23 results for “Zomato IPO”

ESOPs Demystified : Taxes, Dilution & the Path to Wealth in India

Investing in mega IPOs: What the Data Shows

The recent ₹27,000 crore Hyundai IPO, the largest ever in Indian public markets, has put the spotlight on investing in initial public offerings. With companies raising over ₹5 lakh crore via share sales since 2023, and a record number of IPOs hitting the market, many investors are wondering if mega-IPOs deliver strong returns. We analyzed historical data on the top 40 Indian IPOs by size, examining factors like offer size, industry sector, price returns and total returns including dividends. The results may surprise you - while some IPOs like Zomato and Sona BLW Precision Forgings have outperformed, most of the largest IPOs have failed to beat the broader CNX 500 index, with some like Reliance Power even delivering negative returns. Before investing in the next hot IPO, learn what the data shows about the risks and rewards.

[Podcast] Investing in Unlisted Companies: What's the deal?

Are unlisted securities worth investing in? What are they? In this edition of the Capitalmind Podcast, Deepak and Shray dive into the world of unlisted securities, the complexities of investing in them, the different pluses and minuses you might want to know, and more...

Happy Diwali 2022! That time when we try to predict things again

Mutual Funds investing In loss-making company IPOs: Is it a big deal?

Recent high-profile IPOs have had a tough time since listing. Zomato (-18%), PB Fintech (-30%), Cartrade (-62%), and Paytm (-72%). Mutual funds have been asked tough questions about their investments in these loss-making internet companies. Is the outrage justified?

CM Focused Factsheet: A strong FY22 and the FY23 roadmap

FY22 was a good year for the CM Focused portfolio, up 36.7%, while the Nifty 50 advanced by 19%. In this post, we'll break down the CM Focused Portfolio's performance and get into the underlying portfolio management process.

Lessons from 2021, the year irrationality went viral

Happy Diwali 2021! Our annual predictions, and last year's scorecard

Happy Diwali 2021! At Capitalmind, we like to react, not predict. But once a year, we throw that rule into a drawer and let our minds run amok, from conspiracy theories to whatever Elon Musk is consuming nowadays, and try to frame a picture of what is likely to happen. But we have a special thing that people with predictions often do not do.

Policybazaar IPO - A direct play on Insurance-tech. Should you invest?

All new-age tech companies are lining up for their IPOs. The trend started with Zomato & other unicorns like Nykaa, Paytm, Oyo are in the pipeline. Policy Bazaar is an insurance aggregator & a market leader with a 93% market share. The company is looking to raise ₹6017 Cr via IPO. Should you subscribe to this IPO?

Big Diwali Discount, Investor Identity, Nykaa IPO, & More

The IPO rush: Lessons from the past

What's common between the years 2007, 2010, 2017 and 2021? All of them Bull Market years. And far from coincidentally, all of them saw a spate of IPOs as companies rushed to cash in on record-high stock prices. The boom, fuelled by a tsunami of cash unleashed by central banks and the rise of individual investors, eager to buy a piece of their favourite companies. Big bang listings and record oversubscriptions have been the talk of the town lately. Nearly all the 36 IPOs so far in 2021, have witnessed record oversubscription and listing gains. But did you know that 1 in 4 companies that went public in the 2010 boom does not exist anymore? And that more than a decade later, 1 in 2 of those companies is trading below issue price? 2021 is already slated to become the biggest year for primary markets in terms of fundraising. We looked at data on stock performance of companies that went public in past bull markets, to see if there are any lessons for investors subscribing to 2021 IPOs.

E-Currency, Disruption, IPOs and idealess Vodafone!

An IPO bigger than Zomato.. Is it better too?

Expensive stocks, Zomato IPO and Gambling!

Zomato IPO: Should You Place An Order To Buy Shares?

Finally, one of the most awaited initial public offerings of 2021 is here – Zomato Ltd. The IPO starts on July 14 for three days. Given, the boom in food ordering and investors’ current love for IPOs Gurugram based food-tech giant has upped its issue size. The company will now be raising ₹ 9,375 crore, of which ₹ 9,000 crore will be a fresh issue, while the remaining an offer for sale from the oldest investor – Info Edge (India) Ltd. Earlier the company had plans to raise ₹ 8,250 crore – ₹ 7,500 crore of fresh issue and ₹ 750 crore of offer for sale. The IPO would be the largest since March 2020, i.e., when SBI Cards raised close to ₹ 10,000 crore. Should you subscribe?

Xelpmoc: The X factor of India’s start-up ecosystem

When was the last time you heard about an IT company funding start ups from the cash flows of its core business? Yes. Info Edge. And no, we are not comparing this company with the behemoth. However, a 400 Cr Mcap company, with a revenue of 14 Cr & an investments of 47 Cr in various startups surely commands our attention. Read on to understand, how this small IT company is growing in an untraditional way.

Dodla Dairy IPO: Will it nourish investors?

The Dairy industry has been in an uncanny situation since last few years. The listed players are quoting at exorbitant valuations without any growth. Amidst current scenario, here is a company that is promising both Value & Growth. Dodla Dairy, the fastest-growing private dairy player is looking to raise 520 Cr. The IPO proceeds mainly provide promoters and TPG Private Equity with partial exits, and the rest will go to reduce debt. On the plus side, it has grown faster than peers and has a healthy product mix. We took a look to see if it makes sense to invest.

Shyam Metalics and Energy IPO: Making the most of the commodities boom

After a brief lull, IPOs are back. This time it’s an integrated metal producing company – Shyam Metalics and Energy Ltd. which is looking to raise ₹ 909 crores. IPO opens on June 14th. At the upper end of the IPO price band, the company will be valued at ₹ 7,800 crores. This means a valuation at a discount to JSW Steel, but at a premium to Tata Steel and SAIL.  Does it make sense for investors to subscribe to this IPO? Let’s find out…

Medi Assist IPO: Riding the Health Insurance Wave

Medi Assist, the largest Third Party Administrator (TPA) in the country, has filed a Draft Red Herring Prospectus (DRHP) for an upcoming IPO. The Rakesh Jhunjhunwala backed company is offering 2.8 Crore Shares which is 40% of its Equity for sale.  Soumeet combs through the prospectus to get the specifics of the TPA business and ends with some questions for management.

Capitalmind Saturday Coffee | 8th May 2021 edition

Your window to the startup world: Inside Info Edge

Couple of years back, Mr. Sanjeev Bikhchandani got five calls from Housing.com investors saying, “You’ve got the business (99 acres was generating 70-80 Cr of revenue)”. They said, “We’ve got the product right with Housing.com. Why don’t we merge?” Mr. Sajeev replied, “If you have got the product, how come we have the business?. You merge with the complimentary product, not with the substitute”.

Podcast #30: The Big Hairy Audacious Reliance

Twitter Goes Public, Gains 76%