⚠️ Neutral Open Now Computers - Software & Consulting

Manipal Payment & Identity Solutions Limited IPO

₹805 Cr · Fresh Issue & OFS · Computers - Software & Consulting

Price Band
₹322 – ₹339
Lot: 44 shares (₹14,916)
GMP (Grey Market)
No GMP data yet
Issue Size
₹805 Cr
Fresh Issue & OFS
Market Cap
₹7858.17 Cr
At upper band
P/E Ratio
31x
P/S: 5.9x
Listing Date
17 Sep 2026
BSE & NSE
IPO Timeline
Opens
09 Sep 2026
Closes
11 Sep 2026
📋
Allotment
14 Sep 2026
Refund
15 Sep 2026
📈
Listing
17 Sep 2026
📄 Official Docs RHP (Red Herring Prospectus) ↗ DRHP ↗
⚠️
IPO India Hub: Neutral
Conviction
5/10
The company trades at 1.09× sector midpoint with strong margins (18.7% NPM, 33.97% ROCE) and a bullish 11.21% GMP, but revenue growth has stalled at 3.4% CAGR over two years and PAT declined 0.9% CAGR, raising concerns about organic momentum despite operational efficiency.
Our Analysis — Key Points
✓ Strength
Valuation within sector norms
At 31× P/E, the company trades at 1.09× the IT/Software sector midpoint of 28.5×, placing it in the fair-value zone. This is supported by a 11.21% grey market premium, indicating cautious investor confidence on the Mainboard.
✓ Strength
Strong operational profitability
Net profit margin of 18.7% and ROCE of 33.97% demonstrate efficient capital deployment and pricing power. EBITDA margin of 32.01% reflects solid underlying business quality and operational leverage.
⚠ Risk
Stalled revenue and profit growth
Revenue CAGR over two years is only 3.4% (₹1268 Cr → ₹1356.6 Cr), and PAT CAGR is negative at 0.9%, with net profit actually declining from ₹282.2 Cr (FY-1) to ₹253.5 Cr (FY0). This suggests the company is not capturing market expansion despite strong margins.
⚠ Risk
High OFS dilutes fresh capital benefit
OFS represents 60.2% of the total ₹805 Cr issue, meaning only ₹319 Cr flows to the company for capex and corporate purposes. This limits the company's ability to fund growth initiatives or strengthen the balance sheet.
₹ Valuation
Fair valuation offset by growth concerns
At 31× P/E and 5.9× P/S, the company is reasonably valued relative to the 22–35× IT sector range, but the 3.4% revenue CAGR and declining profits do not justify even mid-range sector multiples. Investors are paying for current profitability, not future expansion.
👁 Watch
Monitor post-listing revenue trajectory
Track quarterly revenue and margin trends closely in the first two quarters post-listing to confirm whether the slowdown is cyclical or structural. Any further deterioration in PAT or market share would validate the growth concerns.
Top Analyst Reviews
Analyst / Firm Rating Known For Review
IPO India Hub
Our independent review
Neutral Original analysis based on DRHP & public financials This page
Dilip Davda
Chittorgarh.com
See review India's most followed independent IPO analyst Search on Chittorgarh →
Capital Market (CM Rating)
CapitalMarket.com
See review Widely-cited "New Issue Monitor" reports Search on CapitalMarket →
ICICI Securities
ICICIdirect Research
See review SEBI-registered broker research desk Visit ICICIdirect →
IPO Guru Analyst Leaderboard
ipoguru.in
See rankings Ranks 49 analysts by real IPO outcome accuracy View leaderboard →

External links go to each platform's IPO section — search for "Manipal Payment & Identity Solutions Limited" to find the specific review. IPO India Hub does not represent the accuracy of third-party ratings.

Company Snapshot
Revenue ₹1326.75 Cr
Net Profit ₹253.46 Cr
Industry Computers - Software & Consulting
Issue Type Fresh Issue & OFS
Promoters T. SATISH U. PAI, SANDHYA S. PAI, TONSE GAUTHAM PAI, MANIPAL TECHNOLOGIES LIMITED, MANIPAL MEDIA NETWORK LIMITED, TRIDEVITHA CONSULTANCY SERVICES PRIVATE LIMITED AND TRIDEVITA FAMILY TRUST – 2017
Lead Managers Motilal Oswal Investment Advisors, Axis Capital, ICICI Securities, IIFL Capital Services and Nuvama Wealth Management
Frequently Asked Questions
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