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Solve Plastic Products’s IPO: High Ambition in a Competitive Market

Published 14-08-2024, 02:38 pm

Solve Plastic Products Ltd. (SPPL), a company rooted in quality and innovation, is setting the stage for its debut IPO. With certifications like ISO 9001:2015 and Bureau of Indian Standards IS 4985:2021, SPPL has established itself as a reliable manufacturer of uPVC pipes and Rigid PVC Electrical Conduits. The company is dedicated to pioneering advancements in drinking water piping solutions and electrical conduit fittings, addressing the ever-growing demands of these essential products.

SPPL operates four state-of-the-art manufacturing facilities—three in Kerala and one in Tamil Nadu (NS:TNNP). These facilities are equipped with the latest technology, enabling the production of high-quality uPVC pipes and electrical conduits of various sizes. The company’s operations are fully automated, and its production process is supported by a skilled team of engineers, technicians, and operators, ensuring top-notch quality control.

To cater to the rising demand for rigid PVC electrical conduits, SPPL is expanding its production capacity from 2,760 MT to 4,860 MT annually. The company’s products are marketed under the brand name "BALCOPIPES" through a network of 260 authorized dealers and distributors across Kerala, Karnataka, and Tamil Nadu. As of the date of the prospectus, SPPL employs 180 people.

In its maiden IPO, SPPL plans to issue 1,302,000 equity shares at a fixed price of INR 91 per share, aiming to raise INR 11.85 crore. The subscription window is open from August 13 to August 16, 2024. The minimum application is set at 1,200 shares, and post-allotment, the shares will be listed on NSE SME Emerge. The IPO represents 29.81% of the company’s post-issue paid-up capital. The funds raised will be allocated towards capital expenditure on additional plant and machinery, working capital, and general corporate purposes.

SPPL’s IPO is managed by Finshore Management Services Ltd., with Integrated Registry Management Services Pvt. Ltd. serving as the registrar. The company has a track record of issuing equity shares at par value, with the most recent issuance priced between INR 20 and INR 332 per share.

Financially, SPPL has shown mixed results over the past three fiscal years. While it posted a net loss of INR 0.41 crore in FY22, the company rebounded with net profits of INR 1.20 crore in FY23 and INR 1.43 crore in FY24. The company’s average EPS for the period stands at INR 3.43, with an average RoNW of 27.67%.

However, the IPO is priced aggressively, with a P/E ratio of 27.91 based on FY24 earnings. This, combined with SPPL’s inconsistent financial performance and its position in a highly competitive and fragmented market, suggests that investors should approach this offering with caution. While SPPL has potential, this IPO may be a "High Risk/Low Return" proposition, making it one that investors might consider skipping.

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X (formerly, Twitter) - Aayush Khanna

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