Varun Beverages Ltd IPO Message Board (Page 23)

http://mybs.in/2TIV6eN

Hello Nidhike,
What''s your final call on Varun Bvg IPO

Thanks in advance

Go for it!!!!

http://www.hdfcsec.com/Share-Market-Research/Research-Details/IPOReports/3019665

Dear Septa sir,ur view on Agro phos??

Hi Septa,

Off the track question (nothing related to Varun): I saw one bank is doing ESOP every week with at least 1 lakh shares. From where these shares are coming ? Does it not hurt the EPS for existing shareholders by expanding the equity capital base ?

VBL IPO

HIGH RISK HIGH RETURN

APPLY FOR

Apply or not.???

" 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??)

In Whole, VB IPO requires to be seen in the light of growing consumption in India. If you just see through valuations lens VB IPO is flop , it does not stand a chance; however, as exclusive bottler of PepsiCo all production of pepsi is done VB Pepsi is looking at 25% CAGR and also as a leading player in bottle product to benefit from the untapped consumption

An arcane dive in the RHP and an in-depth analysis Varun Beverages IPO review reveals there is lot of promise in the company, although it may take some time for this to materialize or if informed circle has to go it will be full on increase from IPO price like manapsand IPO.

Gamble "production line can increase EPS or PAT that much faster ..."

i did not take this from thin air or i heard from road show this is information available on RHP 79 line production has completed this not any fiction this has already happened

Septa fund manager of one of these two PE Fund is my dear friend. 🙏 🙏 🙏

Jaipurias are great promoter, After Varun soon Devyani International(Master Franchise of Pizza Hut) will also come to Market.

thank u for sharing

Now Septaji turning positive, thats great. 🙏
I knew many things that I can''t put on Forum but can say all Investor.
Go subscribe it for big gain.
Portfolio Investors can also keep it. 👍👍👍

OmFinvest i was positive from day one with varun check before u write

One analyst who have participated in the road show of varun told me 2018 EPS will be close to 25 given 3-5 bottle plants will come online in next 6 to 12 months so expect big growth. Also this growth rate will continue for next few years. Like the case of mansaspand do not go by GMP go by companies future u will be less likely to get it wrong even if u get it wrong medium to long term u will benefit

@manipo
When i buy share the most important thing i look at capacity utilisation and how easy to increase capacity in both the factor Aurangabad Distillery is placed well. so

next thing i look is revenue and profit in last ten years they have gone from 6 Cr TO company to 46 Cr company and profit has gone from 16 lakhs to 3.1 crs

Eps is around 9.36 RONW is 36% CARG is is 35% NAV Rs76

SO i see more upside from here
@Shibani i have not yet read RHP will comment once i get hold

Septa Ji, Can it be compared with "Manpasand beverages". Just curious to know as Manpasand has given very good return.

I am not sure if anyone has mention this Standard Chartered owns 12.84 million shares or 7.69% stake while Aion holds 8.18 million shares or 4.9% stake. However, none of the PE investors will sell their shares in the IPO. Which is very big positive for the Varun beverages. with 30% growth rate prospects for next 30 years in packages beverages business with few listed players will make Diis and Fiis to bring this counter in there portfolio

StanC n Avion issued shares @197 but they had put that money way back so effective rate is much higher .They had an agreement to be repaid @18% or issue share before IPO.the price of 197 doesn''t include any interest component.

Further debt of Rs 600 cr in book is interest free to be paid to Pepsi in futurebso effective debt is also lower to the company.

Septa Sir,

to me it is important what is the average price of acquisition for the PE investors.. why would you consider it irrelevant ??


refer my earlier posting in response to your comment ... "Does not make any difference i can ask the same question what is average cost of acquisition of PNB PE"


Eagleye Oct 11, 2016 8:46:57 AM IST |
PNB HOUSING FINANCE LIMITED

Promoters are:

51% held by PNB = 64,730,700 Equity Shares (Average cost of acquisition is Rs.71.19)
49% held by DEL = 62,192,300 Equity Shares (Average cost of acquisition is Rs.113.60)
Total 126,923,000 Equity Shares outstanding prior to the Issue

DEL = Destimoney Enterprises Limited (affiliate of the Carlyle Group)

(Note: Options Granted as on April 22, 2016 – 38,07,690 @338/-)

Thanks septa sir
Varun business in international market
So fII very interestd ithini

Septa sir I also bulish in varun
How much subscription in IPO
& listiggain, sir ?

