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IPO listed on 20 Sep'23

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R R Kabel Ltd

Minimum Investment

14,490 / 14 shares

Grey market premium

150 (15% premium)

Issue price

1035

Listing price

1,180

Listing gains

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145 (14%)

Listing on

Sept 20, 2023

Our Verdict:

Avoid

  • While the company has shown notable growth in revenue and net earnings, it's important to also consider other financial indicators such as diminishing profit margins, mediocre return ratios, and additional risk factors discussed below.
  • Regarding valuations, considering an FY23 EPS of Rs 17, the PE multiple works out to 60x at the higher end of the price band. This suggests that the IPO is priced aggressively, offering limited potential for near-term gains.
  • Even though the grey market premium (GMP) suggests a favourable listing, those looking for long-term capital growth should monitor the company's upcoming quarterly performance before making any investment commitments.

About the company

Founded in

6 Feb'95

Managing director

Shreegopal Rameshwarlal Kabra

  • R R Kabel (RRK) stands as India's fastest-growing consumer electrical firm, witnessing an impressive CAGR of 43.4% from 2021 to 2023. By the end of March 2023, they had solidified their position as the fifth major entity in India's branded wires and cables sector, holding roughly 7% of the market share.
  • In 2022, RRK established itself as a dominant force in wire and cable exports from India, accounting for ~9% of the country's export market value in this category.
  • As for product quality and international standards, their offerings boast 35 global product certifications. This places them at the forefront, with one of the highest counts of such certifications among their Indian consumer electrical counterparts.
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STRENGTHS

  • Impressive Track Record: Between FY21-23, RRK exhibited a remarkable growth with a CAGR of 43% in Revenue, 19% in EBITDA, and 18% in Net Profit. 
  • Dividend History: The company seems investor-friendly having distributed dividends of 100% in FY22, 180% in FY23, and 90% in FY24 to date.
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RISK FACTORS

  • Deteriorating Profit Margins: The EBITDA margin declined from 9.22% in FY21 to 7.98% in FY22, dropping further to 6.35% in FY23. Similarly, the PAT margin fell from 4.93% in FY21 to 4.83% in FY22, and then to 3.37% in FY23.
  • Significant Working Capital Requirements: The business requires substantial working capital, and may require additional financing to meet those requirements, which could negatively impact cash flows and the overall financial condition.
  • Financial Indebtedness: As of March 31, 2023, the total debt amounted to Rs 515.8 crore and only Rs 136 crore of this will be settled using proceeds from the fresh issue.
  • Cash Flow Concerns: RRK has experienced negative cash flows in the past. Persistent negative cash flow might affect its operations and growth.

Issue details

Issue type

Mainboard

Issue size

1,964.01 crore

Fresh Issue

180 crore

OFS

1,784.01 crore

Price range

₹ 983 - 1,035

Lot size

14 shares

Issue Objective

Net proceeds from the fresh issue will be utilised towards:

  • Repayment or prepayment of borrowings availed by the company; and
  • General corporate purposes.

Dates

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Bidding open

13 Sep'23

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Bidding close

15 Sep'23

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Allotment date

18 Sep'23

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Refund date

18 Sep'23

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Listing

20 Sep'23

IPO Reservations

Qualified institutional buyers

<50%

Non-institutional investors

>15%

Retail individual investors

>35%

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