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IPO listed on 31 Dec'24

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Unimech Aerospace & Manufacturing Ltd

Minimum Investment

14,915 / 19 shares

Grey market premium

625 (80% premium)

Issue price

785

Listing price

1,460

Listing gains

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675 (86%)

Listing on

Dec 31, 2024

Our Verdict:

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  • Unimech Aerospace & Manufacturing Ltd (Unimech) has demonstrated remarkable growth, leading the industry with a 140% CAGR in revenue between FY22 and FY24. It also boasts some of the highest EBITDA and PAT margins in 2024, underpinning strong financial health and profitability.
  • The IPO is priced at a P/E multiple of 59x based on FY24 earnings, and the grey market premium indicates a strong debut on the stock exchanges.
  • Unimech's niche product line presents significant growth prospects, given the global MRO (maintenance, repair, and operations) tooling market's estimated value of $19 billion. Moreover, the company is actively seeking expansion opportunities in complex sectors like medical devices, semiconductors, and robotics.
  • Given these factors, investors may consider subscribing to the IPO from a long-term perspective.

About the company

Founded in

12 Aug'16

Managing director

Anil Kumar P

  • Unimech is an engineering solutions provider specializing in the manufacture of critical components such as aero tooling, ground support equipment, and precision-engineered parts. It offers build-to-print services, producing products from client designs, and build-to-specification services, assisting in designing products tailored to client needs for industries like aerospace, defense, energy, and semiconductors.
  • Operating out of two facilities in Bengaluru, Unimech covers 120,000 sq. ft. and is equipped with advanced manufacturing capabilities including turning, milling, double column milling, electro discharge machining, and grinding.
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STRENGTHS

  • Diverse Product Offering & Global Reach: Between FY22 and the six-month period ending September 30, 2024, Unimech has produced 2,999 SKUs in tooling and precision complex sub-assemblies, and 760 SKUs in the precision machined parts category, serving over 26 customers across 7 countries.
  • Exceptional Financial Growth: Unimech has demonstrated significant growth, with operational revenue, EBITDA, and net profit achieving impressive compounded annual growth rates (CAGRs) of 140%, 220%, and 314% respectively, from FY22 to FY24.
  • Strong Return Metrics: Despite a lengthy cash conversion cycle, Unimech maintains a healthy balance sheet with a low debt-equity ratio of 0.32x and delivers superior return ratios. Its Return on Equity stands at 53.5% and Return on Capital Employed at 54.4% as of FY24, outperforming its peers.
  • High Profitability Margins: Unimech is distinguished by some of the highest profitability margins in its sector, with an EBITDA margin of 37.9% and a PAT margin of 27.8% as of FY24. These margins reflect the firm’s successful scale enhancement and operational efficiencies.
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RISK FACTORS

  • Client Concentration: Unimech faces significant client concentration risk, as a major portion of its revenue depends on a few key clients. As of September 30, 2024, the top five customers represent nearly 95% of total revenue.
  • Export Dependency & Currency Risk: Unimech primarily earns its revenue from exports, with over 90% of its sales directed to the US market in FY24. Without a hedging policy, the firm is vulnerable to risks associated with foreign currency fluctuations and export market disruptions, which could adversely affect its business and financial standing.

Issue details

Issue type

Mainstream

Issue size

500 crore

Fresh Issue

250 crore

OFS

250 crore

Price range

₹ 745 - 785

Lot size

19 shares

Issue Objective

Unimech intends to utilise the net proceeds from the fresh issue for:

  • Capital expenditure expansion via machinery and equipment purchases;
  • Working capital needs;
  • Investments in a material subsidiary for machinery purchases, working capital, and repayment/prepayment of some borrowings;
  • General corporate purposes.

Dates

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Bidding open

23 Dec'24

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Bidding close

26 Dec'24

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Allotment date

27 Dec'24

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Refund date

30 Dec'24

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Listing

31 Dec'24

IPO Reservations

Qualified institutional buyers

<50%

Non-institutional investors

>15%

Retail individual investors

>35%

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