Zomato Limited IPO Message Board (Page 54)

जिनकी आधी ज़िंदगी पैनी स्टॉक्स से मल्टी बैगर ढूंढने में निकल गई,

वो भी आजकल पूछने लगे हैं की,

*जोमेटो तो लॉस करती है ना???*

प्रलय निकट है।

🤣🤣🤣

Gmp of zomato is 13.50 - 14.00 rs..
Apply for listing gain..
Chances of allotment is very high..around 2/7.

@crow 2/7 means chances of allotment for every 7 applications 2 will get allotment

For big IPOs such GMPs not realistic. I won''t be surprised if it is listed at discount!

We have not trend of having twin issues on same date.

Shyam & Sona -- June 14 to June 16
Dodla & Krishna - June 16 to June 18
GRILL & Clean - July 7 to July 9

Now question is who will be pairing with Zomato ???

PAYTM

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Zomato IPO – Schedule *(FINAL – Pg #363 of RHP)*

09th July – Announcement of Price Band
13th July – Anchor Investors Allotment
14th July – Offer Opens
16th July – Offer Closes
22nd July – Finalisation of Basis of Allotment
23rd July – Unblocking of ASBA Accounts
26th July – Credit of Equity Shares to Depository Accounts
27th July – Commencement of Trading


Zomato IPO – Issue Information *(Tentative)*

Issue Opens on: 14 July 2021
Issue Closes on: 16 July 2021
Issue Type: Book Built Issue IPO
Issue Size: 1,23,35,52,631 Shares
Face Value: Re.1/- per Share
Issue Price: Rs.72 – Rs.76 Share
Discount: Rs.??/- per Share (for Employees)
Market Lot: 1955 Shares
Listing At: NSE, BSE

Equity Shares outstanding prior to the Issue = 6,66,09,69,150 Shares
Fresh Issue of 1,18,42,10,526 Shares @76/- = Rs.9,000Crs
Offer for Sale of 4,93,42,105 Shares @76/- = Rs.375Crs
Equity Shares outstanding after the Issue = 7,84,51,79,676 Shares

Category-wise Break up:
Anchor – 55,21,73,684 Shares = 4,196.52Crs
QIB – 24,54,10,526 Shares = 2,797.68Crs
NII – 18,40,57,895 Shares = 1,398.84Crs
RII – 42,94,68,421 Shares = 932.56Crs (Lot size: 195 = 6,29,258 Forms)
Empl. – 65,00,000 Shares = 49.40Crs (Discount @??)
Total Issue – 1,23,35,52,631 Shares = 9,375.00Crs.

Subscription required for 1X
RII = 6,29,258 Forms
NII = 1,398,84 Crs


Zomato IPO – Financial Information (Basis of Valuation)

The information is collated from the following documents:
1) RHP = Red Herring Prospectus Dated July 06, 2021 (420 pages)

EPS for FY18-19 >>> Rs. (2.57) (Page #121 of RHP)
EPS for FY19-20 >>> Rs. (5.42) (Page #121 of RHP)
EPS for FY20-21 >>> Rs. (1.51) (Page #121 of RHP)

RoNW for FY18-19 >>> (37.16)% (Page #122 of RHP)
RoNW for FY19-20 >>> (113.64)% (Page #122 of RHP)
RoNW for FY20-21 >>> (10.04)% (Page #122 of RHP)

NAV as on March 31, 2021 was Rs.15.09 (Page #122 of RHP)

Listed Industry Peer Group (Page #122 of RHP): NONE


Zomato IPO – *Market’s Current Estimates of oversubscription*:

NII = 74KCrs. = ~52.90X
RII = 30L Forms = 4.77X Applic. wise (Avg allotment of ~40.90 shares per lot)

Interest cost *@8.00%p.a.* for 8days = *13.33paise for 1X*

Thus, for NII the costing = 52.90 X 13.33 paise = Rs.7.05 per share (= GMP)

And, for RII the costing = 7.05 X 52.90 = Rs.288/- (= Kostak)


Zomato IPO – *GMP Estimated*
GMP 13.25 +/- 0.25
Kostak 540 +/- 10
Subject 2 @2,200/-

As per available info from stock exchanges , no discount is offered to employees.

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Any tentative dates ??

Zomato
GMP 13.00 +/- 00.25

I have 10 Demat account of my family mambers... Anybody want to buy 10 application. Please contact me

App rate 550
S2 1650

Applay

Sold in gra .

Enjoy

One commentator on CNBC said he will only buy Zomato at 60% discount to the IPO price.

He is either a genius or smoked a pot this morning!!

We will sure know in a few months.

Fair value of zomato is only 13 rs...

Its like dotcom boom; let the froth disappear only few will remain. Those who are comparing it with Google or Amazon, should also tell that there were many companies like Amazon at that time. Zomato will survive or not, only time will tell. Right now it''s valuation is not good (very high). If anyone want to bet, one should. But in this bet, chance of losing money is very very high. I have applied in Gland pharma, Sona CoM (applied in retail first day). Here I may apply on third day (not certain). Real problem is with HNIs and qibs. Let''s wait and watch for what they have decided. However news is towards negative for right now.

Mere se GRIL ki 2 applications 1 hi account me lag gyi dono ka upi mandate bhi aa chuka abhi accept nhi kiya. Ab kya karu

Ek reject karde. Its all you can do right now

Gmp 9 10

valuations is based on how much money they have raised so far, it does not tell how much yearly revenue they generate and all. There business model is yet to become profitable. Ideally valuation should be (total assets - total liabilities + cash in hand).

Companies like Zomato will disappear into the oblivion in the next five years and so will the billions of gullible “momentum” investors. Having said that, given the current madness the ridiculous valuation could go up further post the IPO.

The thing that bothers me about these new age VC fueled internet companies is the valuation decided by a team of folks who themselves are not sure how to value such a company and just beef up the same for every round. Secondary markts are far more supreme to take their absurd nos

Their business moats always remain fragmented in a diversified country like ours.
#BigBazaar was there for so many years. But, it couldn''t dent the kirana stores. Instead, itself got bankrupted.
Businesses can''t run longer on loss. They need to generate profit for sustenance.

Uber, Lyft, and many other platform companies continue to struggle after IPOs.
There are no signs of profitability and Zomato should not be any different.

Zomato IPO – *Market’s Current Estimates of oversubscription*:

NII = 74KCrs. = ~52.90X
RII = 30L Forms = 4.77X Applic. wise (Avg allotment of ~40.90 shares per lot)

Interest cost *@8.00%p.a.* for 8days = *13.33paise for 1X*

Thus, for NII the costing = 52.90 X 13.33 paise = Rs.7.05 per share (= GMP)

And, for RII the costing = 7.05 X 52.90 = Rs.288/- (= Kostak)


Zomato IPO – *GMP Estimated*
GMP 12.25 +/- 0.25
Kostak 500 +/- 10
Subject 2 @2,000/-

I doubt if RII will be even 1X!

zomoto is loss making company . reatil application 15 - 20 lacs ke uper jaane ki sambhawana kam hai .
clean science me around 26 lacs applications aayi hai.
so 30 lacs applications to nahi hone wali .

I think people who r giving 16-20 dates might be wrong
Also price not 600 not 800

Price above super se upper

GMP 400 buyer and 430 Seller

It feels Overvalued probably due to inflation and market bubble state. The company may try Hyped prices to take investor money to invest in something else without losing much of its money. Classic Company tactics :0 . i Could explain in details but i am lazy.