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Article 8: What is an IPO? How to Evaluate Before Investing

 Introduction


"IPO season aa gaya hai!"

You must have heard this phrase whenever a lot of new companies start listing on the stock market.

IPO stands for Initial Public Offering — it’s when a private company offers its shares to the public for the first time.

But how should you evaluate an IPO?

Why do some IPOs make investors rich, while others crash after listing?

Let’s explore with real-life Indian examples.


What Exactly is an IPO?


An IPO is the process through which a company raises money from public investors by offering its shares on a stock exchange.

Reasons Why Companies Launch IPOs:


  • Raise capital for expansion
  • Repay debts
  • Improve brand visibility
  • Give early investors and promoters an exit opportunity


Example:

Zomato IPO (2021): Zomato raised ₹9,375 crore to expand its food delivery and grocery businesses.


How Does an IPO Process Work?


1. Company Appoints Merchant Bankers (Lead Managers)

Example: Kotak Mahindra Capital, Axis Capital


2. DRHP Filing (Draft Red Herring Prospectus)

Detailed document explaining business, risks, financials.


3. SEBI Approval

Regulatory nod to protect investors.


4. Price Band Announcement

Example: Zomato price band was ₹72–76 per share.


5. Subscription Period (Usually 3 Days)

Investors apply for shares.


6. Allotment and Listing

Shares get listed on exchanges like NSE and BSE.


Success Stories: Good IPOs in India



Key Takeaway:

Companies with strong fundamentals, profitability, and brand recall often deliver handsome gains post IPO.


Disaster Stories: IPOs That Burned Investors

Key Lesson:

Hyped valuations, poor profitability, and unrealistic expectations can lead to wealth destruction.


How to Evaluate an IPO Before Investing


1. Read the DRHP Carefully

Understand the company’s business model, risks, and financial health.


2. Check Valuations

  • Compare with listed peers.
  • Are valuations reasonable or overpriced?

Example:

Nykaa IPO (2021): High growth, but premium valuations. Stock initially doubled post-listing, but later corrected sharply.


3. Check Promoter Background and Investor Confidence

Are reputed institutions like Mutual Funds or PE firms backing the IPO?

Example:

C.E. Info Systems (MapMyIndia) IPO saw strong anchor investor interest, showing confidence.


4. Understand Purpose of Fundraising

If the company is raising money purely to repay promoter loans, be cautious.


5. Analyze Industry Growth Potential

Is the sector sunrise (growing) or sunset (declining)?

Example:

Renewable energy companies like Inox Green saw good investor interest due to focus on clean energy.


6. Review Profitability Track Record

  • Is the company consistently profitable?
  • Beware of companies posting losses yet coming up with aggressive IPOs.


Golden Rules for IPO Investing


✅ Never invest just based on hype or celebrity endorsements.

✅ Apply only if you believe in the business for the long term.

✅ Avoid over-leveraged and cash-burning companies unless risk appetite is very high.

✅ Small, consistent gains over many IPOs are better than chasing jackpot IPOs.

✅ If unsure, it’s perfectly fine to skip an IPO — markets will offer endless opportunities.


Real Investor Case Study: Avenue Supermarts (DMart)

An investor who applied in DMart IPO in 2017 (₹299) and held on till 2025 (₹4,800+) made over 16 times his investment without needing any trading skills.

Patience and quality selection are the keys!


Conclusion


An IPO is the beginning of a company's stock market journey — not the end goal for you as an investor. 

Analyze deeply. Avoid herd mentality.

And remember: It’s better to miss a good IPO than to invest in a bad one.

Use your knowledge, not your emotions — and you’ll build serious wealth over time.

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