MedPlus Health Services lists at Rs 1,040, a 30% premium over issue price

Medplus Health Services IPO | The pharmacy retailer has mobilised Rs 1,398 crore from its public issue, which includes a fresh issue of Rs 600 crore that will be used for working capital requirements of its subsidiary Optival Health Solutions.

MedPlus Health Services, the country's second largest pharmacy retailer, listed on December 23 with a premium of 30.65 per cent.

The shares opened at Rs 1,015 on the BSE and Rs 1,040 on the National Stock Exchange, higher than the issue price of Rs 796 per share.

The IPO had received good response from investors, and was subscribed nearly 53 times during December 13-15. The portion set aside for qualified institutional buyers was booked 112 times and saw subscriptions 85 times for non-institutional investors.

The portion reserved for retail investors and employees was subscribed 5.23 and 3.05 times, respectively.

The pharmacy retailer has raised Rs 1,398 crore from its public issue, which includes a fresh issue of Rs 600 crore, to be used for working capital requirements of its subsidiary Optical Health Solutions.

Established in November 2006 in Hyderabad, MedPlus Health Services has a network of over 2,000 stores distributed across Tamil Nadu, Andhra Pradesh, Telangana, Karnataka, Odisha, West Bengal and Maharashtra. It operates through physical stores (91 per cent of sales in FY2011) and online mode (up from 9 per cent of FY2011 sales).

The IPO got a thumbs up from most analysts on the back of strong growth in the financial sector, positive industry outlook and strong brand value.

"Based on H1FY2022 numbers, the IPO is priced at 27.5 times EV/EBITDA (enterprise value/earnings before interest, taxes, depreciation and amortization) and 2.5 times price-to-sales at the upper price band of the IPO. MedPlus offers It does offer good value proposition to its customers in terms of discounts, wide range of products and fast delivery, Angel One said in a note.

The brokerage believes that the company's omnichannel platform will help deliver strong growth in the future. Hence, it had given a "subscribe" rating on the issue.

Geojit Financial Services had said, "At an upper price band of Rs 796, MedPlus is available at a P/E of 71.5x (FY22E yearly) with what appears to be an aggressive pricing." However, the brokerage has assigned a "Subscribe" rating to the issue on a long-term basis given strong growth in revenue and PAT aided by strong store additions, margin improvement, positive industry outlook and brand value.

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