to withdrar how can I stop my app unless it comes on hold.

Septa Sir / Nidhike Sir / EagleEye Mam pls help ?

Respect your feedback & guidance.

Thanks in advance

My query is still unanswered ..... pls someone help me with this

Can I withdraw my ASBA bids? If yes, how?
Yes, you can withdraw ASBA bids. During the bidding period you can
approach the same bank to which you had submitted the ASBA and request
for withdrawal through a duly signed letter citing your application number,
TRS number, if any. After the bid closure period, you may send your
withdrawal request to the Registrars before the finalization of basis of
allotment, who will cancel your bid and instruct SCSB to unblock the
application money in the bank account after the finalization of basis of
allotment.

Varun On performance front, company has reported EPS of Rs 11.52 (Post Equity) in last six months ended June 2016.If work out 2015 second half growth same as same 2016 i expect Varun to make a top line of 1300 at least even more since 35 lines was increase in May 2016 however i will just go liner and get 1300 at 16.5% EBITDA will be 215 Cr have year interest cost of 150 Cr will give me PBT 65 at 30% tax will give a profit of 45 Cr not included the interest saving so full year profit will be around 260 CR And expect to record earings of Rs 14.6 in CY16. At the asking price PE works out to be 30 times. Keeping in mind, there are no listed companies available in to same business segment, it can get benefit. will CY17 if all thing equal just on interest saying we get a EPS of 21 and this will grow 25% CAGR

all r scared with 93 PE on 2015 89 Cr which is wrong

So comparing it with CCD is wrong

Risky bets can give disproportionate returns.

People want to get rewards from equity sans the risks.

Those holding on and adding have reasonable chances of considerable returns in Varun.

CNBC TV18 Nigel: We wanted some numbers. This year we have already done Rs 200 crore in the first half of the year. Normally the second half is seasonally weak in comparison to the first half. So 2017, your estimate, you will be the best analyst of your own stocks, what should your numbers look like?

A: The numbers are looking pretty good. However, I can''t give the exact numbers but we are going positive every year as you have seen over the last few years and I don''t see anything negative going forward.

Those who would like to withdraw their application they can send mail to Linkin Time registar.

Sorry. Its Karvy Registar.

How does the registrar affect the Stock listing performance?

Prats ji,

In the same way.. Also see the example of manpasand beverage.. Business line of the companies are more identical.. Soft drinks.. Manpasand ipo subscription was 1.4 times.. Issue opened at discount of 10% but now the price got doubled to 700 from its ipo issue price of Rs 328..

Varun Beverages Ltd.

Day 3 at 8:00PM – CLOSED

QIB*: 4.94X (*Excluding Anchor)
NII : 0.42X
Ret : 0.82X
Emp : 0.05X
Total : 1.86X

Applns : 159,700 (approx)
Application wise = 0.61X

WILL GOOD LIST

Any Guess Premium of Varun..?

What are the expectations from varun beverage - profit or loss? If any idea, please share.

It will follow CCD.Chances of loss is very high.

I don''t want to scare those who applied but found this remarkable similarity with the issue size and subscription figures of Coffee Day and VBL
VBL:
Issue Size: 1,112.50 Cr
QIB: 4.94X
NII : 0.42X
Ret : 0.82X
Emp : 0.05X
Total : 1.86X
CCD:
Issue Size: 1,150 Cr
QIB: 4.39X
NII : 0.54X
Ret : 0.90X
Total : 1.82X

Good Observations but CCD was debt ridden, in losses, Well known brand but caters to the premium class with low volumes and low growth.

Here Varun is debt ridden ( but seems reasonable IPO proceeds expected to reduce the debt ).

Net Profit margins are very low. But caters to the Mass segment. Does not have pricing power. Revenues are increasing. Net profit is fluctuating but feel it is improving.

Dilip Davda on Manpasand

"However, if we annualized these earnings and attribute to its post IPO equity then asking price is at a P/E of 85 and is at a P/BV of 6 plus making it aggressively priced offer. Although it has no listed peers and is the first to go for listing with this kind of business module, it might attract fancy, but based on its pricing, it appears to be “High Risk/Low return” bet. Management has claimed that there are very few organized players in this segment that is growing at rate of 20% plus annually and MBL has a minor market share hence it hopes for bright prospects going forward."

Dilip Davda on CCD


"Remarks: We have witnessed miserable performances of IPOs of companies in red post listing. Considering continued negative earnings till date and its greedy pricing this offer is a "HIGH RISK" one."

Subscription figures were in line with analysis by experts and Listing was also inline with Experts'' recommendations. But the Stock performance was divergent post listing.

Varun Beverages Ltd.

Day 3 at 6:30PM

QIB*: 4.94X (*Excluding Anchor)
NII : 0.42X
Ret : 0.82X
Emp : 0.05X
Total : 1.86X

Applns : 158,500 (approx)
Application wise = 0.61X

QIB = 5.14

RI = 0.89

Varun Beverages Ltd.

Day 3 at 5:45PM

QIB*: 4.94X (*Excluding Anchor)
NII : 0.42X
Ret : 0.79X
Emp : 0.05X
Total : 1.84X

Applns : 153,500 (approx)
Application wise = 0.59X

Is it possible to cancel the ipo now in Icici? please let me know

Varun GMP ...

Desperate Seller @zero-zero
Willing Buyer @discount of 45/-

Ye to Hona hi Tha.......!!!!!

Read in some article about some analyst present in Varun Beverages roadshow that Varun Beverages in establishing 2-3 new production facilities in India and Africa .. Should have applied :(

U wil get it @400
then...karna....Buy as much as u want...!!!

Gamble , tum toh ICICI PRU kharido, UP UP UP.

septa,eagle eye very thankful to you,sharing knowledge,guide the investers,i regularly follow your comments,posts,i have one doubt,please clarify me,HDFC BANK ipo subsciption last day closing time, and HNA INVESTER is also elijable for retail kota or not

Look like Hni also reading chittorgarh msgs.....!!!

385 is good buy imo.(on post listing if it comes for 2017)

People were acting like pepsi/ co. Was coming wid ipo...but fact was
Just bottler came.

Real fact is 90% people just drunk slice/pepsi/7 up on the store itself (with in 10 secs) where No bottler growth needed.


154. gamble Oct 23, 2016 10:09:01 PM IST Reply
Varun Beverages Ltd IPO


" Varun the bottler ipo"

Check

EPS of 30 june 2015(summer season/half year) is 12
But EPS of whole yr 2015 is just 6(that''''s where magic happens...!!)


Now they told us EPS of 12.61(post ipo)
So just going through previous data EpS will ended upto 8 this yr or max 10

@445 PE of 44.5 .....!!


I must gonna say very bad timing varun ipo...if before/after 6 months hota to apply kr bhi lete ...!!

( why on a earth one should go for varun where he does already know nxt 2 quarter will b loss making??)

Well, it has received almost twice the number of bids against the shares offered.. But globally also, bottlers trade on a bit lower P/E howver, with Indian population and increased consumption theory, Its never a bad buy.. PepsiCo itself is selling territory under its control to VBL.. That seems interesting to me too

I feel even 385 is too much, if all goes well, at the end of Dec 2017, they can have maximum EPS of 11 and 35 PE will be too much for VBL