Ullu files DRHP for its upcoming IPO

Homegrown OTT platform, Ullu Digital Limited, has submitted a draft red herring prospectus (DRHP) to the BSE SME for its upcoming initial public offering (IPO).

The proposed IPO aims to raise funds through the issuance of up to 62,62,800 fresh equity shares, without any offer for sale (OFS) component, as highlighted in the DRHP.

Ullu anticipates garnering between Rs 135-150 crore through the IPO, potentially valuing the company at approximately Rs 500-570 crore or $60-70 million.

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Managing the issue are Narnolia Financial Services Limited and Skyline Financial Services Limited, serving as the book-running lead managers.

The firm plans to utilise the IPO proceeds to create new content, acquire international shows, procure cutting-edge equipment, staff recruitment, working capital requirements, and other general corporate purposes.

As per the DRHP, Vibhu Agarwal, the company’s founder, holds 61.75% shares, while Megha Aggarwal who serves as Director possesses 33.25% ownership. Additionally, Zenith Multi Trading DMCC maintains a 5% stake in Ullu.

For the half-year concluding in September 2023, Ullu recorded revenue of Rs 58.33 crore from operations, with a profit of Rs 12.28 crore.

As of September 2023, Ullu claims to have  20,92,975 subscribers, witnessing a decline of over 24% from the subscriber count of 27,59,397 in March 2023. The company’s subscriber base stood at approximately 17,70,439 and 11,46,646 by the ends of March 2022 and 2021, respectively.

During FY23, the revenue from operations doubled to Rs 93.1 crore compared to Rs 46.8 crore in FY22. Meanwhile, profits rose to Rs 15.1 crore in FY23, marking an over three-fold increase from Rs 3.9 crore in FY22.

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