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Kusumgar IPO: technical textiles, growth and valuation risk
Original: Kusumgar IPO! Important RHP points?
Takeaway
A specialized product niche can support demand without making an already expensive IPO an attractive long-term entry price.
Summary
- Kusumgar is presented as a technical-textiles supplier with aerospace, defence, industrial, automotive and outdoor applications, including specialized parachute-related fabrics.
- Qualification requirements and customer approvals are described as entry barriers, while revenue is spread across several end markets rather than one segment.
- The host reports roughly โน223 crore of largely working-capital debt against โน502 crore equity, and contrasts strong sales growth with slower profit growth.
- The business is viewed favorably, but the IPO is considered fully priced; the host warns that chasing a higher post-listing price reduces the margin of safety.
kusumgartechnical-textilesipo-valuation
Original description
Our SEBI Registration:Our promoters-owned company & promoters hold various registrations with regulators®ulated entities Money Purse FinservLLP (SEBI:INA000022260,AMFI:ARN116900,APMI:APRN06893) RKSV Securities:Sai Krishna Pathri AP2513030911 Angel One:Shahin Shaik AP011061201164011 ๐ ๐๐๐๐๐ ๐ https://bit.ly/3JZwgyc ๐ ๐๐จ๐ข๐ง ๐๐ฎ๐ซ ๐ ๐ข๐ง๐๐ง๐๐ข๐๐ฅ ๐๐จ๐ฆ๐ฆ๐ฎ๐ง๐ข๐ญ๐ฒ ๐๐๐ฅ๐๐ ๐ซ๐๐ฆ ๐ https://telegram.openinapp.co/money-p... ๐๐ก๐๐ญ๐ฌ๐๐ฉ๐ฉ ๐๐ก๐๐ง๐ง๐๐ฅ ๐ https://tinyurl.com/32cra3sc ๐๐๐ญ ๐ ๐ข๐ญ ๐ ๐๐ฆ๐ข๐ฅ๐ฒ (๐๐ญ๐ซ๐๐ฏ๐) ๐ https://strava.app.link/4U0TAr1zzTb ๐ค ๐๐ญ๐๐ฒ ๐๐จ๐ง๐ง๐๐๐ญ๐๐ ๐๐ข๐ญ๐ก ๐๐ฌ ๐๐ง๐ฌ๐ญ๐๐ ๐ซ๐๐ฆ ๐ / moneypurseadv ๐๐ฐ๐ข๐ญ๐ญ๐๐ซ ๐ / moneypurseadv ๐ ๐๐๐๐๐จ๐จ๐ค ๐ / moneypurseadv Thanks for watching. Team Money Purse 00:00 Company Business 05:14 Revenue Break Up 06:50 Share Holding Pattern & Management 07:11 Balance Sheet 07:22 Financials 07:55 IPO Details 09:09 IPO Dates 09:16 Allocation 09:25 Peer Comparesion 10:20 valuation 11:27 Risks Our Mission: Our mission is to build a financially aware and empowered community by providing practical, easy-to-understand financial knowledge in Telugu. Disclaimer: The information shared on this channel is strictly for educational purposes only and should not be considered as financial advice or buy/sell recommendations. Please consult your financial advisor before making any investment decisions. Insurance is a Subject matter of solicitation & "Mutual Fund investments are subject to market risks". Please read the scheme information document carefully before investing