SS Retail IPO - My Quick Take I went through the RHP of SS Retail to understand what’s actually behind the IPO, rather than looking at it only from the listing-gain perspective.SS Retail is a multi-brand retailer focused mainly on mobiles, electronics and pre-owned smartphones, with 503 stores, larg...
Rentomojo IPO Rentomojo IPO — Quick Take I went through the RHP. Here’s my simple view:Business: Furniture, appliances & electronics on monthly subscription/rental.FY26:* Revenue: →₹387 Cr* PAT: →₹104 Cr* 2.53 lakh live subscribers* 29 citiesFinancials: Strong improvement. Revenue almost doubled fro...
Glass Wall Systems IPO Glass Wall Systems IPO -- My Quick Take Went through the RHP of Glass Wall Systems.At first glance, the numbers look impressive:Revenue: ₹304 Cr → ₹457 Cr (FY24–FY26)PAT: ₹20 Cr → ₹84 Cr EBITDA Margin: ~23% ROCE: ~43% Debt/Equity: ~0.03xFresh issue: ₹60 Cr, with ~₹50 Cr for a ...
What Drives the Growth of the FMCG Sector? Moneyview IPO - I went through the RHP. Here’s my simple view.Moneyview is not just a loan app. It is a digital lending platform, with personal loans as its main business.Growth looks strong• Revenue: ₹2,339 Cr → ₹3,351 Cr • Loan disbursals: ₹17,621 Cr → ₹2...