Sushil Finance

📢 IPO Brief by Sushil Finance – AMAGI MEDIA LABS LIMITED

💻 Business Overview
Amagi Media Labs Limited is a leading Software-as-a-Service (SaaS) company providing cloud-native technology that connects global media companies with their audiences. The company offers an end-to-end “glass-to-glass” (camera-to-screen) technology stack covering live production, content preparation, distribution, and monetization.

☁️ This integrated platform enables broadcasters and streaming platforms to migrate from legacy, hardware-intensive on-premise systems to scalable cloud infrastructure, potentially reducing total cost of ownership by 35%–50% over five years.

🔧 Amagi’s operations are structured into three key divisions:
* Cloud Modernization – via Amagi CLOUDPORT for automated playout
* Streaming Unification – through Amagi NOW for multi-platform delivery
* Monetization & Marketplace – powered by Amagi THUNDERSTORM (server-side ad insertion) and Amagi ADS PLUS (programmatic advertising)

🌍 As of September 30, 2025, Amagi served 481 customers, including 45%+ of the top 50 listed global media & entertainment companies by revenue.

📈 The company benefits from strong network effects, supported by 350+ distributor partners, resulting in 26.12 billion monetized ad impressions in FY25. Innovation is driven by Amagi INTELLIGENCE, a proprietary AI layer enabling automated scheduling and yield optimization.

💰 Financially, Amagi has delivered consistent performance, with a revenue CAGR of 30.70% (FY23–FY25) and a strong Net Revenue Retention of 126.90%. By positioning itself as the “operating system” for the new video economy, Amagi helps media companies scale globally while maximizing content value.

⭐ Key Highlights
1️⃣ End-to-end “Glass-to-Glass” technology solutions provider
2️⃣ Three-sided marketplace model leveraging strong network effects
3️⃣ Proprietary AI-enabled technology platform (Amagi Intelligence)
4️⃣ Tier-1 global media customer base with long-term relationships
5️⃣ Visionary leadership and strong culture of innovation

15 hours ago | [YT] | 0

Sushil Finance

📢 New Report Alert – EVEREADY INDUSTRIES INDIA LTD

Eveready Industries India Ltd. (EIIL) is a household name in batteries and flashlights, with an expanding presence in lighting. EIIL products were initially introduced in India in 1905, kicking off the Eveready adventure. The company, formed in 1934, swiftly ascended to the top of the dry cell battery market in India. The company sells ~1.3 billion batteries, 18 million flashlights and 34 million LED lighting products annually, and is present in roughly 4.5 million retail outlets nationwide.

Factoring the various positive triggers for the stock, we expect revenue at Rs.1721.2cr, EBITDA at Rs.224.3cr at an EBITDA margin of 13.0% and PAT of Rs.122.3cr. Given the strong revenue and margin outlook, we estimate FY28E EPS at Rs.16.8, and assign a PE multiple of 26x to arrive at a target price of Rs.437, which is an upside of ~32.1% from its last traded price of Rs.331. We re-instate coverage for Eveready Industries India Ltd. with a BUY rating, over an investment horizon of 24-30 months.

📩 Comment "READY" to get the full report

🔗 For the Disclaimer, check our Link-in-Bio
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#stockreccomendation #topstocks #stockmarkettip

2 weeks ago | [YT] | 1

Sushil Finance

📢 IPO UPDATE FROM SUSHIL FINANCE – GUJARAT KIDNEY & SUPER SPECIALITY LIMITED 🏥🩺

🏥 BUSINESS OVERVIEW:
Gujarat Kidney and Super Speciality Limited (GKSSL) is an established regional healthcare provider operating in the central region of Gujarat. Originally incorporated in 2019 as Vihaan Medicare Private Limited, the company has since transitioned into a specialized public limited entity.

GKSSL offers multi-speciality and super-speciality medical services, with a strong focus on secondary and tertiary care.

🏨 Hospital Network:
* 7 multispeciality hospitals
* 4 in-house pharmacies
* Locations: Vadodara, Godhra, Bharuch, Borsad & Anand

🛏 Capacity (mid-2025):
* Total beds: 490
* Approved beds: 445
* Operational beds: 340

🧬 Clinical Strength:
The company has strong pre-eminence in renal sciences and urology, with established sub-specialities including:
* Endourology
* Urologic Oncology
* Renal Transplantation

🏗 Business Model:
GKSSL follows an asset-light strategy, operating largely from leased properties to optimize capital efficiency while maintaining high clinical standards.

📊 Financial Performance (FY ended March 31, 2025):
* Proforma Revenue from Operations: ₹ 11,997.46 lakhs
* Profit After Tax: ₹ 1,513.16 lakhs

👨‍⚕️ Management Strength:
Growth is driven by an experienced medical-professional management team and Promoters, including Dr. Pragnesh Yashwantsinh Bharpoda, a seasoned urological surgeon.

