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IPO listed on 20 Dec'23

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India Shelter Finance Corporation Ltd

Minimum Investment

14,790 / 30 shares

Grey market premium

145 (29% premium)

Issue price

493

Listing price

620

% since launch

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Listing on

Dec 20, 2023

Our Verdict:

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  • The firm demonstrates notable financial growth. Its impressive 48.7% capital adequacy ratio highlights its financial strength while the healthy asset quality underscores effective risk management. Furthermore, the substantial increase in disbursements reflects its established presence in the market and steady expansion.
  • From a valuation standpoint, the IPO appears to be reasonably priced, with a P/E ratio of 24.5x based on the forecasted earnings for FY24, and it is priced lower than many of its competitors. Additionally, the grey market premium for the issue suggests a premium listing.
  • Taking all these aspects into account, investors may consider subscribing to this issue from a medium-to-long term perspective.

About the company

Founded in

26 Oct'98

Managing director

Rupinder Singh

  • India Shelter Finance Corporation Ltd (ISFCL) operates as a retail-focused affordable Housing Finance Company (HFC), primarily catering to the self-employed individuals from low and middle-income groups in Tier II and Tier III cities.
  • The firm boasts a widespread network with 203 branches across 15 states, covering 94% of India's affordable housing finance market. Its primary business is financing the acquisition and self-construction of homes, specifically targeting first-time home loan applicants. It offers home loans, which constitute 57.6% of its Assets under Management (AUM). Additionally, it provides loans against property (LAP), accounting for 42.4% of its AUM. Majority of its loan portfolio, approximately 75.7%, comprises loans under Rs 15 lakh, and 95% are below Rs 25 lakh.
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STRENGTHS

  • Robust Financial Growth: Between FY21 and FY23, ISFCL displayed remarkable growth, with a 36% CAGR in Total Income and a 33% CAGR in Net Profit.
  • Notable AUM Growth: Between FY21 and FY23, the Assets under Management (AUM) saw significant growth, with a CAGR of 41%, reaching Rs 4,359.4 crore in FY23 and further escalating to Rs 5,181 crore by September 2023.
  • Solid Asset Quality: The firm maintains robust asset quality, with gross Non-Performing Assets (NPA) at 1% and net NPA at 0.72% as of September 2023. Additionally, nearly 69% of its clientele boast credit scores above 650.
  • Decent Return Metrics: There was a notable improvement in Return on Equity, which climbed from 9.8% in FY21 to 13.4% in FY23, alongside a Return on Assets of 4.1%.
  • Rapid Growth in Disbursements: Disbursements increased significantly, with a 48% CAGR, from Rs 894.8 crore in FY21 to Rs 1,964.4 crore in FY23.
  • Strong Capital Adequacy: The firm’s capital adequacy ratio stands impressively at 48.7%, with a Tier I ratio of 47.9%. This ensures a considerably low leverage ratio of 2.4 times, paving the way for substantial growth capacity.
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RISK FACTORS

  • Geographic Concentration: A significant portion of the business is concentrated geographically, with Rajasthan, Maharashtra, and Madhya Pradesh accounting for 62.7% of the Assets under Management (AUM) and 57.6% of the branch network. Negative events in these regions could negatively impact the business.
  • Customer Profile Vulnerability: ISFCL primarily targets the low to middle-income segment, with 70.7% being first-time home loan borrowers from Tier II and Tier III cities in India. These customer groups are potentially more susceptible to default.
  • Higher Risk in Self-Employed Customer Segment: Customers who are self-employed make up 70.6% of the AUM. This segment is often deemed riskier in terms of credit due to their greater likelihood of experiencing inconsistent cash flows, particularly during economic downturns.

Issue details

Issue type

Mainstream

Issue size

1,200 crore

Fresh Issue

800 crore

OFS

400 crore

Price range

₹ 469 - 493

Lot size

30 shares

Issue Objective

The company intends to utilise the proceeds from the net issue to meet:

  • Future capital requirements towards onward lending; and
  • General corporate purposes.

Dates

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Bidding open

13 Dec'23

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Bidding close

15 Dec'23

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Allotment date

18 Dec'23

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Refund date

19 Dec'23

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Listing

20 Dec'23

IPO Reservations

Qualified institutional buyers

<50%

Non-institutional investors

>15%

Retail individual investors

>35%

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