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IPO listed on 13 Nov'23

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Protean eGov Technologies Ltd

Minimum Investment

14,256 / 18 shares

Grey market premium

95 (12% premium)

Issue price

792

Listing price

792

Listing gains

0%

Listing on

Nov 13, 2023

Our Verdict:

Neutral

  • The firm has shown steady financial growth and solidified its position as a market leader in e-governance solutions, along with a history of generous dividend payouts. In terms of valuation, the IPO seems reasonably priced with a P/E ratio of 25x on FY24's projected earnings.
  • On the other hand, a significant point to consider is that there has been a decline in the company's return ratios, along with a significant dip in the net profit margin, which raises concerns about the firm’s sustained profitability in the near term. Additionally, the recent negative operational cash flow highlights a risk to its liquidity and operational stability.
  • Given these factors, it would be prudent for investors to monitor the company’s performance over the subsequent quarters before making any investment commitments. One must note that the issue is solely an offer for sale, meaning the company won't get any funds for its future growth or development. 

About the company

Founded in

27 Dec'95

Managing director

Suresh Kumar Sethi

  • Protean eGov Technologies Ltd, formerly known as NSDL e-Governance Infrastructure Ltd, specializes in creating digital public infrastructure and developing e-governance solutions that have a significant influence on various segments of India's economy. This includes managing the Tax Information Network, the issuance of PAN cards, record-keeping for the Central Pension system, as well as providing Aadhaar verification and e-KYC services.
  • As of June 30, 2023, the firm has successfully rolled out and overseen 19 projects under the purview of seven ministries and autonomous organizations, driving forward the transformation in the public service delivery system.
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STRENGTHS

  • Steady Financial Growth: From FY21 to FY23, Protean displayed steady growth, with a 11% CAGR in Revenue from Operations, 18% CAGR in EBITDA and 8% CAGR in Net Profit.
  • Market Leader: As a pioneer in the field of comprehensive, citizen-focused, large-scale e-governance solutions, Protean stands as a market leader. Its innovations have not only made government services more efficient but also achieved substantial cost savings.
  • Investor-friendly Company: Protean is committed to rewarding its shareholders, with a track record of substantial dividend payouts, including 90% in FY21, and 100% in both FY22 and FY23. 
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RISK FACTORS

  • Declining Return Metrics: Protean has experienced a decline in its return ratios, with Return on Equity reducing to 12.49% in FY23 from 18.27% in FY22, and Return on Capital Employed also falling from 22.91% to 16.13% in the same period.
  • Profitability Deterioration: There's been a dip in the Net Profit Margin, which fell to 16.13% in FY23, down from its peak of 22.91% in FY22, after an initial rise from 16.93% in FY21.
  • Ongoing Legal Issues: The company is currently involved in legal disputes totalling Rs 179.3 crore. Unfavourable outcomes from these disputes could lead to significant liabilities/ penalties and negatively influence their business operations, financial performance, cash flow, and public image.
  • Cash Flow Concerns: For the quarter ending on June 30, 2023, the firm reported a negative operational cash flow of Rs 7.9 crore. Sustained negative cash flow or significant liquidity crunches could impair the company's ability to maintain its operations.

Issue details

Issue type

Mainstream

Issue size

490.33 crore

Fresh Issue

-

OFS

490.33 crore

Price range

₹ 752 - 792

Lot size

18 shares

Issue Objective

This issue is a pure Offer for Sale (OFS), which means the company will not receive any proceeds from the offer. All the offer proceeds will be received by the selling shareholders, in proportion to the shares sold by them.

Dates

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Bidding open

6 Nov'23

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Bidding close

8 Nov'23

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Allotment date

10 Nov'23

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Refund date

10 Nov'23

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Listing

13 Nov'23

IPO Reservations

Qualified institutional buyers

<50%

Non-institutional investors

>15%

Retail individual investors

>35%

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