Motisons Jewellers Ltd IPO Analysis:

IPO launch

✅ About Company:

  • Jewellery retail player with a history of over 2 decades.
  • Operates 4 showrooms under the “Motisons” brand in Jaipur, Rajasthan.
  • Product portfolio includes gold, diamond, kundan, and other jewellery, along with online sales.

✅ Issue Details:

  • IPO Dates: 18-20 Dec 2023
  • Price Band: ₹52-₹55 per share
  • Lot Size: 250 shares
  • Application Amount: ₹13,750
  • Issue Size: ₹151.09 Cr (Fresh Issue)
  • Listing: 26 Dec 2023 on BSE & NSE

✅ Object of the Issue:

  • Utilize IPO proceeds for repayment of existing borrowings, working capital, and general corporate purposes.

✅ Financial Performance:

  • FY23: Total income ₹366.81 Cr, Net profit ₹22.20 Cr.
  • Q1 FY24: Net profit ₹5.48 Cr on total income ₹86.76 Cr.
  • Pre-IPO placement of 6,000,000 shares at ₹55 per share (₹33.00 Cr).

✅ Key Performance Indicator:

  • IPO Market Cap: ₹541.45 Cr
  • P/E (x): 17.59

✅ Comparison with Listed Peers:

  • Listed peers include Goldiam Intl., DP Abhushan, Thangamayil Jewellery, and Renaissance Global.

✅ Strengths:

  • Established brand name with over two decades of legacy.
  • Strategic location of showrooms.
  • Diversified product portfolio with 3,00,000+ jewellery designs.
  • Established systems and procedures, strong leadership.

❌ Weaknesses:

  • Heavy dependence on third parties for product supply.
  • Concentrated presence in one geography (Jaipur, Rajasthan).
  • Highly competitive market with both organized and unorganized players.
  • Pending litigations against promoters amounting to ₹77.10 Crore.

Conclusion:
Motisons Jewellers brings a legacy of heritage and established brand presence. While strengths like a diversified product portfolio and strategic location contribute positively, challenges such as geographical concentration and competition should be considered. Additionally, potential adverse effects of pending litigations need monitoring. Investors should weigh these factors before deciding whether to apply for the IPO.

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