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IPO listed on 3 Jul'25

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Indogulf Cropsciences Ltd

Minimum Investment

14,985 / 135 shares

Grey market premium

18 (16% premium)

Issue price

111

Listing price

111

Listing gains

0 (0%)

Listing on

3 Jul 2025

Our Verdict:

Neutral

  • Indogulf Cropsciences Ltd (Indogulf) has shown modest growth between FY22-24, with a compound annual growth rate (CAGR) of 6% in operating revenue, 9% in EBITDA and 3% in net profit.
  • However, from a valuation perspective, the IPO appears attractively priced with a P/E ratio of 9.25x based on FY24 earnings, which could offer some near-term upside.
  • With low profit margins of 4-5% and limited financial strength, we do not foresee significant gains in the medium-to-long term unless there is a substantial improvement in financials.
  • Given these factors, investors with a higher risk appetite may consider subscribing to the IPO for potential near-term gains, driven by attractive valuations. However, it is advisable to closely monitor the company’s performance over the coming quarters before considering any long-term investment decisions.

About the company

Founded in

22 Jan'93

Managing director

Sanjay Aggarwal

  • Indogulf specializes in the manufacturing of crop protection products, plant nutrients and biologicals in India. The company is recognized as a “Two Star Export House” by the Government of India.
  • Indogulf operates 4 state-of-the-art manufacturing facilities in Jammu and Kashmir and Haryana. As of April 30, 2025, it boasts a vast distribution network, including 192 institutional business partners (B2B) and 6,916 domestic distributors (B2C), supported by 17 stock depots and 6 sales/branch offices across India. Additionally, it works with 143 overseas business partners, facilitating product distribution in over 34 countries.
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STRENGTHS

  • Diverse Product Portfolio: Indogulf has broadened its product offerings, growing from 198 products in FY22 to 262 by December 31, 2024. The company currently holds 225 trademarks, 8 copyrights and 6 design registrations for its logo and branded products. Additionally, it has 150 valid product registrations across 17 countries.
  • Backward Integration: Indogulf has strengthened its supply chain through backward integration, producing key raw materials and active ingredients in-house. This strategic move reduces costs and improves operational efficiency, supporting long-term growth and margin resilience.
  • Strong R&D Capabilities: Indogulf’s in-house R&D capabilities are critical to its product diversification and operational efficiency. Its NABL-accredited R&D lab in Nathupur (Haryana) is ISO/IEC 17025:2017 certified, driving the development of new products and continuous process improvements aligned with global standards.
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RISK FACTORS

  • Underutilization of Manufacturing Capacity: Indogulf's aggregate capacity utilization was 49.58% in 9MFY25 and 46.13% in FY24. The under-utilization of manufacturing capacities, along with the inability to fully leverage expanded manufacturing capabilities, could negatively impact the business and financial performance.
  • Trade Receivables: As of 9MFY25, trade receivables stand at Rs 228 crore, representing around 47% of gross operational revenue. Failure to collect receivables or defaults in payment from customers may impact profits and result in strained cash flows.
  • Cash Flow Concerns: Indogulf has experienced negative cash flow from operations in 9MFY25, FY23 and FY22. Continued negative cash flows could jeopardize business continuity and financial stability.
  • Contingent Liabilities: As of December 31, 2024, Indogulf reported contingent liabilities of Rs 38 crore, which, if materialized, could adversely affect its financial position.

Financials

All Values are in Cr.

Issue details

Issue type

Mainstream

Issue size

200 crore

Fresh Issue

160 crore

OFS

40 crore

Price range

₹ 105 - 111

Lot size

135 shares

Issue Objective

The net proceeds from the fresh issue will be utilized for the following purposes:

  • Funding the working capital requirements of the company;
  • Prepayment or repayment of certain outstanding borrowings;
  • Establishing an in-house dry flowable (DF) plant in Haryana; and
  • General corporate purposes.

Dates

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Bidding open

26 Jun'25

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Bidding close

30 Jun'25

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Allotment date

1 Jul'25

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Refund date

2 Jul'25

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Listing

3 Jul'25

IPO Reservations

Qualified institutional buyers

<50%

Non-institutional investors

>15%

Retail individual investors

>35%

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