IPO hype is reshaping Indian retail bets in 2025. Lenskart drew 5.2x subscriptions, sparking talks of listing gains [2]. A separate thread notes 23.3x interest, underscoring hype’s pull over fundamentals [1].
Lenskart surge: hype vs fundamentals Retail enthusiasm can overpower logic, with chatter arguing that listing-day moves trump intrinsic value. Posts highlight that even critics were outmaneuvered by the crowd, and FOMO dominates valuation debates [1].
Groww: pricing, risk, and the premium Discussions around the Groww IPO revolve around pricing versus risk. Observers flag that revenue may face headwinds from regulatory shifts, even as the company’s scale and market position justify some premium [4]. One take points to valuation discipline in context of peers, noting varying multiples and the premium investors are willing to pay [5]. Overall the thread suggests optimism tempered by concerns about sustainability beyond growth spurts [4][5].
Shreeji Global FMCG: early demand, mixed conviction Shreeji Global FMCG opens for subscription on Nov 4, with a price band of 120–125 and a minimum retail lot of 2,000 shares; the issue is a fresh 68 lakh shares, aimed at NSE SME listing around Nov 12 [6]. Traders describe strong demand, but allotment headaches are already surfacing, signaling mixed long-term conviction even as early buzz stays hot [7].
Closing thought: IPO chatter can amp up quick gains and inflows into mutual funds, but investors should separate hype from fundamentals and watch how real earnings and post-listing performance unfold [1][6][7].
References
We lost. Lenskart ipo proved the market doesnt care about “logic”.
Discussion on Lenskart IPO, market hype overriding fundamentals, MF involvement, listing gains, and calls for caution amid an IPO bubble.
View sourceLenskart got 5.2x subscription
Notes Lenskart IPO with 5.2x subscription; mentions listing gain temptation and warns it's dangerous.
View sourceGroww founders (refreshingly) aren't exiting in the IPO - does that make you feel better about the IPO?
Discussion on Groww IPO valuation, F&O risk, market peers, and potential pricing in Indian stock market.
View sourceOpinion on GROWW IPO
Post analyzes Groww IPO valuation, PE, profitability and asks about cutoff price, data centres and market share growth potential risk
View sourceShreeji Global FMCG IPO opens
IPO opens for Shreeji Global FMCG; size Rs 85 crore, 68 lakh shares, Rs 120-125 band, NSE SME listing planned
View sourceGot first time allotment now sucks
User asks about IPO allotment due to debit; replies say credits come on listing day; common IPO credit issue discussed.
View source