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Tuesday, June 27, 2023

Cyient DLM IPO: GMP subscription status price review other details. Should you apply? | Mint - Mint

Cyient DLM IPO: The initial public offering (IPO) of Cyient DLM Ltd has opened for bidders today and the book build issue will remain for subscribers till 30th June 2023 i.e. till Friday this week. The company has fixed Cyient DLM IPO price band at 250 to 265 per equity share. The electronic manufacturing services provider company aims to raise 592 crore from this public offer and it would be generated through issuance of fresh 22,339,623 shares of the company. Meanwhile ahead of public issue opening, Cyient DLM shares have become available in the grey market. According to market observers, shares of Cyient DLM Ltd are available at a premium of 100 in grey market today.

Cyient DLM IPO GMP today

According to market observers, Cyient DLM IPO grey market premium (GMP) today is 100, which is 10 lower from its Monday GMP of 110. Market observers believe that the dip was mainly due to the weak global market sentiments. They said that Indian stock market remained sideways to lower on Monday after losing on Thursday and Friday. So, this secondary market mood also weighed on the grey market sentiments in regard to Cyient DLM IPO. They said that small price band may attract investors in large number and the grey market mood may further go up in upcoming sessions.

What this GMP mean?

Market observers said that Cyient DLM IPO GMP today is 100, which means grey market is expecting that Cyient DLM IPO listing price would be around 365 ( 265 + 100), which is around 35 per cent higher from its price band of 250 to 265 apiece.

Cyient DLM IPO subscription status

On day one of bidding, Cyient DLM IPO has been subscribed 2.65 times whereas its retail portion has been subscribed 9.82 times. 

Cyient DLM IPO review

Giving 'buy' tag to Cyient DLM IPO, Reliance Securities said, "On FY23 annualized financials, the IPO is valued at 66.2x P/E, 25.6x EV/EBITDA and 2.7x EV/Sales, at the upper price band. The EMS market globally is witnessing a strong growth trajectory. India’s EMS market contributes 2.2% ($20bn) of the global EMS market in 2022 and it is the fastest growing among all countries at a CAGR of 32.3%. It is expected to contribute 7% ($80bn) of the global EMS market in 2026 which will aid the company to grow further. Considering the strong business prospects, healthy financials, diversified product mix, tailwinds on the back of solutions-oriented approach, client-focused service and track record of reliability, we recommend SUBSCRIBE to the issue."

Highlighting the financials of the company, Ventura Securities said, "The company is a leading EMS provider in India, specializing in electronics solutions for safety and mission-critical applications. Its strong customer relationships and expertise in regulated industries act as entry barriers for competitors. With evolved capabilities and deep customer engagement, the company offers complex PCBs and end-to-end solutions. Its expertise in safety critical electronic systems sets it apart in the market. The industry's high entry costs and strict regulations contribute to the company's competitive advantage."

On why you should apply for the Cyient DLM IPO, Choice Broking listed out the following five reasons:

1] Ability to provide integrated engineering solutions with capabilities across the product value chain;

2] High entry barriers for competitors due to its technical expertise, capabilities in safety-critical electronics in highly regulated sectors and customer engagement;

3] Robust and sector leading order book with marquee customers, with whom it enjoys sustained and long-standing relationships as their preferred partner;

4] Manufacturing infrastructure, stringent quality, diverse in-house capabilities and robust supply chain, enabling it to provide high quality end-to end integrated solutions to the customers; and

5] Parentage of promoter, Cyient Ltd., and a long history of industry expertise, an experienced board and senior management team.

Other important Cyient DLM IPO details

The public issue is proposed for listing on both BSE and NSE and the likely date for share listing 10th July 2023. Cyient DLM IPO allotment date is most likely on 5th July 2023. KFin Technologies Limited has been appointed as official registrar of the IPO.

Disclaimer: The views and recommendations given in this article are those of individual analysts. These do not represent the views of Mint. We advise investors to check with certified experts before taking any investment decisions.

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Updated: 27 Jun 2023, 03:25 PM IST

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Cyient DLM IPO: GMP, subscription status, price, review, other details. Should you apply? | Mint - Mint
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