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Think Investments Buys PhysicsWallah Shares at 17% Premium Before Rs 3,480 Crore IPO

The premium employee stake purchase signals investor appetite ahead of a fundraising drive focused on offline expansion.

Overview

  • Think Investments purchased 10,722,708 PhysicsWallah shares from 14 employees for Rs 136.17 crore at Rs 127 each, executed on November 4 under a November 3 agreement.
  • The deal price is 17% above the IPO’s upper band of Rs 109 per share, indicating robust pre-listing interest.
  • PhysicsWallah’s Rs 3,480 crore IPO opens on November 11 with a Rs 103–109 band, comprising a Rs 3,100 crore fresh issue and a Rs 380 crore OFS; anchor allocation is November 10 and the offer closes November 13.
  • Most fresh proceeds are earmarked for offline growth, including Rs 460.6 crore for fit-outs and Rs 548.3 crore for lease payments for offline and hybrid centres.
  • Promoter ownership of 80.62% is expected to fall to roughly 72% post-issue with no early investors selling, while Q1 FY26 operating revenue was Rs 847 crore and net loss was Rs 125.5 crore.