Meesho IPO vs Aequs IPO vs Vidya Wires IPO 2025: Ultimate Investor Comparison Guide
Saxena Varun 4 min read Dec 25India’s IPO frenzy peaks with Meesho IPO GMP today, Aequs IPO subscription status, Vidya Wires IPO review, and best wires IPO 2025 topping searches. These December 3-5, 2025 blockbusters—totaling ₹6,643 crore—span e-commerce disruption, aerospace precision, and EV wires growth, promising 20-33% listing pops amid Nifty highs and $19B+ annual inflows.
Introduction: Why These IPOs Matter for Your Portfolio
Meesho IPO, Aequs IPO, and Vidya Wires IPO represent sector tailwinds: digital Bharat, Make in India manufacturing, and electrification. Meesho fuels social commerce for 500M+ users; Aequs supplies Boeing/Airbus from Belagavi SEZ; Vidya Wires expands enamelled copper capacity for EVs/transformers. Rits Capital analyzes subscription trends (Aequs 18x, Vidya 13.65x), GMP signals, and risks to guide allocations—aggressive growth, balanced defence, or conservative value.
Meesho IPO Deep Dive: E-Commerce Scale at Scale
Meesho’s ₹5,421 crore mega-IPO (₹105-111 band) fully subscribed Day 1, propelled by retail investors amid 29.4% H1 FY26 revenue to ₹55.78 billion and 72.1% loss narrowing. Asset-light model delivered $50M positive FCF in FY24, targeting Tier-2/3 expansion where 80% orders originate. Valuation at ₹52,500 crore (4.5x sales) underpins Zomato-like multiples, with zero-commission sellers driving 24% YoY growth.
Strengths: Social commerce moat insulates from Flipkart/Amazon; anchors like SBI signal confidence. Risks: Path to EBITDA positivity amid ad spends; competition in quick commerce. Investor Fit: High-beta for 3-5 year horizons, per Meesho IPO analysis trends.
Aequs IPO Analysis: Aerospace Global Play with PLI Boost
Aequs’ ₹921.81 crore IPO (₹118-124) exploded to 18x subscription on Day 3 (retail 45x), GMP ₹41-45 hinting 33% listing gain; H1 FY26 revenue hit ₹565.55 crore on export orders. Precision components for aviation leverage Belagavi SEZ, PLI schemes, and China+1 shifts, posting 11.68% EBITDA margins despite FY25 dip.
Proceeds repay ₹433 crore debt, targeting PAT flip in 12-24 months and ROCE uplift from 0.87%. Strengths: Recurring Boeing/Airbus revenue; defence adjacency. Risks: Capex cycles, forex volatility. Investor Fit: Moderate-risk for manufacturing bulls eyeing Aequs IPO details.
Read Also: Orkla vs Studds vs Lenskart: Best Investment Choice for 2025?
Vidya Wires IPO Review: Wires Sector Steady Compounder
Vidya Wires’ ₹300.01 crore IPO (₹48-52, 20.36x P/E) drew 13.65x Day 3 bids; FY25 shone with 25% revenue growth, 59% PAT surge, 24.57% ROE, and 0.88 debt-equity. 1981-founded firm ranks 4th by 19,680 MT enamelled copper wires/busbars capacity, expanding to 37,680 MT for EV motors/power grids.
₹140 crore capex in subsidiary ALCU and ₹100 crore debt paydown ensure margins at 4.32% EBITDA. Strengths: Electrification tailwinds outpace Plaza/JD Cables peers. Risks: Copper price swings. Investor Fit: Low-volatility value for Vidya Wires GMP hunters.
Comprehensive Comparison Table: Meesho vs Aequs vs Vidya Wires IPO
| Metric | Meesho IPO | Aequs IPO | Vidya Wires IPO |
| Issue Size (₹ Cr) | 5,421 | 921.81 | 300.01 |
| Price Band (₹) | 105-111 | 118-124 | 48-52 |
| Sub Status (Day 3) | Fully subscribed | 18x (Retail 45x) | 13.65x |
| FY25 Revenue Growth | 29.4% H1 | -3% | 25% |
| Profitability | Losses -72% | EBITDA 11.68% | PAT +59%, ROE 24.57% |
| Valuation | 4.5x Sales | N/A (Loss-making) | 20.36x P/E |
| GMP (Dec 5) | ₹36-51 | ₹41-45 (33%) | ₹9-10 |
| Key Risks | Competition | Debt/Capex | Commodities |
| Peers | Zomato/Nykaa | Hindustan Aero | Plaza Wires/JD Cables |
| Min Investment (Retail) | ₹14,985 | ₹14,880 | ₹14,976 |
Rits Capital Strategic Insights: Optimize Your IPO Allocation
IPO subscription tips favor diversification: 60% aggressive to Meesho’s digital moat, 50% balanced to Aequs’ global orders, 100% conservative to Vidya’s ROE edge. December 10 listings align with market peaks; expect 20-40% pops but monitor QIB anchors. Wires least cyclical, aerospace defence-linked, e-commerce high-upside. Track Meesho vs Aequs vs Vidya Wires for post-listing rerating.
FAQs:
- What is Meesho IPO GMP today?
₹36-51; retail strength offsets profitability path.
- Aequs IPO subscription status live?
18x overall, 45x retail—QIBs to close strong.
- Vidya Wires IPO long-term buy?
Yes, for EV capex; 59% PAT beats sector.
- Meesho vs Flipkart in analysis?
Niche social focus yields superior Tier-2 growth.
- Aequs post-IPO debt fix?
₹433 Cr repayment enables PAT in 1-2 years.
- Vidya Wires vs competitors capacity?
Doubles to 37k MT, 4th rank domestically.
- Best retail IPO among three?
Aequs leads oversubscription; Vidya value play.
- Wires IPO risks like Vidya?
Mitigated by low debt, stable 4.32% margins.
- Meesho FY26 financials outlook?
H1 trends signal marketplace profitability.
- How to apply these IPOs?
via UPI; min lots ₹14k-15k each.