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Senco Gold IPO to open on July 4; price band fixed at ₹301-317/share

Senco Gold IPO to open on July 4; price band fixed at ₹301-317/share
Stock Market4 min read
  • Senco Gold is a pan-India jewellery retailer with a strong presence in eastern India.
  • The IPO will open for subscription on July 4 and close on July 6.
  • As much as ₹405 crore will be raised through the IPO, which is a combination of fresh issue worth ₹270 crore and an offer for sale by SAIF Partners.
  • The net proceeds from the fresh issue will be used to fund working capital and towards general corporate purposes.
Joining the IPO rush is Kolkata-based Senco Gold, which is one of the largest organised jewellery retail players in eastern India.

The company is opening its initial public offering (IPO) for subscription on July 4 and will close on July 6. The price band of the offer has been fixed at ₹301-₹317 per equity share. Bids can be made for a minimum of 47 equity shares and in multiples of 47 equity shares thereafter.

As much as ₹405 crore will be raised through the IPO, through sale of equity shares with a face value of ₹10 each. The offer comprises a fresh issue of equity shares aggregating up to ₹270 crore, and an offer for sale by SAIF Partners India IV Limited aggregating up to ₹135 crore.

The anchor investor bidding period is Monday, July 03, 2023.

Around 50% of the offer shall be allocated on a proportionate basis to Qualified Institutional Buyers (QIBs). The sellers may allocate up to 60% of the QIB portion to anchor investors on a discretionary basis.

And, 15% of the offer shall be available for allocation to non-Institutional bidders, and 35% shall be available for retail investors.

The company plans to utilise the net proceeds of the fresh issue towards funding working capital requirements and for general corporate purposes.


Particulars

FY23

FY22

FY21

Revenue from operations

₹4,077 crore

₹3,534 crore

₹2,660 crore

Net Profit

₹158 crore

₹129 crore

₹61.4 crore


Source: RHP

‘Demonstrated one of the best financial performances among peers’

Senco Gold is a pan-India jewellery retailer, which sells gold and diamond jewellery, jewellery made of silver, platinum and precious and semi-precious stones and other metals.

It also sells costume jewellery, gold and silver coins, and utensils made of silver. Its price points approximately range from ₹2,000 to ₹5 lakh to maximise the customer base.

With a catalogue of around 1.9 lakh designs for gold and diamond jewellery, it claims to offer a large variety of jewellery.

“Most of which are designed and manufactured in-house by its designers in close collaboration with skilled local craftsmen in Kolkata and across the country,” the company says. It also makes machine-made light-weight jewellery at its facility.

Senco has 136 showrooms in 96 cities and towns across 13 states in India. Some of its franchisee showrooms are located in Tier-I towns that provide it greater reach in Tier-II locations, the company says in its red herring prospectus.

It claims that its ‘franchise’ model promotes asset-light growth, reduces capex and enables faster expansion.

An IPO note by SMIFS claims that the IPO is attractively priced, commanding a price to earnings multiple of 13.9x at its upper price band – lower than its peer average.

“Senco is well placed to benefit from the expected growth rate in the industry, and the structural shift from unorganised to organised sector. Company has demonstrated one of the best financial performances among peers,” said SMIFS, giving it a ‘Subscribe’ rating for listing gains.

Risk factors

The company said in its RHP that it’s a very competitive business, and it risks losing a substantial market share. Volatility in the market price of gold and diamonds can affect its income, profitability and scale of operations, it added.

It adds that an inability to meet working capital requirements on commercially acceptable terms can adversely impact its operations.

The company has undertaken six criminal proceedings, while it has one such proceeding against itself. There are also 44 tax proceedings against the company. Its promoters have one criminal proceeding against them and four tax proceedings.

“We have been subject to a ‘search and seizure’ operation by the income tax department in the past, which has resulted in taxation and criminal proceedings being initiated against our company and our individual promoter,” the company said in its RHP.

The company also requires certain approvals, permits and licences in the ordinary course of business, and any failure or delay to obtain or renew them may adversely affect its operations.

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