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Harshdeep Hortico Limited IPO – research note

Poulomi

(This is a research note is based only on the Draft Red Herring Prospectus of the Company unless otherwise mentioned. This report summarizes the key points of the DRHP and is not to be construed as a recommendation).


Business – designing, developing, manufacturing, supplying various types of pots and planters.


Incorporation of business – 30 Dec 2022


Predecessor to the company – M/s Harshdeep Agro Products, set up in 2002 by promotor as proprietorship company


Promotor – Hitesh Chunilal Shah


Strengths

  • Diverse range of products

  • Focus on quality

  • Revenue from multiple geographies

  • In-house manufacturing capabilities


Strategy

  • Continue to improve quality standards

  • Increase presence in existing and new markets

  • Maintain cordial relationships with customers and suppliers

  • Continue to strengthen existing product portfolio and diversify into new products


Total Reach – 27 states and union territories


Key overseas market - Djibouti, East Africa, UK, Nepal. Export for FY23 contributed to 1.85% of sales


Manufacturing Units – Bhiwandi & Pune


Stores – Delhi, Pune, Rajahmundry


Exclusive Distributors – Hyderabad, Kolkata, Chandigarh, Vishakapatnam


Online presence – Amazon, Flipkart


Select Risk Factors  

  • Price sensitive market with low level of product differentiation.

  • Working capital is borrowed - due to the limited liquidity of current assets

  • Top 10 suppliers account for about 85% of procurement of raw materials but the company holds no long term supply contracts with them

  • Very short span of operating history.

  • Inventories and trade receivables form a major part of the current assets

  • Price sensitive industry

  • Plastic-made products with potential for impact from regulation


Summary of outstanding litigations:


  • Constituents– flowers, foliage, potted plants, nursery plants, micro-propagation, extraction of essential oils

  • Industry expected to grow to $5.9 billion by 2030

  • Driver of growth – growing popularity of an environment-friendly lifestyle

  • States that are leading producers of flowers – Tamil Nadu (16.6%), Andhra Pradesh (19.1%), Madhya Pradesh (11.9%), Karnataka and West Bengal

  • Downstream industries – Hospitality, Wedding

  • Export in FY21 - $77.4 million

  • Key overseas markets – USA, Netherlands, UAE, UK, Germany, Japan, Canada

  • Key challenges – environment, infrastructure, marketing, lack of awareness on new varieties and cultivation techniques

  • Government support – implementation of CSIR floriculture mission in 21 states and union territories where in available knowledge of CSIR Institutes will be used to help farmers and industry re-position themselves to meet import requirements; allowing of 100% FDI in the sector.


Select financials of Harshdeep Hortico from DRHP








Objects of the issue:

The funds utilized to meet working capital requirements would be spread across FY24 (Rs 600 lakhs) and FY25 (Rs 300 lakhs).


Shareholding pattern:


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SEBI Registered Research Analyst Details.  

Registered Name :       Poulomi Harolikar.  

Type of Registration :  Individual.  

Registration Number : INH000011307.  

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© 2023 by Poulomi Harolikar

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