저자: 미상 · 외국인
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SME IPO 청약 중인 Radiowala Network과 Tech Infosec을 소개. 두 회사 모두 매출·순이익이 증가 추세이며 PAT 마진이 높다고 평가. 투자자로 Ashish Kacholia, Vijay Kedia가 언급되나 본인 발언은 없음. 과거 Oxygen India IPO의 상장 후 상승을 언급. 상장 예정일 4월 5일 기준 청약 안내 중심.
다듬은 글
Hello friends, welcome to you. This is a small business and it is going to be listed on the SME platform. Radio Wala Network Limited and TSC Folk Limited. Friends, let me tell you in advance that there are already investors in this. Mr. Ashish Kacholia also has a stake in it. There is already a stake in Radio Wala Network and TSC Infosec.
Mr. Vijay Kedia is known for his choosy picks. He is very choosy and makes long term investments. So friends, these investors are already invested in this from private limited form. Now it is going to go public on public limited. So friends, let's analyze it and start the video. So friends, first of all, I will give you the basic details of the IPO.
Just basic details about when the IPO is getting listed. It is getting listed on the NSC SME platform. NSC e-merger is called. The IPO has already opened on 27th March, but after 27th and 28th, there is a holiday again. 29, 30, 31 and 1 and 2 are working days now, Monday and Tuesday it will be open on those days, we can apply in it till Tuesday, then this IPO will close in it and the IPO will be listed on 5th April i.e.
Friday because this is an SME IPO, so the lots of shares are big, Radio Wala is coming in 1600 shares and TSC Infosec is coming in 1200 shares, so basically in this the investment that happens, like the investment that happens in the main board is around 15000 and the investment that happens on the SME platform for the IPO is around 125000, so the investment amount in both is the same, if we talk about the size of the IPO, then the investment that is coming in for Radio Wala is that which they want to raise from the money market, that is 14.25 crore, they want to raise approximately 14 crore, whereas TSC Ifocs wants to raise ₹ crore from the market, so friends, as I told you, there is already Ashish Kacholia on the radio, he is already invested from private limited equity and here in TSC Infosec, you can see Mr.
Vijay Kedia, who is already on the Stocks Basis channel, we have created a playlist on it, in which there are many stocks of IPO, SME platform, microcap stocks, for education and along with education, we also have a playlist with fundamental analysis, our last IPO was of Oxygen India in the month of December and friends, let me tell you that the IPO came in the month of December, its issue price was around 600 and this investment, this listing was already at 939, at 50, it gave a gain in listing gain but even after the listing gain, you can see that from 939, it has made its high today at almost 1300.
It is currently trading above 1200 at 2022. Almost this too has already given % in three to four months and this company is also quite strong. So, we have done IPOs very selectively. Right now we have brought Radiowala and Tux Security. We want to tell you why we have brought its IPO. So first we will discuss one by one.
First is Radiowala. What is Radiowala basically? As their name is Radiowala, so basically what is it that these people have a very unique business. Sometimes we will feel that this is also a business. What is their business? We go to stores, malls, there are stores in them, music is already played in them and that music, basically after studying this company, I understood that the music is not played by the store, that music is played by a centralized firm which decides the music all over India or all over the world on the basis of their target customers.
They decide and they play the music from there, so this is their business that they have almost 28000 stores in 10 countries, sorry, in 26000 locations, they have around 28000 stores in which their music is saved and they cater to 500 brands, so friends, in this way they have two-three more multiple streams from which their revenue comes, so the main revenue comes from their music, the rest they create multilingual content and content in it, in which sometimes voice comes, sometimes ads come, sometimes music of different singers also comes, so these people handle all that, so in this the stores do not do anything, like if we go to Reliance 1, the music content must be defining it in a different way, so that it then becomes their brand, so this is their point and friends, we always talk about what is there in this company Which is interesting and in this I want to tell you that the owner of this company who founded it was basically the third employee of Radio Mirchi and he was almost the founding employee of Radio Mirchi, so he opened this company later, so when I read about him, I liked it a lot and then when I saw that Ashish Kacholia ji is already invested in it, my interest increased and I thought that you should take this company along with you and now we will discuss it further, in the coming time we are discussing its financials also, so before that let us look at the tax security, what is there in it that Vijay Kedia ji has in that company brother, basically Tax Security, which we know as Tech Infosec, this company looks after the entire security system, it looks after the internet security, you are SDAC bank, no matter how many transactions take place in the entire bank, in multiple multi-millions.
Transactions take place but security is built into those transactions, so who handles that security? So that is a company that comes into play and the leading company is Tech Infosec, which is in the name of Tech Security, so their role here is to provide that security, to provide internet security, transaction security and they have big brands in which people trust, so basically it is Google 2 company, in that its top 10 companies, people take their services in it, the two largest governments of the world are also their clients, so they have big clients and they have received many awards from industry recognition from Gartner, Pop, Fy and I will tell you one very interesting thing which comes to management and Vijay KD ji is known for that he always works with understanding about management, so I will tell you a little about you, you can also see for yourself about management on the company's website when you come and read the story.
When you read this, you will be able to relate it a lot to Bill Gates. So, this story starts with, see this face is coming in front, how innocent it looks. In 2013, a school dropout started this company. In 2013, almost 11 years have passed. So when it comes to dropouts, we remember Bill Gates that he too started Microsoft in a similar way.
If you look at that, in 2014, he did an assignment and after a year, he started a Fortune 500 company. Then he kept moving forward and then he took the first enterprise customer in it. In 2015, after a year, the ex-vice president of Cognizant provided him with backing and supported him. Then, in 2017, his name came in JQ magazine's list of the 50 Most Influential Young Indians, saying that he is the most influential person.
