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Apollo Pipes is entering a new business—and raising ₹189 Cr to fund the next phase of growth.
Apollo Pipes has approved an investment plan of up to ₹300 Cr to establish subsidiary(ies) for entering the tiles & ceramics business.
Alongside this, Apollo Pipes plans to raise up to ₹189.1 Cr through preferential issuance of 31 lakh fully convertible warrants at ₹610 each.
Who is investing?
The proposed investors are:
AGDG Enterprises LLP — 12 lakh warrants
Rachita Gupta — 8 lakh
Gaurav Arora — 3 lakh
Rohit D Gupta — 2 lakh
Anshvardhan Modi — 2 lakh
Poonam Krishna Patel — 2 lakh
Ekta Tayal — 1 lakh
Sukumar Srinivas — 1 lakh
All are classified as non-promoter investors.
At full conversion, these 31 lakh warrants would represent approximately 6.31% of the post-issue diluted equity.
Why is this interesting?
The bigger story isn't simply the fundraise.
Apollo Pipes is looking to move beyond its traditional pipes & fittings business into tiles and ceramics, and the ₹300 Cr investment plan gives management significant capital flexibility to pursue this.
The reference to acquiring already operational and profitable manufacturing businesses is particularly worth watching. An acquisition-led entry could allow Apollo Pipes to enter the segment faster than building capacity entirely from scratch.
But this also changes the company's capital-allocation profile.
The key questions going forward are:
- What business will Apollo acquire?
- At what valuation?
- How much of the ₹300 Cr will actually be deployed?
- What margins/ROCE can the new business generate?
- And can management create synergies with its existing distribution network?
- The ₹189 Cr preferential issue provides the funding capacity.
- The real test will be what Apollo Pipes does with that capital.
India CAS saw it's first MSCI rebalance today.
Price action was frenetic. A few points,
1. NSE CAS session saw $4.16 billion of volumes.
2. This is 21% of NSE cash market volume today.
3. In the CAS session, 31 stocks were at the upper 3% band. 10 stocks were at the lower 3% band.
4. Adani stocks saw the deepest discounts vs all day VWAP. Adani Ent, Adani Energy Sol, Adani Ports - all were to see inflows. All ened at the -3% band.
5. Key MSCI names Eternal, Astra, SBI Cards, Laurus - saw around 40% of all day volume traded in the CAS session in futures
#Nifty #BankNifty #Trading #CAS #Options #NSE #BSE
𝗚𝗥𝗧 𝗝𝗲𝘄𝗲𝗹𝗹𝗲𝗿𝘀 𝗔𝗰𝗾𝘂𝗶𝗿𝗲𝘀 74.12% 𝗦𝘁𝗮𝗸𝗲 𝗶𝗻 𝗧𝗿𝗶𝗯𝗵𝗼𝘃𝗮𝗻𝗱𝗮𝘀 𝗕𝗵𝗶𝗺𝗷𝗶 𝗭𝗮𝘃𝗲𝗿𝗶 𝗟𝘁𝗱 (𝗧𝗕𝗭) 𝗳𝗼𝗿 𝘂𝗽 𝘁𝗼 ₹1,033.71 𝗖𝗿 💍:
GRT Jewellers India Private Limited (GRT), a leading jewellery retailer, has signed a Share Purchase Agreement (SPA) to acquire a 74.12% stake in Tribhovandas Bhimji Zaveri Limited (TBZ) from its promoters for an aggregate value of up to ₹1,033.71 Crores. This strategic acquisition is poised to significantly expand GRT's pan-India presence, integrating TBZ's 37 stores into its network.
𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:
- 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻 𝗗𝗲𝘁𝗮𝗶𝗹𝘀: GRT will acquire 74.12% of TBZ's promoter stake for up to ₹1,033.71 Cr. The deal is subject to regulatory approvals & customary closing conditions.
