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Ruchi Soya FPO Complete Analysis | Invest Money or Not | #ShareMarket - YouTube
Channel: Pushkar Raj Thakur: Business Coach
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Noodles mean Maggi Toothpaste means Colgate
and Soybean means Nutrela.
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Well even today people make soybean vegetables
in their house, so it is said that Nutrella
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is cooked nowhere Ruchi Soya has done a tremendous
Branding of nutrela and this Ruchi Soya company
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comes under the group of Patanjali and you
are going to learn many things in this video
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because Ruchi Soya is in highlight because
it is bringing it's FPO and FPO means follow
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on public offering and one is IPO and IPO
means initial public offering and when any
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company raise money first time from people
and gives their shares and when that shares
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are list in the stock market, then we call
it IPO but when already listed company as
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you will say that Ruchi Soya is already listed
and you can see its share price and you can
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also buy it but when that company sell their
shares again and when it sell them to FII
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and DII then it is called FPO, now company
is demanding in FPO that this company wants
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4300 crores from you, so now we have heard
the name of the nutrela and patanjali is a
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very strong brand name then so should we all
invest money only on brand name and this question
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was going on in your mind whether to invest
money or not, then this video will be very
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useful for you and you will also enjoy this
video because you will be very surprised to
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know that the company is going on from 1986
but what happened In November 2016 that company
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was suspended and delisted from stock market
means that company is delisted in November
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2016 and after that on 27 January 2020 it
was relisted again and company has increased
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its share price 70 times within 5 months.
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This means the share price of Ruchi Soya becomes
70 times more and people say that people become
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millionaires from the stock market and definitely
if someone has purchased the shares of two
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lakh and when the company is relisted then
after relisting that money will be almost
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1.4 crore rupees then that two lakh will become
around 1.5 crores and it happened.
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But it is more important for you to know what
happened to the people before that and then
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what we do now, we just see the highlights
of what happened good and now see what bad
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happened, between the company between 1986
and 2010, the debt of the company started
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increasing and people say that one of the
reasons was that the owner of the company
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had got into the habit of playing betting
and had drowned a lot of money in commodities
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and he drowned crores of rupees due to which
the company has a debt of over 12 thousand crores
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in 2017 and debt increased so much in a company
that's why it was delisted and banks have
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to take 12000 crore rupees then banks also
filed a case under IBC, full form of IBC is
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Insolvency and Bankruptcy code, now in 2017,
it was said that we will sell the company
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but even after saying this and even after
the order of the court, only two contenders came
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out and that too in 2019, one was Adani Wilmar,
whose IPO you saw recently.
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The second was Patanjali, now you see the
mind of Patanjali.
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Patanjali said that I will buy this company
for 4350 crores, then we will give you the
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4350 crores but you know that there is too
much loan on the company, now banks have to
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make the money and they put a condition in
front of the bank that first, you reduce your
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loan to 50%, now whole money of bank is drowning,
then even they will get some money and banks
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forced to do this that the conditions put
by Patanjali, there were the things that you
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will get money 4350 crores, For example, SBI had
to take eighteen hundred crores from Ruchi
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Soya and what they said after this condition
that you give only 880 crores and even they
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will get something, then firstly Patanjali
write off the loans of the company and after
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that, they put another condition that I do
not have the money yet.
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I am ready to buy it for 4350 crores but I
have only 1000 crore rupees and if you have
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to give the remaining loan then you can give,
then SBI to take money already and here Patanjali
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said that you will give me a loan of ₹3350
and give you 1000 crore now and we buy this
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company and exactly this happened, a sinking
company that was taken into insolvency, here
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Patanjali only put 1000 crore and everything
else they get loaned from SBI, then this is
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the money of general public, from where did
the money come to SBI?
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Then here SBI gave loan of 3350 crore, now
what happened after giving loan, it is very
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interesting that after giving loan, I will
show you here you will enjoy it more, so we
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are going to do a complete analysis of it
now of Ruchi Soya, and if you want then you
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can also do this analysis by yourself and
you analyse any company in which you invest
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money and there Is a very good website, TickerTape,
I will give its link in the description and
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in the comments box so that you can actually
see on the Tickertape what you have to
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consider before investing money in any company.
Now, here is what you see as I said that
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if we see for the February here then the price
was around ₹24 in the February of this Share,
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which almost by June had reached the upper
circuit of ₹1300, ₹1400 and in fact to
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₹1500 then price increased by 70 times in
front of your eyes and after that it happened
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that share price of company broked even down
and come to 447, then the upper circuits which
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were being held there, then after a few months
the lower circuits started and Why this happened,
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Very important point Now here I show you.
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These people rarely see, But you see and Here
I go to the holdings of the company.
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Holdings means who has shares of this company
and You will find it very interesting while
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watching it.
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I will show you, so much fun.
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First, see here promoter holding, oh my god,
almost 99%, Patanjali has 98.90% shares and
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retail investors have 1% shares, maybe your
eyes are opening then I am telling you, Patanjali
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has 99% shares almost and the general public
has1% then it means that if shares are less
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in the market and Suppose the share is reaching
to ₹1500 because demand is coming in the
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market but the share is not selling and If
shares are less.
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Now suppose you want to buy mangoes and if
I buy alone in the market, then if somebody
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wants mango then they will pay the price which
I want and similarly, Patanjali
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has 99% of the holdings and here people have
1% per cent holding and because of this there
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was demand and there was no supply, then you
can see that share price reached to ₹1500
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and it hit the upper circuit, and if happened
for several days and after that one more thing
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is to understand that if Patanjali takes out
the shares then this share price will fall
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and the FPO is coming, you saw the share price
Falling in the FPO that share price is falling
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from many days, so you have to see promoters
holding when you invest and this is my belief,
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and what you think, you can write in the comments.
