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71% of LIC anchor allotment of 59.3 mn shares made to domestic MFs - Best Business Review Site 2024

71% of LIC anchor allotment of 59.3 mn shares made to domestic MFs

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Life Insurance Corporation of India (LIC), on Monday, raised Rs 5,627 crore from ahead of its mega initial public offering (IPO), with 71 per cent of the amount coming from domestic mutual funds (MFs), shows a late disclosure made by the company.


In total, the state-owned insurance giant allotted nearly 59.3 million shares to 123 investors at Rs 949 apiece.





“Out of the total allocation of 59,296,853 equity shares to the anchor investors, 42,173,610 equity shares (71 per cent of the total allocation) were allotted to 15 domestic mutual funds (MF) through 99 schemes,” said in a stock exchange disclosure.


SBI MF subscribed to shares worth over Rs 1,000 crore via four different schemes. ICICI Prudential MF subscribed to shares worth over Rs 700 crore through over half a dozen schemes and HDFC MF subscribed to shares worth over Rs 650 crore of the insurer via 10 different schemes. Aditya Birla Sun Life MF and Axis MF were other major subscribers among domestic fund houses.


Among foreign funds, the Singapore government’s sovereign wealth fund (GIC) subscribed to shares worth over Rs 400 crore through three funds and BNP Investments subscribed to shares worth nearly Rs 450 crore.


A little over Rs 1,600 crore came from overseas funds. The low demand from foreign funds is on the back of ongoing risk aversion among foreign portfolio investors (FPIs). So far this year, FPIs have sold shares worth Rs 1.3 trillion ($17.3 billion), according to data provided by National Securities Depository Limited.


To benefit LIC, the Securities and Exchange Board of India (Sebi) has deferred the implementation of the stricter 90-day lock-in period for in the case of large IPOs (over Rs 10,000 crore in size) until July 1. Investors who have subscribed to LIC’s shares under the anchor category will have to adhere to only a 30-day lock-in period.


The insurer’s IPO will remain open from May 4 to May 9. After accounting for the anchor book, the IPO still has to generate bids for shares worth nearly Rs 15,000 crore.


The company is relying heavily on bids from small investors. Over Rs 8,500 crore worth of shares are reserved for retail investors (those placing bids worth up to Rs 200,000), policyholders, and employees in the IPO. Besides, rich individuals can also bid in the non-institutional investor (NII) category.


Due to demand uncertainty, the government has reduced the equity dilution in the IPO from 5 per cent to 3.5 per cent. The issue size has also been reduced significantly from an estimated Rs 60,000 crore to just Rs 20,557 crore (after accounting for policyholder and retail discounts).


Despite the reduced size, LIC’s IPO will be India’s biggest ever, surpassing the Rs 18,300-crore IPO by One97 Communications (Paytm) in November 2021. The digital payments major, however, had a larger anchor book, worth Rs 8,235 crore. This was because Paytm didn’t meet the profitability criteria and hence had to set aside a larger portion of shares for institutional investors.


“The IPO of will be a landmark event for Indian capital and is likely to attract several first-time investors. This is also likely to give momentum to the disinvestment agenda of the government. External factors, as well as inflationary pressures, will continue to keep our volatile in the immediate future and thus companies with a strong profit record or a scalable business model may only be able to attract investors for IPO in the near term,” said Sandip Khetan, partner and financial accounting advisory services leader, EY India.


The price band for LIC’s IPO is Rs 902-949 per share. At the top end, the company will have a market cap of Rs 6 trillion, 1.1 times its embedded value of Rs 5.4 trillion as of September 2021.


Most domestically listed private sector life insurers trade between 2.4 times and 3.8 times. However, some of the big global insurance companies trade at a market cap-to-embedded value of less than one.


Post-listing, will be India’s fifth most valuable firm ahead of Hindustan Unilever and ICICI Bank, and slightly below Infosys.


THE ANCHOR BOOK


  • 42.1mn shares (71% of total) allotted to 15 domestic MFs through 99 schemes

  • Rs 15,000 cr worth of bids LIC offering still has to generate


Those who bet big


  • Rs 700 cr by ICICI Prudential MF

  • Rs 1,624 cr by overseas funds, led by BNP Investments (Rs 450 cr) and Singapore government’s GIC (Rs 400 cr)




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