GMP and Other Details of TVS Supply Chain Solutions IPO: Retail Quota Fully Subscribed

The initial public offer (IPO) of TVS Supply Chain Solutions was subscribed 21% so far on the first day of the bidding process. However, the retail portion was fully subscribed within hours of the issue opening.

The category reserved for non-institutional investors was subscribed 7%, and there were no bids from qualified institutional buyers.

According to market sources, the company’s shares are commanding a premium of Rs 30 in the unlisted market.

The company has fixed the price band at Rs 187-197 per share for its public offer. Investors can bid for a minimum of 76 shares and in multiples thereafter.

About 75% of the offer is reserved for qualified institutional buyers, 15% for non-institutional investors, and 10% for retail investors.

TVS Supply Chain is an Indian supply chain logistics solution provider that has a network across the value chain with cross-deployment abilities. Its operating segments consist of integrated supply chain solutions (ISCS) and network solutions (NS).

Analysts gave a mixed verdict on the IPO due to aggressive pricing. However, the company’s asset-light business model is likely to make the issue attractive for risky investors.The proceeds from the fresh issue will be utilised for payment of debt availed by the company and its subsidiaries — TVS LI UK and TVS SCS Singapore — and for general corporate purposes.

For the year ending March 2023, the company has clocked revenue of Rs 10,235 crore and a profit of Rs 41.76 crore.

The share allotment will be finalised on August 21 and the tentative listing date is likely to be August 28.

JM Financial, Axis Capital, J P Morgan India, BNP Paribas, Edelweiss Financial Services, and Equirus Capital are the book-running lead managers to the issue.

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