Sanstar IPO: The Good and the Bad

Published: 18th July 2024

By: Value Research

About Sanstar Ltd

It is a plant-based specialty manufacturer of food and animal nutrient ingredients. Its maize-based products are used as food thickening agents, stabilisers and additives, among others.

IPO details

Total IPO size ( Rs cr) 510 Offer for sale (Rs cr) 113 Fresh Issue (Rs cr) 397 Price Band (Rs) 90-95 Subscription dates July 19, July 22 and July 23, 2024 Purpose of issue Funding capex, repayment of debt

Post IPO

M-cap (Rs cr) 1,731 Net worth (Rs cr) 613 Promoter holding (%) 70.4 Price/earnings ratio (P/E) 25.8 Price/book ratio (P/B) 2.8

Financial History

Key financials 2Y growth (% pa) FY24 FY23 FY22   Revenue (Rs cr) 45.5 1067 1205 504   EBIT (Rs cr) 66.6 86 61 31   PAT (Rs cr) 104.6 67 42 16   Net worth (Rs cr) 216 149 49   Total debt (Rs cr) 128 112 85

Ebit is earnings before interest and tax PAT is profit after tax

Key ratios

Key ratios 3Y average (%) FY24 FY23 FY22   ROE (%) 30.5 30.9 28 32.5   ROCE (%) 24.2 25.4 23.8 23.2   EBIT margin (%) 6.5 8.1 5.1 6.2   Debt-to-equity 1 0.6 0.8 1.7

ROE is return on equity ROCE is return on capital employed

The Good

Sanstar operates on a large scale and has a solid rapport with its clients. About 89% of the company’s orders in FY24 came from recurring customers.

The bad

Maize prices have a huge influence on the company’s profit metrics. To read about the risk factors in detail, check our full analysis from the link below.