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Onemi Technology IPO | Analysis | GMP | Review

The creator analyzes the IPO of Onemi Technology Solutions, an NBFC company. While the company shows strong AUM growth and decent net profit margins compared to peers like Bajaj Finance and Chola Mandalam, concerns are raised about its increasing Gross NPA. Despite this, the creator views the IPO valuation as attractive, especially the forward P/E ratio, and expresses a positive outlook for both short-term listing gains and long-term investment.

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PNCNeutralLow ConvictionResearch Only

Arman Financial Services is mentioned as a comparable NBFC company with a P/E ratio around 20.

CBFVNeutralLow ConvictionResearch Only

HDB Financial Services is briefly mentioned as a large company in the NBFC segment for comparison purposes.

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