I HAVE ALREADY INFORMED THE SUBSCRIPTION LEVEL IN REGARDS TO LISTING IT WILL LIST AROUND 480 TO 500 IMO

THIS IS BASED ON NP OF 300 CR FY 2018 AT 30 PE IF MARKET TAKE 30% GROWTH STORY FOR NEXT 30 YEARS ACCORDING TO SECTOR REPORT ON GROWTH OF BOTTLE AND PACKAGE DRINK MARKET THEN WE COULD BE GIVE GROWTH

Eagleye your view. In varun

Prefer

Nocil over ETL
CCD over varun
LICHF/PNBHF over PNBHF




Last week coffee day volume''s good with high deliverable percentage ..may give more return than varun before it''s OPening....!!

......PNB housing IPO is better than Varun beverages

Reason : When registrar is Karvy , IPOs are list on discount ( HPL, ICICI PRU, L&T tech).

And when registrar is Linkintime, IPOs are list on profit ( Endurance, GNA, RBL, S P apparels)

Now PNB housing IPO have registrar Linkintime.

Yes! Well said.
Whenever Karvy is registrar, most IPO''s in discount. I applied recently 3 IPO''s where Karvy is registrar, 0 allotment.

Whereas, I got 2/3 successful allotment from Linkintime and all IPO''s list on profit.

what about ujjivan and teamlease

The Indian soft drink market is poised to grow at an annual rate of 28-30 per cent for 30 years, an industry official said today.

Demand for fruit drinks and packaged juice products increased dramatically during the last ten years, while the overall market size of the soft drink market stands at a whopping Rs 65,000 crore, Vadodara-based fruit drinks maker Manpasand Beverages'' CMD Dhirendra Singh said here.

"Out of that, the market size of juice or fruit drink segement ..

Read more at:
http://economictimes.indiatimes.com/articleshow/47725790.cms?utm_source=contentofinterest&utm_medium=text&utm_campaign=cppst

IF THIS VARUN IS LOSS MAKING CO. ON LAST THREE YEAR RETAIL PRTION IS 10% OR 35 % ?
ANY ONE CLARIFY.

At EBITDA it making profit so 35% RII

SISTER SITE OF CHITTORGARH.COM SMARTINVESTMENT.IN IS QUOTING GMP OF BOTH IPO HAVE JUMPED

http://www.smartinvestment.in

varun seems a tricky IPO . difficult to makeup ones mind

4 to 5 FII FIRMS R VERY BUSSISH ON THIS IPO HNI...PORTION MAY SUBSCRIBE 200 TIMES..QIB BY 70 TIMES... mostly investors from USA r very bullish on bottling business all over the world....witout waisting tm I will apply in 20 ids on very first day itself....

Lead manager axis capital is far more sensible in pricing the IPO ....involved in this IPO too ....believe they have maintained their track record in this IPO also.Continuous Last 8 IPOs of axis capital list;
1.RBL
2.Dilip buildcon
3.Advance enzymes
4.Quess corp
5.Ujjivan
6.Equitas
7.Narayana Hrudalaya
8.Alkem

All last 8 IPOs listed at premium and build on to their gains further along with the improving fundamentals.
Strongly believe that VARUN is also very very sound company with improving fundamentals each day....Good long term holding at very good price ( 800cr of opetaing cash flow on EV of less than 10000 cr)

Actually whole money raised is going to the company ....jaipuria selling that much shares which were allotted to them on filing of RHP in lieu of debt given to company.

axis has really done a good job