🚀 IPO Utilisation & Growth Plans:
The IPO comprises up to 2,20,00,000 equity shares, with proceeds to be used for:
* Acquisition of Parekhs Hospital, Ahmedabad
* Construction of a 50-bed women’s healthcare facility in Vadodara
* Purchase of advanced robotic surgical equipment to strengthen orthopaedic services

This roadmap aims to position GKSSL as a leading healthcare provider in Western India.

🌟 HIGHLIGHTS:
1️⃣ Pre-eminence in renal sciences with established sub-super-specialities in urology.
2️⃣ Asset-light business model with strong focus on central Gujarat.
3️⃣ Ability to attract and retain skilled, experienced medical professionals.
4️⃣ Consistent track record of operational and financial growth.
5️⃣ Experienced and qualified professional management team.

3 weeks ago | [YT] | 0

Sushil Finance

📢 New Report Alert – Jindal Saw Ltd

Jindal SAW Limited’s (JSL) competitive strength lies in its diversified pipe portfolio—spanning SAW, spiral, seamless, welded, and DI pipes—supporting a wide range of end-use sectors and reducing cyclicality risk. A multi-location, technologically equipped manufacturing base enables efficient execution of large, high specification pipeline orders. Its vertically integrated value chain, covering coating, bending, fabrication, and logistics, enhances execution reliability and cost efficiency. These capabilities position the company as a full service pipe solutions provider, creating strong entry barriers and reinforcing its leadership across domestic and export markets. This integrated and scalable platform strengthens the company’s ability to capitalize on expanding domestic and global infrastructure demand.

We expect Jindal SAW Ltd. to deliver topline growth of ~15% by FY28E over FY25, driven by healthy order book position, and strong domestic and international demand backed by Infrastructure growth. Furthermore, we estimate the company to sustain healthy profitability, with EBITDA and PAT margins at ~15.3% and ~6.5%, respectively, in FY28E. Our EPS estimates stand at Rs.17.8, Rs. 20.9 and Rs. 24.5 for FY26E, FY27E and FY28E, respectively. Assigning a P/E of 8X and EV/EBITDA of 3.5X we have arrived at a target price of 198 which gives an upside of 21% from CMP of Rs.163, within an investment horizon of 24-30 months, we initiate coverage on Jindal SAW Ltd. with a BUY rating.

📩 Comment "JINDAL" to get the full report

🔗 For the Disclaimer, check our Link-in-Bio
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#stockreccomendation #topstocks #stockmarkettip

3 weeks ago | [YT] | 0

Sushil Finance

📢 IPO UPDATE FROM SUSHIL FINANCE - KSH INTERNATIONAL LIMITED 🏭

KSH International Limited is a leading manufacturer in the magnet winding wires industry, incorporated in 1979, with a strong and established market presence.

The Company ranks as the third largest manufacturer of magnet winding wires in India based on production capacity in Fiscal 2025 and is also the largest exporter of magnet winding wires from India by export revenues during the same period.

🔧 Product Portfolio:
* Standard & specialized magnet winding wires
* Continuously Transposed Conductors (CTCs)
* Round enamelled wires
* Paper insulated copper & aluminium wires

These products are critical components used in transformers, motors, alternators, and generators.

⚡ End-Use Industries Served:
* Power Transmission & Distribution
* Industrials
* Railways
* Automotives
* Electric Vehicle (EV) ecosystem

🏭 Manufacturing Capabilities:
* 3 manufacturing facilities mainly located in Maharashtra
* Installed capacity: 29,045 MT (as of June 30, 2025)
* 4th facility commenced Phase I operations in September 2025
* Phase II expansion planned to meet rising demand for specialized products

📈 Financial Performance:
* Revenue CAGR (FY 2023-25): 35.55%
* PAT CAGR (FY 2023-25): 59.83%
* Revenue from Operations (FY 2025): Rs. 19,282.93 million
* Profit After Tax (FY 2025): Rs. 679.88 million

🌍 Global Presence:
* Exports to 24 countries
* Export contribution: 32.70% of total operating revenue (FY 2025)

🌟 HIGHLIGHTS:
1️⃣ Third largest manufacturer of magnet winding wires in India based on production capacity in Fiscal 2025.
2️⃣ Largest exporter of magnet winding wires from India by export revenues in Fiscal 2025.
3️⃣ Large, strategically located manufacturing facilities with focus on advanced technologies and new product & process development.
4️⃣ Long-standing relationships with a diversified domestic and global customer base.
5️⃣ Proven track record with necessary certifications and accreditations in a high entry-barrier industry.
6️⃣ Experienced Promoters and Senior Management team.

