snipperRaj

[snipperRaj @SnipperRaj]

@ipo_agarwal @ipo_agarwal sir did you apply prasol or skipped? Gmp is negative here already. Can share some insights on why you applied? Thanks much

[snipperRaj @SnipperRaj]

@ipo_agarwal Sir finally you applied or skipped? Can give insights on why you applied or why you skipped? Gmp is -20 already

[snipperRaj @SnipperRaj]

@ipo_agarwal Jio long term. Nse short term listing gain

[snipperRaj @SnipperRaj]

@ipo_agarwal I bought in pre to sell tomorrow. Btst . Hope can get exit

[snipperRaj @SnipperRaj]

@ipo_agarwal Blind portfolio stock from recent ipo of last one month?

[snipperRaj @SnipperRaj]

@AnilRelan4 Anil rehlan - king of managing ipos more than LM. Naam hi kafi hai

[snipperRaj @SnipperRaj]

@ipo_agarwal Listing around 10 rs premium then will touch 640 and come back to 600.

[SJogi @SaurabhJ1999]

#flysbs #StocksInFocus
📌 FLYSBS Aviation ltd✅

▪️464%🔥 growth in Revenue in last 2 years.
▪️725%🔥 growth in PAT in last 2 years.

➡️Faruk Patel sir (KP group MD @FarukPatel3 ) Invested in pre ipo of FLYSBS Avaiation ltd🔥

📌FLYSBS total aircraft flying hours ,
522 hours -> 1486 hours -> 2,600 hours for FY23, FY24 and FY25, resp. (Super Growth🤩)

➡️350-370 Cr Rev and around 50-60Cr PAT is expected based on calculation done on flying hours and new fleet expansion, so nearly 100% ✅ growth this FY too.🔥🔥

▪️The company has successfully flown clients to diverse destinations worldwide, spanning 6 continents✅. This includes routes to the far east in Japan, the Middle East, New Zealand, the Arctic regions of Europe and North America, and as far as Mauritania in Africa.🔥

📌📌 ➡️ ➡️
▪️Established in August, 2020, Flysbs Aviation Ltd✅ is engaged in the business of providing private, non-scheduled air charter services from India, focusing on delivering seamless air travel solutions to elite clientele. It is DGCA approved Non-Scheduled Airline Operator holding a valid Air Operator Permit. Its customer base includes entrepreneurs, senior corporate executives, politicians, diplomats, celebrities, and other VIPs.

▪️Additionally, its services are frequently sought for critical purposes like medical emergencies, key business meetings, promotional events, and other high-priority engagements.✅

▪️The company provides various programs for different client needs, including long-term chartering, subscription options like the "Je'time" Program, membership for frequent flyers, and the Flexjet Program for those with moderate flying hours.💫

▪️The company has its presence in multiple cities, including Chennai, Delhi, Mumbai, Bengaluru, Hyderabad, Coimbatore and Kerala.🤩

▪️Its fleet includes the 13-seater Embraer Legacy 600 under dry lease, complemented by 2 wet-leased access to long-range jets like Dassault Falcon 2000, Bombardier Challenger 605, and Global 6000.✅

▪️A dry lease ,the lessor provides the aircraft to the lessee without any accompanying crew, maintenance, insurance, or operating licenses. Under this arrangement, the lessee (flysbs✅) assumes full operational control and responsibility, including the provision of the necessary crew, maintenance of the aircraft, and procurement of all requisite licenses and regulatory approvals. Unlike a wet lease, where the lessor retains significant control over the operational aspects.

➢This arrangement offers FLYSBS, a greater flexibility in managing their operations, allowing them to tailor flight schedules, routes, and other operational parameters according to their specific business needs.💫
(FLYSBS is adding 6 new Dry lease aircrafts)🚀

📍📍Cost-Value Proposition;
FLYSBS🤩 vs other commercial aviation:-

➢ Comparable cost to first-class for groups.
(e.g. ₹11.03L vs ₹11.04L per pax, Chennai–London RT)

➢ Time savings (10–12 hrs vs 15–17 hrs), no layovers for FLYSBS✅ trips.

➢ Reduced wait times, separate terminals, no queues for FLYSBS✅ trips.

➢Surge in HNWIs & UHNWIs seeking exclusive, time-saving travel will be beneficial for FLYSBS✅.

