Niva Bupa Health Insurance Company Ltd. IPO

Niva Bupa Health Insurance IPO is a book-built issue totaling Rs 2,200 crore, consisting of a fresh issue of 10.81 crore shares worth Rs 800 crore and an offer for sale of 18.92 crore shares amounting to Rs 1,400 crore. The IPO will be open for subscription from November 7 to November 11, 2024, with allotment expected on November 12, and listing on BSE and NSE scheduled for November 14, 2024. The price band is set at Rs 70 to Rs 74 per share. Retail investors can invest a minimum of Rs 14,800 for 200 shares, with sNII and bNII minimum investments at Rs 2,07,200 and Rs 10,06,400, respectively.

RHP
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DRHP
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Open Date

2024-11-07

Close Date

2024-11-11

Niva Bupa Health Insurance Company Ltd. IPO Details

Check out the issue details for Niva Bupa Health Insurance Company Ltd. IPO as disclosed in SEBI.

IPO Price

₹ 74

Price Band

₹ 70 - 74

Issue Size

2200 Cr.

Issue Type

Book Built

Open

2024-11-07

Close

2024-11-11

Listingprice

₹ 78.14

ListingGain

5.59%

Listing Date

2024-11-14

CMP

₹ 76.27

Current Return

3.07%

Company Financials

You can get the following financial statements of Niva Bupa Health Insurance Company Ltd. as of now.

Niva Bupa IPO Details

The details about the Niva Bupa IPO are as follows:

  • The issue size of the IPO is 2200 Cr.
  • The price band for Niva Bupa IPO is Rs 70 to Rs 74.
  • The shares of Niva Bupa IPO will list on 14th November.
  • The latest tentative GMP of Niva Bupa IPO is Rs 5.
  • The shares of Niva Bupa IPO are subscribed 1.90 Times.

Niva Bupa IPO Valuation

The approx valuation of Niva Bupa IPO based on its price band and DRHP (prospectus) is:

Particulars Value
Upper Price Band Rs 74
Existing Shares (Qty) 171.89 Cr
Fresh Issue 800 Cr
Market Cap 13519.86 Cr
EPS (FY24) Rs 0.51
PE Ratio 145.09x
Industry PE 38.60x

 

Niva Bupa IPO Issue Size

Niva Bupa IPO issue size is 2200 Cr.

Issue Amount
Fresh Issue 800 Cr
Offer For Sale 1400 Cr

 

Niva Bupa IPO Market Lot

An individual can apply for a minimum of 1 lot of 200 shares and a maximum of 13 lots of 2600 shares. Find the details below:

Application Lot Shares Amount
Minimum 1 200 Rs 14,800
Maximum 13 2600 Rs 1,92,400

 

Niva Bupa IPO Share Offer

The shares of Niva Bupa IPO are subscribed 1.90 Times. The category-wise shares offered are as follows:

Category % Offered
Qualified Institutional Minimum 75%
Non-Institutional Maximum 15%
Retail Individual Maximum 10%

 

Niva Bupa IPO GMP (Grey Market Premium)

As on GMP (Tentative)
11 November 2024 Rs 5

Niva Bupa IPO GMP is purely for informational purposes and invest in an IPO after thoroughly researching on your own.

 

Niva Bupa IPO Dates

Find below the dates for Niva Bupa IPO:

Schedule Date
Basis of Allotment 12 November 2024
Refunds 13 November 2024
Credit to Demat Account 13 November 2024
IPO Listing Date 14 November 2024

Check allotment status

Profit & Loss (All Figures in Cr. Adjusted EPS in Rs.)

PARTICULARS Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024
Other Income 0.01 0.03 7.19 6.16 3.16
Profit Before Tax -61.55 -49.74 -196.53 12.54 81.85
Tax 0 0 0 0 0
Net Profit -61.55 -49.74 -196.53 12.54 81.85

Balance Sheet (All Figures are in Crores.)

Particulars Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024
Equity and Liabilities
Share Capital 1126 1349.73 1408.6 1510.68 1699.54
Borrowings 0 0 0 0 0
Total Liabilities 345.92 576.82 755.65 1078.08 2300.65
Other N/C Assets 2.47 1.63 0.52 3.73 0.51
Total Assets 345.92 576.82 755.65 1078.08 2300.65
Assets
* Other Non-current Liabilities include Net deferred Liabilities

Quarterly Result (All Figures in Cr.)

PARTICULARS Sep 2024
Other Income 186.65
Profit Before Tax 13.02
Tax 0
Net Profit 13.02
Adjusted EPS (Rs) 0.08

Cash Flows (All Figures are in Crores.)

PARTICULARS Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024
Profit from operations 0 0 0 0 0
Adjustment 215.21 449.41 606.29 1141.61 1304.33
Tax Paid -107.22 -191.46 -244.66 -542.8 -487.13
Operating Cash Flow 106.94 257.1 337.81 592.51 812.53
Investing Cash Flow -302.54 -373.98 -760.82 -829.39 -1881.59
Financing Cash Flow 145 280.48 373.76 279.93 1110.02
Net Cash Flow -50.6 163.6 -49.25 43.05 40.96

Niva Bupa IPO Opens For Subscription. Should You Take It?

If you are looking for a fresh IPO, Niva Bupa Health Insurance IPO opens for subscription on 7 November 2024. It allows investors to bid for shares within a price band of Rs 70-74 per share, with a minimum lot size of 200 equity shares and its multiples thereafter.

The company's Rs 2,200 crore IPO, which will close for subscription on 11 November, consists of a fresh issue of shares worth Rs 800 crore and an Offer-For-Sale (OFS) of up to Rs 1,400 crore by its promoter entities.

