Ipo
21 articles tagged ipo
Policy Pulse - Ministries & Regulators - 16 Oct 2026
The India-US BTA first tranche is finalised and in legal drafting, with Piyush Goyal and Nirmala Sitharaman both pushing for signature, a positive for SUNPHARMA, DRREDDY and WELSPUNLIV. The MoD signed Rs 4,106 crore of contracts led by a Rs 2,563 crore IAF satellite, and SEBI rewrote the closing auction session from December 7.
Policy Pulse - Ministries & Regulators - 15 Oct 2026
The CCEA cleared the Rs 52,878 crore sale of a 60.72% IDBI Bank stake to Fairfax at Rs 81 a share and IDBI fell 7%, while the Supreme Court quashed Yes Bank's Rs 8,415 crore AT1 write-off and YESBANK fell 12.68%. Jio Platforms priced India's largest IPO at Rs 1,065-1,119, lifting RELIANCE 3.44% and BSE 2.70%.
Policy Pulse - Modi / India Govt - 06 Oct 2026
The Cabinet approved a Rs 10,000 crore SME Growth Fund to supply patient growth equity to high-potential SMEs - BSE, SBIN and CHOLAFIN are the inferred beneficiaries - and cleared the Integrated Transport and Logistics Authority as an SPV that will write a long-term National Transport Plan and appraise every government infrastructure project worth Rs 500 crore or more, a positive read-through for LT, IRB and CONCOR. The World Bank raised India's FY27 growth forecast 50 basis points to 7.1%, and the primary market stayed open with SRIT India listing at a 13.85% premium while AceVector debuted at an 11.5% discount.
Policy Pulse - Ministries & Regulators - 02 Oct 2026
India is in the final stages of approving a ₹80,000 crore Project-75(I) submarine deal with Germany to be built by MAZDOCK with ThyssenKrupp, while the MoD inked a ₹810.79 crore SAT-SAAW contract with BDL. September power shortages hit a three-year high at 560 million kWh, and the Section 11 order forcing 112 private captive coal plants to run flat out and sell into exchanges is now live — positive for COALINDIA, NTPC and TATAPOWER. September GST rose 14.7% to ₹2,03,521 crore but on a record-high import share, and RBI eased bank shareholding norms for mutual funds, insurers and pension funds.
Policy Pulse - Ministries & Regulators - 01 Oct 2026
The Finance Ministry cut the diesel and ATF export levy for a second fortnight, positive for IOC, BPCL and RELIANCE, as GST crossed Rs 2 lakh crore for a third month and the manufacturing PMI hit a seven-month high of 55.1. SEBI cleared corporate bond index futures for the NSE, the AMCA prototype RFP closed on 30 October with LT, BEL, BHARATFORG, BEML and DATAPATTNS named in the three shortlisted consortia while HAL did not qualify, and the rupee closed at 96.31 into a live RBI hike risk on October 7.
Policy Pulse - Ministries & Regulators - 30 Sep 2026
The CGA put the fiscal deficit at 41.9% of the FY27 target with five months gone, the RBI reported a record $200bn net forward dollar book as the concessional FCNR(B) window closed, and SEBI's Pandey rebuilt FPI onboarding rails while confirming no exchange interoperability and no changes outside the CAS paper. BSE replaced Wipro in the Nifty 50, the Andaman offshore mineral auction returns on October 1, and SEBI's 215th Board rewrote PMS regulations for MOTILALOFS and BSE.
LEAP India — Deep Dive Analysis
Down 18% from its ₹159 IPO and at all-time lows: a 90%-share pallet-pooling leader at 91x earnings, where interest exceeds PBT. 25-point score 12.5/25 — wait for a base.
ESDS Software Solution — Deep Dive Analysis
Up 309% from its ₹429 IPO in seven sessions on the AI/GPU story — but ESDS is the paying customer in the $1.25bn SharonAI deal. 25-point checklist score 16.5/25: avoid at CMP.
Policy Pulse - Ministries/Regulators - 15 Sep 2026
The RBI rejected Tata Sons' CIC surrender on September 11, putting the Rs 2.01 lakh crore holding company on a mandatory listing path - a generational fee event for BSE, ANGELONE and MOTILALOFS. August CPI hit an 8-month high of 4.82% and WPI 9.92% (IOC, BPCL, HINDPETRO pressure) while NHAI debarred PNCINFRA for three years, sending it down 20%.