▪️90%✅ service repeat rate from clients.😮

▪️Backed by a leadership team with deep expertise in aviation, finance, and luxury services. (attached Photo have more details abt promoters and directors🔥)

▪️MRO partnership✅ with DGCA-approved facility in Bangalore. Ensures high fleet uptime, timely overhauls, and reduced downtime.

📌📌
▪️IPO price: Rs. 225
▪️IPO size: 102.5 Cr (excluding anchor size is: 73.3Cr)
▪️Market cap: 1020 Cr
▪️P/E: 35✅
▪️ROE: 32.3%
▪️ROCE: 41.8%
▪️Employees: 24
▪️Debt/Equity:0.14
▪️Assets: 192 Cr
▪️Total Borrowing: 18Cr (Reserves and Surplus:138 Cr)
▪️Share Holding Pre Issue: 44%
▪️Share Holding Post Issue: 32.5%

📌FINANCIALS:
▪️FY25 Rev is 195.4 Cr as compared to 106.7 Cr(FY24), 84%✅ growth yoy.
▪️FY25 PAT is 28.41 Cr as compared to 11.25 Cr(FY24), 153%✅ growth yoy.

(PAT margins of 9.92% (FY23), 10.54% (FY24), 14.54%, (FY25)✅)

📌Revenue Bifurcation:-
▪️Revenue from domestic travel : 23%
▪️Revenue from international travel: 77%

➢Revenue from UHNIs/HNIs clients : 5.5%
➢Revenue from Corporate clients : 94.5%

📌IPO funds:
80.47 Cr : Funding capital expenditure towards acquisition of 6✅ new aircraft on long term dry lease basis.(2 now, 2 after 3 months , and 2 more after 2-3months)🤩

7.28 Cr: Repayment/prepayment, in full or part, certain outstanding borrowings availed by the company.

📌SECTOR GROWTH:

▪️The private jet industry market in India is expected to continue growing at a CAGR of 13-15%✅ over the next five years. This growth can be attributed to several factors, including the rising number of HNIs and UHNIs, the increased need for rapid business travel, and the expansion of economic activities in tier 2 and tier 3 cities.🔥

▪️As India's wealth accumulation continues and the demand for personalized, time efficient travel rises, the private jet market is poised for further expansion.✅

▪️Private Jets Registered:-
USA: 14,500–15,500
Europe: 2,500–3,500
India: 115–120 only , so good scope is their for expansion in INDIA.💫

📌STRENGTH:

📌RISK FACTORS:
➢High Dependence on few customers.
➢Low promoter holding.
➢Delay in acquiring new fleets.
➢Operational disruption( aircraft maintenance delay, accidents)

✅For more details watch video: https://t.co/d8WsPA9P7O

📍 Some good names that have bought in pre ipo are:- @WealthSolitaire @ChintanParikh10 @_healthZwealth_ @ManickamRavich1 @smesmartmoney

📌Disclosure: Not a buy recommendation. only for study and education purpose. Please consult your financial advisor before investing. Although the write up accurately reflects the personal view of the author, there may be manual/human errors in the writeup. Please stop investing blindly. 🙏🙏

[snipperRaj @SnipperRaj]

https://t.co/bgucqE755q

[Nilesh Kurhade @nileshkurhade]

📌 RBM Infracon Limited informed the exchange about receiving a service order worth ₹146,558,123.95 from Reliance Industries Limited for Yard & Field Mechanical works for C2 OSBL Area in Jamnagar. The work is to be completed by 31.08.2025. #SME #RBMINFRA 🏗️📄

[Nilesh Kurhade @nileshkurhade]

📌 Oriana Power Ltd informed the exchange about its significant progress across multiple verticals, securing 200 MW connectivity in Uttar Pradesh and 100 MW in Haryana, and a 50 MW/100 MWh BESS allocation in Rajasthan. The company is on track to achieve 1.5 GW connectivity by FY26 and has secured a 21 TPD CBG order, with a pipeline of 100 TPD. #SME #ORIANA 🚀🔋

Key Highlights:

- 🌞 Strong Year for FY24-25: Oriana Power Ltd anticipates significant growth with secured connectivity, expansion in key verticals like CBG, BESS, and hydrogen, and a strong foundation in solar energy. The company aims to achieve a 1 GW capacity by FY26.

- ⚡ Secured Power Connectivity: Achieved connectivity for 200 MW in Uttar Pradesh and 100 MW in Haryana, targeting 1.5 GW by FY26. Land has been secured to support future project execution.

- 💰 Revenue Targets: Revenue targets for FY25 & FY26 remain on track, supported by a strong project pipeline and the scaling of key business verticals.

