MakeMyTrip Confidentially Files DRHP For $1 Bn India IPO, Eyes Q1 FY27 Listing
MakeMyTrip has confidentially filed a DRHP with SEBI for an OFS-only India IPO of its subsidiary, potentially raising over $1 Bn. The move aims to deepen domestic presence ahead of a Q1 FY27 listing, even as FY26 profit slid 45.8% YoY to $51.7 Mn on revenue of $1.04 Bn (+6.7%).
What happened
MakeMyTrip confidentially filed a DRHP with SEBI for an India IPO of its subsidiary, an OFS-only offering potentially raising over $1 Bn, aiming to boost
Key facts
- $1 Bn IPO
- $720 Mn ibibo deal
- FY26 profit $51.7 Mn -45.8% YoY
- FY26 revenue $1.04 Bn +6.7%
- Q4 FY26 profit $24.3 Mn -16.8%
- Q4 revenue $250.1 Mn +1.9%
Why this matters
The India-specific subsidiary listing creates a domestic currency for regional M&A and partnerships, positioning MakeMyTrip to consolidate travel commerce plays even as headline profitability weakens.
What to watch
- SEBI observation letter and updated RHP financials
- Q2/Q3 FY26 quarterly margin trajectory
- Air/hotel booking volume trends and discount intensity
- Anchor investor commitments and grey market premium
- Trip.com and PE lock-up disclosures
- Watch bankers set price band anchored to revenue rather than earnings given margin drop
- Monitor Trip.com stake dilution intent via OFS proportions
- Expect competitors (Ixigo, EaseMyTrip) to accelerate their own capital or M&A moves
- Anticipate increased marketing/discount spend defending market share pre-listing
Also reported by
- Inc42 · Buzz — Same time