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How much will CIFC and ChrysCapital make from the Suzlon Energy IPO?

Business Standard calculates how much the two late-stage PE investors stand to gain from the wind energy turbine maker’s forthcoming IPO:

Citicorp, which had invested in Suzlon in April last year, effectively paid Rs 21.6 per share, and will now get at least Rs 425 per share, since the price band for the IPO has been set at Rs 425-510.

That is a huge 1872 per cent return on investment in a period of less than 18 months. If the issue gets priced at Rs 510, Citicorp's return will jump to 2266 per cent.

Of course, Citicorp will not realise this return entirely, since it is selling only a small portion of its investment in the company through the IPO.

Suzlon's initial public issue of 29.34 million shares includes an offer for sale of 2.58 million shares by Citicorp. That will still leave Citicorp with 20.6 million shares.

In fact, Citicorp is not the only player that has benefited in a big way. ChrysCapital, another private equity investor, bought shares in August last year at an effective price of Rs 27.1 per share.

Unlike Citicorp, which is offloading shares through the IPO, ChrysCapital has already sold about 60 per cent of what it held in Suzlon to other foreign investors at an average price of Rs 385.6 per share.

ChrysCapital continues to hold 7.5 million shares in the company, which makes its total return on Suzlon investment from 1380 to 1509 per cent, based on the price band of Rs 425-510.

Both Citicorp and ChrysCapital have invested Rs 50 crore (Rs 500 million) in Suzlon for a 9.6 and 7.1 per cent stake, respectively.

Arun Natarajan is the Editor of Venture Intelligence India, which tracks venture capital activity in India and Indian-founded companies worldwide. View sample issues of TSJ Media's Venture Intelligence India newsletters and reports.

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