- 💧 Hydrogen Vertical: The hydrogen business is poised for growth with reduced Levelized Cost of Hydrogen (LCOH) due to lower power costs and supportive government policies. Ground-breaking for the electrolyzer factory is expected in Q1 FY26.

- 🔋 BESS Progress: Secured 50 MW/100 MWh allocation in RVUNL's tender. BESS vertical benefits from rapid market growth and favorable government policies.

- 🌱 CBG Vertical Expansion: Recent order of 21 TPD in CBG with a pipeline of 100 TPD demonstrates steady growth and scaling.

- 🧪 E-Methanol Project: Feed study for the e-methanol project starts in April 2025, with groundbreaking in FY26 (H2). This marks diversification into innovative e-fuel solutions.

- 🔒 Insulation from International Policies: Oriana operates independently from international market dependencies, mitigating risks from global policy changes.

- 👷 Workforce Growth: Increased manpower from 104 in March 2024 to 175 as of now, with plans to reach 325 employees by FY26 to support growing operations.

- 📜 Strategic MoUs: Signed multiple MoUs with rising states for streamlined business operations, regulatory approvals, and land acquisition. These partnerships will help expedite project execution.

- 🚀 Future Growth: Oriana is well-positioned for long-term growth across solar, hydrogen, BESS, and CBG verticals, supported by a strong financial foundation and favorable policies.

[preet_shah_2419 @preet2419]

KDL,Sartele & Frog Cellcast keep an eye on these stocks i said multiple times about this theme.

Expecting v.good results from all of them in Q3/4 or H2.

[Nilesh Kurhade @nileshkurhade]

📌 Effwa Infra & Research Ltd informed the exchange about securing an international export order valued at 4.29 million USD. The contract involves the supply, installation, testing, and commissioning of EMI components for a 16.5 MLD water treatment plant in Ivory Coast, awarded by Afcons Infrastructure Limited. The project tenure is 9 months. #SME #EFFWA 💼🌍

[Nilesh Kurhade @nileshkurhade]

📌 K2 Infragen Limited informed the exchange about securing a highway project worth ₹48.34 crore from NHAI. The project involves strengthening a two-lane road in Uttar Pradesh and is part of the company's expanding sales pipeline, which now exceeds ₹1000 crore. The company aims for sustainable growth over the next three years, with strategic expansions in India and Africa. #SME #K2INFRA 🏗️🚧

[preet_shah_2419 @preet2419]

Kore Digital Ltd informed the exchange about fixing Friday, January 17, 2025, as the Record Date for the issuance of Bonus Equity Shares in the proportion of 2:1.

[Nilesh Kurhade @nileshkurhade]

📌 Trident Techlabs Ltd informed the exchange about participation in the inaugural conference of BHARAT 3.0, focusing on "Emergence of Mega Trends Semiconductor," on January 11, 2025, at Sahara Star, Mumbai. Executives including the CEO and CTO will attend. #SME #TECHLABS 🏢📈

[Nilesh Kurhade @nileshkurhade]

📌 Shivalic Power Control Ltd informed the exchange about receiving a prestigious order worth ₹68 lacs for LT Panels from Dalmia Cement (Bharat) Ltd. The project is scheduled to be completed by mid-May 2025. #SME #SPCL 💼📈

[Nilesh Kurhade @nileshkurhade]

📌 Trust Fintech Ltd informed the exchange about receiving a purchase order worth ₹17,96,000 from FINSHARP CO-OPERATIVE BANK for CBS Software. The contract period is 3 years, and the order is awarded by a domestic entity. #SME #TRUST 💻📊

[preet_shah_2419 @preet2419]

Trust Fintech Received 3 Work Orders :-

₹62,89,000 for the supply, implementation, and maintenance of a Core Banking Solution from Hanumanthanagar Co-operative Bank Ltd.

₹55,00,000 from ARADHNAM PORTFOLIO INVESTMENTS PRIVATE LIMITED

₹29,10,000 for the supply, implementation, and commissioning of Trust Bank CBS Software on CAPEX for 5 branches and the Head Office from Samata Co-operative Development Bank Ltd.

[Nilesh Kurhade @nileshkurhade]

📌 Trust Fintech Ltd informed the exchange about receiving a purchase order for Trust Bank CBS Software from Nagnath Urban Co-operative Bank Ltd. The order value is ₹14,64,000 for the first year and ₹8,64,000 per year for subsequent years. #SME #TRUST 💼📈