Zomato Limited IPO Message Board (Page 57)

I''m applying for both Clean and GR, will funds from the two IPOs be released in time, so that we can apply for Zomato?

Yes funds will be released by 15th July but be careful while applying Zomato IPO.

I spoke to my relationship manager of kotak mahindra bank today as i do SIP in stocks and when i asked regarding upcoming 3 ipos whether one should apply in all 3 ipos and answer was

apply in clean science and GRIL and "Do not apply in Zomato" wait for atleast 2 quarterly result and then apply . When asked will the price might not go up by than he said probability of of this stock may come close to issue price atleast once post listing as so far losses incurred are high and might take some time to recover the losses .

Hi , I am new to this IPO. If i apply in GR and if i did not get any allotment will i be able to use that fund for zomoto ipo ?

Yes, you can use the funds

Only 2 ipo coming just go through other 1 with Shareholders quota month end pe ready rejna

Guys, be cautious and wait for a month before jumping in.
Listing gains might be there, but not a long term bet.
Further, there is no brand loyalty among customers. Customer is least bothered about the delivery guy/process. He needs goood food with discounts. Suppose tomorrow a company named TOMATO starts giving huge discounts, all will delete Zomato app!!!

Follow the trend.....
Then we will try 🍅 Tomato soups also..

All are interested in listing gains only. Dont think people apply to invest. On listing day, 90% sell before 10.15 am. 99% before 3. 30 pm

Any tentative dates for Glenmark Life Sciences. Waiting eagerly.

Zomato Limited IPO final

Date : 14-16, Jul-2021
Size : Rs 9375.00 Cr
FV : Rs 1
Price : Rs 72 - Rs 76
Market Lot : 195 Shares
App Amt : Rs 14,820
Retail : 10%
Retail Form : 6,29,258
QIB : 50%
NII : 15%
Listing At : BSE, NSE

Registrar : Link Intime
Allotment : 23-Jul-2021
Listing : 27-Jul-2021

Thanks admin to remove negative comments

Yes qib in this ipo is 75 % ...
By mistake type 50 %..

Do we get shareholders quota if we have info edge stocks?

Nope bro... Check out old comment... Your answer is there..

Thank you for your reply

That apart, about 10 companies are also expected to file IPO documents with Sebi this month.
These include Star Health & Allied Insurance, Sapphire Foods, Northern Arc, Fino Payments Bank, Paytm, Ixigo, VLCC, Sahajanand Medical Technologies, Lava International, and Veeda Clinical Research, seeking to mop up Rs 25,000 crore.

Companies that are likely to hit the market this month include Glenmark Lifesciences, Zomato (roadshow for the Rs 8,500-crore issue is from Thursday), Windlas Biotech, Medi Assist TPA, Tatva Chintan Pharma, Paras Defence and Seven Island Shipping, together looking to raise about Rs 13,650 crore.

I have shares of Info Edge.
1. Can I apply as shareholder in Zomato IPO application?
2. Can I apply both as Retail-Individual & Retail -Shareholder in Zomato IPO application?

There is no shareholder quota
Only you can apply either retail or HNI

Revised



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

NII = 90KCrs. = ~64.34X
RII = 32L Forms = 5.09X Applic. wise (Avg allotment of ~38.35 shares per lot)

Interest cost *@8.00%p.a.* for 7days = *11.66paise for 1X*

Thus, for NII the costing = 64.34 X 11.66 paise = Rs.7.50 per share (= GMP)

And, for RII the costing = 7.50 X 38.35 = Rs.288/- (= Kostak)


Zomato IPO – *GMP Estimated*
GMP 12.25 +/- 0.25
Kostak 475 +/- 10
Subject 2 @2,000/-

I am holding shares of Info Edge. Can I apply as in Shareholder category for Zomato IPO?

Zomato goes the Uber way! "We will continue to run the business as we have for the past years", i.e., we will continue to run into losses. When asked about a timeline to profitability, "we cannot give you an answer to something that we don''t know."

Why should one invest?

Indiamart was probably listed at 4k crs valuation whereas these guys are asking over 72k crs valuation!!

Why?
1. Strong Brand.
2. Duopoly.
3. Replacement cost pan-India is astronomical only Amazon can do it.
4. Food delivery will continue and only increase in future.
5. Next generation women will cook only occasionally.
6. Merger or Takeover by big US or Indian companies.

Zomato IPO – *GMP Estimated*

GMP 12.25 +/- 0.25
Kostak 500 +/- 10
Subject 2 @2,000/-

At Rs 76 per share, the upper end of the price band, Zomato will have a post-money valuation of Rs 59,623 crore, which will rank it at 79th position among the top 100 Indian listed companies by market capitalisation

Or premium 20 % add kar de to 72000 crore which is not genuine

I''m already invested in Info Edge
It''s doing well for me
Looking forward to have Zomoto too in my long term PF

I''m going to keep it for long
Opportunity to invest in sizable tech Co

Revised...



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.66 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 = 60KCrs. = ~42.89X
RII = 30L Forms = 4.77X Applic. wise (Avg allotment of ~40.90 shares per lot)

Interest cost *@8.00%p.a.* for 7days = *11.66paise for 1X*

Thus, for NII the costing = 42.89 X 11.66 paise = Rs.5.00 per share (= GMP)

And, for RII the costing = 5.00 X 40.90 = Rs.205/- (= Kostak)


Zomato IPO – *GMP Estimated*
GMP 10 +/- 1
Kostak 410 +/- 10
Subject 2 @1,650/-

*ZOMATO IPO* *FINAL*

Dates 14-16 July

PRICE BAND 72 TO 76
LOT SIZE 195 SH
AMOUNT 14820

SIZE 9375 CR
APP FOR 1 TIME 629257
RETAIL 10%

Premium 13 rs. Buyer
Subject 2000
Normal 550

Is there any special discount offered to Zomoto Pro customers ?

Yes .. Ager loss hua to khana kadva ager profit hua to khana mitha lagega 🙂 that''s offer from zomato 😉😂

zomato price band- 72 to 76rs per share

guess by the time of listing it will be in the negative!

10-20% gains possible... .if everything goes right.