Baazar Style Retail IPO: The good and the bad

Published: 29th Aug 2024

By: Value Research

The company

Baazar Style Retail is a budget fashion retailer, primarily catering to customers in the below Rs 1,000-value segment. It also sells cosmetics, fashion jewellery, and homeware products.

Total IPO size (Rs cr) 835 Offer for sale (Rs cr) 687 Fresh issue (Rs cr) 148 Price band (Rs) 370-389 Subscription dates August 30-September 3, 2024 Purpose of issue Repayment of borrowings

IPO details

M-cap (Rs cr) 2903 Net worth (Rs cr) 363 Promoter holding (%) 46.5 Price/earnings ratio (P/E) 132.3 Price/book ratio (P/B) 8

Post-IPO

Key financials 2Y growth (% pa) FY24* FY23 FY22 Revenue (Rs cr) 32.9 973 788 551 **EBIT (Rs cr) 137.4 33 11 -9 PAT (Rs cr) 117.7 22 5 -8 Net worth (Rs cr) 215 194 144 Total debt (Rs cr) 657 490 409

Financial history

*FY24 numbers are on a consolidated basis.  ** Earnings before interest and tax (EBIT) is adjusted for rental payments PAT is profit after tax

Ratios 3Y average (%) FY24* FY23 FY22 ROE (%) 2.3 10.7 3 -6.9 ROCE (%) 12.9 18.4 13.8 6.6 EBIT margin (%) 1.1 3.4 1.4 -1.6

Key ratios

*FY24 numbers are on a consolidated basis

The Good

The company’s prospects are backed by strong sectoral tailwinds, aided by the rapid shift in consumer preference towards organised retail players, especially in the budget fashion segment.

The Good

The company’s stores are strategically located in the same or nearby locations. This cluster model helps it manage its inventory efficiently.

The bad

The sector it operates in faces stiff competition. Its concentrated operations and high inventory days against peers are other key risks. Our full story covers them in detail. Read from the link below.

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