Physicswallah Pre-IPO - The Negatives - Underlying Growth Rate Remains Unclear
Physicswallah Is looking to raise about US$434m in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of the deal.
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Physicswallah Pre-IPO - The Positives - Has Had a Dream Run
Physicswallah is looking to raise about US$434m in its upcoming India IPO. In this note, we talk about the positive aspects of the deal.
626 Views
ECM Weekly (3 November 2025)-Sany, Seres, CIG, PonyAI, WeRide, Mininglamp, Lenskart, Groww, 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.
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ECM Weekly (29 September 2025)- Zijin, Chery, CAREIT, Orion, Butong, Victory Giant, Northern Star
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.
578 Views
NSDL - New Management, Revised Strategy — The Battle for Market Share Continues
NSDL has moved sharply post listing. It is up 56% from the IPO price. The stock now trades (73x P/E FY25) at premium to CDSL (62x P/E FY25). One...
511 Views