Ye post likhna ek challenge hai mere liye kyun ki mujhe har khabar ke saath justice karna hai, aur mere viewers ke saath bhi mujhe justice karna hai. To sabse pehle aaj ke video ka topic bata deta hu Zomato IPO. Ab ye bhi bata du ki ye pehle 8250 Crore ka IPO tha, aur abhi 9375 Crore ka size wala Zomato IPO ko alag alag analysts alab alag review de rahe hain. Main koshish karunga ke is IPO ke positives and negatives dono points ko neutrally aapke saamne rakkhun, uske baad decision aapka hoga.
ZOmato IPO details
IPO Opening Date | Jul 14, 2021 |
IPO Closing Date | Jul 16, 2021 |
Issue Type | Book Built Issue IPO |
Face Value | ₹1 per equity share |
IPO Price | ₹72 to ₹76 per equity share |
Market Lot | 195 Shares |
Min Order Quantity | 195 Shares |
Listing At | BSE |
Financials
Particulars | For the year/period ended (₹ in million) | ||||
31-Mar-21 | 31-Mar-20 | 31-Mar-19 | |||
Total Assets | 87,035.43 | 29,003.82 | 34,134.05 | ||
Total Revenue | 21,184.24 | 27,427.39 | 13,977.17 | ||
Profit After Tax | (8,164.28) | (23,856.01) | (10,105.14) | ||
Competitive Strengths
● Among the leading Food Service Delivery platforms.
● Recognized consumer brand equity across India.
● Widespread and efficient on-demand hyperlocal delivery network.
● A strong network of 131,233 restaurants and 161,637 delivery partners.
Positives
Ab aate hain asli baat pe. Is IPO ke strong points kya kya hain?
- Pehla strong point hai ki ye India ke leading Food Delivery Platform hai. Iske network me 313,223 restaurants aur 131,637 delivery partners hain.
- Pandemic ke wajah se Indian consumers ke food habits mostly delivery pe focus ho gaya hai. Pandemic zomato ke liye ek acha bargain saabit hua hain.
- Aane wale dino me bhi delivery ek leading food consumption method rahega.
- Groceries ke delivery ke liye Zomato ne grofers ko acquire kiya hai aur agar ye business chal pada to fir wo bahut acchi baat hogi zomato ke overall business ke liye.
Negatives
Analysts ne bahut saare points pe Zomato IPO ko poor marks diye hain. Main aapko un saare pointers bataunga, baaki aap samajhdaar hain.
- Zomato IPO food delivery and restaurant aggregator apps me se India me pehla IPO laa raha hain. Isliye India me koi iska significant competitor nahi hai. Lekin US market ke hisaab se agar dekha jaye to Zomato ke equal P/E multiple ratio me, companies ka valuation 8 ya 9 times of their revenue hona chahiye. Lekin Zomato ka valuation iske revenue ka 16 times hai, jo ek bahut bada jump hai aur analysts ka kehna hai ki isi wajah se forward CAGR aanewale 5 saalon me ZOmato ka 5-8% rahega. Ye figure itne bade valuation ke company ke investors ke liye shayad interesting na ho.
- Indian market me competitors jaise Swiggy aur local delivery apps bhi aa gaye hain, aur ye Zomato ka market share kha rahe hain. Ye competition aane wale dino me aur strong hoga jab Pandemic lockdown khul jayega aur log outdoor dining ke liye jayenge. Is future ko dekhte hue Zomato ka business growth prospects kaafi kam lag raha hai.
- ZOmato ka PAT in Dec 2021 lagbhag 6000 crore ka loss me hai. Ye ek bahut bada number hai listing ke baad immediate price benefit milna mushkil hoga.
ZOmato IPO ka size bahut bada hai, lagbhga SBI cards ke jaise, aur isliye tna bada cash generate hone ke baad usko utilize kaise kiya jayega, ye sabse bada factor hoga Zomato ke liye. Listing gain milna filhaal difficult lag raha hai, lekin badi company hai, aur aane wale dino me agar apna business model, jisme 75% revenue food delivery se aata hai, usko revamp kar payi, to fir long term me accha results de sakti hain.
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