SLM Tyres IPO Analysis: Chinese JV GIANT Dominating Pakistan's Tyre Market? [PSX] [KSE 100]

Service Long March Tyres Limited (SLM) is entering the Pakistan Stock Exchange (PSX) with a massive 389 million share IPO. In this video, we conduct a highly detailed, intellectual "post-mortem" of the 304-page draft prospectus. SLM isn't just a local company; it is a strategic Joint Venture between Service Industries Limited and China’s Chaoyang Long March, holding Special Economic Zone (SEZ) status.

We break down the complex financial jargon to analyse their shocking revenue jump to PKR 49.8 billion in FY2025, their massive PKR 22.5 billion expansion into Passenger Car Radial (PCR) tyres, and whether the floor price of PKR 14.25 offers a fair entry for retail investors.

In this video, we dissect:

The JV Advantage: How Chinese technology transfer is dominating the local TBR market.

The 22.5 Billion Capex: Why SLM is entering the passenger car tyre market by 2028.

The Hidden Risks: A looming Supreme Court litigation and heavy reliance on imported natural rubber.

Valuation: Why the P/E ratio at the floor price sits at an attractive discount to industry peers.

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⚠️ Disclaimer: This content is for educational purposes only. Not financial advice. Always do your own research before investing.

#psx #SLMTyres #ipo #pakistanstockexchange #investing #kse100 #ServiceLongMarch #stockmarketpakistan #financialeducation
0:00 - Intro & IPO Postmortem
1:50 - IPO Structure & Technicals
3:30 - Strategic Joint Ventures
5:05 - SEZ Status & Tax Exemptions
6:25 - 22.5 Billion Expansion Plan
7:55 - Revenue Growth (75% CAGR)
9:15 - Profitability Turnaround
11:00 - FCFF Valuation & PKR 14.25 Price
12:17 - Stock Split Strategy
13:10 - Market Dominance (TBR Segment)
14:15 - Raw Material & FX Risks
15:28 - Legal Battle in Supreme Court
17:05 - Customer Concentration Risk
18:15 - Dividend Policy Outlook
19:15 - Final Verdict: 10% Variation Rule

Видео SLM Tyres IPO Analysis: Chinese JV GIANT Dominating Pakistan's Tyre Market? [PSX] [KSE 100] канала NihilPointZero