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IPO News
Feb 11 2008 10:29AM
UPDATE 1-Reliance Power falls at debut on India market

(For IPO data and performance, please click on <IN/IPOMENU>) (Updates with start of trade)

MUMBAI, Feb 11 (Reuters) - Reliance Power <RPOL.BO>, which last month made India's largest-ever initial public offering of $3 billion, fell at its debut on the stock market on Monday, dropping more than 13 percent in turbulent opening trade.

The utility, part of the Anil Dhirubhai Ambani Group, had sold out within a minute when it opened its record IPO in January and it priced the offer at 450 rupees ($11.40) a share, the top of the pricing band.

Analysts had initially expected the share price to double when it began trading on Monday but stock market turmoil has lowered investor risk appetite and analysts subsequently said a start of 75-150 rupees above the IPO price was more realistic.

In the event, the share <RPOL.NS> opened at 450 rupees but quickly dropped to a low of 389 rupees, according to data from the Bombay Stock Exchange and the National Stock Exchange, although in opening volatility it also rose briefly to 599.90.

By 0445 GMT, the share was 1.4 percent down at 443.55 rupees, with the benchmark index <.BSESN> 0.4 percent lower.

"This is not surprising because the global market scenario has affected this IPO, which is its latest casualty," said Jigar Shah, senior vice-president at KIM ENG Securities India Private Ltd.

Reliance Power's IPO was subscribed 73 times, even though analysts said the company was unlikely to report strong profits for five years.

But market conditions have altered sharply since then, with jittery global sentiment triggered by U.S. recession worries taking the benchmark index down about 18 percent from an all-time high of 21,206.77 hit on Jan. 10.

The turbulence also derailed two IPOs last week, with first Wockhardt Hospitals Ltd and then Emaar MGF Land, an Indian joint venture of Dubai's Emaar Properties <EMAR.DU>, shelving their offerings due to poor response and worries the shares would fall at their debut.

Reliance Power was the world's biggest IPO so far in 2008, making India the largest IPO market this year to date, according to Thomson Financial. Until Wockhardt and Emaar MGF shelved their offers, India had a record IPO pipeline.

The issue was helped by the Ambani family name, stemming from the success of the Reliance group of companies founded by Dhirubhai Ambani that had handsomely rewarded shareholders.

"I am confident that long-term investors will reap good returns on their investments in shares of Reliance Power, regardless of short-term fluctuations," Reliance Power Chairman Anil Ambani told the Hindustan Times in an email interview ahead of Monday's listing.

The issue was managed by Kotak Mahindra Capital Co., UBS <UBSN.VX>, ABN AMRO <AAH.AS>, Deutsche Equities <DBKGn.DE>, Enam Securities, ICICI Securities, JM Financial <JMSH.BO> and JPMorgan <JPM.N>. ($1 = 39.6 rupees) (Reporting by Hiral Vora; Writing by Charlotte Cooper; Editing by Ranjit Gangadharan) (([email protected] +91 22 6636 9030 Reuters Messaging: [email protected]))

Keywords: RELIANCEPOWER/IPO

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