Equirus

While global and domestic demand concerns persist, analysts believe strategic investments arising from inorganic opportunities will drive growth. "The Covid pandemic triggered a realisation among corporates to maintain higher liquidity for unforeseen challenges. Simultaneously, consumer behaviour, including post-pandemic revenge buying, boosted company performance and added to cash reserves,” said Bhavesh A. Shah, Managing Director & Head - Investment Banking at Equirus to moneycontrol.com. Read more: https://lnkd.in/gEn22dNj

Despite an overall earnings slowdown in the small- and mid-cap segments, select opportunities within these pockets continue to shine, offering potential advantages over large-caps. “As we continue our search for companies where the trinity of growth, quality, and valuation aligns favourably, the pool of opportunities that meet these criteria is steadily shrinking. Despite this, we are finding opportunities which have reasonable valuations and companies that offer growth potential,” says Sahil Shah, Managing Director, and CIO, Equirus to moneycontrol.com. Read more: https://lnkd.in/gdV-7uaG

With 15 companies raising a massive ₹25,425 crore, December 2024 has emerged as the best month for IPOs in nearly three decades - a feat unmatched since 1996! "A lot of investors across the board in IPO transactions because the chances of returns are better. And the valuations were reasonable, at least at the IPO stage, though the run-up after listing may have made those stocks expensive," said Munish Aggarwal, Managing Director and Head - Equity Capital Markets at Equirus to Business Standard. Read more: https://lnkd.in/gFkbFB4f

Growth in the core industries have been far lower this year, as the output growth of five sectors, namely, crude oil, natural gas, refinery products, fertilisers, & cement, have been muted. “Overall from Q2 to Q3, we could say there is improvement, but a broad based revival is still awaited,” said Anitha Rangan, Economist, Equirus to Financial Express (India). Read more: https://lnkd.in/gUmghbbJ

Investment activity slowed in the December quarter, indicating a continued uneven investment landscape for Indian companies in 2024-25. "Capex will be patchy, unless there is a strong resolve from the government. With December already gone by, where we have not seen much, the ask is tall," said Anitha Rangan, Economist at Equirus to Mint. Read more: https://lnkd.in/gfBZEVsn

India's robust bull market has played a key role in companies raising funds through QIPs, drawing more investors to the table. Sectors such as banking, financial services and insurance (BFSI), real estate, healthcare, consumer durables, information technology (IT) and industrials are likely to be active with QIPs this year, said Bhavesh A. Shah, Managing Director & Head - Investment Banking at Equirus to Mint. Read more: https://lnkd.in/gVci_GMk

“High dividend yield stocks typically offer stable income through dividends, which can be particularly appealing when overall market growth is subdued,” said Sahil Shah, Managing Director & Chief Investment Officer, Equirus to The Economic Times. Read more: https://lnkd.in/gGUxyn-E

‘Domestic inflows are strong & stable for IPO,’ says Bhavesh A. Shah, Managing Director & Head - Investment Banking at Equirus. He tells Latha Venkatesh and Reema Tendulkar of CNBC-TV18 that markets were buoyant due to domestic liquidity. Adds, FII funds are cyclical in India. Watch full Video: https://lnkd.in/daEiJF2q

Wishing you a joyful 2025! May this year bring boundless opportunities, love, and happiness into your life. Cheers to achieving your wealth and life goals together! #NewYear #HappyNewYear #2025

Equirus is proud to announce that it has acted as the book running lead manager for the Initial Public Offering for Unimech Aerospace & Manufacturing Limited!   The QIB portion for the issue was subscribed ~335x times – the highest ever for a Mainboard IPO in India!   Unimech Aerospace and Manufacturing Limited is an engineering solutions company specializing in manufacturing and supply of critical parts such as aero tooling, ground support equipment, electro-mechanical sub-assemblies and other precision engineered components for aerospace, defence, energy, and semiconductor industries. It provides crucial and highly precise components to major OEMs and their licensees across the globe.   This transaction underscores Equirus' impressive momentum heading into the new year, achieving its third exchange listing within a week. This follows the successful listings of Concord Enviro Systems Limited and Senores Pharmaceuticals Limited.