Module 10 • Lesson 2 18 Min Read

IPO Process & Underwriting: The Blockbuster Launch

Going public is like launching a blockbuster movie. You need a script (DRHP), a producer (Investment Bank), and a marketing tour (Roadshow). Let's see how it happens.

Key Takeaways

  • IPO (Initial Public Offering): When a private company sells shares to the public for the first time.
  • Underwriters: Investment Banks that guarantee to sell the shares. They are the 'Salesmen' of the IPO.
  • DRHP: The 'Draft Red Herring Prospectus' is the bible of the IPO. It contains all the risks and financials.
  • Warning: IPOs are often overpriced. The 'Listing Pop' is not guaranteed profit.

Part 1: Why Go Public? (The Motivation)

Why does a successful private company want to deal with the headache of public scrutiny?

  • To Raise Capital: To build factories, pay off debt, or expand to new countries.
  • To Exit (OFS): Early investors (Venture Capitalists) want to sell their stake and book profits.
  • Prestige: Being a "Publicly Listed Company" increases trust and brand value.

Part 2: The Timeline of an IPO

This process takes 6-12 months. It is a marathon, not a sprint.

The Road to Listing Day

1. Hire Bank (Underwriter) 2. File DRHP (With SEBI) 3. Roadshow (Marketing) 4. Bidding (Book Building) LISTING! (Bell Ringing)

From hiring the banker to ringing the bell, the process involves intense regulatory scrutiny.

Detailed Steps:

  1. Hiring the Underwriter: The company hires Investment Banks (like Kotak, Axis, Goldman). They are called Book Running Lead Managers (BRLMs) . Their job is to ensure the shares get sold.
  2. Filing DRHP: The Draft Red Herring Prospectus is submitted to SEBI. It tells you everything that is wrong with the company (Risk Factors).
  3. The Roadshow: The bankers travel across the world (New York, London, Singapore) to pitch the company to big investors like Mutual Funds.
  4. Book Building: Instead of a fixed price, a "Price Band" is announced (e.g., ₹500 - ₹520). Investors bid within this range.

Part 3: Fresh Issue vs. Offer for Sale (OFS)

This is the most critical distinction for an investor.

Fresh Issue

New shares are created. The money goes Into the Company .

✅ Good Sign: Used for expansion or paying debt.

Offer for Sale (OFS)

Existing shareholders (Promoters/VCs) sell their shares. The money goes To the Individuals , not the company.

⚠️ Caution: Why are they leaving?

The FinKinetic Verdict

IPO stands for Initial Public Offering , but cynics call it "It's Probably Overpriced" .
Investment bankers are paid to get the highest price for the company, not the best deal for you.
Rule: Never invest for "Listing Gains". Invest only if you believe in the business for 5 years.

Frequently Asked Questions

What is ASBA in IPO?

ASBA (Application Supported by Blocked Amount) means the money doesn't leave your bank account until you are actually allotted shares. It just gets "blocked".

Why do I never get IPO allotment?

If an IPO is oversubscribed (e.g., 50 times), allotment is done via a Lottery System . It is pure luck. To increase chances, apply from multiple family accounts.