Sahasra Electronics Solutions Limited IPO (Sahasra Electronics Solutions IPO) Detail

Exited on 18.10.2024@880.....my adjustable risk appetite... bought in pre open...it is useless to think of pe watching mayhem in stock market

Kya kre iska buy?

what is current valuation at price 800 level?
latest PE is 63, pre-ipo was 16.41 and post-ipo 21.68

what is industry average? 55?
pe of dixon 231, tata elxsi 61, moschip 455, mic 36, rir power 438,

@rohiitian as you said pe is -55 for core business i think it might be incorrect.. please double check..

Today 20 circuit change

5% continue.

I am still holding my 1lot...whoelse is still holding??..kya karna hai abhi...1st time sme mein itna hold kiya hai mein ne.. Pe wise still looking good as compare to peers...thematic sector semiconductor segment encouraged me to hold it for bullish view....but have some dillema for current mkt scenerio and global events.... What should be the target now??

I did not get allotment but I got chance to buy it on listing day. I am holding it since listing. Tomorrow, circuit filter will be revised. Let us see, how it will react.

Daily lower circuit

A good company with long term perspective, should hold for good gain.

Noo not good

Volumes are huge today. Also Vipin (Vinod) kumar as heard is out from scrip today...what are your views for short term play here. @rohiitian kindly respond.

​@cadivyansh How did you get to know of mr.vinod kumar exit??? However there is no bulk deal available at nse site under bulk deals. Please let us know.
As far as my next round strategy is concerned, i am holding scrip with strict stop loss. I will exit before drying up volume. You may exit as per risk appetite. I made good money in vilas transcore following similar strategy...almost double of buying price.

I generally hold unless i find price is way out of sync with peers. Sahasra is still cheap - 55 pe on core biz, with upside on semicon production from Nov; cheapest ESDM play by far in market with high quality of revenue. Flippers like Vinod Kumar exiting is good. Ankush Kedia has a longer timeframe usually.

I will also add that I can hold my lots for few months if needed, so pls apply your judgement. Gut feeling says theres more short term upside, but let's see @cadivyansh

Hello Seniors, pls advise future strategy
Holding 1 retail lot
It will be very helpful

​@Chhote Lal @Smile✍️ @PLAZA

As per media news, Future of buisness is bright, Monday is important, not expecting UC but even if scrip is stabilizing with little bit ± then its ok. In morning a big fish exited, resulted in exit of many more. So if taken risk, it will reward in future.

Thanks @rohiitian And @MuStrFc For sharing your thoughts.

I have exited from it today... The brutal dell off is not something I was prepared for..do had to protect profit whereever I can.

This may very well double from here.

All the best to those who are holding it.

circuit open despite 4.9lk buyer queue, i have exited at circuit.

SME promoters and big HNI investors should file a case against SEBI in supreme court. This ESM rule was first introduced for low liquidity stocks, but this worst-ever SEBI chief implemented it on SME stocks too. She can't see retailers making money. Please click on the below link and write your name, and click on send if you want to escalate this issue to higher authorities:

https://t.co/VesmVYwFSM

(Credits: RK sir)

Sahasra Electronics

1. Business Verticals:
- Electronics System Design & Manufacturing (ESDM):
- Contributes 87% of revenue.
- This is Sahasra's primary business.
- Memory Devices (SSD, Flash Drives, etc.):
- Accounts for 10% of revenue.
- LED Lighting & IT Solutions:
- Contributes the remaining 3% of revenue.

2. Global Presence:
- Exports:
- Sahasra distributes products across 10 countries, including the USA, U.K., Germany, Canada, Austria, Belgium, Norway, Rwanda, Tunisia, and Panama.
- 83.5% of revenue comes from exports.
- Domestic Sales:
- Contribute 16.5% of revenue.

