A Trader's Guide To "G" Day | Positioning For "Next-Generation GST Reforms"
​The 56th GST Council Meeting in New Delhi aims to bring next-generation reforms as a "Diwali gift" for consumers, but market indicators suggest a...
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Top Conviction Ideas - “FMCG”
Temporary Logistic Disruptions due to GST 2.0 Reforms, Rural Stays Resilient: Most Staples delivered single-digit topline growth in Q2FY26, aided...
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Groww IPO Trading - Decent Overall Demand
Groww raised around US$747m in its India IPO. In this note, we will talk about the subscription demand and the trading dynamics.
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Groww IPO - Peer Comp and Thoughts on Valuation
Groww is looking to raise around US$747m in its India IPO. In this note, we talk about the peer comp and implied valuations in the price range.
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Orkla India Pre-IPO - Strong Market Presence, Growth Yet to Catch Up
Orkla India has launched a smaller IPO of up to INR 16.6bn (US$190m) in a INR695–730 range. Anchor books open on 28th October, with the rest of the...
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