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PhysicsWallah IPO Sees Tepid Day 1 Demand as QIB Bidding Stays Absent

Early cues point to modest listing expectations from a Rs 3 grey market premium.

Overview

  • India’s Rs 3,480 crore offering, priced at Rs 103–109, opened on November 11 and closes on November 13, with allotment due November 14 and a planned listing on November 18.
  • By the end of Day 1, the issue was subscribed 7%, with retail at 33%, non-institutional at 2%, and no bids recorded from qualified institutional buyers.
  • The latest grey market premium stood near Rs 3 on November 11, implying an estimated listing level around Rs 112 against the Rs 109 upper band.
  • Ahead of the launch, the company raised Rs 1,562.85 crore from 57 anchor investors at the top of the price band, drawing marquee domestic and global funds.
  • Proceeds are earmarked for offline expansion and technology, including marketing (Rs 710 crore), lease payments (Rs 548 crore), new centre fit-outs (Rs 460 crore) and investment in a subsidiary (Rs 471 crore), with 75% of the net offer reserved for QIBs and 10% for retail.