Yash Optics & Lens Limited IPO Message Board (Page 5)

Lenskart is valued at 35000 crores with 1500 crore of sales and 10 YEARS OF losses. its valued at 25 time sales after 10 years of losses. The difference in valuation is only because its a B2C brand .

just imagine if YASH Goes B2C . Hoya tieup is an huge advantage. seems a risk free bet with superb cashflow and consistent track record.

profit making YASH ipo is at 4 times sales against 25 for lenskart. if allotted looks like a lottery. Safe bet hai . but surprised as why list on SME With 9 crore
of PAT and 22% net margins could have easily gone for listing on mainboard with 400 crore valuations .

Company - Below Average🫣
LM - Good😀
MM - Worst MM 😞

Verdict: Will not apply FF for sure. Will apply 1-2 retail apps if GMP is good and subscriptions are also decent. Looking at current subscription levels, I might skip as well. 🧐

bhai saab, company growing at 20% CAGR In manufacturing industry with 21% PAT. at this valuations company is available at 12-14 pe forward 2 years. seems like a huge multibagger . will apply for sure.

Quite liking this one but the tepid growth and full pricing is a concern.

Keep minting!

Bhai, iske lens kaun khareede ga Titan aur Lenskart ke zamane mai?

Oopar se pata nahi kitne times sales ka valuation maang rahi hai. Last time 40 crore sales ki thi, maan lo 50 crores ki sales bhi karde current fiscal mai toh bhi 4 times sales is very difficult to give. Super growth hoti toh chalo maan bhi lete...

Waise company SME ke standards se kaafi acchi hai, Not herapheri type, real thing. But greedy valuations.... anchor book will be interesting to watch out...

​@New Kid On The Block ji - Agree with you and those are exactly my concerns too.

Keep minting!

#rikhav securities
Many burn injuries in the form of monetary loss are associated with it.
So #naam hi kaafi hai.

​@Simply Vicky Thank you so much dear😊

​@Simply Vicky Thank you so much 😊

Offer price 81

Usually Shreni plays the role of MM too whenever appointed as LM but here Rikhav is appointed as MM

Rikhav is also bringing "Namkeen" to enjoy with these spectacles !!

50~55 range would be better.
Expensive valuations

Can we go with these lens? Your optical view?

IPO Size & Valuation both not ok for current Market Scenerio
Co showing consistency in Revenue & Profits.

Looking expensive on cursory analysis. Suppose sales is assumed 50 crore for the current fiscal then the valuation of 200 crore it is demanding will be 4 times sales which is too much for 18% ROE company.

Talking of business I don't think Hoya lens sell much in India. They don't even have a decent dealer network in India. A well informed customer go with Zeiss or Crizal lenses mostly....

Most positive thing is business and company appear to be legit going by the "standards" of SMEs.