Sunday, July 12, 2020

Rossari Biotech Ltd : IPO & Valuations

Issue Open: July 13 – July 15, 2020
Price Band: Rs. 423 – 425
Issue Size: 11,676,471 eq shares
Rossari Biotech Ltd is one of the leading specialty chemicals manufacturing companies in India based on sales for Fiscal 2019 providing customized solutions to specific industrial and production requirements of its customers primarily in the FMCG, apparel, poultry and animal feed industries through its diversified product portfolio comprising home, personal care and performance chemicals; textile specialty chemicals; and animal health and nutrition products. RBL operates in India as well as in 17 foreign countries including Vietnam, Bangladesh and Mauritius. It is the largest manufacturer of textile specialty chemicals in India providing textile specialty chemicals in a sustainable, eco-friendly yet competitive manner. As a manufacturer of specialty chemicals, it focuses on functionality and application of its products which form a key ingredient to its customer’s manufacturing and industrial processes. It has focused on providing customised solutions to its customers in a cost and time efficient manner. RBL’s success is the result of sustained efforts over the decades in every aspect of its business, such as product innovation, process improvements for its customer’s production cycle, agile customised solutions, its sustainable ecofriendly portfolio of products and increased scale of operations. RBL’s business operations have been led by its Promoters and assisted by its experienced Key Managerial Personnel who have over 80 years of experience in the specialty chemicals industry cumulatively. RBL’s business is organized in three main product categories – (i) home, personal care and performance chemicals; (ii) textile specialty chemicals; and (iii) animal health and nutrition products. As on May 31, 2020, it had a range of 2,030 different products sold across the three product categories.

Financials : The Company  has posted Net Sales / Revenue   of 600.09 Cr & Net Profit of 65.25 Cr in FY2020 and Net Sales / Revenue   of 516.22 Cr & Net Profit of 45.68 Cr in FY2019  and Net Sales / Revenue   of 299.06 Cr & Net Profit of 25.40  Cr in FY2018 .
Capital work in progress is 21.75 Cr in FY2020 compare to 2.83 Cr in FY 2019. EPS is 17.86 (FY 2020) & 20.8 (FY2019)
Valuations : We have Valued the Company ( Per Share ) based on earnings reported in FY 2020, which is valued at X1.44 of its Earnings at its highest offer price ₹₹ 425. Its Fare Value per Share is 295 based on FY 2020 earnings(We follow Earning Power Value Method )

Disclaimer : We are / may going to take exposure shortly.
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