Oct 2025's IPO wave is delivering big first-day moves. Rubicon Research opened at ₹620, about 28% above its ₹485 IPO price in a ₹1,377 crore issue, with retail and HNI demand oversubscribed around 80x [1]. The story rests on a US-heavy revenue base (~98%) and a steep ~76% revenue CAGR, but lofty valuations and US exposure temper enthusiasm.
Canara Robeco AMC lists with a roughly 5% premium on day one, and the stock was around 18% higher shortly after [2].
Ather has been climbing month-on-month since its IPO, with today’s move a 9% jump as traders chase price targets [3].
IPO strategy and broader discourse: - An "IPO-only portfolio" is a real talking point, where investors chase demand rather than fundamentals and treat IPOs as a market anomaly [4]. - The chatter flags potential bets in the fintech/payments space, including Navi, Shadowfax, Shiprocket, and PhonePe as candidates with upside [5]. - The broader IPO convo also names big-name names like Manipal Hospitals, InMobi, Pine Labs, and Lenskart as discussed opportunities or contenders [5].
Closing thought: retail investors are weighing allotment odds against post-listing moves as October’s IPO surge unfolds, watching which debuts turn into longer-term opportunities.
References
Rubicon Research shares list at 28% premium strong debut, but is the rally sustainable?
Rubicon IPO; strong debut, US-heavy revenue; high demand; debate on buy-the-dip vs hold for consolidation; risk flags.
View sourceCanara Robeco AMC IPO
IPO listing for Canara Robeco AMC; premium ~5%, currently 18%; user seeks short-term sell guidance from community in this thread
View sourceWhere do you see yourself and Ather in the next 5 years?
Discusses Ather IPO performance, price targets; compares Ola's R&D, motors, range; bullish on Ather, critical of me-too view.
View sourceIPO only portfolio
User builds IPO-only portfolio, notes profits, suggests profit-booking on winners, discusses allotment odds and multiple PANs for newbies in IPOs.
View sourceWhich one are you waiting for?
Discusses Indian stocks and IPOs; Pine Labs, Navi, Shiprocket, Shadowfax, PhonePe cited as bullish bets; IPO allotment worry noted.
View source