Lock-Up Expiries Trigger Watch
The impending release of shares valued at approximately ₹25,000 crore presents a significant event for the market this week. Anthem Biosciences Ltd. accounts for the lion's share of this value, with 387.2 million shares, or 69% of its outstanding equity, becoming tradable on Thursday, January 22, 2025. These shares are valued at ₹23,619 crore. Despite this massive unlock, Anthem Biosciences stock is only trading 7% above its issue price of ₹570, suggesting limited immediate upside for pre-IPO investors and potential for selling.
Company-Specific Performance
Capital Infra Trust will see 74.7 million units, representing 27% of its outstanding equity, become available on Monday, January 19, 2025. The value stands at ₹552 crore, though the units trade 26% below their issue price of ₹100. KSH International follows on Monday with 2.8 million shares (4% of outstanding) worth ₹102.3 crore. Its shares are trading 5% below the ₹384 issue price.
Laxmi Dental faces a similar situation on Tuesday, January 20, 2025, with 7.1 million shares (13% of outstanding) unlocking, valued at ₹172.2 crore. The stock has seen a sharp decline, trading 43% below its ₹428 issue price over the past year.
Midwest Ltd. An Outlier
Midwest Ltd. is the exception, with 0.6 million shares (2% of outstanding) freeing up on Monday, January 19, 2025, valued at ₹85.62 crore. Importantly, Midwest shares are trading a substantial 34% above their IPO price of ₹1,065, indicating strong post-IPO performance and potentially less selling pressure from these newly freed shares.