4 weeks ago | [YT] | 0

Sushil Finance

🚀 ICICI Pru AMC IPO opens TODAY! - massive ₹10,600+ Cr. OFS! 😮
Strong ROE, huge investor base, big AUM growth 📊 - fully priced but packed with long-term potential 📈

Read our crisp expert breakdown before you apply 👇
🔗www.sushilfinance.com/blogs/IPO-Note/ICICI-Prudent…

1 month ago | [YT] | 0

Sushil Finance

📢 IPO UPDATE FROM SUSHIL FINANCE – ICICI PRUDENTIAL AMC LIMITED 🏦💸

🏥 BUSINESS OVERVIEW: ICICI Prudential Asset Management Company Limited (IPAMC) operates as a leading investment manager in India, functioning as a joint venture between its Promoters, ICICI Bank Limited and Prudential Corporation Holdings Limited. The firm's mandate encompasses comprehensive asset management services, including overseeing mutual funds, providing portfolio management services (PMS), managing alternative investment funds (AIFs), and offering advisory services to offshore clients.

IPAMC commands a dominant market position, evidenced by its status as the largest asset management company in India based on active mutual fund Quarterly Average Assets Under Management (QAAUM), holding a 13.3% market share as of September 30, 2025. The total mutual fund QAAUM stood at ₹10,147.6 billion, complemented by a growing Alternates business generating ₹729.3 billion in QAAUM. Strategic focus areas, such as Equity and Equity Oriented Schemes, constitute 55.8% of the total mutual fund QAAUM, contributing to enhanced profitability due to generally higher fee structures in these segments.

The company possesses the largest Individual Investor franchise in the sector, leveraging an extensive pan-India network of 272 offices, 110,719 mutual fund distributors (MFDs), and strategic access to ICICI Bank's substantial distribution capabilities. Digital platforms facilitate high operational efficiency, accounting for 95.3% of all mutual fund purchase transactions during the six-month period ended September 30, 2025.

Financially, IPAMC is distinguished as the most profitable asset management company nationally, reporting a 20.0% market share in operating profit before tax for the Financial Year 2025. This performance is supported by a robust Return on Equity (ROE) of 82.8% in FY 2025. The firm operates under a philosophy emphasizing disciplined investment and risk management, aiming to deliver consistent, risk-adjusted returns to its large customer base of 15.5 million investors.

🌟 HIGHLIGHTS:
1. Largest asset management company in India in terms of assets managed under active mutual fund schemes and equity and equity oriented schemes.
2. Largest Individual Investor franchise in India in terms of mutual fund assets under management.
3. Diversified product portfolio across asset classes.
4. Pan-India, multi-channel and diversified distribution network.
5. Investment performance supported by comprehensive investment philosophy and risk management.
6. Experienced management and investment team.

1 month ago | [YT] | 0

Sushil Finance

💉🚀 India’s LARGEST dialysis chain has launched its IPO!
Nephrocare IPO looks big… but is it worth applying? 🤔

See the full analysis before you apply 👇
🔗www.sushilfinance.com/blogs/IPO-Note/Nephrocare-He…

1 month ago | [YT] | 0

Sushil Finance

👀 Thinking of applying for Park Medi World IPO? WAIT!
Park Medi World IPO looks promising - but is it really worth applying? 🤔

Tap for quick expert review - valuation, risks & future potential 🧠
Don't miss it 👇
🔗www.sushilfinance.com/blogs/IPO-Note/Park-Medi-Wor…

1 month ago | [YT] | 0

Sushil Finance

📢 IPO UPDATE FROM SUSHIL FINANCE – NEPHROCARE HEALTH SERVICES LIMITED 🏥💧

🏥 BUSINESS OVERVIEW:
Nephrocare Health Services Limited, operating under the NephroPlus brand, is a dominant provider of comprehensive dialysis care, including haemodialysis, home, and mobile dialysis services, complemented by pharmacy operations.

The Group has established itself as India’s largest dialysis service provider in terms of patients served, clinics, treatments performed, revenue, and EBITDA (excluding other income) in Fiscal 2025.

This leadership gives them significant scale4.4× the size of the next largest organized dialysis provider in India based on Fiscal 2024 operating revenue.

🌏 Global Position:
* Largest dialysis service provider in Asia
* 5th largest worldwide based on treatments performed in Fiscal 2025

🏗 Business Model:
The Group uses a scalable, assetlight model through:
* Inhospital captive clinics
* Standalone centers
* PublicPrivate Partnerships (PPP)

🌍 Network (as of Sept 30, 2025):
* 519 clinics across India, Nepal, Philippines, Uzbekistan
* 77.35% located in Tier II & Tier III cities for accessibility

🩺 Clinical Excellence:
* Uses proprietary clinical protocols RenAssure
* Strong clinical governance driven by an Advisory Team of Clinical Experts

📈 Financial Performance:
* Revenue CAGR (FY 2023–25): 31.47%
* EBITDA CAGR (excluding other income): 85.18%
Showcasing strong execution and profitability improvement.

🌟 HIGHLIGHTS:
1️⃣ India’s largest dialysis service provider.
2️⃣ Scalable and AssetLight Business Model.
3️⃣ Proven Track Record of Organic and Inorganic Growth.
4️⃣ Commitment to Clinical Excellence and Quality.
5️⃣ Strong Financial Growth and Profitability.
6️⃣ Extensive and Diversified Network.
7️⃣ Patientcentric leadership and seasoned management team backed by marquee investors.

1 month ago | [YT] | 0