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Nilachal Carbo Metalicks Limited ( BSE SME IPO ) Analysis - IPO Details - IPO Date: 08 – 11 September 2025 Price Band: ₹85 ( Fixed Price ) Lot Size: 1,600 shares Face Value: ₹10 Issue Size: ₹56.10 Crore Fresh Issue: ₹22.10 Crore OFS: ₹34 Crore Business Overview - Incorporated in the year 2003. Core business - Manufacturing of Low Ash Metallurgical ( LAM ) Coke. Primarily sells to top Ferro Chrome manufacturers in India. Manufacturing Plants - Owned Plant at #Baramana, Jajpur, #Odisha with capacity of 60,000 MTPA. Leased Plant at #Visakhapatnam with capacity of 18,000 MTPA. Financial Highlights ( Crore ) - Net Worth - H1FY25 → ₹70 FY24 → ₹64 FY23 → ₹48 Total Income - H1FY25 → ₹99 FY24 → ₹267 FY23 → ₹268 Profit After Tax ( PAT ) - H1FY25 → ₹5.92 , Margin - 5.98% FY24 → ₹15.82 , Margin - 5.97% FY23 → ₹14.82 , Margin - 5.57% Earnings Per Share ( EPS ) - H1FY25 → ₹2.65 FY24 → ₹7.08 FY23 → ₹6.64 Net Asset Value ( NAV ) Per Share - H1FY25 → ₹31.44 FY24 → ₹28.79 FY23 → ₹21.71 Return on Net Worth ( RoNW ) - H1FY25 → 8.43% FY24 → 24.61% FY23 → 30.57% Total Borrowings - H1FY25 → ₹24 FY24 → ₹26 FY23 → ₹18 Pros / Strengths - Proposed Expansion Plan - Adding 1 additional battery with 36 ovens. Will add 34,400 MTPA capacity at Baramana, Odisha. Post-expansion owned capacity - 94,400 MTPA. Post-expansion total capacity ( including leased ): 1,12,400 MTPA. Product Portfolio - Low Ash Metallurgical ( LAM ) Coke Low Phosphorus Nut Coke Ultra Low Phosphorus Nut Coke High Grade Coke Fines Strategic Location of Plants - Near #Paradip Port ( Odisha ) and #Vizag Port ( Visakhapatnam ), ensuring easy logistics. Ferro Chrome producers are located within a 150–200 km radius of #Baramana, Jajpur. #Kalinga Nagar Industrial Complex is 25 km away → Major industrial hub that boosts market access. Quality Control Laboratory - Located at Baramana, Jajpur plant. Monitors chemical parameters - Ash content Volatile Matter #Phosphorus % #Sulfur % #Moisture %. Monitors physical parameters - Under-size & over-size %, Coke strength. Ensures compliance with customer specifications at every stage. Cons / Business Risks / Weaknesses - Business highly dependent on Ferro-Alloy industry performance, which is #cyclical. Customer dependency - H1FY25 - Top Customer contributed - ₹50 Cr ( 51% of total revenue ). Top 5 customers contributed - ₹90 Cr ( 91%). Raw Material Supplier Concentration - Top Supplier contributed - ₹39 Cr ( 47 % of total procurement ). Top 5 Suppliers contributed - ₹70 Cr ( 84% ). Top 10 Suppliers contributed - ₹78 Cr ( 94% ). High dependence on #Sukinda mining belt for Chrome Ore supply → Critical for production. Low Capacity Utilization - Installed Capacity remained constant at 1,02,000 MTPA. Utilized Capacity as of Sep 30, 2024 → 27,656 MTPA ( 27% ). FY24 → 62,741 MTPA ( 61% ). Single Product Dependency - H1FY25 - #LAM Coke contributed - ₹91 Cr ( 92% of total sales ). Single State Revenue Concentration - #Odisha contributed - ₹93 Cr ( 94% of total revenue ) → Indicates high dependency on single state market. I am Not Sebi Registered ...Views are Personal . DYDD Apply Or Avoid Decision Upto 11 September ,,, 2 P.M #Nilachal #Smeipo #IPOAlert