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How does the allotment process work if the IPO is oversubscribed?

For a video walkthrough on how to apply for an IPO, see How to apply for IPOs on Kite?

When an IPO is oversubscribed, the registrar conducts a lottery to allot shares to applicants. An IPO becomes oversubscribed when the number of applications exceeds the shares available for allotment.

Example scenario

Assume 10 investors have applied for an IPO at the cut-off price (the offer price at which shares get issued to investors). Each investor has placed a bid for 1 to 5 shares:

Investor

Quantity Applied

Investor 1 1
Investor 2 2
Investor 3 3
Investor 4 3
Investor 5 4
Investor 6 4
Investor 7 4
Investor 8 5
Investor 9 2
Investor 10 1
Total number of shares applied 29

If only 5 shares are available for allotment, the lottery result could be:

Investor Quantity Applied

Quantity Allotted

Investor 1 1 0
Investor 2 2 1
Investor 3 3 1
Investor 4 3 0
Investor 5 4 1
Investor 6 4 0
Investor 7 4 0
Investor 8 5 0
Investor 9 2 1
Investor 10 1 1
Total 29 5

Investors 2, 3, 5, 9, and 10 won the lottery and will receive shares. If you had applied at a price below the upper price band, your bid would not be considered for the allotment lottery.

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