“This article expresses my personal analysis based on publicly available financial data and market reports.”
If you’ve ever grabbed a ready-to-eat meal from the supermarket, chances are you’ve encountered a product from Orkla India Ltd (formerly MTR Foods). And now, as the company opens its shares to the public for one last day, the question on everyone’s mind: Is it a smart move to dive in? With strong demand, a healthy grey-market premium and promising fundamentals, this Orkla India IPO is catching attention — but as always, the devil’s in the details.
Orkla India IPO price band & issue structure
The Orkla India IPO is offered at a price band of ₹695 to ₹730 per share. It’s structured as a pure Offer For Sale (OFS) of 2.28 crore equity shares by the promoters and shareholders — meaning the company itself won’t receive fresh funds from this issue. The anticipated listing date is November 6, 2025.
Strong subscription signals investor interest
By the second day of bidding, the subscription rate stood at around 2.70 times. On Day 3 (last day), reports show subscription figures ranging from 4.89 times to 6.2 times across sources.
From a personal standpoint, when an IPO gets oversubscribed like this, it’s a sign that both retail and non-institutional investors are placing their bets — though one should still remember: high demand doesn’t guarantee sustained long-term returns.
Grey-market premium & listing expectation
In the grey market, the shares are trading at a premium of around ₹70–72 above the issue price of ₹730, which translates to roughly a 9–10% expected listing pop.
For many investors, that kind of premium is tempting because it hints at short-term gains. But from a strategic view, I find: don’t let the fear of “missing out” push you into ignoring fundamentals.
What makes Orkla India stand out
- Strong brand portfolio: Orkla India owns trusted brands like MTR, Eastern and Rasoi Magic, which already have high household recall.
- Deep reach & distribution: Their network spans 834 distributors and 1,888 sub-distributors across 28 states and six union territories.
- Export presence: The company exports to 45 countries and generates over 20% of revenue from exports.
- Valuation: At the upper band of ₹730, the FY26E P/E is estimated around 31–32x, which analysts say is “fairly priced” compared to peers.
Key risks & what you should watch
- Being a pure OFS, the company is not raising fresh capital for growth. That means future expansion will rely on existing resources.
- Raw material volatility: Spices and other input costs can spike unexpectedly, which can impact margins.
- Regional concentration: According to The Financial Express A large portion of its strength lies in South India; broader pan-India expansion may be slower than hoped.
From my view: These risks don’t kill the opportunity, but they remind us to keep expectations realistic rather than hype-driven.
My take — Should you apply on the last day?
Yes — if you are thinking long term, say 3-5 years or more. The brand strength and market trends (packaged foods, convenience meals) favour Orkla India’s story. On the other hand, if you’re looking for a quick flip or gambling on a huge listing pop, weigh the risk: ~9% expected pop is decent but not sky-high.
I personally feel: For someone who already has a diversified portfolio and wants exposure to branded foods, this IPO could fit. But please treat the premium and subscription as signals, not guarantees.
Conclusion
The Orkla India IPO is more than just another listing — it’s a chance to own a piece of a company whose products are already in many Indian kitchens. With strong demand, trusted brands and an eye on convenience-food growth, the story is compelling. But remember: smart investing isn’t about hype, it’s about balance. I’m optimistic about its long-term potential, and you might want to be too — just keep your feet on the ground.
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Disclaimer: The views and recommendations above are those of individual analysts or brokerage companies, not US News Weeks. We advise investors to check with certified experts before making any investment decisions.
Source : The Financial Express & Mint - Orkla India IPO Day 3 Live
✍️ Written by Nikhil Singh
Market & IPO Analyst | Business News Writer | Tech-Auto Observer
Nikhil has been tracking Indian IPOs, consumer brands, tech & automobile overview and financial trends since 2019. His writing style blends market insight with a relatable human voice — making complex data simple for everyday investors.
