Browsing Tag
DAM Capital Advisors
3 posts
ESDS is putting 80% of its IPO into servers and cloud infrastructure, now utilisation has to justify a Rs 5,028cr valuation
ESDS Software Solution closes its ₹720 crore IPO today with 80% of the proceeds earmarked for cloud and data-centre infrastructure. Revenue increased 31% and profit more than doubled in FY26, but a roughly 42-times post-issue earnings valuation assumes its AI, GPU and sovereign-cloud expansion can convert heavy infrastructure spending into sustained high-margin growth.
Caliber Mining IPO tests investor appetite for coal logistics after strong market debut
Caliber Mining and Logistics listed at a strong premium after its ₹450 crore IPO, but the real test is whether its coal-linked order book can offset leverage, customer concentration and energy-transition risk.
SEBI halts JSW Cement’s massive Rs 4,000 crore IPO—what’s behind this shock decision?
The Securities and Exchange Board of India (SEBI) has put a sudden hold on the highly anticipated Rs…