Featured Articles~
National Securities Depository Limited (NSDL): India's Market Backbone Goes Public
A ₹4,011.6 Cr Offer-for-Sale
NSDL, India’s oldest depository, is launching a
pure Offer-for-Sale IPO — reflecting strong confidence from existing
institutional shareholders.
From Back-End to Center Stage
Despite managing over ₹447 lakh crore in demat
assets, NSDL has remained in the background — now emerging as retail
interest in financial infrastructure surges.
A Rare Investment Gateway
With a strong market hold, clean books, and minimal
direct competition, NSDL’s IPO opens a unique door to invest in India’s
capital market plumbing.
Read the full breakdown here
EssilorLuxottica: A Titan’s Gaze on the Eyewear World
Global Eyewear Powerhouse:
EssilorLuxottica commands ~20% of the global eyewear market through
iconic brands like Ray-Ban, Oakley, Persol, and deep retail reach across
18,000+ stores globally
Unmatched Vertical Integration:
From design to retail—across production, brands, and licensed
partnerships—the company controls every step of the eyewear value chain
for maximum margins
Strong Financial Engine: With a
~17% operating margin and structured credit profile (A2 rating, leverage
around 2× net debt/EBITDA), EssilorLuxottica generates robust cash
flows driven by scale and pricing power
Read the full breakdown here
Sterlite Power’s Strategic Demerger: Two Focused Paths, One Ambitious Vision
Sterlite Power has successfully demerged into Sterlite Grid 5 Ltd. (transmission infrastructure) and Sterlite Electric / GPS segment (products & EPC), creating two distinct entities with sharper strategic focus and capital alignment.
Investor Confidence Builds
The move received overwhelming stakeholder
approval—100% from secured lenders and equity holders—reflecting strong
alignment and growth potential. Central to the transformation is refined
agility and the ability to attract investor types suited to each unit’s
business model.
Robust Order Book & Market Opportunity
The GPS segment secured ₹7,000+ crore in FY24
orders (35% YoY growth), while Transmission (Sterlite Grid 5) holds a ₹1
lakh crore project pipeline, especially in green energy corridors.
Read the full breakdown here
Bluestone IPO: A Gem Worth Investing?
From Boutique to Billion-Dollar Brand
Bluestone is eyeing a ₹1,500–₹1,800 crore IPO,
following its massive private valuation surge and growing investor
interest in India’s organised jewellery retail sector.
Backed by Titans
With support from Ratan Tata, Peak XV (ex-Sequoia),
and others, Bluestone is capitalising on premium positioning and strong
D2C growth, targeting urban millennial buyers.
Firing on All Cylinders
The company achieved ₹787 crore in FY23 revenue
(2.5x growth in two years) with a solid offline expansion
strategy—showcasing strong operating leverage ahead of listing.
Read the full breakdown here
Lenskart Global Ambitions
₹8,500 Cr IPO Target
Lenskart files DRHP with SEBI, aiming for a $10B valuation via ₹2,150 Cr fresh issue and major OFS component.
Global Expansion on Fast Track
With 2,500+ stores and 40% of revenue from abroad, Lenskart’s acquisition of Owndays signals serious global intent.
Strong Financial Momentum
Revenue jumped 43% YoY to ₹5,428 Cr in FY24, while net loss narrowed by 84%, with Fidelity valuing it at $6.1B.
Read the full breakdown here
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