- 𝗢𝗽𝗲𝗻 𝗢𝗳𝗳𝗲𝗿: GRT will launch an open offer for an additional ~26% of TBZ's shares, in compliance with SEBI regulations.
- 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗥𝗮𝘁𝗶𝗼𝗻𝗮𝗹𝗲:
▸ GRT aims to achieve its long-awaited aspiration of building a meaningful Pan-India presence. TBZ's 37 stores will be integrated into GRT's strategy.
▸ The acquisition is expected to create significant value for all stakeholders by combining the heritage, customer relationships, & merchandise portfolio of TBZ with GRT's retail capabilities & growth orientation.
▸ Experienced management bandwidth from both GRT & TBZ will drive growth initiatives for TBZ.
DSM FRESH FOODS September 2, 2026 to consider fund raising and ESOS 2026; trading window closes August 27 to September 4.
Repost from Beat The Street IPO
IPO INVESTOR MEET – TODAY AT 4:00 PM 🚨
Join us for an exclusive Investor Meet with Ashutosh Fibre Limited.
Meeting Link: https://us06web.zoom.us/j/81127036425?pwd=gbX6B1cvNQihmyW6uEyKCCnXagfGsV.1
📌 IPO Highlights:
💰 Price Band: ₹87 – ₹92 per share
📦 Lot Size: 1,200 Shares
📊 Issue Size: Up to ₹56.35 Cr
📅 IPO Opens: 31 August 2026
📅 IPO Closes: 2 September 2026
Business Strategies
* Expanding to Modacrylic based Fabric which will be used in high-performance fabrics
* Capacity Expansion & Cost Optimisation
* Expand Global Market Reach
Presentation Link: https://tinyurl.com/3cxppjcf
RHP Link: https://tinyurl.com/5wfwd4r3
Moonwalk Capital
IR Partner
SUGGESTION FLOATED TO REMOVE WEEKLY F&O EXPIRY TO CURB RETAIL LOSSES, PUSH INVESTORS TO CASH MARKET: NDTV PROFIT
Repost from Beat The Street IPO
Ashutosh Fibre IPO: Moving Up the Value Chain
Ashutosh Fibre manufactures specialised technical yarns used in defence, PPE, automotive, filtration, industrial fabrics and geotextiles.
Key Positives
1. Profitability Improving (FY24–FY26)
Revenue: ₹109.9 Cr → ₹117.4 Cr
EBITDA: ₹16.1 Cr → ₹31.1 Cr
EBITDA Margin: 14.7% → 26.5%
PAT: ₹7 Cr → ₹16 Cr
ROCE: 26.3% in FY26
Growth is increasingly driven by better product mix and higher-value yarns.
2. Capacity Nearly Full
FY26 utilisation reached 96.5% of 3,750 MT capacity. Expansion is planned at its existing Gujarat facility.
3. Moving Into Fabric
Entering modacrylic technical fabrics, using its own yarn as raw material. Target: ~20,000 metres/month.
4. Strong Exports
Exports contributed 39% of FY26 revenue, offering further global growth potential.
The Big Story
Volume → Value | Yarn → Fabric | Domestic → Global
IPO at ~12.5× PE makes Ashutosh Fibre an interesting play on the technical textiles growth story.
Repost from Beat The Street IPO
🚨 IPO INVESTOR MEET – TODAY AT 1:00 PM 🚨
Join us for an exclusive Investor Meet with Ashutosh Fibre Limited.
Meeting Link: https://us06web.zoom.us/j/81127036425?pwd=gbX6B1cvNQihmyW6uEyKCCnXagfGsV.1
📌 IPO Highlights:
💰 Price Band: ₹87 – ₹92 per share
📦 Lot Size: 1,200 Shares
📊 Issue Size: Up to ₹56.35 Cr
📅 IPO Opens: 31 August 2026
📅 IPO Closes: 2 September 2026
Business Strategies
* Expanding to Modacrylic based Fabric which will be used in high-performance fabrics
* Capacity Expansion & Cost Optimisation
* Expand Global Market Reach
Presentation Link: https://tinyurl.com/4k7yry2h
RHP Link: https://tinyurl.com/5wfwd4r3
Repost from Beat The Street IPO
Priority Jewels IPO: Next SkyGold-Like Opportunity In Jewellery Manufacturing
India’s jewellery industry is witnessing a major shift.
