10 Upcoming IPOs with Shareholder Quota | Don't Miss This! 🚨 — Transcript

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1. 0:00In this video, we will talk about 10
2. 0:02such upcoming IPOs that might have a
3. 0:04shareholder quota. But sometimes, there
4. 0:06are IPOs in the market with small issue
5. 0:08sizes that get oversubscribed in the
6. 0:10retail category due to a high GMP. In
7. 0:13such cases, the benefit of the
8. 0:14shareholder quota really comes in handy
9. 0:16. Look, in this video, we won't just
10. 0:18learn about IPOs with shareholder quotas
11. 0:20and their parent companies.
12. 0:23Recently, the Jio Financial Services IPO
13. 0:25listed at a 21%premium in the Indian
14. 0:26stock market, and many people received
15. 0:28allotments; you might remember that this
16. 0:30IPO also offered the benefit of applying
17. 0:32through the shareholder quota.
18. 0:35Those who already held Reliance
19. 0:36Industries shares in their portfolio got
20. 0:38the opportunity to apply for extra lots
21. 0:40through the shareholder quota, and many
22. 0:42people even secured multiple lot
23. 0:44allotments using this benefit in a
24. 0:46single Demat account. Although, the
25. 0:48issue size of the Jio IPO was quite
26. 0:49large. So, it was easy to get an
27. 0:51allotment in the retail category as well
28. 0:52.
29. 0:53But sometimes, there are IPOs in the
30. 0:55market with small issue sizes where, due
31. 0:57to a high GMP (Grey Market Premium) and
32. 0:59better profit prospects, the retail
33. 1:01category gets oversubscribed.
34. 1:03In such cases, the benefit of the
35. 1:05shareholder quota really works quite
36. 1:07effectively. Through the shareholder
37. 1:08quota, you can, to some extent, secure a
38. 1:10confirmed allotment in that IPO. You can
39. 1:12maximize your chances of allotment. It
40. 1:14all depends on the level of
41. 1:15oversubscription in that IPO. So, in
42. 1:18this video, we will discuss 10 such
43. 1:20upcoming IPOs that might have a
44. 1:22shareholder quota. If you haven't liked
45. 1:24the video yet, hit the like button and
46. 1:26subscribe to IPO Decoded by PhonePe
47. 1:28Invest right away so that you never miss
48. 1:30out on such IPO-related content. Let's
49. 1:32head straight into the video. Look, in
50. 1:34this video, we won't just cover IPOs
51. 1:36with shareholder quotas and their parent
52. 1:38companies.
53. 1:39Along with the video, I will explain all
54. 1:41the rules, eligibility criteria, and the
55. 1:43allotment process for the shareholder
56. 1:44quota. I will explain all these things
57. 1:46so that you can gain complete knowledge
58. 1:47. So, let's start the video right away.
59. 1:49First of all, let's understand what the
60. 1:51eligibility criteria for the shareholder
61. 1:52quota is. Look, basically you need to
62. 1:54understand that when a company's IPO is
63. 1:55coming into the market. To be eligible
64. 1:57for the shareholder quota in that IPO,
65. 1:59you must have at least one share of its
66. 2:01parent company in your demat account.
67. 2:03Now, I will tell you when that needs to
68. 2:05happen. Let's understand this with an
69. 2:07example. See, the Jio IPO opened in the
70. 2:09market on October 21st.
71. 2:10But its RHP document, the Red Herring
72. 2:13Prospectus document, was filed around
73. 2:15October 14th.
74. 2:16Whenever an IPO is about to come to the
75. 2:18market, we see the RHP document arrive
76. 2:20about a week before that. Now, what you
77. 2:22have to do is simple. On the day the
78. 2:24company submits the RHP document, you
79. 2:26must have the share of that company's
80. 2:28parent company in your demat account. In
81. 2:31India, T + 1 settlement is followed.
82. 2:34So, for T + 1 settlement, it means the
83. 2:36Reliance Industries share will only
84. 2:38appear in your demat account on the 14th
85. 2:40if you bought it one day before or
86. 2:42sometime earlier.
87. 2:45Therefore, on the day of the RHP date,
88. 2:47the day the RHP is filed, you must have
89. 2:48at least one share of the parent company
90. 2:50in your portfolio before that.
91. 2:53So, you have to understand that if the
92. 2:5614th is your RHP date, then you should
93. 2:58have held at least one share of Reliance
94. 3:00, or the parent company of any such firm
95. 3:02, by October 13th or before.
96. 3:05Okay? Now let's come back to our IPOs.
