Aise chalo, ab iski poori kahaani suno!
Ek poora decade lag gaya yaar, NSE ka IPO issi pichhle das saal se atka hua tha. Lekin ab finally SEBI ne green signal de diya hai! Pata hai kaise? ₹1,880 Crore ka ek bada settlement ho gaya hai SEBI ke saath, co-location aur dark fibre wale purane maslon ko lekar. Is deal se IPO ka raasta bilkul saaf ho gaya hai.
Ab agar valuation ki baat karein toh target lagbhag ₹6 Trillion se ₹7 Trillion ke beech mein hai, matlab $65 Billion se $75 Billion! Bhai, agar ye valuation mil gaya toh NSE India ki top 7 companies mein shamil ho jayegi. Is IPO mein LIC aur SBI jaise bade investors apna lagbhag 4.5% se 5% stake sell karne wale hain. Socho, ye India ka ab tak ka sabse bada IPO ban sakta hai, shayad Hyundai Motor India dwara raise kiye gaye ₹27,870 Crore ko bhi paar kar de.
Company ke numbers bhi ekdum badhiya aa rahe hain. Q3FY26 mein inka profit 15% badhkar ₹2,408 Crore ho gaya hai. Iska reason hai badhte trading volumes aur cost control.
Abhi market mein BSE se bhi takkar hai. BSE ka market cap kam hai, lekin uska P/E ratio 93.8 hai, jo thoda stretched lag raha hai. Waise, derivatives mein NSE ka market share pehle 74% tha, jo ab 61% ho gaya hai, jabki BSE 26% se 38% tak pahunch gaya hai. Global level pe toh NYSE jaise exchanges $30 Trillion se bhi upar hain, toh NSE bhi ekdum heavyweight hai.
Par bhai, thoda risk toh hai hi. BSE se competition badh rahi hai aur derivatives business pe regulators ki nazar rehti hai. Aur iss IPO mein 200,000 se zyada shareholders hain, jinko manage karna ek bada challenge hai. Agar market mein volatility rahi toh valuation ko lekar bhi kuch sawaal uth sakte hain.
Overall, yeh ek bahut bada event hai Indian capital markets ke liye.