Then, like this, his story grew. So now you can see that just In 101 years, his name is in Futch magazine's 440 list of top people under 40 in the whole world, in tech and companies, he got awards from Futch in them, so in this way there are different awards and if awards are received from such a big firm, then you can understand how strong the management is and it is a very young stage, right now he is just in his 40s, so now you can see how much further the company can go, so friends, you can also go and see their website and they are very interesting websites, both the websites are very interesting, there is a lot of information on them, which we can go and see, so friends, now we move ahead because this is a very long video, otherwise our video will now go to its financials, basically what you will get now, you will get it in the DRHP reports, every company which brings IPO, keeps its complete details, each and every synopsis.
So friends, there are very long reports, the crux of it is that the report of Radiowala is of 486 pages, but right now we are just looking at its financials, not much objective, the objective of both the companies is to bring IPO, it is not an offer for sale, they are not giving exit to anyone, they just want to grow themselves a little, they want to invest, for that they are bringing it, if we just talk about the financials, how are the financials of the company, then we have come to the DRHP of Radiowala and there we are looking at the financials, in the financials we will just look at the revenue, so if we read the revenue, then the revenue was 585 lakhs, that is, their revenue was 5 crore 85 lakhs, then in 2021 it became 10 crores, it just doubled, then after a year, then in 2023, after a year, then they took a jump of almost 35 to 40 percent in revenue and now what is there in six months till approximately 31st October Yes, they have made 871.
If we look at the entire year, then they can almost close at 1500. So in this way, we are seeing that it is increasing a lot year on year. If we talk about what makes our price, that is, earnings per share should increase, profit should increase, PAT should increase. So if we talk about PAT, then in PAT we see profit loss, where we used to make a profit of 10 lakhs, then 3 years ago it made 47 lakhs, increased the profit four times, then 47 was also increased to 102, two times already in last year.
Now in just 6 months, 102 which is 1 crore 2 lakhs has become 1 crore 13 lakhs in 627 months. And if these are crossed at two, then here too they are doubling their profit. So basically, what is it in these companies that whatever infrastructure they had to invest, they have almost invested it. Now once they have a system in place, so Now, whether they provide music in one store or in multiple stores, they do not have to invest much in doing so.
In this way, their profitability increases significantly because the stores are also increasing significantly. So, for example, if a customer had 10 stores, he has a target that he will open five or two more stores next year, then their music also increases accordingly, and then their services keep increasing.
So, friends, we can see that now their profit is increasing very rapidly and this is compared to revenue. In this way, the company fascinated me a bit that the company is good, there are good investors, it is also making good profits. There is not much investment and it is making good profits. So, in this way, I felt that I should bring the company in front of you.
That is why I brought the company. Now, I will go to the next DRHP of TechFolk, Tech Infosec Limited. Again, in its DRHP report, there are no offers for sale. We will just talk directly, we will talk about the financials. Regarding information, we have come to the financial information, so friends again, this statement of theirs here, we come to the revenue, they used to do revenue of Rs.
5 crore in 2021, then in 2022 also it was Rs. 5 crore, so there was no change, no problem, then in the next year in 2023, the closing they did was Rs. 10 crore, the Rs. 5 crore was just made Rs. 10 crore, so their revenue of Rs. 10 crore doubled in this and what it is today, again, but if they did Rs.
5 crore in half a year, then it is possible that if they do it for the whole year, then they will do Rs. 10 crore or Rs. 11 crore only, so I am not seeing an increase in revenue, but again the same thing that was spent in that is being spent in this, so here you see their PAD, here see the EPS, so if we talk about profit, the total profit, net profit, then they were making a profit of Rs.
61 lakh, at what rate for Rs. 5 crore When they were generating revenue of 5 crores, when they again generated 5 crores, they made a profit of 60 lakhs, but as soon as they made 10 crores, then you see where they took the profit, they took it till 5 crores, so they are doing work of 10 crores and the profit of 5 crores is almost 50% PAT, you have removed all the expenses and the PAT has come, so you understand what is the condition of the price, that is, how good is the model of the company that you do not have to invest any money, you have to earn half of it, so similarly, if we see for six months, they have generated revenue of 5 crores till now and they have increased the PAT further, out of 5 crores, 1 crore 94 lakhs means almost 2 crores, which is almost 40-45% PAT, so this is already their PAT, so if it goes to 10 crores, then again that company is quite good, I can see a strong movement in it and again the same thing here also that once you If you have invested a lot, then the branches of security of banks are increasing, you are providing services to banks, you are providing services to the government, you are increasing their branches, then you do not have to invest too much in infrastructure, now this IPO will close on 2nd April, both are fine and there is an investment of about ₹ lakh, if you want then you can do it, if you want then you can see its listing and then see, but even after that the investment will be in lot size only, so those who already have investment in SME or micro companies, they work a little in this type of company and deal because it also has a different charm because the money either increases very fast or decreases very fast, so you should keep in mind that your money is your own and you earn it with a lot of hard work, so for all of them we would say to you that you take your own decision, okay and so thank you friends, there is a complete disclaimer in this, we are not a recommendation of anyone, there is no attachment to anyone No, it is just a discussion which we have presented before you, so friends, if you have not subscribed yet, you have seen the video on the channel sometimes, sometimes not, then subscribe, press the bell icon, definitely like the video, share it, tell us by commenting how you liked it, what improvement do you want and so friends, thank you so much, see you in the next video till then, take care bye
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