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Global Civil Projects & Ellenbarrie Industrial Gases IPO — important RHP points
Original: Global Civil Projects & Ellenbarrie Industrial Gases IPO's Important RHP points
Takeaway
Ellenbarrie has 50yr legacy, sticky long-term contracts and dominant share in 3 eastern/southern states — a credible regional #3 industrial gas player against Linde/Inox.
Summary
- Ellenbarrie Industrial Gases: 1973-founded, was on Kolkata exchange till 2018 delisting; supplies industrial + medical gases (O2, N2, CO2, helium) to steel, pharma, packaged-snacks (Lays), hospitals
- Customer mix: bulk (66.75% rev, 328 clients, ~5yr contracts, cryogenic tanker lock-in), packaging (17.6%, 1,498 clients) and onsite (3 clients/4 locations, 15-20yr contracts, higher margins)
- Largest player in West Bengal/AP/Telangana installed capacity; 9 plants; competes with Linde (leader) and Inox Air Products; 2.85% national market share
- Revenue mix: steel 37% (incl. Vizag Steel), pharma/chem 26%, dealer 9%, healthcare 9%; 1,829 FY25 clients; 40% rev from 10+ yr relationships — sticky base
- Second IPO is Global Civil Projects (EPC company with Telugu-state link) — to be discussed for business model, peer comparison, risks and valuation
IPOindustrial gasesEllenbarrie
Original description
To support our channel use the link below Zerodha Account Link 👉 https://zerodha.com/open-account?c=ZMPVNW Angel Broking 👉 https://angel-one.onelink.me/Wjgr/8vxyj8iq UPSTOX 👉 https://tinyurl.com/y8sbw9w8 FYERS 👉 https://bit.ly/3JZwgyc Buy Best Term/Health Insurance With Spam-free Advice - https://ditto.sh/1bzezx TELEGRAM: https://telegram.openinapp.co/money-purse Moneypurse Get Fit Family 👉 https://strava.app.link/4U0TAr1zzTb Follow our WhatsApp channel 👉 https://tinyurl.com/32cra3sc 🔥 ₹71 IPO Double Dhamaka – Apply or Avoid? In this video, we cover two hot IPOs in focus – Globe Civil Projects IPO and Ellenbarrie Industrial Gases IPO. Should you invest or stay away? We also compare Ellenbarrie vs Linde India, analyze Linde India's latest results, and discuss what's driving industrial gas stocks. 📌 Subscribe to Money Purse for unbiased IPO reviews and smart investment insights. #IPO #GlobeCivilProjectsIPO #EllenbarrieIPO #LindeIndia #StockMarket #IPOReview #UpcomingIPOs2025 #IPOGMP #MoneyPurse Also connect with us on👇 📷Instagram: https://www.instagram.com/moneypurseadv/ 🕊Twitter: https://twitter.com/Moneypurseadv 📱Facebook: https://www.facebook.com/moneypurseadv/ Thanks for watching. Team Money Purse 00:00 Introduction 01:03 About Ellenbarrie Business 04:56 Market share of Ellenbarrie 05:33 Revenue Breakup of Ellenbarrie 08:38 Management of Ellenbarrie 09:16 Shareholding pattern of Ellenbarrie 09:36 Risk factors of Ellenbarrie 10:53 Balance sheet of Ellenbarrie 11:12 P&L of Ellenbarrie 12:26 IPO Details of Ellenbarrie 13:17 Peer Comparison of Ellenbarrie 15:14 About Globe civil projects 16:04 Revenue Breakup of Globe civil projects 17:09 Management of Globe civil projects 17:38 Shareholding pattern of Globe civil projects 17:50 IPO Details of Globe civil projects 19:23 Balance sheet of Globe civil projects 19:46 P&L of Globe civil projects 20:51 Risk factors of Globe civil projects 21:41 Peer comparison of Globe civil projects