Are Indian IPOs overvalued again? The buzz centers on Lenskart and the looming bubble, with one post shouting 'Lenskart is going to burst the entire ipo bubble' [1].
• Lenskart — The bubble chatter is loud: one post calls Lenskart 'absurd' at a 70- to 79k crore IPO, while another warns listing premiums are often absorbed by funds, signaling a fragile halo around unicorns [1][2].
• Career Point — The Kota coaching company becomes a flashpoint for IPO skepticism: described as a no-name, with notes that funds were diverted to other businesses as the IPO rolled out [3].
• PhysicsWallah — The edtech darling aims for a ₹3,480 crore IPO at a ₹28,073 crore valuation, with founders selling ₹380 crore to show long-term intent; critics worry about hype fueling the price [4].
• Groww — The fintech broker’s IPO shows steady demand: GMP around ₹14, listing near ₹114 in what amounts to about a 14% premium, with a ₹6,632 crore issue size and robust retail/institutional interest [5].
Bottom line: valuation debates persist, but mutual funds’ support and how listings actually pan out will keep steering this IPO cycle.
References
Lenskart is going to burst the entire ipo bubble .
Discusses IPO overvaluation, Lenskart bubble, potential spillovers; notes mutual funds have limited exposure; urges cautious IPO picks.
View sourceWe are in bull market otherwise why would Lenskart come for 70kcr IPO.
Discusses Indian IPOs and stock overvaluations; cites Lenskart, CIAN, asks to identify overvalued names; links gold-stock correlation in market cycles.
View sourceCareer Point plans IPO to expand operations in the lucrative tutorial business, but the arena remains extremely competitive
Career Point IPO planned for tutorial business; high retail/QIB/NII subscription signals interest; criticisms: name recognition, funds diverted elsewhere, competitive sector.
View sourcePhysicsWallah IPO: From classroom chalk to Dalal Street
Discusses PhysicsWallah IPO, edtech hype, valuations, founder control, profitability; compares with Byju's and Unacademy amid market chatter and investor sentiment.
View sourceGroww IPO: GMP steady at ₹14, subscription trends & listing expectations!
Groww IPO GMP steady at ₹14; listing price near ₹114; strong retail/institutional interest; asks about long-term fundamentals versus listing gains
View source