Equity99

Patel Retail Limited is a leading Indian supermarket chain primarily operating in tier-III cities and suburban areas, with its roots dating back to a small grocery store in 1990. Incorporated in 2008, the company has expanded to over 40 Patel R Mart stores, offering a wide range of groceries, FMCG products, apparel, and private label brands, and is known for its customer-centric approach and strategic sourcing directly from farmers. Headquartered in Gujarat with a significant presence in Maharashtra, Patel Retail has earned recognition for quality, value-driven operations, and a strong logistics network, making it a prominent and rapidly growing player in India's retail sector. Key investment thesis Strong Profit Growth: Delivered a compound annual profit growth rate of 40.1% over 5 years, supported by a shift towards higher-margin domestic retail and private labels Superior Return on Equity: ROE of 19.02%, higher than national competitors like D-Mart (12.64%) and Vishal Mega Mart (9.87%). Debt Reduction: Improved balance sheet by reducing its debt-equity ratio from 2.54 in FY23 to 1.34 in FY25. Customer Focus: Known for a positive retail experience and solid customer ratings (average 4.2 out of 5). Expansion & Innovation: Continually expands store count and product range, with a focus on private label development and digital transformation.

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Morning Alert.. *Crude oil imports from Russia set to dip in Sep, Oct before rising again* India’s import of crude oil from Russia is set to dip in September and October, with the drop varying from 300,000 barrels per day (bpd) to 500,000, as the impact of muted cargo booking in the later half of July and the first half of August becomes visible. This is against an average 1.7 million bpd last year. The discounts offered on Russian oil had narrowed then amid looming tariffs of the United States (US). Indian refiners subsequently switched to West Asia, West Africa, and the US to secure oil, leading to a spike in Dubai prices, induced by increasing tenders. Dubai crude oil prices have risen $3.4 a barrel since August 18. *Global market action* Dow Jones – Down by 0.09% or 42.97 points FTSE – Down by 0.42% or 38.68 points CAC – Up by 0.24% or 18.67 points DAX – Down by 0.03% or 6.29 points Gift Nifty – Up by 0.18% or 45.00 points *FII/DII activities* FII – Sold 3856.51Cr worth of shaxres DII – Bought 6920.31Cr worth of shares. *Major Indian Indices PE* Nifty 50 – 21.5x Nifty Bank – 14.7x *Stocks with high delivery percentage* Alembic Pharma Ltd - 86.1% Afcons Infrastructure Ltd - 84.9% Cohance Lifesciences Ltd - 81.9% Cholamandalam Financial Holdings Ltd - 79.6% Dalmia Bharata Ltd - 77.4% *Primary market activities* IPOs opening today Sugs Lloyd Ltd (BSE SME) - Issue size 85.66Cr Sneha Organics Ltd (NSE SME) - Issue size 32.68Cr Abril Paper tech Ltd ( BSE SME) - Issue size 13.42Cr Listing today ARC Insulation and Insulators Ltd (NSE SME) - Subscribed 18.71x *Commodities updates* Gold - Rs 102090/10gm, Silver - Rs 117109/kg, Brcrude - Rs 5640/barrel, Copper - Rs 906.45/kg. *Corporate news* Adani group logs ₹90,572 crore Ebitda, led by infrastructure firms. Rare-earth crisis may impact EV industry's festival sales: TVS Motor. Nalco to invest ₹30K crore in smelter and coal power plant, says CMD.

anand-rathi_patel-retail-limited_ipo-note.pdf https://www.chittorgarh.net/reports/ipo_notes/anand-rathi_patel-retail-limited_ipo-note.pdf

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Aryavan Enterprise Ltd and was involved in the manufacturing of TMT bars and trading scrap metals. The company now specializes exclusively in trading steel and iron scraps, purchasing materials from local traders and industrial units, and then supplying to manufacturers of TMT Bars. Key investment thesis Strong Financial Growth: The company has reported impressive compounded sales and profit growth rates recently, with sales growth of 451% and profit growth of 400% (TTM). Almost Debt-Free: The company maintains an almost debt-free position, which adds financial stability and lowers risk. Promoter Confidence: Recent quarters have seen a significant increase in promoter holding by 36.9%, which often reflects management’s confidence in future prospects. Expansion into Renewable Energy: Recent board approvals include large solar plant projects and possible AI/IOT solution ventures, showing a drive for diversification and sustainability. Approval for 10,000 KW solar plant projects, generating significant renewable power annually and indicating leadership in sustainability. Strategic shift towards emerging technologies such as AI, IoT, and renewable energy, positioning the company for future-ready business models.

Arc Insulation specializes In advanced Glass Fiber Reinforced Polymer (GFRP) composite products, offering durable, corrosion-resistant, and high-performance solutions for construction, infrastructure, and industrial sectors. The company has shown consistent revenue growth with ₹33.15 crore in FY25, profit after tax rising to ₹8.57 crore, and strong operating margins of 38.22% reflecting operational efficiency. Arc Insulation boasts impressive return ratios with RoNW and ROE at 45.47% and ROCE at 49.84%, signaling excellent capital utilization and profitability. The company benefits from economies of scale, an established presence in domestic and international markets, and a strong focus on product quality and innovation. The IPO is a fresh issue of ₹41.19 crore, open in August 2025, with shares priced between ₹309-₹325; listing is expected on August 29, 2025. Funds raised from the IPO are aimed at expanding manufacturing capacity, acquiring new office premises, repaying debt, and augmenting working capital for growth.

Mai board Ipo🚀🚀🚀🚀🚀 Vikran Engineering is a fast-growing EPC company with operations in power transmission, water supply, and railway infrastructure, successfully delivering high-value projects across 22 Indian states. The company’s focus on operational excellence, innovative turnkey solutions, and expansion across value-added EPC segments underpins robust future growth potential. The company’s revenue has grown at a 33% CAGR (FY21–FY24), reaching approximately ₹786 crore in FY24; it boasts industry-leading margins (EBITDA 17%, PAT 9.5%) and robust return ratios (ROE 35%, ROCE 46%). Renowned investors such as Ashish Kacholia, Mukul Agrawal, Negen Undiscovered Value Fund, and India Inflection Opportunity Fund collectively invested around ₹85 crore in Vikran’s pre-IPO round, reflecting strong institutional trust and market confidence in the company’s prospects. The IPO opens on August 26, 2025, and closes on August 29, 2025; it is a ₹772 crore bookbuilding issue with a price band of ₹92–₹97 per share, listing on BSE and NSE, and comprises both fresh shares and an offer for sale.