- Exit losses, enter profits. The current IPO wave is much different than that of 2021
- But when their core business does not deliver the goods, many new-age firms spin the doosra
- Zomato, Paytm, Lenskart, Groww, Urban Company, Physicswallah, and many others are counting on adjustments to boost their bottom line
- While it may take many forms such as one-offs, tax credits, and interest income, investors will be better off reading between the lines and playing smart
Enter your email address to receive a daily summary of all our stories.
The Indian IPO market is nothing short of a genie these days.
A marquee anchor book, juicy grey-market premiums, and a compelling narrative can take almost anything home. Peyush Bansal and the selling shareholders in Lenskart had a wish, and the genie granted it.
The spectacle maker’s Rs 7,300 crore public issue, mostly an offer for sale, sailed through comfortably. Never mind the
Except, it didn’t.
A one-time gain—linked to an
Take that “other income” away—Lenskart would remain loss-making at the core. Even in the June 2025 quarter, its profit would’ve shrunk to near nothing. Remove the
The current IPO market is nothing like the
Now, profitability, or big growth in profits, is a much-valued and much-vaunted metric for IPO-bound companies. And when their core earnings don’t make the cut, they’re increasingly relying on the “doosra”—or the “other” earnings—to pave their way to profits and public-market glory.
Credits
Written by Anand Kalyanaraman
Edited by Abhijith S Warrier
Lede illustration by Kavipriya OG
Share this article with your network
Send the article link to friends or colleagues who might find this story interesting or insightful.
Send the article link to friends or colleagues who might find this story interesting or insightful.