Primer: Honasa Consumer (HONASA IN) - Sep 2026
Honasa Consumer has successfully evolved from a single-brand digital native into a scalable house-of-brands platform, with high-growth engines...
105 Views
GST 2.0: Will India’s Biggest Tax Reset Spark a Consumption Boom or Drive Margin Expansion?
India's GST Council cuts rates on essentials, simplifies tax structure to boost household demand and GDP growth, benefiting FMCG companies and...
559 Views
Meesho Ltd IPO - Value-Led Play, Moderately Priced
Meesho Ltd (ML) is looking to raise around US$607m in its upcoming India IPO. In this note, we talk about the company’s implied valuations in the...
509 Views
Nykaa Block - US$140m Selldown by Banga Family
Harindarpal Singh Banga, one of Nykaa’s early investors, aims to raise around US$140m via selling a stake of around 2.1% at a floor price of around...
618 Views
Schloss Bangalore IPO - Thoughts on Peer Comp and Valuation
Schloss Bangalore Limited is looking to raise about US$400m in its upcoming India IPO. The deal has been downsized from an earlier size of US$600m....
704 Views