Mankind Pharma IPO: What GMP signals ahead of listing on Tuesday

Shares of Mankind Pharma will hit the Street on May 9 and grey market trends indicate a healthy listing for the company.

According to market sources, the shares of Mankind Pharma are commanding a premium of Rs 120 apiece. Considering the upper price band of Rs 1,080, the company’s shares are expected to list a premium of 11% over the issue price.

However, it is important to note that grey market premiums are just an indicator as to how the company’s shares are stacked up in the unlisted market and are subject to change rapidly.

Mankind Pharma is valued at a price-to-earnings ratio of 30 times FY22 earnings and commands a market capitalisation of Rs 44,000 crore. Post-IPO, the promoter will hold 78% of the company, with 12% held by existing PE investors.

The Rs 4,326 crore initial share sale of Mankind Pharma, which is completely an offer for sale (OFS), was subscribed 15.32 times at close, driven by strong interest from qualified institutional buyers (QIB).

The IPO of Mankind Pharma is the largest so far this year and one of the biggest ever by a domestic drug maker since Gland Pharma came up with its Rs 6,480 crore public issue.

While the QIB part was subscribed an overwhelming 49 times, the NII bit was subscribed 3.8 times. Retail investors didn’t show much interest as the subscription for their part was below 100%.Mankind Pharma is the fourth-largest Indian pharmaceutical company in terms of domestic sales and third largest in terms of sales volume for moving annual total as of December 2022.

It has a pan-India marketing presence and operates 25 manufacturing facilities across the country. As of December 2022, the company had a team of over 600 scientists and a dedicated in-house R&D centre with four units located at IMT Manesar, Gurugram and Thane.



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