Open IPO

Avana Electrosystems IPO: Powering Growth in the Relay & Control Panel Segment?

Avana Electrosystems IPO: Powering Growth in the Relay & Control Panel Segment?

1. Business Overview: Who is Avana Electrosystems?

Founded in 2010, Avana Electrosystems is a key player in the electrical equipment sector. They specialize in Customised Control and Relay Panels (CRPs) and electrical relays ranging from 11kV to 220kV.

These products are the "brain and shield" of power systems, used for monitoring and protecting:

Transmission lines and Substations.

Power Transformers and Capacitor Banks.

Renewable energy projects (Solar and Wind).

The company operates two manufacturing units in the Peenya Industrial Area, Bengaluru, and has recently expanded its horizons by commencing exports to Kuwait.

2. Key IPO Details & Timeline

The IPO is a mix of a Fresh Issue (to fund growth) and an Offer for Sale (OFS).

EventDate / Details
IPO Open DateMonday, January 12, 2026
IPO Close DateWednesday, January 14, 2026
Price Band₹56 to ₹59 per share
Lot Size2,000 Shares
Minimum Investment (Retail)₹2,36,000 (Min 2 Lots/4,000 shares)
Allotment FinalizationThursday, January 15, 2026
Listing Date (Tentative)Monday, January 19, 2026
Listing PlatformNSE SME

3. Financial Performance

Avana has demonstrated exceptional growth over the last three fiscal years, with a sharp spike in profitability.

Revenue: Grew from ₹28.59 Cr (FY23) to ₹62.93 Cr (FY25).

Profit After Tax (PAT): Increased significantly from ₹0.92 Cr (FY23) to ₹8.31 Cr (FY25).

Key Ratios (FY25): * ROE: 47.11%

ROCE: 53.71%

Debt-to-Equity: 0.13 (Highly comfortable level).

4. Objectives of the Issue

The company intends to use the fresh proceeds (approx. ₹30.54 Cr) for:

New Integrated Manufacturing Unit (₹11.55 Cr): Civil construction and electrical works for a new facility.

Working Capital (₹8.40 Cr): Supporting day-to-day operational liquidity.

General Corporate Purposes: Meeting offer expenses and other strategic needs.

5. Investment Analysis: Strengths vs. Risks

Strengths:

Sector Tailwinds: India's focus on power grid modernization and renewable energy directly benefits CRP manufacturers.

Strong Order Book: Reported order book of approximately ₹52.24 Cr as of late 2025.

Financial Health: Low debt and very high return on equity (ROE) compared to many SME peers.

Risks:

Customer Concentration: A significant portion of revenue comes from a few government utilities and EPC contractors.

Lead Manager Track Record: The lead manager (Indcap Advisors) has seen recent listings open at a discount, which can weigh on sentiment.

Raw Material Costs: Fluctuations in copper and electronic component prices can impact margins.

6. Conclusion

Avana Electrosystems presents a solid fundamental case with high efficiency and a clear growth roadmap. With a Post-IPO P/E ratio of around 16x, it appears reasonably priced compared to larger peers like Danish Power. While the Grey Market Premium (GMP) started slow, the company's strong PAT growth makes it an interesting candidate for medium-to-long-term investors.