Learner Siddhant

Strong follower of #Dividends and #Compunding

[R.K. @ipo_mantra]

BREAKING - ADANI ENTERPRISES RECORD FUND RAISE THROUGH BIGGEST EVER QUALIFIED INSTITUTIONAL PLACEMENT (QIP)

Recently got the news that Adani Enterprises upsizes Qualified Institutional Placement (QIP) to ₹15000 crore after ₹38000 crore Investor Demand.

Now let me break down why this one matters.

Initially, company went in with a ₹10,000 Cr base but got ₹38,000 Cr back. That is a whopping 3.8x. Book shut in just 48 hours. Upsized to ₹15,000 Cr. Still left money on the table.

As we are aware that the indicative issue price was ₹2,883, which is just a 5% discount to the SEBI floor price of ₹3,034.68 and 9.27% below the 2nd July closing price of ₹3,177.50.

That kind of oversubscription at just a 5% discount to the SEBI floor is a rare case scenario. Despite a relatively modest discount, the issue attracted ₹38,000 crore of institutional demand, reflecting the depth of participation across the order book.

Check the prominent investors who participated in QIP:

Capital Group, BlackRock, Blackstone, Goldman, Nomura. These names don't show up for momentum. They show up for structural conviction.

Domestic Intitutions are- HDFC MF, SBI MF, Kotak, ICICI Pru, Birla MF, Tata MF.

What are they betting on?

Adani's capex and expansion plans are well thought through, spanning airports, data centres, green energy, roads, PVC, metals, and now an aluminium JV with IHC. These are sectors deeply tied to India's broader infrastructure build-out.

Adani Group continues to execute its milestones consistently. A ₹25,000 Cr rights issue earlier, followed by the recent aluminium JV announcement and now this QIP, the pattern of delivery is visible.

Use of proceeds remains focused on capex for incubation businesses, debt repayment, and strategic initiatives. The BRLMs are Jefferies, SBI Capital Markets, ICICI Securities and IIFL Securities.

Point to Note: This all is happening after the noise around US legal proceedings. Even after that the book oversubscribed by 3.8x. This was tremendous.

Read full news here:

https://t.co/bOEJNOp79E

[R.K. @ipo_mantra]

Two Main Board IPOs listings took place today. One gave very good profit and other was disappointing

1. Advit Jewels listed at ₹188.9 Vs IPO Price of ₹138 at NSE

-Profit to Retail ₹5090
-Profit to HNI ₹76350

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2. Waterways Leisure listed at ₹681 Vs IPO Price of ₹808 at NSE

-Loss to Retail ₹2286
-Minimum Loss to HNI ₹32004

Allotment was tough in Advit Jewels and it was super easy in Waterways Leisure.

Now focusing on Knack Packaging!

[Learner Siddhant @learner_sid]

@ipo_mantra mine is upper middle
trying for rich☕️

[Learner Siddhant @learner_sid]

@ipo_mantra In all three ipo applied

[Learner Siddhant @learner_sid]

US market