Post IPO, Bajaj Housing Finance open to strategic stake sales

Bajaj Housing Finance (BHFL) was set up in 2017 as a 100% subsidiary of Bajaj Finance (BFL).

  • BHFL’s IPO is coming on September 9, 2024 with a price band of Rs 66-70/ share
    • Issue size is Rs 6,560 cr
      • Rs 3,560 cr fresh capital
      • Rs 3,000 cr offer for sale
    • BFL is diluting 10-11% through the IPO
  • IPO is in compliance with the RBI’s regulation of a compulsory IPO of upper layer NBFCs (which have Rs 50,000 cr of assets under management) by September 2025
    • BHFL has an asset book of Rs 90,000 cr and has been mandated by RBI to get listed
  • Sanjiv Bajaj, CMD BFL, has indicated that they will be keenly watching the profile of investors subscribing to BHFL’s IPO to understand the post-IPO investor mix
    • This will help them to strategise about future dilution (including strategic sales) so as to ensure a good sustainable ownership structure supporting the business requirements.
      • As per the SBI regulations, Promoters of listed entities must not hold more than 75% in the Company. Hence BFL will be further required to dilute in BHFL and is expected to do that over the next 3 years.
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