TTLTicker Tales

Kusumgar

Kusumgar Limited is a manufacturer of technical textile fabrics and solutions catering to diverse industrial applications.

Archived
Strong Subscribe

Last updated 6 Aug 2026, 9:21 am IST

Price band
₹398 – ₹419
Lot size
35 shares
Issue size
₹650 Cr (pure OFS)
Opens
8 Jul 2026
Closes
10 Jul 2026
Exchange
Both

The numbers

GMP
₹163 (~38.9%) (final)
Subscription
128.85× (final)
Listing gain
+36.99% (BSE) / +35.80% (NSE)
Listing date
15 Jul 2026
Model prediction
Predicted ~+48% → Strong Subscribe. Listed ~+37%, ran to ~+47% intraday — call held.

The Ticker Tales take

Kusumgar is a 30+ year specialist in engineered technical fabrics for aerospace, defence, industrial and automotive uses — a niche with real entry barriers — but this was a 100% Offer for Sale, so none of the ₹650 Cr raised goes into the company, and FY26 revenue and profit both slipped roughly 10–12% from FY25. The issue closed on 10 Jul very strongly subscribed — about 128.85× overall, led by heavy NII and QIB demand — with grey-market premium near 39% over the ₹419 upper band. Anil Singhvi (Zee Business) flagged the aerospace-and-defence niche and limited competition as positives, and the FY26 revenue/profit dip as the main negative; he advised risk-takers to apply for listing gains while low-risk investors keep a stop-loss below ₹419 after listing. Our locked read: predicted listing pop ≈ +48%, a Strong Subscribe. It listed on 15 Jul at about a 37% premium (₹574 on BSE, ₹569/+36% on NSE) and ran as high as ~47% intraday — the strong-listing call played out. Final call — locked at close on 10 Jul.

More details

Promoters
Kusumgar family (Yogesh, Siddharth & Sapna Kusumgar)
Valuation
~₹4,399 Cr at upper band
Issue type
100% Offer for Sale
Allotment date
13 Jul 2026
Anil Singhvi - Long-term call
Not clearly stated
Anil Singhvi - Listing-gain call
Reasonable listing gains
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Calls here follow a set formula (GMP, subscription trends) plus Anil Singhvi's publicly shared view — not investment advice. Please do your own research before investing.