bansalabhishek5's profile picture. Ex-Founder & investment banker. I analyse IPOs & write a DCF valuation thesis. Prolific investor with a knack for investing my time in the wrong set of people.

Abhishek Bansal

@bansalabhishek5

Ex-Founder & investment banker. I analyse IPOs & write a DCF valuation thesis. Prolific investor with a knack for investing my time in the wrong set of people.

Pinned

Orkla India/MTR Foods Valuation Review Orkla India's IPO is open for subscription. Since there is no right peer available for a comparative valuation, sharing a detailed discounted cash flow valuation review. @rohiitian @sachprat07 #orklaindia #ORKLA #MTRfoods #MTR

bansalabhishek5's tweet image. Orkla India/MTR Foods Valuation Review

Orkla India's IPO is open for subscription.  Since there is no right peer available for a comparative valuation, sharing a detailed discounted cash flow valuation review.

@rohiitian @sachprat07  

#orklaindia #ORKLA #MTRfoods #MTR

Orkla India listing at INR 750 is broadly in line with the DCF value estimated in the thread. #Orklaindia

Orkla India/MTR Foods Valuation Review Orkla India's IPO is open for subscription. Since there is no right peer available for a comparative valuation, sharing a detailed discounted cash flow valuation review. @rohiitian @sachprat07 #orklaindia #ORKLA #MTRfoods #MTR

bansalabhishek5's tweet image. Orkla India/MTR Foods Valuation Review

Orkla India's IPO is open for subscription.  Since there is no right peer available for a comparative valuation, sharing a detailed discounted cash flow valuation review.

@rohiitian @sachprat07  

#orklaindia #ORKLA #MTRfoods #MTR


International Gemmological Institute (IGIL) Q3CY25 Update ➡️Rev Q3CY25 Vs Q3CY24: INR 303 CR Vs INR 250 CR, 21% ➡️Certf volumes: 3.45 Mn vs 2.73 Mn, 26% y/y growth ➡️ EBITDA: INR 176 CR vs INR 147 CR, 58% EBITDA Margin vs 59% Margin, 20% y/y growth ➡️ Solid numbers are…

bansalabhishek5's tweet image. International Gemmological Institute (IGIL) Q3CY25 Update

➡️Rev Q3CY25 Vs Q3CY24: INR 303 CR Vs INR 250 CR, 21%

➡️Certf volumes: 3.45 Mn vs 2.73 Mn, 26% y/y growth

➡️ EBITDA: INR 176 CR vs INR 147 CR,  58% EBITDA Margin vs 59% Margin, 20% y/y growth

➡️ Solid numbers are…

#IGIL Q2CY25 Concall Update IGIL Management continued its guidance of 15-20% growth for CY25. 👍 The one-time price correct in cerf has played out & is now stabilised, rev should mimic vol growth. 👍 IGIL Management downplayed the GIA LGD withdrawal impact, stating their…



With Orkla India Allotment out & listing tomorrow, sharing a detailed discounted cash flow fair valuation thread on Orkla/MTR Foods India, in case anyone is exploring post-listing action to help make an informed decision. #orklaindia #ORKLA #ipoallotment #IPOGMP #IPOAlert

Orkla India/MTR Foods Valuation Review Orkla India's IPO is open for subscription. Since there is no right peer available for a comparative valuation, sharing a detailed discounted cash flow valuation review. @rohiitian @sachprat07 #orklaindia #ORKLA #MTRfoods #MTR

bansalabhishek5's tweet image. Orkla India/MTR Foods Valuation Review

Orkla India's IPO is open for subscription.  Since there is no right peer available for a comparative valuation, sharing a detailed discounted cash flow valuation review.

@rohiitian @sachprat07  

#orklaindia #ORKLA #MTRfoods #MTR


Abhishek Bansal reposted

Orkla India/MTR Foods Valuation Review Orkla India's IPO is open for subscription. Since there is no right peer available for a comparative valuation, sharing a detailed discounted cash flow valuation review. @rohiitian @sachprat07 #orklaindia #ORKLA #MTRfoods #MTR

bansalabhishek5's tweet image. Orkla India/MTR Foods Valuation Review

Orkla India's IPO is open for subscription.  Since there is no right peer available for a comparative valuation, sharing a detailed discounted cash flow valuation review.

@rohiitian @sachprat07  

#orklaindia #ORKLA #MTRfoods #MTR

Sharing my review on Orkla India, incase anyone is evaluating the company. #ORKLAINDIA

Orkla India/MTR Foods Valuation Review Orkla India's IPO is open for subscription. Since there is no right peer available for a comparative valuation, sharing a detailed discounted cash flow valuation review. @rohiitian @sachprat07 #orklaindia #ORKLA #MTRfoods #MTR

bansalabhishek5's tweet image. Orkla India/MTR Foods Valuation Review

Orkla India's IPO is open for subscription.  Since there is no right peer available for a comparative valuation, sharing a detailed discounted cash flow valuation review.

@rohiitian @sachprat07  

#orklaindia #ORKLA #MTRfoods #MTR


Inconsequential Choices we make in the privacy of our company are the most consequential in the long run. - Caroline Myss


We tend to regret things we didn't do more intensely and for longer periods than we regret things we did do. The risk we didn't take haunts us more persistently than the risk we took that didn't work out. - Stoic Wisdom #stoicism #riskreturn #Gratitude #morningmusings


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