(post deleted by author)
Posts tagged Value Pickr
Zaggle_A platform to address pain points for enterprises (23-07-2024)
(post deleted by author)
Zaggle_A platform to address pain points for enterprises (23-07-2024)
What made me look at this company at first sight?
Recent B2B SAAS Fintech Platform IPO
- Innovative fintech platform which has identified white spaces in Vendor assessment and payments and Employee reimbursements.
First-Generation Professional Entrepreneurs
- Promoters with proven track records in building and exiting businesses.
Primary Raise Proportion in IPO
- 70% of the issue size for primary raise, indicating growth-focused funding.
Market Opportunity and Share
- Management highlighting a significant market opportunity and strategy to gain market share.
Capital Efficient Business Model
-
Pre-IPO placement, they have diluted ~40% to GKFF ventures and Veantureast. Both the investors are early-stage VCs implying that the company haven’t raised significant money in the past.
-
They raised Venture Debt of ~50 Cr. from Vivriti (Source: Crunchbase) which was paid Pre IPO.
Historical & Projected Growth Rates
-
The company doubled revenue in the last 2 years to reach INR 775 Cr.
-
Management is guiding for stable margins and organically doubling revenue in the next 2 years.
-
Inorganic growth on the cards in H2 FY24 with acquisition size of ~500 Cr topline
Venture Capital Backing
- Raised money from reputable VC funds and grown profitably, showing strong product-market fit.
Customer Success Stories
-
Demonstrated positive impact on businesses through real-life success stories.
-
Big enterprise clients incl. IT services companies
Strategic Partnerships
- Formation of key alliances with Banks to issue prepaid and credit cards.
Primary Raise Proportion in IPO
- 70% of the issue size for primary raise, indicating growth-focused funding.
Market Opportunity and Share
- Management highlighting a significant market opportunity and strategy to gain market share.
Capital Efficient BusinList itemess Model
Video Links: Video Link - Management interview
(https://www.youtube.com/watch?v=wFKgigIF3LM)
Ugro Capital – Opportunity To Invest in a Fintech-like Company Below Book Value (23-07-2024)
Dear community, any thoughts of the implications (+ or -) of the recent announcements in the budget 2024.
Ugro Capital – Opportunity To Invest in a Fintech-like Company Below Book Value (23-07-2024)
Dear community, any thoughts of the implications (+ or -) of the recent announcements in the budget 2024.
Annapurna Swadisht Ltd – A Swadisht FMCG investment? (23-07-2024)
Can you pls refer me to the exact place where they said to double in fy25 relative to fy24. I am not able to find that. I can only find their statement regarding 50% CAGR over next 4-5 years.
Annapurna Swadisht Ltd – A Swadisht FMCG investment? (23-07-2024)
Can you pls refer me to the exact place where they said to double in fy25 relative to fy24. I am not able to find that. I can only find their statement regarding 50% CAGR over next 4-5 years.
E2E Networks Ltd – Listed small Cloud computing player (23-07-2024)
You’re right. I should have clarified. As shown in my numbers, my assumption is that this year’s assets give return next year. If we take the asset turn the typical defined way it will indeed be much lower as you pointed out. I calculated taking in a lag of 1 year (as shown in my rough calculations). Kind of a forward looking asset turn as I think asset turn during the time period of heavy investment will give quite low asset turn for the period as the infra is being purchase, delivered, installed and commissioned.
Thanks for pointing it out. I hope this clarifies it.
E2E Networks Ltd – Listed small Cloud computing player (23-07-2024)
You’re right. I should have clarified. As shown in my numbers, my assumption is that this year’s assets give return next year. If we take the asset turn the typical defined way it will indeed be much lower as you pointed out. I calculated taking in a lag of 1 year (as shown in my rough calculations). Kind of a forward looking asset turn as I think asset turn during the time period of heavy investment will give quite low asset turn for the period as the infra is being purchase, delivered, installed and commissioned.
Thanks for pointing it out. I hope this clarifies it.