WeWork India Pre-IPO - Lease Mismatch and Structural Strains
WeWork India Management Ltd is looking to raise about US$407m in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of...
307 Views
Consumer Discretionary (Q1FY26 Results Preview): Q1FY26–a mixed bag
Our discretionary universe is set for a mixed performance in Q1FY26, with overall revenue projected to grow by ~18% YoY in Q1FY26, driven by a few...
413 Views
Vishal Mega Mart IPO Lockup Expiry - US$4bn Lockup Release with PE Sitting on 10x Gains
Kedaara Capital is now, on the day of the lock-up expiry, looking to sell around 10% of the company, as per media reports, at a floor price of...
861 Views
HSIE Results Daily: Century Plyboards India, Bata India, Greenlam Industries, Ahluwalia Contracts
We value Century Ply using SOTP—ex-particle board business at 40x Mar-27E EPS and the upcoming particle board business at 2x capital employed in...
233 Views
Schloss Bangalore IPO Trading - Decent Anchor; Muted Overall Demand
Schloss Bangalore Ltd (SBL) raised about US$400m in its India IPO. In this note, we talk about the demand and trading dynamics.
379 Views