Did you know? Niva Bupa Health Insurance, formerly Max Bupa, is a leading player in the Indian health insurance market. The company is a joint venture between Bupa (a UK-based healthcare expert) and Fettle Tone LLP (part of True North, a prominent Indian private equity firm), which specialises in retail health insurance. 

Established in 2008, Niva Bupa focuses on growth and customer-centric services and aims to strengthen its position in India's rapidly expanding health insurance sector.

Let's Know About The Health Insurance Industry 

  • Niva Bupa operates in India's fast-growing health insurance sector, which has expanded at a 17.7% CAGR from FY 2018 to FY 2024, growing from Rs 16,000 crore to Rs 42,200 crore in Gross Direct Premium Income (GDPI).

  • The number of individual agents in the Standalone Health Insurer (SAHI) market has grown by 21.5% during this period, outpacing other insurance segments.

  • Standalone health insurers like Niva Bupa, Star Health, and Care Health are driving the increased penetration of health insurance in India.

  • Niva Bupa is well-positioned to capitalise on the rising demand for health insurance, fueled by greater healthcare awareness, rising medical costs, and government initiatives to boost insurance adoption.

How Does Niva Bupa Work?

Under the leadership of Managing Director Mr Krishnan Ramchandran, Niva Bupa specialises in individual and family health plans and offers a wide range of products tailored to customer needs.

 As of fiscal year 2023-24, 68.47% of its Gross Written Premium (GWP) came from retail health products, underscoring its focus on direct consumer engagement.

The IPO is managed by leading investment banks, including ICICI Securities, Morgan Stanley, Kotak Mahindra Capital, Axis Capital, HDFC Bank, and Motilal Oswal. The company's rapid growth trajectory and strong fundamentals make this IPO a potentially lucrative opportunity for investors.

IPO Objectives You Must Know

  • To strengthen capital base and enhance solvency levels for improved financial stability

  • To support growth and operational expansion through strategic investments

  • To allocate funds for general corporate purposes to drive long-term development

Did You Know? The Grey Market Premium (GMP) for Niva Bupa Health Insurance IPO stood at zero on Monday, meaning the shares are being traded at par, with no premium over the price. Know the latest GMP for Niva Bupa in the page above. 

Know About The Registrar and The Lead Managers

The IPO is managed by a team of leading financial institutions, with ICICI Securities, Morgan Stanley India, Kotak Mahindra Capital, Axis Capital, HDFC Bank, and Motilal Oswal Investment Advisors serving as the book-running lead managers. Kfin Technologies Limited has been appointed as the registrar for the issue, overseeing the process of investor applications and allotments.

Key Strengths of Niva Bupa

1. Strong Growth in the Agency Network 

Niva Bupa's agency network has grown rapidly, with 1,52,436 individual agents as of June 2024, reflecting an 18.62% CAGR since March 2022. This growth is critical for its distribution model, ensuring the company can reach a broader customer base and increase market penetration.

2. Impressive Claims Settlement 

The company has a robust track record in claims settlement, with an impressive 91.93% claims settlement ratio for FY 2024. This reflects its commitment to customer satisfaction and timely resolution of claims, a crucial factor in the competitive health insurance industry.

3. Technology-Driven Operations 

Niva Bupa has embraced technology to streamline operations, with 88.69% of claims and 86.26% of renewals processed digitally, reducing human intervention and improving operational efficiency. This digital integration enhances the company's ability to serve customers efficiently and lowers operational costs.

4. Extensive Hospital Network 

The company boasts a network of over 10,460 hospitals across India, providing cashless treatment to policyholders. This extensive network strengthens customer trust and expands Niva Bupa's reach in urban and rural areas.

5. Position in the Market 

It is essential to know that Niva Bupa is the third-largest standalone health insurer in India by GDPI. It ranks as the second-fastest-growing SAHI, with a CAGR of 41.37% from FY 2022 to FY 2024. This growth trajectory reflects the company's ability to capitalise on India's growing demand for health insurance.

Risk Factors You Can't Overlook

While Niva Bupa is well-positioned in the market, there are certain risks that investors should consider:

1. Internal Risks 

  • Pricing and Risk Prediction: As a health insurer, Niva Bupa must accurately predict health risks and set appropriate product pricing. Errors in these areas could negatively impact profitability.

  • Regulatory Risks: The company is subject to regulation by the Insurance Regulatory and Development Authority of India (IRDAI). Non-compliance with regulatory requirements or regulation changes could affect its operations and reputation.

  • Dependency on Intermediaries: Niva Bupa relies on intermediaries such as agents and hospital partnerships for customer acquisition. Any disruption in these relationships could impact business growth.

2. External Risks 

  • Market Volatility: The health insurance sector may face volatility due to economic conditions or competition changes, which could affect market growth rates and profitability.

  • Regulatory and Legal Risks: Changes in laws and regulations, as well as any legal challenges, could affect the company's business model and operational framework.

Here's The Financial Performance

For FY 2024, Niva Bupa reported a 91.93% claims settlement ratio, reflecting its operational efficiency and customer focus. Impressive, isn't it? The company's focus on digital transformation and technology-driven operations positions it well for sustainable growth in the coming years.

Niva Bupa Health Insurance is strategically positioned to capitalise on India's growing health insurance market. With a strong agency network, a large digital footprint, an extensive hospital network, and a strong track record of claims settlement, Niva Bupa is poised for continued growth and success in the fast-expanding health insurance sector.

Bottom Line 

The upcoming IPO offers investors a unique opportunity to tap into the growth potential of one of India's fastest-growing standalone health insurers. With its solid fundamentals and strong market presence, Niva Bupa is well-equipped to deliver long-term value for investors.

So, what are you thinking? To know more about Niva Bupa Health Insurance IPO, check the details on the page above. 

Also, track all the IPOs on Finology Ticker for free by clicking here. 

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