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Above average fundamentals

Wednesday, December 08, 2010
By Mayura Shanbaug

 A2Z Maintenance and Engineering Services

A2Z  Maintenance and Engineering Services’ will enter the capital market today with an initial public offering (IPO) of 4,556,193 equity shares of Rs 10 each for cash in a Price Band of Rs 400 - Rs 410 per equity share to raise Rs 862 crore.

The offer comprises a fresh issue of equity shares at the issue price aggregating Rs 675 crore and an offer for sale of 45.6 Lakhs shares by the selling by existing shareholders. The Issue will close on December 10. Up to 1 lakh equity shares will be reserved for employees, who will get shares at 5% discount to the issue price.

Incidentally, investor Rakesh Jhunjhunwala who has a 21% stake in the company, will be selling part of his holdings through the company’s initial public offering (IPO)

The Gurgaon based company is into engineering, procurement and construction (“EPC”) and has been providing services to the power transmission and distribution sector with a focus primarily on the distribution segment.

The company is now diversifying to provide EPC services to power generation companies and companies in other sectors, including road and telecommunications. In addition, they are significantly focused on and involved in other businesses that include generating power from renewable energy sources, providing municipal solid waste management services, providing facility management services and developing IT solutions for power utilities.

Proceeds from the issue will be used for investment in three biomass (bagasse) - based power cogeneration projects of 15 MW each in the State of Punjab, investment in five biomass-based power generation projects of 15 MW each in the State of Rajasthan, investment in subsidiaries, repayment of a loan granted by L&T Infrastructure Finance Company Limited and for working capital requirements.

On the positives is the fact that the company’s business operations are geographically spread across India and conducted through direct and indirect subsidiaries.

It has had quite a strong financial track record. The sales have gone up from Rs. 170 crore in 2007 to Rs. 1122 crore in 2010, a growth of 560% in just 4 years. Similarly, it’s Net Profit before tax has increased from Rs 17 crore in 2007 to Rs. 154 crore in 2010.  On the concern front the company has recently entered new businesses. It does not have any track record or prior experience in power generation projects, processing municipal solid waste or rice milling operations.

Incidentally, the issue has been given a “CARE IPO Grade 4” indicating above average fundamentals
 
Issue Detail:

Issue Open: December 8, 2010-December 10, 2010
Issue Type: 100% Book Built Issue IPO 
Issue Size: Equity Shares of Rs. 10 
Issue Size: Rs. 862 crore
Face Value: Rs. 10 per Equity Share 
Issue Price: Rs 400 - Rs 410 per share
Minimum Order Quantity: 15 Shares
Listing At: BSE, NSE

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