97. 3:07First, let's talk about Coal India's
98. 3:09subsidiary companies that are going to
99. 3:11enter the market. In the last year, we
100. 3:13have seen IPOs of two of Coal India's
101. 3:15subsidiaries. The first is BCCL, Bharat
102. 3:17Coking Coal Limited, and the second is
103. 3:19CMPDI, Central Mine Planning and Design
104. 3:21Institute.
105. 3:23In both these companies, we were seeing
106. 3:25a 10%shareholder quota, and to be
107. 3:26eligible for them, you needed at least
108. 3:29one share of Coal India in your
109. 3:30portfolio.
110. 3:33Look, the PMO has told Coal India that
111. 3:35before 2030, you must list all your
112. 3:37subsidiaries, which are about eight, in
113. 3:39the market, and in all these eight
114. 3:41subsidiaries, we will most probably see
115. 3:43a shareholder quota.
116. 3:46Beyond the two IPOs we have already seen
117. 3:48hitting the market, another one of their
118. 3:51subsidiaries, Mahanadi Coalfields, filed
119. 3:53its DRHP document on August 31, 2026.
120. 3:55The issue size for this Mahanadi
121. 3:57Coalfields IPO is estimated to be around
122. 3:5910 billion, and it is expected that we
123. 4:02will see shareholder quota benefits in
124. 4:04this IPO.
125. 4:05This IPO will almost certainly arrive
126. 4:08within FY27. Meaning, the process for
127. 4:10this IPO is moving very quickly. It
128. 4:12could appear soon, and alongside it, we
129. 4:14will see another one of their IPOs
130. 4:16coming shortly. This IPO is said to have
131. 4:18an issue size of approximately 800
132. 4:19million. The company's name is South
133. 4:21Eastern Coalfields. So, this is the
134. 4:23second IPO from Coal India.
135. 4:25To be eligible for both these IPOs, you
136. 4:27need to hold at least one share of Coal
137. 4:29India in your portfolio.
138. 4:32And for this South Eastern Coalfields
139. 4:34Limited IPO, an issue size of
140. 4:35approximately 8 to 10 billion is
141. 4:37expected. This means we could see two
142. 4:39IPOs from Coal India with issue sizes of
143. 4:41around 10 billion each. Now, our next
144. 4:43IPO that might come with a shareholder
145. 4:45quota. Its name is Hero FinCorp. Talking
146. 4:47about their business, it is a vehicle
147. 4:49finance company and their parent company
148. 4:51is Hero MotoCorp. Looking at the IPO
149. 4:54issue size, the expected issue is
150. 4:56approximately 3,668 crore. Now, this
151. 4:59issue figure is just a market rumor. So
152. 5:01, it is possible that we might see this
153. 5:03fluctuate. Where we might see a
154. 5:05combination of both a fresh issue and an
155. 5:07OFS in this IPO. The next IPO is Greaves
156. 5:10Electric Mobility. Regarding their
157. 5:12business, they work on manufacturing
158. 5:13electric two-wheelers and three-wheelers
159. 5:15. Their parent company is Greaves Cotton
160. 5:17, which is a very old company and is
161. 5:18already listed in the market.
162. 5:21Moving on to the issue size, we might
163. 5:23see a fresh issue of approximately 1,000
164. 5:25crore in this IPO, and the issue is
165. 5:27expected to be above 1,000 crore because
166. 5:29the company is planning a 1,000 crore
167. 5:32fresh issue along with some offer for
168. 5:34sale.
169. 5:35So, we might see an issue size for this
170. 5:37IPO that is over 1,000 crore. Our next
171. 5:39company is Indian Gas Exchange. This is
172. 5:41a marketplace infrastructure company
173. 5:43where natural gas trading takes place.
174. 5:45Look, they have filed their DRHP
175. 5:47document on July 14, 2026.
176. 5:49So, the process for this IPO is moving
177. 5:51quite fast, and we expect that this IPO
178. 5:53will be seen coming to the market soon.
179. 5:55However, talking about the issue size of
180. 5:57this IPO, it will be around 600 to 700
181. 5:59crore. There is no confirmed issue size
182. 6:01here. We are talking about the expected
183. 6:03issue. Based on the expectations we are
184. 6:04seeing right now regarding the issue
185. 6:06size.
186. 6:07The issue size could be quite small, and
187. 6:09since it is a marketplace infra company
188. 6:11, if demand builds up in the market,
189. 6:13then there could be a very good chance
190. 6:14to get an allotment through the
191. 6:16shareholder quota in this small issue.
