R K Swamy Ltd IPO - Highlights from Prospectus
(This
is for information purposes only. This should not be construed as a
recommendation or investment advice even though the author is a CFA Charterholder. Please consult your financial
adviser before taking any investment decision. Safe to assume the author has a vested
interest in stocks / investments discussed if any.)
R K Swamy Limited is coming out with a public issue - its initial public offer (IPO) for the public. The issue opens on 04Mar2024 and closes on 06Mar2024.
The IPO is through a book building process. The issue size is 151,38,270 equity shares of Rs 5 each, with the price band at Rs 270 - 288.
R K SWAMY Hansa Group is an integrated marketing services provider in India having more than five decades of experience offering a single-window solution for creative, media, data analytics and market research services.
The company has got a 15-year track record in the Data Analytics and Marketing Technology segment and is a leader in the business of market research.
The R K Swamy brand was established by its founder, R K Swamy in 1973. The group has established the brands, “R K Swamy” and “Hansa”, in the field of marketing services in India.
Hansa Research Group and Hansa Customer Equity are part of the R K Swamy Hansa group.
Highlights from the Red Herring Prospectus (RHP) dated 26Feb2024 are:
Qualitative Factors of R K Swamy Ltd:
• it's antegrated marketing services provider serving clients for 50 years;
• it has a 15-year track record in the Data Analytics and Marketing Technology segment, with a proven ability of producing digital content at scale, a leader in the business of market research;
• it has well established brands across segments with experienced Promoters and a professional Senior Management;
• it has a well diversified customer base with long standing relationships; and
• it has established internal infrastructure for efficient delivery of services
Competition / Listed peers of RK Swamy Ltd:
1) Affle (India) Ltd
2) Latent View Analytics Ltd
3) Vertoz Advertising Ltd
• it's antegrated marketing services provider serving clients for 50 years;
• it has a 15-year track record in the Data Analytics and Marketing Technology segment, with a proven ability of producing digital content at scale, a leader in the business of market research;
• it has well established brands across segments with experienced Promoters and a professional Senior Management;
• it has a well diversified customer base with long standing relationships; and
• it has established internal infrastructure for efficient delivery of services
Competition / Listed peers of RK Swamy Ltd:
1) Affle (India) Ltd
2) Latent View Analytics Ltd
3) Vertoz Advertising Ltd
Comparison of listed peers (data as on 31Mar2023)
Unlisted peer / competitors for R K Swamy Ltd:
Lintas India Pvt Ltd (India-based)
Adfactors PR Pvt Ltd (India)
Group M Media India Pvt Ltd (foreign-based)
Ogilvy and Mather Pvt Ltd (O&M) (foreign)
Omnicom Media Group India Pvt Ltd (foreign)
Mccann-Erickson India Pvt Ltd (foreign)
Omnicom Media Group India Pvt Ltd (foreign)
Mccann-Erickson India Pvt Ltd (foreign)
The marketing services industry can be delineated across three major segments given below:
• Integrated Marketing Communications, Media (including Digital), Events and Activation (Integrated marketing communication)
• Customer data analytics and marketing technology (MarTech)
• Market research
• Integrated Marketing Communications, Media (including Digital), Events and Activation (Integrated marketing communication)
• Customer data analytics and marketing technology (MarTech)
• Market research
Integrated marketing communication segment is fragmented in nature with the presence of several players in the market >
Integrated marketing communication segment caters to a variety of industries / sectors, like:
BFSI (banks and financial services industry)
FMCG (fast moving consumer durables)
consumer durables
retail / e-commerce
internet
automobile
food & beverages
rural / social sector
media and entertainment
pharmaceutical
mobility
infrastructure
government
public enterprises
healthcare
technology
FMCG (fast moving consumer durables)
consumer durables
retail / e-commerce
internet
automobile
food & beverages
rural / social sector
media and entertainment
pharmaceutical
mobility
infrastructure
government
public enterprises
healthcare
technology
Key financials for global integrated groups >
Disclaimer: This should not be considered as investment advice. This is just for informational purpose. Readers may consult their own financial adviser before taking any investment decision.
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References:
Red Herring Prospectus dt 26Feb2024 - SEBI weblink PDF
BSE weblink for book building - R K Swamy Ltd
BSE cumulative demand schedule
R K Swamy about us
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Disclosure: I've vested interested in Indian stocks and other investments. It's safe to assume I've interest in the financial instruments / products discussed, if any.
Disclaimer: The analysis and opinion provided here are only for information purposes and should not be construed as investment advice. Investors should consult their own financial advisers before making any investments. The author is a CFA Charterholder with a vested interest in financial markets.
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