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Now you see here, If we talk about the last
week, then share price is falling continuously
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and it is falling because the company has
been continuously giving it's 20% shares to
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the people in FPO for the investment and in
return of it is raising 4300 crore rupees
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and one more thing you understood that company
took loan of 3350 crore and patanjali put
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1000 crore rupees and now it is raising 4300
rupees from the general public, oh my God,
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you see that it bought it for free, patanjali
bought Ruchi Soya, Patanjali played master
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stroke, now talk about that you are in benefit
or in loss from it and what is, then to understand
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this, you have to see some financials of the
company and to see financials again Tickertape
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is a very good website, here when you will
go simply on Tickertape and when you will
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click above then you will see that stocks
screener and mutual fund screeners and Market
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mood and stock deals and if you are interested
in stocks then you can click on stock screeners
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and after that you will search here Ruchi
Soya and you can search on top then after
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search Ruchi Soya, first you will see a checklist
here and here this checklist is saying that
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at this time current price is more than intrinsic
value and here this is a negative signal and
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second thing you see that dividends are not
so much attractive then it is showing two
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negative here and the PE Ratio of company
is 37.93 and which is much more according
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to me then what it is showing here that current
price is more than its intrinsic value and
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PB ratio is of 6.11 and here you will also
see Sector PE and sector PB and sector dividend
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deal but you have to see one more important
thing that i found a very nice feature of
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Tickertape that here you see investors presentation
and as you will click on pdf it will also
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download and we have downloaded it already
then here you see the Complete presentation
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here and this is made for basically investors.
So if you want to invest in any company then
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you can also check out their presentation
and here there are some basic things for which
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information is given and you should also know
and you can come on it and let's see here.
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So here see the petition of bankruptcy, here
it is clearly written that it was filed on
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2017 and as I said that Patanjali acquired
it on 18th December 2019 and here it is written
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here what patanjali did here that they launched
premium edible oils and honey and high protein
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and aata under nutrela brand and after that
Ruchi Soya acquired biscuits and cookies and
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rusk business of patanjali on slum sales basis
on 60 crores and after that what is the data
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till 2018, 2020 and 31st December 2020 is
in front of you, that you can see the annual
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revenue and after that earning before tax
and depreciation the margin of company, you
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can see here increasing and after that you
can see PAT margin increasing in front of
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you, so you can study investor's presentation
definitely here for your own analysis.
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Now here let's see the revenue of the company,
so when you will go to the total financials
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of company, so you can make analysis from
here more better and here we see the income
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of the company and after that we will see
the balance sheet, so here let's check year
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by year, financial year 2018, 2019 and 2020
and 2021 and in it, the revenue of company
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approximately 12000 crore and 12800 crores
and then 20000 and then 16000 crore something
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and here in 2020, they also booked other income
around 7000 crore and now net income here,
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if you will see net income then it was in
minus earlier and after minus it become better
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and - 10 crores and after that income increased
around 7600, in which company definitely booked
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other company and in 2021, 680 crores and
if we go for balance sheet of the company,
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because we definitely want to see liability
of company that what are the current liabilities
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of company at this time then you will clearly
see current liabilities there that what are
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the current assets and what are the current
liabilities, here we have to see three things
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that what is the total equities of the company
then in today's date in 2021, the equity of
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company is around 4200 crore and the liabilities
of company, current liabilities are around
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1700 crore and non current liabilities are
around 3000 crore, so company's total liability
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at this time is more than 4700 and the company
have equity less than this and company's Assets
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are also less than the liability of the company
and it means that if you will sell the company
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today even then the assets of company are
not enough to meet the liability, which according
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to me is a negative point here today, then
for your analysis you have to necessary to
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see all these things so can definitely spend
some time and for a conclusion I also give
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you my opinion and I am feeling at this time
that current price of the company is more than
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its intrinsic value which is number one and
second thing that liabilities of companies
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are very high, so I am not so much interested
personally to invest money in this IPO, and
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apart from me how much you are interested and what
is your opinion, you will definitely tell
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me in the comments that what you have just
seen the analysis, are you going to invest
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money in this IPO or not, you will definitely
tell me.
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Now Let me give you some basic data that you
need to know that the bidding dates of this
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FPO are from 24th March to 28th March, means
you can place your bid from 24 March to 28
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March if you want and the price of FPO will
vary between 615 to 650 and you should definitely
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consider higher price now and your lot is
worth 21 due to which its investment will
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be of 13650, then you have to apply herein
the lot and minimum it will here 12915 then
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if you want allotment then i thought that
you should invest according to higher side,
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Now you will get allotment on 31st of March
the initiation of refund and those who did
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not get allotment, their refund will initiate
on 4th April and now credited demat shares
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will be visible on 5th April, so on the day
you see shares, your refund initiate on that
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day and the listing of FPO will be on 6th
April then people are in the profit or in
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the loss, you will get to know on 6th of April,
so here if listing is on discount then people
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will be in loss or if there is listing on
premium then people will get benefit, then
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what you think that people are going to get
benefit or people are going to get loss, so
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this is question as of now and you will definitely
answer this question and you will definitely
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tell that will you apply and if you are going
to apply then why you are going to apply and
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if not then why not and how you find our analysis,
you can definitely tell us in the comments
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and finally, I will recommend to you that whenever
you will invest money, definitely do the fundamental
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analysis of the company and as you used Tickertape
today then you can use it today, link is in
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the description and in the comments box and
you invest money after analysis, even if we
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are talking about Ruchi Soya today and if
you invest money in any company, invest after
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analysis and finally like it to give your
love and must share, so that more and more
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people will get details of this FPO and about
Ruchi Soya, so I will see you in the next
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video till the time you share this video and
if you are watching this video on Facebook
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