Analysis

Gujarat Kidney & Super Speciality: Allotment Status Out Now

Gujarat Kidney & Super Speciality: Allotment Status Out Now
The basis of allotment for the Gujarat Kidney & Super Speciality Hospital IPO has been finalized today, December 26, 2025. This mainboard IPO, which aimed to raise ₹250.80 crore, received a moderate but healthy subscription of 5.21 times. The retail category was the most active, oversubscribed by 19 times, while the HNI category saw 5.7x interest. Investors can now check their status on the registrar MUFG Intime (Link Intime) portal.\n\nThis hospital group, based in Vadodara and Ahmedabad, plans to use the proceeds to set up a new dedicated women’s healthcare unit and acquire robotics equipment for high-end surgeries. Their focus on nephrology and urology has given them a specialized "clinical moat" that sets them apart from general multi-specialty hospitals. The financial turnaround in FY25, where the company turned profitable, was a key reason for the positive institutional response.\n\nThe Grey Market Premium (GMP) for Gujarat Kidney is currently reported at "Nil" or a very small ₹2–₹3. This indicates a flat listing, which is typical for hospitals and service-oriented sectors where valuations are usually conservative. However, for long-term investors, the "Healthcare Compounder" theme remains intact. Listing is scheduled for Tuesday, December 30, 2025, on both NSE and BSE.\n\nIf you have been allotted shares, your demat account will be credited by the evening of December 29. If you were unsuccessful, the funds blocked via UPI/ASBA will be released by Monday morning. It is important to note that hospital stocks often take 3-4 quarters to show significant capital appreciation post-listing as the new capacity begins to generate revenue.\n\nIn conclusion, Gujarat Kidney is a "Buy and Hold" play rather than a "Listing Gain" candidate. The professional management and the rising demand for super-specialty healthcare in Gujarat provide a strong growth trajectory. We recommend investors to monitor the first-quarter results post-listing for signs of margin expansion from the new robotic surgery wing.