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PhysicsWallah IPO Opens to Muted Day 1 Demand Despite Heavily Subscribed Anchor Book

Investor caution reflects modest grey‑market pricing, elevated valuation multiples, persistent losses.

Overview

  • The Rs 3,480 crore offer runs November 11–13 in a Rs 103–109 price band, with allotment due November 14 and listing planned for November 18 on BSE and NSE.
  • By mid‑afternoon on Day 1, overall subscription was about 6%, with retail near 27%, NIIs around 2% and QIB participation minimal, according to NSE data.
  • Anchors took 14.34 crore shares at Rs 109 to raise roughly Rs 1,563 crore, with bids near 13 times from leading domestic mutual funds and global investors.
  • The grey market premium hovered around Rs 3, signaling an estimated listing level near Rs 112 and only limited near‑term upside.
  • Proceeds are slated for marketing (~Rs 710 crore), lease payments (~Rs 548 crore), and fit‑outs for offline and hybrid centres (~Rs 460 crore), as broker views remain mixed on valuation and path to profitability.