Mutual Fund

Green Shoe Option

Imagine a highly anticipated movie is releasing, and the theater only has 100 seats. Suddenly, 500 people show up. To manage the crowd and keep ticket prices from skyrocketing on the black market, the theater manager quickly adds 15 extra folding chairs in the aisle. Conversely, if the movie is a flop and nobody shows up, the manager might buy back some tickets to keep the hall from looking empty.

In the stock market, this extra chair or buyback mechanism is called the Green Shoe Option (formally known as an Over-allotment Option). It is a legal clause in an IPO agreement that allows the company’s bankers to sell more shares than originally planned to keep the stock price stable. It gets its name from the Green Shoe Manufacturing Company, which was the first to use this trick in 1919.

Similar read: What is a Greenshoe Option IPO?

How the Green Shoe Option Works

When a company goes public, the stock price can be very jumpy. It might shoot up 50% because of hype or crash 20% because of panic. The Green Shoe Option acts as a stabilizer for the first 30 days after listing.

The 15% Rule

Under SEBI guidelines in India, a company can over-allot up to 15% of the original issue size. If the company is selling 1 Crore shares, they can actually sell 1.15 Crore shares to the public.

The Two Scenarios:

  1. Scenario A: High Demand (Price goes UP)
    If the stock price jumps above the IPO price, the bankers exercise the option. They buy that extra 15% of shares from the company at the original IPO price and give them to the investors who had already paid for them. The company gets extra capital, and the market gets more supply to cool down the price.
  2. Scenario B: Low Demand (Price goes DOWN)
    If the stock price falls below the IPO price, the bankers do not buy shares from the company. Instead, they go into the open market and buy back the shares using the money they collected from the over-allotment. This buying pressure helps push the price back up toward the IPO level, protecting new investors from a crash.

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Key Benefits of Green Shoe Option

  • Price Stability: It prevents the stock from breaking (falling below the offer price) in the first month.
  • Investor Confidence: Knowing a Stabilizing Agent is watching the price makes retail investors feel safer.
  • Extra Capital: If the IPO is a huge hit, the company can raise up to 15% more money than they initially expected.

No Cost to Company: The bankers handle the buying and selling; the company only provides the extra shares if needed.

Frequently Asked Questions (FAQs)

Is every IPO required to have a Green Shoe Option?

No. It is optional. A company must mention it clearly in its Red Herring Prospectus (RHP) if they plan to use it.

Who is the Stabilizing Agent?

Usually, one of the main Merchant Bankers (like Motilal Oswal or ICICI Securities) is appointed as the agent to manage this process.

How long does this protection last?

In India, the stabilization period is strictly limited to 30 days from the date of listing.

Does the banker keep the profit?

No. In India, any profit made by the stabilizing agent from buying shares at a lower price must be deposited into a SEBI Investor Protection Fund.

Where do the extra shares come from initially?

The bankers usually borrow these shares from the company's promoters or large pre-IPO investors for the 30-day period.

Is this different from a Naked Green Shoe?

Yes. In a Naked Green Shoe, the banker sells shares they don't have and don't even borrow this is much riskier and less common in India.

Can an FPO have a Green Shoe Option?

Yes, Follow-on Public Offerings can also use this mechanism to manage price volatility.

What happens after 30 days?

The stabilizing agent stops intervening. The stock price is then entirely at the mercy of the regular market demand and supply.

Does it guarantee the price won't fall?

No guarantee. If the selling pressure is too massive, even the 15% buyback might not be enough to stop the price from falling.

How do I know if an IPO has this option?

Check the offer section of the IPO prospectus. It will explicitly mention Over-allotment Option or Green Shoe Option.