2026 High Conviction Idea: 'Delhivery' India's Largest Full-Range Logistics Platform
Delhivery has strengthened its leadership in the Express Parcel segment and is now shifting gears in the PTL business. Poised for growth and...
712 Views
Curator's Cut: 2026's Top Picks, Unpacking Meesho's IPO & Navigating Lock-Ups
This Curator's Cut issue highlights 2026's high conviction ideas, analyzes Meesho IPO risks/rewards, and tracks upcoming lock-up expiries on...
650 Views
ECM Weekly (10 November 2025) - Seres, Pony, WeRide, Joyson, DIY, Maynilad, Northsand, Softcare
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
460 Views
Oswal Pumps IPO - RHP Updates & Thoughts on Peer Comp and Valuation
Oswal Pumps is looking to raise about US$162m in its upcoming India IPO. We have looked at the company’s past performance in our previous notes. In...
631 Views
India Channel Insight #33 | Shopee, Flipkart, Meesho, Swiggy
This insight focuses on private unicorns backed by Sea Ltd (SE US) , Walmart (WMT US) , Softbank Group (9984 JP) & Prosus NV (PROSY US)
588 Views