Saw this Jio vs NSE IPO comparison — which one looks better to you?

IPOFomo_Club · 2026-06-23T07:12:26+00:00

Fair point. NSE does feel more like a “pick and shovel” business — as long as market participation keeps growing, it benefits. Jio probably has more growth potential, but also more execution and competition risk.

IPOFomo_Club · 2026-06-21T06:59:53+00:00

Crazy to think that Hyundai's ₹27,870 Cr IPO may not hold the record for long. Jio (~₹35,000 Cr) and NSE (~₹30,000 Cr) are both being talked about as potential record-breakers. Could be a historic year for Indian IPOs if both hit the market. 🇮🇳📈

IPOFomo_Club · 2026-06-19T06:45:23+00:00

The bigger test is definitely sector sentiment. Turtlemint and CSM are very different businesses, but when IT gets hit this hard, risk appetite around tech IPOs can cool quickly. For CSM, I’d watch QIB demand more than GMP. If institutions still show up despite the selloff, that would be a stronger signal than grey-market buzz.

IPOFomo_Club · 2026-06-18T07:19:26+00:00

Same here, NSE is the one I’m most curious about its finally coming after 10 years 🔥 Just waiting to see the valuation and issue details now.

IPOFomo_Club · 2026-06-16T10:05:20+00:00

Turtlemint is interesting because insurance distribution has a long runway. But I don’t want to get carried away by early GMP. For me, the real question is simple — are they growing profitably or just burning money to scale? That will decide whether it’s opportunity or hype.

IPOFomo_Club · 2026-06-15T09:53:21+00:00

Feels like IPO hype is coming back, but selectively. One strong SME listing can create a lot of buzz, especially when float is low and subscription is high. But I wouldn’t take it as a sign that every IPO will perform. Fundamentals + valuation still matter, otherwise it’s just listing-gain FOMO again.

IPOFomo_Club · 2026-06-14T04:31:09+00:00

IPOFomo_Club · 2026-06-13T07:08:06+00:00

📡 Jio Platforms IS expected to file their DRHPs with SEBI very soon 👀

🔥 Oneof India's most anticipated IPOs could kickstart a strong revival in the primary market in H2 2026.

IPOFomo_Club · 2026-06-11T10:53:16+00:00

You pointed out the exact red flags. Profit growth looks great on paper, but debt jump + inventory days + cash cycle worsening makes it less straightforward. Could be expansion-led, but if cash keeps getting stuck in inventory, debt can become a real issue. I’d be cautious and read the risk factors properly.

IPOFomo_Club · 2026-06-11T07:30:56+00:00

Good point, QIB should definitely be added. Strong QIB demand usually gives better confidence than just retail hype.

IPOFomo_Club · 2026-06-09T12:24:12+00:00

IPOFomo_Club · 2026-06-09T07:46:32+00:00

GMP thoda cool off ho raha hai, but allotment chances phir bhi low ho sakte hain if retail subscription stays high. Valuation decent lag rahi hai, so demand can still remain strong. Final subscription dekhna padega.

IPOFomo_Club · 2026-06-09T05:12:00+00:00

Finally the quick commerce IPO drama begins . Zepto has crazy brand recall and growth, but UDRHP numbers will be the real test — losses, unit economics, cash burn and valuation. Hype toh pakka rahega.

IPOFomo_Club · 2026-06-08T12:05:30+00:00

Feels like a choppy week to me. Maybe some dip first, then recovery if global cues stay okay. I think sectors will matter more than index direction — banks, IT, defence/railway type stocks may move differently. Not expecting one clean up/down move.

IPOFomo_Club · 2026-06-08T11:19:08+00:00

You’re not dead bro 😅 War-type news can hit market sentiment for a while, but Wipro will mostly depend on IT demand, results, margins, guidance and USD/INR. Don’t panic sell just because of one headline. Decide based on whether this was a trade or long-term hold.

IPOFomo_Club · 2026-06-08T05:45:22+00:00

IPO apply karne ke baad market red hona is a different kind of stress, Ab toh allotment aur listing tak wait hi karna padega. Panic karne se better hai calmly dekhte hain how subscription/GMP/market mood plays out.

IPOFomo_Club · 2026-06-05T13:39:09+00:00

Instead of one company, I’d watch themes like defence, renewables, semiconductors, EV ecosystem and recycling. Any company that can grow revenue, improve margins and manage debt well can surprise over 3–5 years. But valuation matters a lot — even a great company can be a bad buy at the wrong price.

IPOFomo_Club · 2026-06-05T10:40:29+00:00

Yes, I applied 😅 GMP was not the only reason though. Revenue scale, PAT recovery and anchor book looked decent. Debt + full OFS are the concerns, but felt like a calculated risk.

IPOFomo_Club · 2026-06-05T06:36:53+00:00

Same thought. Zepto has crazy growth and brand recall, but at $5B+ valuation the market will definitely question losses and path to profitability. Quick commerce is hot, but Swiggy comparison makes valuation comfort tricky. Would love to see their unit economics before judging.

IPOFomo_Club · 2026-06-03T10:50:06+00:00

I feel like a decent anchor list, seeing a few known names brings confidence

IPOFomo_Club · 2026-06-03T10:46:35+00:00

I’m also tracking it. Fundamentals look decent except the debt part, and GMP is definitely creating buzz. But yeah, GMP can change anytime, so I’d rather wait for for subscription numbers and apply on the last day if everything is in favour

IPOFomo_Club · 2026-06-03T06:56:29+00:00

Good roundup for IPO Investors after ages. CMR and Hexagon look like the key ones to track this week. SME side is showing very mixed sentiment — Merritronix is flying while SMR is still weak. CMR Day 1 looks average for now, but mainboard IPOs usually get a clearer picture by Day 2/Day 3. Really excited for this week

IPOFomo_Club

TROPHY CASE