MS-India Index Earning Revision (Mar): Oil & Natural Gas, ICICI Bank, HDFC Bank
We analyzed MS-India's consensus for Mar 2026 and highlighted changes of EPS in Oil & Natural Gas (ONGC IN), ICICI Bank (ICICIBC IN), HDFC Bank...
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Aequitas: Tata Capital IPO Lockup Expiry - Will Have to Sell US$1.4bn of Stock but Has More Time Now
Tata Capital Limited (TATACAP IN) raised around US$1.7bn in its IPO in October 2025. The lockup on its promoter and pre-IPO investors is set to...
385 Views
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.
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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.
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Aequitas: OnEMI Technology Solutions Pre-IPO - Growth Offset by Profitability & Asset Quality Issues
OnEMI Technology Solutions (Kissht) is looking to raise US$172m in its upcoming India IPO. It is an Indian tech-driven digital lending platform...
257 Views