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Anatomy of an IPO. Every figure read from a filing

LUMINO INDUSTRIES LIMITED

IssueRs 700 cr

<in-capmkt:AmountOfIssueSize contextRef="OneD" unitRef="INR" decimals="-7">7000000000</in-capmkt:AmountOfIssueSize>

BSE ISSUE SUMMARY, SCRIP 544894 P.1 · SHA256 C1CF136D · ISD AMOUNT OF ISSUE SIZE

PriceRs 82

Issue Price for the current Public issue Rs. 82/- per share

BSE NOTICE 20260902-32 P.2 · SHA256 3F7294A0 · NOTICE ISSUE PRICE

Lot182 sh / Rs 14,924

<in-capmkt:MarketLot contextRef="OneI" unitRef="shares" decimals="INF">182</in-capmkt:MarketLot>

BSE ISSUE SUMMARY, SCRIP 544894 P.1 · SHA256 C1CF136D · ISD MARKET LOT

Allotted1 Sep 2026

Date of Allotment in the public issue: September 1, 2026

BSE NOTICE 20260902-32 P.2 · SHA256 3F7294A0 · NOTICE DATE OF ALLOTMENT

Listed3 Sep 2026

<in-capmkt:DateOfListing contextRef="OneI">2026-09-03</in-capmkt:DateOfListing>

BSE ISSUE SUMMARY, SCRIP 544894 P.1 · SHA256 C1CF136D · ISD DATE OF LISTING

Subscribed--
Last closeRs 102.45 · +24.9%

19 trading day(s) from 2026-09-03 to 2026-09-30. Closed at 110.39 on the first day held and 102.45 on the last, down 7.2% between them. Issued at 82.

BSE DAILY PRICES, SCRIP 544894 P.1 · SHA256 16EC7909 · BSE STOCK PRICE CSV

01 Who was given shares, and on what terms

Anchor investors29.57%

<in-capmkt:NumberOfShareAllocatedToAnchor contextRef="OneI" unitRef="shares" decimals="INF">25243901</in-capmkt:NumberOfShareAllocatedToAnchor>

BSE ISSUE SUMMARY, SCRIP 544894 P.1 · SHA256 C1CF136D · ISD SHARES ALLOCATED TO ANCHOR

ALLOCATED BEFORE BIDDING OPENED, AT A PRICE NOBODY BID · RS 207 CRORE

Other institutions19.71%

<in-capmkt:NumberOfShareAllocatedToQIB contextRef="OneI" unitRef="shares" decimals="INF">16829268</in-capmkt:NumberOfShareAllocatedToQIB>

BSE ISSUE SUMMARY, SCRIP 544894 P.1 · SHA256 C1CF136D · ISD ALLOCATED TO QIB

QUALIFIED INSTITUTIONAL BUYERS, NET OF THE ANCHOR PORTION

Wealthy individuals14.79%

<in-capmkt:NumberOfShareAllocatedToNII contextRef="OneI" unitRef="shares" decimals="INF">12621951</in-capmkt:NumberOfShareAllocatedToNII>

BSE ISSUE SUMMARY, SCRIP 544894 P.1 · SHA256 C1CF136D · ISD ALLOCATED TO NII

NON-INSTITUTIONAL, THE PORTION ABOVE TWO LAKH RUPEES

People like you34.50%

<in-capmkt:NumberOfShareAllocatedToRII contextRef="OneI" unitRef="shares" decimals="INF">29451219</in-capmkt:NumberOfShareAllocatedToRII>

BSE ISSUE SUMMARY, SCRIP 544894 P.1 · SHA256 C1CF136D · ISD ALLOCATED TO RII

RETAIL. GUARANTEED BY LAW WHETHER OR NOT ANYONE WANTS IT

The odds of an application getting shares need the retail subscription, which comes from the bid book while bidding runs. This issue listed before this site began holding books, and the exchange withdraws the book at close, so for this issue it no longer exists anywhere.