Policy Pulse - Ministries/Regulators - 11 Sep 2026
NSE priced its IPO at Rs 1,700-1,785 (~Rs 22,562 crore, opens Sep 17, listing circa Sep 24) with the issue down about 15% - a re-rating trigger for BSE and ANGELONE. Record August SIP flows of Rs 32,297 crore and Rs 87.08 trillion MF AUM lift HDFCAMC and NAM-INDIA, while Brent above USD 100 drives oil-marketing margins to Rs -5/litre petrol and Rs -23/litre diesel (IOC, BPCL, HINDPETRO negative).
Policy Pulse - Ministries/Regulators - 10 Sep 2026
SEBI keeps the Closing Auction Session but will rework derivatives settlement pricing, and revises commodity derivatives position limits (MCX). NSE IPO price band due Sep 11 with the issue trimmed to about Rs 23,000 crore and an ISIN freeze from Sep 11 (BSE, ANGELONE, MOTILALOFS). Man Industries won about Rs 600 crore of orders. Sensex +138 to 74,902.59; defence was the worst sector.
Policy Pulse - Ministries/Regulators - 09 Sep 2026
Record day: six mainboards open together (~Rs 4,400 cr, first time in ~30 yrs); Manipal Payment 0.17x on day 1 (GMP +10%); Torrent Gas files 100%-OFS IPO papers. BSE, ZERODHA, ANGELONE benefit (inferred).
Policy Pulse — Global — 21 Aug 2026
Nifty ends 7-day losing streak with 0.64% gain; Brent crude tops 3 on Hormuz concerns; Shiprocket IPO lists; US-Canada trade deadline looms
Policy Pulse — Ministries/Regulators — 21 Aug 2026
Data Patterns wins Rs 586 cr BEL radar order; Apollo Micro gets Rs 81 cr defence order; SEBI study shows 88.5% of young F&O traders lost money in FY26
Policy Pulse — Ministries & Regulators — 17 Aug 2026
MoD names ₹1,577 cr loiter-munition orders (TASL + NIBE) for the Indian Army — BUY TATAMOTORS proxy; Lalithaa Jewellery IPO opens ~45%, Shiprocket lists Aug 19 — BUY BSE; Nifty down 5th day on crude
Policy Pulse — Ministries & Regulators — 14 Aug 2026
SEBI's accredited-investor consultation (manager-led, 4-lakh pool) + OBPP bond-platform circular + Shiprocket/Behari Lal IPOs close at 80x subscription — BUY BSE, watch MOTILALOFS/ZERODHA; Nifty down 4th day on crude
Policy Pulse — Ministries & Regulators — 13 Aug 2026
Tata Motors Q1 PAT +83% lifts Tata complex; SEBI BRSR value-chain ESG mandate (FY26-27); Shiprocket IPO closes Aug 14 at retail ~10x, GMP ~35%
Policy Pulse — Ministries & Regulators — 12 Aug 2026
MoD fresh orders (BEL 541cr, Zen 295cr), Shiprocket IPO opens (62% day-1, GMP ~31%), PSU banks and metals lead amid Tata/healthcare/FMCG weakness
Policy Pulse — Ministries & Regulators — 11 Aug 2026
Crude near 90 clouds Sensex (-0.49%) but pharma/IT/refineries shine (Gland +9.6% on Q1 beat, CPCL +14.9%); 'IPOgust' 11 mainboard IPOs raise 21272 cr, lifting BSE/brokers; Shiprocket IPO opens Aug 12
Indo-MIM Ltd — IPO Analysis
Indo-MIM — world's largest MIM manufacturer — opens IPO at ₹485. 45x P/E, 21% ROE, accelerating growth, but 86% OFS and US export concentration warrant caution. Detailed analysis inside.
SBI Funds Management IPO — Should You Hold or Sell on Listing?
Deep analysis of India's largest AMC IPO — ₹9,813 Cr OFS at 36-38x P/E, 41.73x subscription, GMP at 16%. We compare with HDFC AMC, ICICI Pru AMC & Nippon AMC and give a hold/sell verdict.