Issue Price: Rs. 225 - Rs. 245 Per Equity Share
Issue Detail:
»» Issue Open: Oct 18, 2010 - Oct 21, 2010
»» Issue Type: 100% Book Built Issue IPO
»» Issue Size: 631,636,440 Equity Shares of Rs. 10
»» Issue Size: Rs. 15,475.09 Crore
»» Face Value: Rs. 10 Per Equity Share
»» Issue Price: Rs. 225 - Rs. 245 Per Equity Share
»» Minimum Order Quantity: 25 Shares
Number of Times Issue is Subscribed (BSE + NSE) As on Date & Time Qualified Institutional Buyers (QIBs) Non Institutional Investors Retail Individual Investors (RIIs) Employee Reservations Total Shares Offered / Reserved 284,236,398 85,270,919 198,965,479 63,163,644 631,636,440 Day 1 - Oct 18, 2010 17:00 IST 0.6300 0.1800 0.1000 0.0000 0.3400 Day 2 - Oct 19, 2010 17:00 IST 3.3900 0.5400 0.3500 0.0100 1.7100 Day 3 - Oct 20, 2010 20:00 IST 24.7000 2.8900 1.1000 0.0400 11.8500 Day 4 - Oct 21, 2010 22:30 IST 24.7000 25.4000 2.3100 0.1000 15.2800
Negatives:
- There are a fair amount of litigation in courts against the company. Refer Red Herring Prospectus.
- The use of alternative energy sources for power generation could reduce coal consumption by Indian electric power generators, which could result in lower demand for our coal.
Positives:
- Coal is one of the prime fuels in India and has met 52.4% of India's total energy needs in fiscal 2009
- The world coal reserves as per the rate of production in 2009 are estimated to suffice for the next 119 years
- Asia is the biggest market for coal and currently accounts for 65.0% of global coal consumption, owing to China and India, who are the primary consumers.
- According to CRISIL Coal Outlook, India is the third largest producer of coal in the world. In addition, India is the third largest consumer of coal in the world.
- Net worth as per RHP is 18,752 Cr. FY10 profits are at 3,677 Cr which puts it at a FY10 P/E of little over 40.
- FY11 Q1 saw PAT of 3,169 which if continues for next 3 quarters will put it at FY11 P/E of 12.
Apply for listing gains and hold for a while after listing and watch for Q2 results and decide whether to book profits and hold long.