Stocksmax KP | NISM RA

Stocks Research | IPO+ | NISM Certified Research Analyst |
8 yrs+ Trading xp. | Engineer, Sociologist|
Not SEBI Reg| Educational Posts.

[Stocksmax KP | NISM RA @stocksmaxx]

@SatyajeetM72938 Reserve List has rest of the candidates, released in 4-5 months.

[Stocksmax KP | NISM RA @stocksmaxx]

Post 4/4
Watch on https://t.co/qIvX1V18Y9 for last minute IPO update. Always DYOR

#sedemac #ipo #sharemarket

[Stocksmax KP | NISM RA @stocksmaxx]

1/4 SEDEMAC Mechatronics IPO

Deeptech, designs & supplies ECUs for mobility, Critical supplier to major OEMs India/US/EU.

Fin: Good growth – FY23 Rev ₹423 Cr, PAT ₹8.6 Cr; FY24 Rev ₹531 Cr, PAT ₹5.9 Cr; FY25 Rev ₹658 Cr, PAT ₹47 Cr (rebound). ROE ~15%.
#SEDEMACIPO #IPO

[Stocksmax KP | NISM RA @stocksmaxx]

Post 3/4: Final Educational Take
Skip or cautious apply at best.
Long-term: Auto EV/electronics tailwinds positive, customer risks & premium pricing cap upside. Better wait for post-listing clarity or dip.
DYOR – not advice. Consult pro. #SEDEMAC #ShareMarket #IPOAnalysis

[Stocksmax KP | NISM RA @stocksmaxx]

2/4 Sedemac IPO

Valuation: P/E ~126x FY25 (high multiples), EV/EBITDA ~50x – steep vs peers (Bosch etc. lower). Growth story but premium pricing.
Red flags: High mobility dependence (84%+ rev), customer conc., OFS (promoter/investor exits), competition risks. #IPO #AutoIPO

[Stocksmax KP | NISM RA @stocksmaxx]

Do not blindly follow GMP in IPOs.
Saving capital is even more important than investing.
https://t.co/qIvX1V18Y9

#IPOAlert #IPO

[Stocksmax KP | NISM RA @stocksmaxx]

Out of 5 IPOs closing today, prima facie decision:

1. Accord Transformer IPO: Applying for Listing gains
2. Mobilise App Lab: Listing gains
3. Kiassa Retail: Avoiding
4. Clean Energy: Long term only
5. Shri Ram Twistex: Avoiding

Final update on https://t.co/qIvX1V18Y9
#ipo

[Stocksmax KP | NISM RA @stocksmaxx]

Post 4/4 :
follow: https://t.co/qIvX1V18Y9 for last minute final update

[Stocksmax KP | NISM RA @stocksmaxx]

1/3: Gaudium IVF IPO
Leading IVF chain, egg donation, surrogacy, women’s health centres.
Issue: ₹165 Cr.
Fin: Strong ramp-up – FY25 Rev ₹71 Cr (+47%), PAT ₹19 Cr (+85%); H1 FY26 Rev ₹50 Cr, PAT ₹12.5 Cr. ROE ~41%, ROCE ~39%.
Niche fertility boom play. #GaudiumIPO #IPO

[Stocksmax KP | NISM RA @stocksmaxx]

Post 3/3: Final Take
Apply for listing gains and long term with diligence if bullish on IVF/infertility tailwinds. Long-term: Centre expansion + fresh funds positive, but attrition & competition (Nova, Indira) cap conviction.
DYOR not advice. #GaudiumIVF #ShareMarket #IPOAnalysis

[Stocksmax KP | NISM RA @stocksmaxx]

Post 2/3:
Valuation: P/E ~25x FY25 PAT – reasonable for high-growth healthcare specialty vs broader peers (30-50x). Excellent ROE/ROCE.
Red flags: High attrition (31-63%), OFS (promoter exit), doctor retention risk. #IPO #HealthcareIPO

[Stocksmax KP | NISM RA @stocksmaxx]

Join https://t.co/qIvX1V18Y9 for last minute final update.

[Stocksmax KP | NISM RA @stocksmaxx]

Yashhtej Industries (India) Ltd SME IPO 1/3 :
Business: Soybean processing, crude oil (edible), De-Oiled Cake. B2B, agri-commodity play.
Fin.: Good growth! Rev FY24 ₹59 Cr → FY25 ₹325 Cr. PAT FY23 loss → FY24 ₹1.13 Cr → FY25 ₹11.57 Cr. ROE ~59-84%.
#YashhtejIPO #SMEIPO

[Stocksmax KP | NISM RA @stocksmaxx]

2/3 Yashhtej SME IPO
Valuation: P/E ~14-15x FY25 (attractive vs larger peers), but thin historical margins early on. High growth justifies for some.
Red flags: Soybean volatility, competition (Adani Wilmar etc.), working cap intensive. Score ~7/10. #IPO #YashhtejIPO #SMEIPO

[Stocksmax KP | NISM RA @stocksmaxx]

Follow: https://t.co/qIvX1V18Y9 for last minute updates.

[Stocksmax KP | NISM RA @stocksmaxx]

Msafe Equipments IPO analysis. 1/3

Business: Height-safety gear (scaffolding/ladders) for infra, aviation etc.
Scale: 17 warehouses & 3 units in Greater Noida.
Edge: Dual-revenue model (Sales + Rental). Rentals bring in ~50% of revenue makes cash flow stickier.
#MSafeIPO #SMEIPO

[Stocksmax KP | NISM RA @stocksmaxx]

3/3
✅ Apply: If you want a profitable infra proxy with decentlisting gain potential⚠️ Risk: Working capital is slightly heavy.

Verdict: A "safety-first" bet. Good for a listing pop, but also a decent long-term story in the infra boom. 💸

#IPOReview #Msafeipo

[Stocksmax KP | NISM RA @stocksmaxx]

📈 Growth: PAT doubled to ₹13 Cr in FY25 (Revenue up 48% YoY). Valuation: Post-IPO P/E ~19x. For a company with a 34% ROCE, it’s priced quite reasonably compared to peers.

#msafeipo #Financials #IPOAnalysis

[Stocksmax KP | NISM RA @stocksmaxx]

Shadowfax Final Take:
Listing Gains: CAUTION, for risk takers small apply. Long-Term: APPLY.
Best proxy for India’s Quick Commerce boom. Rule: It’s a marathon, not a sprint. Only apply if you can hold for 2+ years. Don't chase a 1-day pop here. #ShadowfaxIPO

[Stocksmax KP | NISM RA @stocksmaxx]

Shadowfax IPO Analysis:
32% Revenue CAGR (FY25: ₹2,485 Cr). Profit Pivot: ₹21 Cr PAT in H1 FY26. Asset-Light: 60% Gross Margin via crowdsourced fleet.
Valuation: High and in line with peers like Delhivery.
Risk: 75% Rev from just 5 major clients.
#ShadowfaxIPO #IPOAlert