3. Sahasra Semiconductors (Subsidiary):
Engages in:
- Semiconductor Manufacturing
- Wafer/Chip Dicing
- Chip Bonding
- Packaging of Semiconductors & ICs

*Key takeaway: Sahasra Semiconductors is involved in the entire semiconductor process.*

4. Revenue Projections:
- FY25 Estimate: ₹200-220 Cr
- FY26 Estimate: ₹300-350 Cr

5. Key Growth Factors:
- PLI Scheme Approvals for Semiconductors, Large-Scale Electronics, Electronic Components, & White Goods.
- Expansion from 4 SMT Lines to 14 SMT Lines.
- Significant plant and capacity expansions.
- India’s Semiconductor Market is expected to grow at a 20% CAGR, reaching ₹100 billion by 2032.
- Government initiatives like the Semiconductor Mission, PLI Scheme, and Semiconductor Fabs Incentive will drive massive interest in this space.

6. Promoter Strength:
- The biggest strength of Sahasra is its promoter, Mr. Amrit Lal Manwani, an IIT Kanpur alumni with over 50+ years of experience in the electronics industry.
- Mr. Manwani serves as an advisor to several leading electronics associations in India.

7. Key Investors:
- Marquee Investors:
- Mr. Ashish Kacholia
- Mr. Madhu Kela
- Mr. Sunil Singhania
- Funds:
- HDFC Bank
- Negen Undiscovered Value Fund
- India Equity Fund
- Next Orbit Growth Fund

8. Market Valuation:
- Semiconductor Companies usually attract high price-to-earnings (PE) ratios:
- Trident Techlabs: PE of 160
- Kaynes: PE of 155
- EMS Firms:
- Virtuoso: PE of 89
- Aimtron: PE of 65
- Sahasra’s PE: Currently at 42, indicating potential for growth.

Source Credit: Subhajit

Thanks @Smile✍️ 👍🏻👍🏻

Sold 1 lot at pre-open and holding the other lot.

Sold the other lot at UC.
The way broader market & frontline index is performing, I felt it's better to book.
If it reverses, 2-5 LCs can't be ruled out.
Under normal market scenario, could have hold for 5-10 UCs.

​@SOAM How many lots and how many accounts and in which category u had applied for...do u apply thru ASBA or thru UPI mandate ?

@seniors ....anyone of u from gurgaon...need to seek personal guidance reg ipo application ...pls do reply

I live in Gurgaon

Very good bulk deal
Ankush kedia bought 200000 share🔥🔥🔥🔥🔥
Kumar vinod bought 179200 share 🔥🔥🔥🔥🔥
Non stop chalana chaiye ye share

Nobody is negative on the stock.. even i am holding my lot.

We are not positive about these flippers bulk deals...just that so pointing it out.

Havy,trader ankush kedia sabhi share ka flipper nahi hai baki mujhe aashish कचोलिया पर भरोसा है

Worst case mein..
2187200×0.9+938200×0.7+1249600×0.5+329600= 3579620 shares to be traded before prive stablize.

Shares already traded so far: 2465600

I am assuming 90% retail shares, 70%HNI, 50% QIB and 100% market naker shares to be traded once before stock goes to more stable hands.... But iff course the once picked up by flippers will be come to the market soon.. so its a evolving number..but to estimate roughly I made such assumptions.

May be I am completely off the track..in this SME game...just sharing my thoughts, pls dont hold me accountable.

​@HeavyTrader OK. Now a days innicent retailers are crazy who allotted smes very rare so IMO the ratio should be 70 R 80 H and 60 Qib

SBI lien amount of Techera and Sahasra still blocked..

Is it from Bank side or registrar... since other banks released so looks like its Bank Issue..

​@🚩 Just For IPO 🎁 call 022-22719114 and write an email to nib.11777@sbi.co.in. This is dedicated ipo helpdesk for sbi.

Hem is gem

If 90% listing cap was not in place, it could have listed 200% up. I think it can still go there!🤞🤞

IPO Listings done in different world. Last two days all of them listed with premium.

But you are the one who suggested to avoid.

Only member who review this ipo to avoid... 👍

537.7 setteled . 90% up

Sold 1 lot @ 564.55

​@AMIT IND  from how many PANs did you apply?

What is fair value and target ? Thinking to buy if lists below gmp
​@newgen consultancy

​@dtrader Not yet, free float is high and this might turn in 2-3 days time possibly as UC is not strong as before.

​@MuStrFc Thank you Sir. Can we try buying around 480 - 500 levels sir?