Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria

Equity Analyst - Fundamental & Thematic

Fundamental Research on Listed Indian Companies

Sree Capital

Sree Capital is a platform to share fundamental research on listed Indian companies. We do this research for our own investment

Equity Capital Markets

<ul>
<li>In this insight, we discuss the important takeaways from 20+ media interactions by the founders of <a href="https://www.smartkarma.com/entities/phonepe-pvt-ltd" target="_blank" data-smartkarma-citation="entities:34788:1" rel="noopener">Phonepe Pvt Ltd (1732974D IN)</a> </li>
<li>This discusses about their thoughts on engineering philosophy , work culture, various regulatory challenges among others</li>
<li>Finally, we share our overall view based on these interviews.</li>
</ul>


In this insight, we discuss the important takeaways from 20+ media interactions by the founders of Phonepe Pvt Ltd (1732974D IN) 
This discusses about their thoughts on engineering philosophy , work culture, various regulatory challenges among others
Finally, we share our overall view based on these interviews.


PhonePe IPO: Key Takeaways from Founder’s Media Interactions

<ul>
<li>In insight we discuss how did <a href="https://www.smartkarma.com/entities/phonepe-pvt-ltd" target="_blank" data-smartkarma-citation="entities:34788:1" rel="noopener">Phonepe Pvt Ltd (1732974D IN)</a> become the Raja(King) of the Unified Payments Interface ecosystem.</li>
<li>We also discuss how does the company make company and how it is aggressively diversifying away from UPI related business. </li>
<li>We finally present 6 reasons why diversification is not a choice for the company, but rather a necessity before its too late.</li>
</ul>


In insight we discuss how did Phonepe Pvt Ltd (1732974D IN) become the Raja(King) of the Unified Payments Interface ecosystem.
We also discuss how does the company make company and how it is aggressively diversifying away from UPI related business. 
We finally present 6 reasons why diversification is not a choice for the company, but rather a necessity before its too late.


PhonePe IPO - UPI Raja (King); Diversification Is Not a Choice but a Compulsion.

<ul>
<li>This insight discusses about the broad structure of upcoming IPO of <a href="https://www.smartkarma.com/entities/phonepe-pvt-ltd" target="_blank" data-smartkarma-citation="entities:34788:1" rel="noopener">Phonepe Pvt Ltd (1732974D IN)</a> </li>
<li>It discusses about the company profile, business segments &amp; Financial Snapshot.</li>
<li>Finally, we highlight the various points to look forward to in this IPO.</li>
</ul>


This insight discusses about the broad structure of upcoming IPO of Phonepe Pvt Ltd (1732974D IN) 
It discusses about the company profile, business segments &amp; Financial Snapshot.
Finally, we highlight the various points to look forward to in this IPO.


Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

<ul>
<li>
<a href="https://www.smartkarma.com/entities/phonepe-pvt-ltd" target="_blank" data-smartkarma-citation="entities:34788:1" rel="noopener">Phonepe</a> (PPL) is looking to raise up to US$1.35bn in its upcoming India IPO.</li>
<li>PhonePe Ltd (PPL) is a fintech firm that builds digital platforms for payments services, digital distribution and financial services, offering consumer payments, merchant payments and lending and insurance distribution services.</li>
<li>In this note, we talk about the not-so-positive aspects of the deal.</li>
</ul>



Phonepe (PPL) is looking to raise up to US$1.35bn in its upcoming India IPO.
PhonePe Ltd (PPL) is a fintech firm that builds digital platforms for payments services, digital distribution and financial services, offering consumer payments, merchant payments and lending and insurance distribution services.
In this note, we talk about the not-so-positive aspects of the deal.


Aequitas: PhonePe Pre-IPO - The Negatives - Near Term Growth Might Be Capped

<ul>
<li>
<a href="https://www.smartkarma.com/entities/phonepe-pvt-ltd" target="_blank" data-smartkarma-citation="entities:34788:1" rel="noopener">Phonepe </a>(PPL) is looking to raise up to US$1.35bn in its upcoming India IPO.</li>
<li>PhonePe Ltd (PPL) is a fintech firm that builds digital platforms for payments services, digital distribution and financial services, offering consumer payments, merchant payments and lending and insurance distribution services.</li>
<li>In this note, we talk about the positive aspects of the deal.</li>
</ul>



Phonepe (PPL) is looking to raise up to US$1.35bn in its upcoming India IPO.
PhonePe Ltd (PPL) is a fintech firm that builds digital platforms for payments services, digital distribution and financial services, offering consumer payments, merchant payments and lending and insurance distribution services.
In this note, we talk about the positive aspects of the deal.


Aequitas: PhonePe Pre-IPO - The Positives - Dominant Payment Platform

India

Phonepe Private Limited designs and develops application software. The Company offers digital payments, recharge mobile, data cards, make utility payments, buy gold and shop online and offline, tickets, and other related service through application. Phonepe serves customers in India.

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Phonepe Pvt Ltd (1732974D IN)

PhonePe IPO: Key Takeaways from Founder’s Media Interactions

Key takeaways from media interactions with Phonepe Pvt Ltd founders, covering engineering philosophy, work culture, regulatory challenges, and...

Sreemant Dudhoria

PhonePe IPO - UPI Raja (King); Diversification Is Not a Choice but a Compulsion.

Insight into how Phonepe Pvt Ltd became the king of UPI, their diversification strategy over the recent years, and why it's an alarming necessity...

Sreemant Dudhoria

PhonePe IPO – First Cut

Insight on the upcoming IPO of Phonepe Pvt Ltd, covering company profile, business segments, financial snapshot, and key points to watch for.

Sreemant Dudhoria

Aequitas: PhonePe Pre-IPO - The Negatives - Near Term Growth Might Be Capped

Phonepe (PPL) is looking to raise up to US$1.35bn in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of the deal.

Sumeet Singh

Aequitas: PhonePe Pre-IPO - The Positives - Dominant Payment Platform

Phonepe (PPL) is looking to raise up to US$1.35bn in its upcoming India IPO. In this note, we talk about the positive aspects of the deal.

Sumeet Singh

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

PhonePe IPO: Key Takeaways from Founder’s Media Interactions

Key takeaways from media interactions with Phonepe Pvt Ltd founders, covering engineering philosophy, work culture, regulatory challenges, and...

Sreemant Dudhoria

PhonePe IPO - UPI Raja (King); Diversification Is Not a Choice but a Compulsion.

​Insight into how Phonepe Pvt Ltd became the king of UPI, their diversification strategy over the recent years, and why it's an alarming necessity...

Sreemant Dudhoria

PhonePe IPO – First Cut

​Insight on the upcoming IPO of Phonepe Pvt Ltd, covering company profile, business segments, financial snapshot, and key points to watch for.

Sreemant Dudhoria

Aequitas: PhonePe Pre-IPO - The Negatives - Near Term Growth Might Be Capped

Phonepe (PPL) is looking to raise up to US$1.35bn in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of the deal.

Sumeet Singh

Aequitas: PhonePe Pre-IPO - The Positives - Dominant Payment Platform

Phonepe (PPL) is looking to raise up to US$1.35bn in its upcoming India IPO. In this note, we talk about the positive aspects of the deal.

Sumeet Singh

Insight into how Phonepe Pvt Ltd became the king of UPI, their diversification strategy over the recent years, and why it's an alarming necessity...

Insight on the upcoming IPO of Phonepe Pvt Ltd, covering company profile, business segments, financial snapshot, and key points to watch for.