AAA SAP Ventures makes good call on JustDial

SAP Ventures makes good call on JustDial

SAP Ventures, the corporate venturing unit of global software group SAP, saw the issue price of its recently listed investee company, JustDial, an India-based local business listings site, close 22% above its issue price in the first week of trading in late May of this year. The stock was listed on India’s National Stock Exchange.

The public listing has meant the site’s founder V.S.S. Mani and his wife have become two of India’s richest Internet entrepreneurs, according to a TechCircle news report.

JustDial reached a market capitalization of $875.4m (47bn rupees) after its IPO. In recent weeks the stock price has risen as much as 11.8% to US$12.53 per share (676.8 rupees) also lifted the value of the 29.08% stake that Mani and his wife hold in the company. His stake at the time of writing was worth $240.9m (13.7bn rupees).

When the company opened its initial public offering on May 20 it was to raise between Rs 822 crore ($150m) and Rs 950 crore ($170m).

The public listing was done to accelerate the company’s plans to be an online marketplace to buy and sell goods, such as cars, between consumers and businesses listed on Just Dial.

Since 2009, JustDial has raised about $75m in venture capital. Its venture backers, in addition to SAP Ventures, include SAIF Partners, Tiger Global, and Sequoia Capital. In 2011, JustDial raised Rs 327 crore ($57m) from existing investor Sequoia Capital in one of the largest pre-IPO rounds of venture funding for the India market.

Its consolidated total income increased from Rs 71.6 crore ($13m) in FY08 to Rs 277 crore ($51M) in FY12, representing a CAGR of 40.2%t. Its profits after tax increased from Rs 1.71 crore ($3m) in FY08 to Rs 52.3 crore ($9.5m) in FY12.

Citigroup Global Markets India and Morgan Stanley India acted as the IPO book running lead managers.

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