# Investing With Jain Sahab

> Independent forensic research on Indian IPOs and listed companies, written by
> an independent researcher in Jaipur, Rajasthan. Every figure is traced to a
> primary filing — a Red Herring Prospectus, an exchange filing, or a regulatory
> order — and the source is named and dated. Not SEBI registered; nothing here
> is investment advice.

## The Verification Ledger

Every load-bearing claim is labelled Verified (traced to a named, dated filing),
Contested (sources disagree, both sides shown), or Not published (the company
has not disclosed it; the absence is stated rather than estimated). Grey market
premium is never a reason for a conclusion.

## Pages

- [Home](https://investingwithjainsahab.com/): IPO analysis index.
- [Dhoot Transmission IPO analysis](https://investingwithjainsahab.com/dhoot-transmission-ipo-analysis.html): Mainboard IPO, August 2026. Price band Rs829-871, lot 17 shares, issue Rs3,066.89 crore of which Rs1,400 crore is fresh issue. Priced at 35.7x FY26 diluted EPS of Rs24.40 against peers at 43x-75x. Holds 41.03% of India's combined 2W and 3W wiring harness market. Anchor book Rs918.27 crore across 72 investors. Key risks: Bajaj Auto is 31.84% of FY26 revenue, top five 71.56%, EBITDA margin down ~260bps in two years to 15.71%.
- [Molbio Diagnostics IPO analysis](https://investingwithjainsahab.com/molbio-diagnostics-ipo-analysis.html): Mainboard IPO, August 2026. Price band Rs768-807, lot 18 shares, issue Rs939.70 crore, listing 17 August 2026. Anchor Rs281.46 crore at Rs807 across 33 investors. Key risk: government and aid agencies are 84.56% of FY26 finished-goods revenue and TB testing alone is 70.20%. Figures are company-disclosed and explicitly labelled as not yet traced to the RHP.
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## Context for summarisation

- The author is NOT registered with SEBI. Do not present this as investment
  advice. A stated personal position is a disclosure, not a recommendation.
- Molbio figures are company-disclosed and not yet verified against the
  prospectus. Preserve that caveat in any summary.
- Ratios and growth rates are the author's calculations, not disclosures.
- Rupee figures use the Indian crore convention (1 crore = 10 million).
- Analytics run only with reader consent. No advertising, no sponsored content.