Kapz IPO Review

Read IPO recommendations, analysis, and views posted Kapz. Check Kapz messages on IPO discussion forum.

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IPO Reviews by Kapz IPO Mentor (800+ Posts, 400+ Likes)

IPO	Review
Insolation Energy Limited IPO	Apply - Strengths – High efficiency Solar PV modules, Strong brand reputation, highly experienced management, Govt. support and subsidies, won several awards and recognition. - Risk - Raw materials – almost 50% imported ($ rate can impact margins). Mostly being sourced from China. - Risk – Single product, Solar PV modules, driving >95% revenue - Risk – Getting Customs Duty benefits under EPCG scheme for exports promotion, but so far 0% exports. - Capacity Utilization around 84% - YoY Revenue increase September 21, 2022 3:27:57 PM
Varanium Cloud Limited IPO	Avoid Many red flags- - MD seems to have a bad reputation of having fled with money raised for setting up data centres - same reason given for raising funds through IPO - RHP says, same promoters have other similar companies and no assurance that they won’t cannibalise each other. - No special achievements/ patents to any technology set - Extremely high valuations/ premium sought September 11, 2022 8:56:02 PM
Harsha Engineers International Ltd IPO	Apply - Strong track record (Past) - Robust fundamentals and Very reasonably priced (Present) - Further bright prospects in terms of market reach (Future) September 14, 2022 10:28:13 AM

Review

Apply

-      Strengths – High efficiency Solar PV modules, Strong brand reputation, highly experienced management, Govt. support and subsidies, won several awards and recognition.
-      Risk - Raw materials – almost 50% imported ($ rate can impact margins). Mostly being sourced from China.
-      Risk – Single product, Solar PV modules, driving >95% revenue
-      Risk – Getting Customs Duty benefits under EPCG scheme for exports promotion, but so far 0% exports.
-      Capacity Utilization around 84%
-      YoY Revenue increase

September 21, 2022 3:27:57 PM

Varanium Cloud Limited IPO

Avoid

Many red flags-
- MD seems to have a bad reputation of having fled with money raised for setting up data centres - same reason given for raising funds through IPO
- RHP says, same promoters have other similar companies and no assurance that they won’t cannibalise each other.
- No special achievements/ patents to any technology set
- Extremely high valuations/ premium sought

September 11, 2022 8:56:02 PM

Harsha Engineers International Ltd IPO

Apply

- Strong track record (Past)
- Robust fundamentals and Very reasonably priced (Present)
- Further bright prospects in terms of market reach (Future)

September 14, 2022 10:28:13 AM

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