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Swiggy may file IPO by fiscal year end, plans to raise capital with combination of offer-for-sale and new issue; Prosus contemplates stake reduction

Swiggy

Swiggy

Swiggy, the Bengaluru-based food delivery giant, is planning to file its initial public offering by the end of this fiscal year.

The company plans to file the draft red herring prospectus with the Securities and Exchange Board of India by March-April. The size is yet to be decided and will be finalized days before the filing, according to two people familiar with the matter.

The potential offering might involve a combination of an offer-for-sale and a new issue, as stated by the individuals quoted above, who spoke on the condition of anonymity due to the non-public status of the details.

Swiggy’s Pre-IPO Placement Considerations

According to the first individual cited, the company may engage in pre-IPO placement activities between the filing of DRHP and RHP. Moreover, Prosus, a major player in the consumer internet sector with approximately 32% ownership of Swiggy, is contemplating a reduction in its stake through this issuance.

Invesco Inc., a U.S.-based investor, has seen the valuation of its investment in Bundl Technologies Pvt., the company behind the renowned food delivery service Swiggy, increase for the second consecutive time. This positive adjustment comes after experiencing two markdowns in the previous year.

Continue Exploring: Swiggy lays groundwork for mega IPO launch; taps top banks for key advisory roles

According to a filing with the Securities and Exchange Commission by one of Invesco’s investment funds, the valuation of its approximately 2% stake in Swiggy rose to $147.6 million by the end of October 2023, an increase from $135.6 million in July 2023. This adjustment reflects a fair value of around $8 billion as of October 2023, compared to $7.85 billion previously.

Swiggy’s Profitable Milestone

In May, Swiggy’s CEO Sriharsha Majety announced that the food delivery business of the company had become profitable.

“As of March 2023, Swiggy’s food delivery business has turned profitable (after factoring in all corporate costs, excluding employee stock option costs)… Swiggy has become one of the very few global food delivery platforms to achieve profitability in less than nine years since its inception,” Majety wrote in a blog post then.

In contrast, Zomato Ltd., a listed competitor, achieved profitability for the second consecutive quarter in the period ending September 2023. As of Wednesday, it is valued at a market capitalization of INR 1.11 lakh crore on the BSE.

Continue Exploring: Zomato reports remarkable surge in profit, achieving second consecutive profitable quarter in FY24

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