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August 10, 2023 - August 14, 2023

TVS Supply Chain Solutions IPO Review & Recommendations

Arihant Capital Markets Ltd, Canara Bank Securities Ltd, Dilip Davda, Geojit Securities Ltd, India IPO Market, Reliance Securities, SBICAP Securities Limited and SMIFS Limited have given "Apply" recommendation to TVS Supply Chain Solutions IPO. Capital Market has given "May Apply" recommendation to TVS Supply Chain Solutions IPO. Axis Capital has "Not Rated" the IPO.

TVS Supply Chain Solutions IPO Review Summary from brokers and analysts

Review By Apply May Apply Neutral Avoid Not Rated
Count 8 1 0 0 1
% 80.00 10.00 0.00 0.00 10.00

TVS Supply Chain Solutions IPO Analysis By Brokers/Analysts

TVS Supply Chain Solutions IPO Capital Market Rating

The Captial Market (CapitalMarket.com) rating for TVS Supply Chain Solutions IPO is 45. Their analysis recommends May subscribe for the IPO.

Reviewer Rating Score Rating
Capital Market 45 May subscribe

TVS Supply Chain Solutions IPO Review by Dilip Davda (Apply)

[Dilip Davda]  The opportunity of investment in a TVS group company after a gap of 32 years by TSCSL has been the talk of the town. The company has maintained its leadership in the supply chain solutions segment and will continue to do so as indicated in its financial track records. Though the IPO is priced aggressively, considering the legacy of the TVS group, well-informed investors may park funds for medium to long-term rewards. Read detail review...

TVS Supply Chain Solutions IPO Peer Comparison

TVS Supply Chain Solutions Limited peer comparison with similar listed entities. (Consolidated) (As on March 31, 2023)

Company NameEPS (Rs)NAV (per share) (Rs)P/E (x)RoNW (%)
EPS BasicEPS Diluted
TVS Supply Chain Solutions Limited1.041.0218.895.50
TCI Express Limited36.2436.20155.6640.5723.35
Mahindra Logistics Limited8.978.9477.8442.154.89
Blue Dart Express Limited154.43154.43497.1246.3831.41
Delhivery Limited-2.14-2.14125.94-1.73

Notes:

  1. All the financial information for listed industry peers mentioned above is on a consolidated basis (unless otherwise available only on a standalone basis) and is sourced from the financial statements of the respective company for the year ended March 31, 2023 submitted to stock exchanges.
  2. Basic and diluted earnings/ (loss) per equity share: Basic and diluted earnings/ (loss) per equity share are computed in accordance with Indian Accounting Standard 33 notified under the Companies (Indian Accounting Standards) Rules of 2015 (as amended).
  3. Net Asset Value per share is calculated by dividing Restated equity attributable to owners of the company by the Weighted average number of equity shares outstanding during the period.
  4. Return on Net Worth (%) = Restated net profit/(loss) after tax for the years/period attributable to the owners of the Company / Equity attributable to owners of the company.
  5. P/E Ratio for the peer group has been computed based on the closing market price of equity shares on BSE as on July 25, 2023, divided by the diluted EPS.

TVS Supply Chain Solutions IPO Review by Members

TVS Supply Chain Solutions IPO Reviews, analysis and views by popular members. Read TVS Supply Chain Solutions Limited IPO reviews by retail investors to find recommended ipo to buy.

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TVS Supply Chain Solutions IPO Review Summary by Members

Review By Apply May Apply Neutral Avoid
Count 1 0 6 4
% 9.09 0.00 54.55 36.36
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Member Review
Pratham T

Avoid

Expensive valuation, GMP not good , peers have not given good returns .
GMP of concord and SBFC has fallen .

August 14, 2023 9:37:06 AM
Rajesh s.
IPO Mentor IPO Mentor (600+ Posts, 700+ Likes)

Avoid

Very high PE & high debt to equity. Loss making company, promotar holding post issue 40% is major concerne .in fact logistics company never earn high margin due to compitition.

I Like It. 1

August 13, 2023 11:22:12 AM
PHARROAD WALE BABAJI

Neutral

ग्रे मार्केट मे खामोशी छै !

August 13, 2023 8:40:40 AM
Waseem

Neutral

Thanks for ur information
Please

Please solve  my doubt

Icici direct . SME pre open market me sell krne ke liye deta hai ya nhi
....... EXAMPLE AGR MUGHE SME IPO ME ALLOTMENT MIL GYA THEN ME PREOPEN MARKET ME SELL KR SKTA HU YA NHI icici direct application me

August 11, 2023 8:26:16 AM
Abhijeet Kumar

Avoid

Pathertic track record of the company. Lots of red flags and could be amoung worst IPO's of this year.

August 11, 2023 12:17:11 AM
Ankit Dhakad

Neutral

The company has some positive and negative sides.
On the positive side, TVS is a well known brand in India.
And the downside is that the PE of the company is very high and the financial performance is not attractive.

I Like It. 1

August 10, 2023 1:58:16 PM
Crow
IPO Mentor IPO Mentor (900+ Posts, 1100+ Likes)

Neutral

When there are established players such as Blue Dart and TCI Express in the market with attractive valuations, it's meaningless to invest in TVS SCS for the long run at the moment. Especially when the GMP is non-existent, valuations are 4x its peers, and the sector itself marred with several challenges such as fuel prices. The only respite from my POV is the 10% retail quota.

It's an avoid candidate for me at the moment but I may consider getting 1 retail lot if QIB crosses 30x on day 3.

I Like It. 1

August 10, 2023 12:34:19 PM
B.M.SURANA
IPO Guru IPO Guru (2700+ Posts, 5300+ Likes)

Apply for Long Term at Upper Price Band

PE High hai.
Lekin Brand Value
TVS ka naam hi kaafi hai.

I Like It. 2

August 10, 2023 9:39:37 AM
raj kk

Neutral

Share is aggressively priced

August 9, 2023 7:23:59 PM
IPOTraders
IPO Mentor IPO Mentor (800+ Posts, 400+ Likes)

Neutral

If applying, apply with 1-2 lots only.
As it is avrisky bet.
Can give -10% to +15% listing

August 9, 2023 7:04:00 PM
Choudhari

Avoid

High PE And lessor profitability is a major concern

August 7, 2023 11:40:43 AM

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