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IPO listed on 5 Sep'23

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Vishnu Prakash R Punglia Ltd

Minimum Investment

14,850 / 150 shares

Grey market premium

54 (55% premium)

Issue price

99

Listing price

165

% since launch

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Listing on

September 5, 2023

Our Verdict:

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  • The company exhibits a strong growth trajectory in terms of both its revenues and earnings, complemented by impressive return ratios and decent margins.
  • From a valuation standpoint too, the IPO seems fairly priced. The P/E multiple works out to 13.6x on post-issue capital, which is lower than its peers. Additionally, the grey market premium (GMP) for the issue indicates a premium listing, making it appealing for investors seeking listing gains.
  • Given the company's sturdy order book, efficient operational capabilities, sound financial health and strong industry tailwinds, it would be prudent for investors to subscribe to this IPO for the long term.

About the company

Founded in

14 Aug'86

Managing director

Manohar Lal Punglia

  • Vishnu Prakash R Punglia Ltd (VPRPL) is an ISO 9001:2015 certified EPC (engineering, procurement and construction) entity, skilled in designing and building diverse infrastructure undertakings for Central and State Government, independent organizations, and private entities spanning 9 Indian States and 1 Union Territory.
  • The company operates through the following segments: (i) Water Supply Projects; (ii) Railway Projects; (iii) Road Projects and (iv) Irrigation Network Projects.
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STRENGTHS

  • Robust Financial Performance: Between FY21-23, VPRPL exhibited a commendable growth with a CAGR of 55% in Revenue, 86% in EBITDA, and 119% in PAT.
  • Strong Order Book: As of July 15, the company boasts an order backlog of Rs 3,799.53 crore. This is approximately 3.2 times its FY23 turnover, providing strong revenue visibility.
  • Excellent Return Ratios: For FY23, the company posted an impressive Return on Equity at 38.3% and a Return on Capital Employed of 33.7%.
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RISK FACTORS

  • Regional Instability: Nearly 10% of VPRPL’s order backlog originates from the state of Manipur, which is currently experiencing ethnic disputes and unrest. This could potentially result in project postponements and challenges in invoice settlements, consequently affecting the company's operational efficiency.
  • Cash flow Concerns: The company has reported negative cash flow from operations in FY22 and FY23. Prolonged negative cash flows could significantly hinder its operational capabilities and the execution of growth strategies.

Issue details

Issue type

Mainstream

Issue size

308.88 crore

Fresh Issue

308.88 crore

OFS

-

Price range

₹ 94 - 99

Lot size

150 shares

Issue Objective

Net proceeds from the fresh issue will be utilised towards:

  • Funding capex requirements for purchase of equipment/machinery;
  • Funding the working capital requirements of the company; and
  • General corporate purposes.

Dates

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Bidding open

24 Aug'23

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Bidding close

28 Aug'23

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Allotment date

31 Aug'23

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Refund date

1 Sep'23

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Listing

5 Sep'23

IPO Reservations

Qualified institutional buyers

<50%

Non-institutional investors

>15%

Retail individual investors

>35%

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