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IPO listed on 18 Sep'23

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Jupiter Life Line Hospitals Ltd

Minimum Investment

14,700 / 20 shares

Grey market premium

218 (30% premium)

Issue price

735

Listing price

973

% since launch

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Listing on

Sep 18, 2023

Our Verdict:

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  • The firm has a strong foothold in the thriving Mumbai Metropolitan Region (MMR), characterized by a steadily rising population. The MMR stands out as a concentrated market, boasting 33 beds for every 10,000 individuals. This is notably higher than Maharashtra's average, which is 20 beds for the same number of individuals.
  • From a valuation standpoint, the IPO appears to be fairly priced at a PE multiple of 66x on post-issue capital. Additionally, the grey market premium (GMP) for the issue indicates a premium listing, making it appealing for investors seeking listing gains.
  • Given the company’s robust financial track record, growth objectives and strong industry tailwinds, the risk:return ratio looks favourable for long-term investors. Therefore, investors can “Subscribe” to this IPO from a long-term perspective. 

About the company

Founded in

18 Nov'02

Managing director

Dr Ajay Thakker

  • Jupiter Life Line Hospitals Ltd (Jupiter) stands as a principal multi-speciality tertiary and quaternary healthcare provider in the MMR and the western part of India. As of March 31, 2023, they operate 1,194 hospital beds across 3 hospitals.
  • Presently, they are working on establishing a multi-speciality hospital in Dombivli, Maharashtra, which is planned to accommodate more than 500 beds.
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STRENGTHS

  • Strong Financial Growth: Between FY21-23, Jupiter exhibited a remarkable growth with a CAGR of 35% in Revenue and 72% in EBITDA. By FY23, the net profit stood at Rs 72.9 crore, making a notable turnaround from a net loss of Rs 2.3 crore in FY21. 
  • Uptrend in Profit Margins: There has been a marked enhancement in the company's EBITDA margin, rising from 14.54% in FY21 to 23.45% in FY23. This resulted in a boost of the PAT margin from -0.47% to 8.07% within that period.
  • Healthy Return Metrics: The firm’s return ratios have witnessed an impressive growth, with Return on Equity hitting 20% and Return on Capital Employed climbing to 21% by FY23.
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RISK FACTORS

  • Significant Debt: As of March 2023, Jupiter holds substantial borrowings amounting to Rs 404.9 crore. Nevertheless, after the IPO, the company plans to be debt-free, potentially resulting in significant savings on financing expenses.
  • Subpar Bed Utilization: Compared to most of their competitors in the market, they have a below-average bed occupancy rate. However, there's been a noticeable improvement in occupancy rates for their Thane and Pune hospitals, increasing from 50.45% in FY21 to 69.99% in FY23.
  • Existing Legal Challenges: The company is currently facing certain public interest litigations, particularly concerning the land of their Thane Hospital. Given that a significant portion of the company's revenue hinges on this hospital, any unfavourable verdict could detrimentally affect their operational results and financial health.

Issue details

Issue type

Mainstream

Issue size

869.08 crore

Fresh Issue

542 crore

OFS

327.08 crore

Price range

₹ 695 - 735

Lot size

20 shares

Issue Objective

Net proceeds from the fresh issue will be utilised towards:

  • Repayment/pre-payment of borrowings availed by the company and its subsidiary; and
  • General corporate purposes.

Dates

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Bidding open

6 Sep'23

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Bidding close

8 Sep'23

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Allotment date

13 Sep'23

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Refund date

14 Sep'23

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Listing

18 Sep'23

IPO Reservations

Qualified institutional buyers

<50%

Non-institutional investors

>15%

Retail individual investors

>35%

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