Reserved portion1.43%

<in-capmkt:NumberOfShareAllocatedToReservationPortion contextRef="OneI" unitRef="shares" decimals="INF">1219512</in-capmkt:NumberOfShareAllocatedToReservationPortion>

BSE ISSUE SUMMARY, SCRIP 544894 P.1 · SHA256 C1CF136D · ISD ALLOCATED TO RESERVATION

EMPLOYEES OR SHAREHOLDERS OF THE ISSUER

02 The issue, and where the money went

8,53,65,851 shares offered

<in-capmkt:NumberOfIssueShares contextRef="OneI" unitRef="shares" decimals="INF">85365851</in-capmkt:NumberOfIssueShares>

BSE ISSUE SUMMARY, SCRIP 544894 P.1 · SHA256 C1CF136D · ISD NUMBER OF ISSUE SHARES

Rs 700

crore

<in-capmkt:AmountOfIssueSize contextRef="OneD" unitRef="INR" decimals="-7">7000000000</in-capmkt:AmountOfIssueSize>

BSE ISSUE SUMMARY, SCRIP 544894 P.1 · SHA256 C1CF136D · ISD AMOUNT OF ISSUE SIZE

BIDDING 27 AUG 2026 TO 31 AUG 2026 PRICE FIXED AT RS 82

03 Where the money came out

100% of the money

Partly to the company, partly to selling shareholders

Rs 700 crore

COMPOSITION FRESH AND OFS · 2,43,90,242 SHARES SOLD BY EXISTING HOLDERS

<in-capmkt:NumberOfOfferForSaleShares contextRef="OneI" unitRef="shares" decimals="INF">24390242</in-capmkt:NumberOfOfferForSaleShares>

BSE ISSUE SUMMARY, SCRIP 544894 P.1 · SHA256 C1CF136D · ISD OFFER FOR SALE SHARES

to the company

THE FRESH ISSUE PORTION, AT THE ISSUE PRICE.

What the company will do with it

The objects of the offer are complete only in the final prospectus. A red herring states the fixed objects and leaves the residual one and the total blank, because both depend on the price.

04 What the company earns

The restated statement of profit and loss is read only where it adds up: revenue plus other income is total income, and total income less total expenses is profit before tax, in every year. This prospectus states it in a shape this reader does not yet follow.

05 When those shares come back to the market

1 SEP 2026 ALLOTMENT3 SEP 2026 LISTEDRs 103 crore1,26,21,951 SHARES UNLOCK1 OCT 2026 Anchor lock-in, first trancheRs 103 crore1,26,21,950 SHARES UNLOCK30 NOV 2026 Anchor lock-in, second tranche
  1. 1 Sep 2026ALLOTMENT
  2. 3 Sep 2026LISTED
  3. 1 Oct 2026Anchor lock-in, first trancheRs 103 crore · 1,26,21,951 SHARES UNLOCK
  4. 30 Nov 2026Anchor lock-in, second trancheRs 103 crore · 1,26,21,950 SHARES UNLOCK

06 Every dated unlock, with the page it was read from

Anchor lock-in, first tranche

1 Oct 2026

ICDR Sch XIII Pt A Cl.10(j) · 30 days

Shares: 1,26,21,951

At the issue price: Rs 103.50 crore

Source: BSE issue summary, scrip 544894 p.1 c1cf136d

<in-capmkt:NumberOfShareAllocatedToAnchor contextRef="OneI" unitRef="shares" decimals="INF">25243901</in-capmkt:NumberOfShareAllocatedToAnchor>

BSE ISSUE SUMMARY, SCRIP 544894 P.1 · SHA256 C1CF136D · ISD SHARES ALLOCATED TO ANCHOR

Period: 30 days

locked in for a period of 30 days from the date of Allotment

LUMINO INDUSTRIES LIMITED - RHP P.487 · SHA256 91B2A8E9 · STATED ANCHOR FIRST TRANCHE

Anchor lock-in, second tranche

30 Nov 2026

ICDR Sch XIII Pt A Cl.10(j) · 90 days

Shares: 1,26,21,950

At the issue price: Rs 103.50 crore

Source: BSE issue summary, scrip 544894 p.1 c1cf136d

<in-capmkt:NumberOfShareAllocatedToAnchor contextRef="OneI" unitRef="shares" decimals="INF">25243901</in-capmkt:NumberOfShareAllocatedToAnchor>

BSE ISSUE SUMMARY, SCRIP 544894 P.1 · SHA256 C1CF136D · ISD SHARES ALLOCATED TO ANCHOR

Period: 90 days

90 days from the date of Allotment

LUMINO INDUSTRIES LIMITED - RHP P.487 · SHA256 91B2A8E9 · STATED ANCHOR SECOND TRANCHE

Not dated on this page, and why

29.57% of this issue was allocated before the public could bid, at a price nobody bid.

BSE ISSUE SUMMARY, SCRIP 544894 P.1 · SHA256 C1CF136D · NOTHING HERE IS ADVICE.

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