Varun Beverages Ltd IPO Message Board (Page 22)

Gamble It is not my place to guess I''''m not in the what-people-feel business. i invest were i think future is bright .

However what i can tell u PepsiCo is look at least 3to5 billion turnover per year individual product in India my guess is pepsi lays and aquafina will be in the mix present VB total TO is around 4000 cr and we r pay 2x indian Diis will not understand this Fiis know how cheap VB is given indian growth.

total outstanding shares 181,951,525 * 11 EPS so u saying total profit will be only 200 Crs 2016-17

IMO saving of 70 Cr less tax around 45 cr additional profit on pre payment of loan

if i use correlation of EBIT of 2015 for 2017 i expect first half will be 300 Crs plus 45 Cr 345 and second loss of 45 Crs max given change in mix given additional line in opened in southern hemisphere

Imo 2016-17 company will report net profit 300 give an EPS of 16.5 *35 i get 577.5 and this will keep continue

4000 Crs topline is peanuts small change in topline will have big change in bottom line

financial year for VB start in jan and finish in Dec

13 fiis & only 1 Indian ie sundaram mutual fund as anchor investors

hi,what about varun ipo ?is it good or bad? please any one tell me about this varun ipo?

Can anybody share Anchor list of VBL

Not Yet Updated on Site..

This message has been removed by a moderator.

Icici to waise hi chor company he

PE of 93 ?

For the six6 months ended June 2016, consolidated net sales stood at Rs 2529.70 crore up by 13% YoY. The OPM stood at 23.9% and OP at Rs 604.20 crore up by 24%. Interest cost was higher by 25% to Rs 111.20 crore and depreciation was higher by 30% to Rs 189.50 crore on YoY basis. After providing total tax of Rs 99.70 crore, consolidated PAT for half year ended June’16 stood at Rs 209.80 crore up by 19% on YoY basis. Sales of the PepsiCo beverages are generally significantly higher in the summer months of April through June and considerably lower during the winter months of December through February. Hence, the first half is the peak season and the first half financials cannot be annualised.

The company’s financial track record before CY 2015 is not encouraging. For CY 2015, consolidated net sales were up by 36% to Rs 3394.10 crore. The OPM was up by 330 bps to 18.7%, leading to a 65% increase in OP to Rs 634.10 crore. Interest costs stood at Rs 168.80 crore down by 9% and depreciation was up by 51% to Rs 317.40 crore. After providing total tax of Rs 76.60 crore and minority interest of Rs 1.50 crore, consolidated PAT for the 12 months ended December 2015 stood at Rs 87.10 crore. On a fully diluted equity share capital of Rs 18.20 crore of face value of Rs 10 each, EPS for CY 2015 works out to Rs 4.8. At higher price band of Rs 445 per equity share, the scrip is offered at P/E multiple of 92.9.

from CM

I see value at Rs445 so i am applying however if u have fears of discount listing then i would suggestion wait for anchor book and last day HNI participation.

Pl. Post anchor list, when received

Gamble It is not my place to guess I''m not in the what-people-feel business. i invest were i think future is bright .

However what i can tell u PepsiCo is look at least 3to5 billion turnover per year individual product in India my guess is pepsi lays and aquafina will be in the mix present VB total TO is around 4000 cr and we r pay 2x indian Diis will not understand this Fiis know how cheap VB is given indian growth.

Its like no GMP and no Kostak.

@Eagleye, your views please apply or avoid?

precision camshafts 1st time +ve.

varun grey market rate

watch on last day of biding then after decide to apply or not

Varun
GMP 10-12
(very low volume)

How much subscription you are expecting for rii (applications wise)

Thumbs up for PNBHF

https://www.sptulsian.com/article/89844/pnb-housing-finance


More fiZz , less drink
Varun the bottler ipo

https://www.sptulsian.com/article/89869/varun-beverages

Just got GM from broker...

10 discount...for VBL.

Is this true eagleye ??

Ha ha ha. Don''t blame the broker. If people are willing to pay to submit an IPO application, it shows their understanding on the investment. Great.

Yes that looks like he is mad...but actually he offered me 10 rs discount i.e @435 .

@SEPTA SIR,
ONLY ONE WORD ANSWER IS REQUESTED FROM U. SHOULD I APPLY TO VARUN OR NOT ??

Thank you SIR

i am applying

I hope it will not turn out be VARUN BITTER.if septa find value then it has to be some value there

Septa sir ,which color for VB
green or amber???

May b red.

Amber BTW VB in Oz land is a very famous drink

Source: http://www.business-standard.com/article/markets/lukewarm-premium-for-pre-diwali-issues-116102400023_1.html
Lukewarm premium for pre-Diwali issues

Endurance Technologies'''' 40-per cent gain on listing was expected to encourage investors to bet on the next initial public offerings (IPOs) of PNB Housing and Varun Beverages. However, grey market activity suggests muted listings for both firms, whose IPOs come just ahead of Diwali. Market players say both companies'''' shares are trading at eight-10 per cent premium to their IPO prices in the grey market.

Samie Modak

Hi, does anyone know the historical market share and market share evolution of Varun Beverages in the past 3 years?

Gmp of varun beverages, if any?

around 600 to 650

sorry arnd 650 is for pnb... for varun it is arnd 400 to 450

Septa Sir I think you are tracking the Ujjivan Financial very closely , What is your view on it''s current price of Rs. 456 ?? Will to move upward after Q2 result ??

i have actual sold out this counter when it 530 plus. last time when it correct to 400 i wanted buy however missed it. I am closely watching it would enter if it corrects another 10% from CMP