저자: 미상 · 외국인
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인도 소형주 iWare Supplychain Services(Eyewear Supply Chain Services)를 소개. 2025년 9월 IPO(약 75루피), 매출 258Cr(+200%), 순이익 15Cr(+87%)로 고성장 주장. PER 34로 높아 PER 24 이하로 내려와야 투자 고려. Vijay Kedia 지분 6%→10%, 2026.7.8 348루피 매입 언급. 현재 500~550 부근이라 관망리스트(6개월) 유지 및 분할 매수 제안. 리스크로 경쟁·연료비·확장 관리 언급.
다듬은 글
Friends, today I would like to tell you about a share in which Vijay Kedia ji has bought 10% stake. more recently. The name of the share is Eyewear Supply Chain Services. Can it become a multibagger? In this video I show you through charts. Let us know what the company does. This company is an integrated logistics and supply chain solutions company.
It provides warehousing, transportation, distribution, inventory management end-to-end supply chain solutions. The company serves various industries such as FMCG, engineering, e-commerce, retail manufacturing. Like Amazon, Flipkart, MS, Mantra and in the coming time, the organized law logistics sector is growing rapidly in India and Iway is taking advantage of this growth.
Friends, let me take you to the chart. Here is the company and it has just made its 52 week last week. Friends, its PE is 34 which is high right now. I want to show you this through a chart. This stock came for IPO last year in September 2025. It was listed at around ₹75. Since then, its PE has been gradually increasing and has recently reached 34.
If we look at it, its PE is high right now. Now, investment should be made only if its PE comes below 24. Friends, as I told you, it was listed around 7585 and since then it has been going up. Recently Kedia ji has increased his stake in it. When the IPO came, he had a 6% stake. Now they have increased it to 10%.
I will tell you in a while on which date and at what amount Vijay Kedia ji has bought this share. Let me come to its financials. Annual revenue is 258 Cr which is a growth of 200% year on year and annual net profit is also 15 Cr which is an increase of 87% year on year. Let me show you comparisons with friends pairs.
Container Corporation is the market leader. You must have heard the name of delivery. Comes through Flipkart. This is a market runner. Look at their market cap 3600 37000 and Iover Supply Chains has just been listed. Its market cap is 513. The ROI is 27%. That's good too. Khedia ji has put pressure on me because its market cap is very low.
This is an SME company. It is a small cap company. Friends, look at these bulk deals. In this you will see the complete date, Khedia ji purchased it on 8th July 2026 at the price of Rs 348 and now its price has reached Rs 500-550. Now it is coming down again. So my opinion is that it should be put on the watch list.
It should be kept on watch list for six months and then invested in gradual ship mode. Delivery percentage of shares. You can see that since July 8, there is a daily upper circuit of 5% and the delivery percentage is 988, this means that there is no tampering going on in it that it is jumping by intraday trading.
Whoever is buying it is keeping it for the long term. So it has 90 plus deliveries. Let me tell you about the company, why has Vijay Kedia ji invested in it ? It has fast business growth. The company has shown sharp growth in revenue and profits over the past few years. Such high growth businesses match Vijay Kedia 's investment style.
The second is the huge opportunity in the logistics sector. The increasing demand for e-commerce, manufacturing, GST and warehousing in India is creating a long-term opportunity for logistics companies. Third is the possibility of multibagger in small cap. KG Business chooses only those stocks which have more stability.
Gives good returns in the long term. There are other such shares of his which have become multibaggers. That is why his net worth has reached Rs 1300 crore and his share has increased from 6% to 10%. There is also an asset light model. It is an end to end supply chain solution. It is not that big machinery has to be installed.
A lot of money has to be spent. Friends, there is risk in every company. This also has some risks. Let me tell you. Like there is competition from Pierce companies. Fuel prices may put pressure on margins due to increase in operating costs. If the company is unable to manage its expansion properly, profitability may be affected.
But Vijay Kedia ji must have played very thoughtfully. If it is a small cap company then that too will be more. But my opinion is to put it on the watch list. Observe for 6 months, 8 months. Right now its price is coming down. Look, its price is coming down now. Down 5% today as well. It has just touched 550, so keep it in the wait and watch list.
Kedia ji has bought it for Rs 350. has shown tremendous growth in the last few years and the confidence of a big investor like Vijay Kedia in it shows its potential. The share got listed at Rs 75 and Vijay Kedia ji has entered here. Earlier the share here was 6%. 4% increase here. Even if the amount is between Rs 100 to Rs 350, they have given positive response.
The share made a high of 350 to 500. It is still below 500. So now we should wait and watch. And before investing money in any share, my opinion is that if you are investing Rs 1 lakh then invest Rs 1. Put it in ship mode and invest only after thorough investigation because it is your money and it should be safe and there should be no loss.
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