192. 6:19If you want to be eligible for this
193. 6:21IPO's shareholder quota, in case a
194. 6:22shareholder quota is introduced, you
195. 6:24will need to hold at least one share of
196. 6:26IEX, meaning Indian Energy Exchange. So
197. 6:28, our next company is Belstar
198. 6:30Microfinance, which is an NBFC company.
199. 6:32The IPO has been expected for a long
200. 6:34time but hasn't arrived yet, so most
201. 6:36probably, we might see this IPO coming
202. 6:38to the market within a year. Okay? As
203. 6:40for their parent company, Muthoot
204. 6:42Finance is their parent company. Now, if
205. 6:44we talk about the issue size of this IPO
206. 6:46, we might see an issue size of around
207. 6:481300 crore.
208. 6:49Additionally, another NBFC company's IPO
209. 6:51could arrive, in which a shareholder
210. 6:53quota is expected. The company's name is
211. 6:55Asirvad Microfinance. Now, the parent
212. 6:56company of this firm is Manappuram
213. 6:58Finance.
214. 6:59So, if you want to be eligible for this
215. 7:01IPO, in case a shareholder quota is
216. 7:02introduced, you might need to hold at
217. 7:04least one share of Manappuram Finance.
218. 7:06The next IPO could be of HDB Financial
219. 7:08Services, which was formerly known as
220. 7:09HDFC Credila Financial Services. Look,
221. 7:11we might see this IPO coming into the
222. 7:13market soon. Its DRHP document has
223. 7:15already been filed in the market. And
224. 7:18regarding the expectations of the IPO's
225. 7:20issue size, we are seeing a combination
226. 7:22of both a fresh issue and an OFS in this
227. 7:24IPO according to the DRHP. Okay?
228. 7:26And regarding the rumors we are seeing
229. 7:29in the market about the valuation or its
230. 7:31expected issues, we might see an IPO
231. 7:33issue of around 5000 crore, and based on
232. 7:35a 5000 crore issue, we could see a fresh
233. 7:38issue of about 3000 crore and an offer
234. 7:40for sale of about 2000 crore.
235. 7:42These are just market rumors and
236. 7:44expectations. Based on the price band we
237. 7:46actually see in the RHP, we might get an
238. 7:49idea of what the actual issue size of
239. 7:51the IPO will be and what portion will be
240. 7:54fresh issue and offer for sale.
241. 7:56The parent company of this firm is HDFC
242. 7:58Bank, so in case a shareholder quota is
243. 7:59introduced, you should have at least one
244. 8:01share of HDFC Bank in your portfolio.
245. 8:04Moving on, our next IPO is SJVN Green
246. 8:06Energy, for which the expected issue
247. 8:08size is currently seen at around 5,000
248. 8:10crores.
249. 8:11It is possible that when this IPO
250. 8:12arrives, we might see a difference in
251. 8:14valuation, and the issue size of the IPO
252. 8:16could change accordingly. Look, this is
253. 8:18a green energy company, and its parent
254. 8:20company is SJVN, which is already listed
255. 8:22in the market. As for our 10th IPO, this
256. 8:24one might be slightly delayed. I am
257. 8:26talking about Reliance Retail.
258. 8:28Reliance Jio has already been listed in
259. 8:30the market recently, and it is possible
260. 8:32that in the coming months, Jio might
261. 8:34plan—or rather, Reliance might plan—to
262. 8:37bring the Reliance Retail IPO to the
263. 8:38market.
264. 8:40And if this IPO hits the market and
265. 8:42includes a shareholder quota, you would
266. 8:44need to have Reliance Industries shares
267. 8:46in your portfolio.
268. 8:47See, it is not 100%confirmed that all
269. 8:49the IPOs we discussed in this video will
270. 8:51definitely have a shareholder quota.
271. 8:54If any of these IPOs do have a
272. 8:56shareholder quota, you will be informed
273. 8:58once the company files its RHP document
274. 9:00.
275. 9:01All the IPOs and expected shareholder
276. 9:03quota IPOs discussed in this video are
277. 9:06for informational purposes only, and
278. 9:08this is not a buy recommendation from us
279. 9:11for any parent company. The information
280. 9:13regarding these IPOs has been provided
281. 9:15in this video purely for educational
282. 9:17purposes. If you liked the video, please
283. 9:19hit the like button. You can write your
284. 9:21opinions and thoughts in the comment box
285. 9:23, and for more such valuable IPO-related
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288. 9:29. I will see you in the next new video.
289. 9:31>> Investments in securities market are
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292. 9:35investing.