As organised jewellery brands expand and consumer preference moves towards lightweight, affordable and design-focused jewellery, the demand for specialised manufacturing partners is rising.
One such company operating behind this trend is Priority Jewels.
The company provides integrated, design-led manufacturing solutions to leading jewellery retailers, focusing on the fast-growing lightweight diamond-studded jewellery segment.
Why is it interesting?
• Strong customer relationships with brands like CaratLane, Kalyan Jewellers, Reliance Retail and Malabar Gold & Diamonds, built over 8–16+ years.
• Growth runway through:
→ Manufacturing capacity expansion
→ Balance sheet deleveraging
→ Entry into silver jewellery
→ Global Export Market Opportunity
→ Expanding to high end jewellery segment
• Backed by promoters with nearly 30 years of jewellery industry experience.
🚨 MAJOR ORDER UPDATE | KARBONSTEEL ENGINEERING LIMITED 🚨
Karbonsteel Engineering Limited has received a significant order for Prefabricated Steel Structures from India’s largest diversified business conglomerate.
📌 Order Value: ₹67.14 Crores
📌 Nature of Order: Prefabricated Steel Structures
📌 Order Type: Domestic
📌 Delivery Deadline: 3rd March 2027
📌 Promoter/Related Party Interest: Nil
This order further strengthens the company’s order book, execution visibility and growth prospects in the prefabricated steel structure segment.
Karbonsteel Engineering Limited
Building Stronger Structures. Creating Stronger Growth.
Kaynes Tech in Focus – FIVE BIG CONCERNS Pointed By Investec
FY26 Annual Report: Several question marks, says Investec
1.Receivables for Iskraemeco ballooned, its payables to Kaynes Electronics Manufacturing also rose by a similar amount in FY26
This makes us question whether a potential divestment of Iskraemeco would resolve Kaynes’ cash flow issues
2-Smart meter business likely contributed 40% to Kaynes’ consol EBITDA
A potential divestment will likely impair Kaynes’ core EMS profitability materially
3-Sharp increase in consolidated receivables was despite bill discounting rising from Rs 110 cr to Rs 460 cr in FY26
4-Fixed asset turns also deteriorated, with steep rise in intangibles, which is likely to result in higher amortization charge going fwd
5-Incurred only Rs 900 cr capex in OSAT/Bare PCB
Extended corporate guarantees of more than Rs 1900 cr for them
Capitalised their employee/ interest expenses
Fixing Balance Sheet without impairing P&L is difficult
#Kaynes
Azad India Mobility ~ From a Single-Platform Player to a Diversified OEM
Azad India is entering a critical scale-up phase — new bus platforms, localisation, higher production and exports are coming together.
The company plans to expand beyond its 12.5M platform with 9M and 13.5M buses, while building capabilities across chassis, battery and software.
The roadmap targets 85 units in FY26 → 280 in FY27 → 660 by FY30, alongside export market entry and airport mobility solutions.
Financially, the roadmap indicates revenue scaling from Rs. 147 crore in FY26 to Rs. 1,143 crore by FY30, while profit rises from Rs. 14.7 crore to Rs. 183 crore.
The bigger goal is zero China dependency by Jan 2028 and building Azad into a diversified Indian OEM.
Key trigger: FY27 execution — production ramp-up, new platforms, localisation and first meaningful exports.
Macro Brief 30th August, 2026 - Front Wave Research.pdf3.18 KB
Boardroom Brief 29th August, 2026 - Front Wave Research (1).pdf5.84 MB
