Open IPO

PAN HR Solutions IPO Day 2: B2B Manpower Specialist Subscribed 1.09x; Institutional Demand Drives Full Booking

PAN HR Solutions IPO Day 2: B2B Manpower Specialist Subscribed 1.09x; Institutional Demand Drives Full Booking

The subscription window for PAN HR Solutions Limited is currently live on the BSE SME platform and is scheduled to close tomorrow, Tuesday, February 10, 2026. As of 10:10 AM today, the issue has been subscribed 1.09 times overall.

The demand is notably lopsided: the Qualified Institutional Buyer (QIB) segment has been oversubscribed 3.52 times, indicating professional confidence in the company’s business model. However, the Retail portion stands at 0.11x and the Non-Institutional Investor (NII) category is at 0.02x, reflecting a "wait-and-watch" approach from individual investors.

PAN HR Solutions operates a "Collect and Pay" model, providing end-to-end HR services including recruitment, payroll, and compliance for sectors like e-commerce and logistics. As of late 2025, the company manages a massive workforce of over 10,300 personnel. Financially, it reported a Profit After Tax (PAT) of ₹5.02 crore for FY25 on a revenue of ₹283 crore. Interestingly, its 9-month performance for FY26 already shows a PAT of ₹5.13 crore, surpassing the entire previous year's profit.


Key IPO Details & Timetable

Feature Details
Price Band ₹74 – ₹78 per share
Current Status Open (Day 2 of 3)
Lot Size 1,600 Shares (Min. Investment ₹2,49,600 for Retail*)
Total Issue Size ₹17.04 Crore (Fresh: ₹14.04 Cr / OFS: ₹3.00 Cr)
Grey Market Premium ₹0 (Flat Expectations)
Closing Date February 10, 2026 (Tomorrow)
Basis of Allotment February 11, 2026
Tentative Listing February 13, 2026

*Note: Retail investors are required to apply for a minimum of 2 lots (3,200 shares).


Important Note for Investors

  • Customer Concentration Risk: A significant warning flag for investors is that the top 10 customers account for nearly 99% of the company's revenue. This makes the business highly vulnerable to the loss of any single major contract.

  • Working Capital Cycle: The company is transitioning from a "Collect and Pay" to a "Pay and Collect" model. While this can improve service speed, it requires high working capital, which is why ₹9.75 crore of the IPO proceeds are being used specifically for this purpose.

  • Regional Heavyweight: PAN HR generates a vast majority of its revenue from Delhi, Haryana, and Uttar Pradesh. Any regional policy changes regarding labour laws or economic shifts in North India could impact operations significantly.

  • Reasonable Valuation: At the upper price band, the IPO is priced at a P/E ratio of approximately 7.31x (Post-IPO), which is considered relatively attractive compared to organized peers in the staffing industry.

  • Anchor Confidence: The company successfully raised ₹4.19 crore from anchor investors on February 5, including participation from Rajasthan Global Securities and INTI Capital.