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Tuesday, January 25, 2022

Adani Wilmar GMP fizzles out ahead of IPO; here's why - Economic Times

New Delhi: The latest rout in the broader markets has impacted sentiments of the primary markets, with the grey market premiums for latest debutants eroding sharply.

The premium for Ahmedabad-based Adani Wilmar, a joint venture between Gautam Adani led Adani Group and Singapore's Wilmar Group, has halved during the recent market correction.

It is commanding a premium of Rs 45-50 or 20 per cent over its higher range of the price in the grey market, which was around Rs 100 earlier. The company is selling its shares in the range of Rs 218-230.

Dealers tracking the grey market said that recent correction and beaten down sentiments over the recently listed companies are weighing on the sentiments.

Abhay Doshi, co-founder of UnlistedArena said that the lofty IPO valuations were a big concern for the market, which triggered a sharp meltdown in the newly listed companies.

"Despite the steep fall, Adani has been able to hold some ground as the valuations are reasonable and its products are household names. The company has pan India appeal," Doshi added.


Adani Wilmar's IPO will be open for subscription between January 27-31. The company is eyeing to raise Rs 3,600 crore via its initial stake sale. Adani Wilmar sells cooking oils and some other products under the Fortune brand.

Echoing similar views, Dinesh Gupta said that Adani Wilmar is a long term play for the investor as the days of short term listing pop are over for now.

"The strong parentage from Adani Group makes it an attractive bet and that is why the company is still commanding a positive premium in the unofficial market, '' he added.

Another listing candidate, AGS Transact Technologies, is trading at par in the grey market, with its premium falling to zero. The company, which sold its shares in the range of Rs 166-175 during 19-21 January, will make its debut on February 1.

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Adani Wilmar GMP fizzles out ahead of IPO; here's why - Economic Times
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