Thomas Scott Fund Raise, Arham Technologies Business Update And AGI Greenpac Fund Raise

Thomas Scott (India) Ltd

Recent filing: (FUND RAISE) Board has approved issuing 9.5 lakh equity shares and 6.1 lakh warrants, with pricing yet to be determined. Subscribers include Ashish Kacholia and RBA Finance and Investment Company.

SUMMARY: 4y Operating Profit uptrend | PE 50.7x (Sector PE range 30-70) | Fund raise | Ace Investor | Consumption

  • MCap of INR 538 Cr (share price = INR 477/ share) (as on 23rd Dec ‘24)
  • TTM PE 50.7x (as on 23rd Dec ‘24) Retail float = 1.3% (Sep-24)

FOOD FOR THOUGHT: Negative operating cashflow for FY24.

Question 1: Who are the promoters of Thomas Scott (India) Ltd?

Thomas Scott India Limited (TSIL) is an online focused specialty retailer with 12,000+ SKUs, sold across 9 channels for 15 brands in India and Gulf (GCC).

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Arham Technologies Ltd.

Recent filing: (BUSINESS UPDATE) Arham Technologies new trademark, Aratton, has been approved. Products will now be sold under both brands: Starshine for premium offerings and Aratton for economical, higher-volume products.

SUMMARY: 5y Operating Profit uptrend | PE 42.4x (Sector PE range 30-70) | Fund raise | Ace Investor | New Products | Promoter buying | Consumption

  • MCap of INR 237 Crore (share price = INR 140 / share) (as on 23rd Dec ‘24)
  • TTM PE of 42.4x (as on 23rd Dec ‘24) Retail float = 16.4% (Sep-24)

Question 1: Who are the promoters of Arham Technologies?

Arham Technologies manufactures Smart Televisions and has been leading the electronic manufacturing space in Central India since 2013 with its headquarters located at Electronic manufacturing Cluster, New Raipur.

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AGI Greenpac Ltd.

Recent filing: (FUND RAISE) Board of AGI Greenpac has approved raising funds for an aggregate amount of up to INR 1,500 Cr; the mode of fundraising is yet to be determined.

SUMMARY: 3y Operating Profit uptrend | 2h Operating Profit uptrend | PE 28.8x (Sector PE range 20-50) | Capacity expansion | Fund raise | Promoter Buying | Packaging

FUTURE OUTLOOK: As per Q1FY25 Concall, Company management expects a 10% growth in revenue for FY25.

  • MCap of INR 7,678 Crore (share price = INR 1,186 / share) (as on 23rd Dec ‘24)
  • TTM PE of 28.8x (as on 23rd Dec ‘24) Retail float = 15.0% (Sep-24)

Question 1: Who are the promoters of AGI Greenpac?

AGI Greenpac Limited is engaged in the manufacturing of various packaging products like glass containers, specialty glass, Polyethylene Terephthalate (PET) bottles & products and security caps & closures.

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