Analysis-Europe's IPO market hits bump but recovery still on course, bankers say

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A strong debut by Swiss skincare company Galderma on Friday is steadying nerves around Europe's IPO market, a day after a poorly received listing from German...

LONDON/FRANKFURT - A strong debut by Swiss skincare company Galderma on Friday is steadying nerves around Europe's IPO market, a day after a poorly received listing from German retailer Douglas, bankers said.

The trading of these two private equity-owned firms was being closely watched by bankers and investors, after global IPO issues fell in 2023 for a second year. "Large private equity-backed transactions are a signal that IPO markets are receptive," said Markus Meier, head of ECM in Germany at Bank of America.Tank gear manufacturer Renk, the first newcomer to the Frankfurt Stock Exchange this year, has almost doubled its issue price of 15 euros since debuting in February. Its IPO was one of several postponed last autumn amid uncertainty around interest rates and geopolitical tensions.

"We're still in the recovery phase, so we're not in an anything goes environment but a selective environment," said Martin Thorneycroft, head of cash ECM in EMEA at Morgan Stanley, which co-led the Galderma IPO. Fuel card provider DKV Mobility - another from CVC's portfolio after Douglas - is also waiting to come back after postponing its IPO plans last year.

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