Dr Reddy Buy Back Offer at 15% Premium from CMP – Should you grab this opportunity?

Dr Reddy Buy Back Offer at 15percent Premium from CMPDr Reddy Buy Back Offer Review


Yesterday, Dr. Reddy has announced buy back of its shares to the tune of Rs 1,569 Crores. Dr Reddy buy back offer opens on 18th April, 2016. If we compare with current market price, it is 15% premium. How to apply for Dr Reddy Buy back offer? Should you grab this wonderful opportunity and get 15% by participating in this buy back offer? I would provide more insights about Dr Reddy's laboratories buy back offer and whether you should participate in this offer or not.

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Dr Reddy Buy Back Offer Details


The Hyderabad-based pharma major has set aside ₹1,569 crore for the share buyback which involves 14.9 per cent of the total paid-up share capital and free reserves of the company as on March 31, 2015.

  • Dr. Reddy’s buy back offer opens on 18th April,2016.
  • Dr. Reddy’s buy back would close within a period of 6 months.
  • Buy back offer at a maximum price of Rs 3,500 per equity share. The indicative maximum shares would be 44,84,049.
  • Buy back price of Rs 3,500 is at 15% premium to current market price of Rs 3,079.
  • Company has set aside Rs 1,569 Crores to buy back offer. Dr. Reddy’s got board approval in Feb and shareholder approval on 1st April, 2016.
  • The holders of the ADS may participate in the buyback by withdrawing ADS from the depository facility, acquiring equity shares upon such withdrawal and then selling those shares back to the company in the open market in India.
  • Company can buy back upto 25%  of paid up capital. Dr. Reddy’s current buy back offer of Rs 1,569 Crores would be 14.9%.
  • Dr.Reddy feel that it can use surplus cash effectively with this buy back of shares.
  • Dr. Reddy’s current have over Rs 2,500 Crores of reserves. Buyback will result in a reduction in the number of shares accompanied by a likely increase in earnings per share and return on capital employed.
  • Promoter and promoter shareholding will increase to 26.28 percent from current 25.58 percent after completion of buyback offer.

How to apply for Dr Reddy Buy back offer?


You can log in to your demat account and visit buy back offer / IPO / FPO section (depends on your demat account menu options). You would find Dr. Reddy’s buy back offer. You can select the option and input the no. of shares which you want to sell and submit it. Dr Reddy’s laboratories would provide cut-off date till which they would be accepting this offer. After this cut-off date, Dr Reddy’s would close this buy back offer and confirm whether they were able to purchase your shares or not.

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Can we buy now at low and participate in buy-back offer?


Now, you would have thought that we can buy at current market price and participate in buy-back and grab 15% differential price right? It may not be that simple. While you can purchase them from open market and participate in this buy back offer, Dr. Reddy’s would buy back only to the tune of 44.84 Lakh shares, at maximum of Rs 3,500 per share.  Means if it is oversubscribed (which generally happens), these would be purchased proportionately and balance would not be accepted (in other means, would be returned). If you are holding Dr. Reddy’s shares, you should go ahead and participate in this buy back offer. If you want to take some risk and grab this opportunity, you can still purchase them from open market and  participate in buy back offer. However you should know that there is no guarantee that your shares would be purchased by them.

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Suresh
Dr Reddy Buy Back Offer at 15% Premium from curent market price

Suresh KP

7 comments

  1. Hi,
    Very informative article. I visited one more website Ask Kuber that provide long term Stock Research Recommendations. Their objective is Portfolio return should exceed broader stock market indices with lower risk than broader market in long run.

  2. Good article.. I had this question in my mind because of which i didn't subscribe.. I should had read this article and invested 🙁

  3. Hi , It is been good post. I watch your articles all time. I would like to understand few things here.

    Prior to DRL, Justdial’s buyback was open. It was opened for hardly one or two week as I remeber. But in case of DRL here, I see it as opened buyback offer for 6 months. So, what is the sebi rules say? Is it 6 months or one or two weeks, or any no. of days as company wishes? other reason, i ask this question is, I have seen many other buyback offer whose time period varies from few weeks to months. So if you could throw some light on this issue along with sebi rule and some pointers, it would be a great for readers like me.

    Thanks in advance.

  4. I think Dr Reddy is a very well-managed company. The premium doesn’t reflect the true value and potential of the company. It has fallen greatly due to issues in US and that is only short term.

  5. I would like to understand this, if i take part in this buy back on 18th April itself then in how many days they would tell me that my shares are bought by them. As this buy back is open for 6 months so would they wait for this complete 6 month to convey?

    1. buy back is open for 6 months, however the cut-off for this time it would be within 2 weeks. Means if they get oversubscribed, they would close in this session of 2 weeks. Else they would re-open for one more time within 6 months to complete this buy back. I feel it is rare case this would go to second session. It would get oversubscribed now itself

  6. Thats a great buyback offer but it is yet to catch the fancy of retail investors. Moreover with the bulls in charge you will earn much more on mid cap stocks who are riding a wave. ‘

    Regards

    Abhay

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