Company Overview - Orkla India is launching an initial public offering (IPO) of 2.28 crore equity shares, totaling Rs 1,667.54 crore, with no fresh capital being raised, as proceeds will go entirely to selling shareholders, mainly Orkla ASA and its affiliates [6][12] - The IPO is priced in the range of Rs 695–730 per share, requiring a minimum investment of Rs 14,600 for retail investors [6][12] - The shares are expected to be listed on both NSE and BSE on November 6, 2025 [2][12] Business Snapshot - Orkla India owns well-known consumer brands such as MTR Foods, Eastern Condiments, and Rasoi Magic, making it a significant player in the Indian packaged foods market [7][12] - The company operates nine manufacturing facilities in India and utilizes contract manufacturing in the UAE, Thailand, and Malaysia, selling over 2.3 million units daily across 28 states and 6 union territories, with exports to 42 countries [7][8][12] - Orkla is a category leader in southern India and is expanding its presence nationally, supported by a distribution network of 834 distributors and 1,888 sub-distributors [8][12] Financial Highlights - For FY25, Orkla India reported revenue of Rs 2,455 crore, a 3% year-on-year increase, with profit after tax (PAT) rising 13% YoY to Rs 256 crore [9][12] - The company's EBITDA was Rs 396 crore, reflecting healthy margins of 16.6%, and the PAT margin stood at 10.7%, indicating strong operational efficiency [9][12] Debt and Valuation - As of March 2025, Orkla India had negligible debt of Rs 2 crore, making it virtually debt-free, with a return on capital employed (ROCE) of 32.7% and return on net worth (RoNW) of 13.8% [10][12] - At the top end of the price band, the IPO values Orkla India at a post-issue P/E of 31.7x and a market capitalization of around Rs 10,000 crore, comparable to FMCG peers like Marico and Tata Consumer [11][12] Growth Drivers - Analysts highlight significant long-term potential for Orkla India as demand for packaged foods in India grows, driven by urbanization and convenience-oriented lifestyles [11][12] - The company's focus on value-added regional brands and category innovation is expected to support sustained growth in the coming years [11][12]

Core Insights - Lenskart Solutions, one of India's largest eye-wear retailers, is planning to raise up to 72.78 billion rupees, equivalent to $828.8 million, in a share offering [1] Company Summary - Lenskart Solutions is positioned as a major player in the Indian eye-wear retail market [1] - The company is actively seeking to raise significant capital through a share offering, indicating potential growth and expansion plans [1] Industry Summary - The eye-wear retail sector in India is experiencing notable developments, with companies like Lenskart leading the way in capital raising efforts [1] - The planned share offering reflects a broader trend of investment and growth within the Indian retail market, particularly in specialized sectors like eye-wear [1]

Core Viewpoint - Lenskart Solutions Ltd. is set to raise up to ₹7,280 crore ($828 million) through its initial public offering (IPO) in Mumbai, reflecting a growing trend in India's market for new listings [1][2]. Company Overview - Lenskart, founded in 2010 by Peyush Bansal, is backed by notable investors including Abu Dhabi Investment Authority, KKR & Co., and TPG Inc. [4]. - The company raised $200 million in 2024, valuing it at $5 billion, with Fidelity subsequently increasing its internal valuation to $6.1 billion [4]. IPO Details - The IPO will offer shares priced between ₹382 and ₹402 each, with anchor investors able to bid starting October 30, and general subscriptions opening on October 31 until November 4 [1][2]. - Lenskart aims to raise ₹2,150 crore by issuing new shares, while existing investors will sell up to 127.6 million shares [2]. Market Context - Indian companies have raised nearly $16 billion through IPOs in 2025, compared to $21 billion in the previous year, indicating a robust IPO market [3]. - The current month is on track to be a record month for new listings in India, potentially leading to the best year ever for IPOs in 2025 [2]. Advisory and Support - The offering is being advised by Kotak Mahindra Capital Co., Axis Bank, Avendus Capital Pvt., Intensive Fiscal Services Pvt., and local units of Citigroup Inc. and Morgan Stanley [5].

Core Insights - SoftBank Group Corp. has approved a second installment of $22.5 billion to complete its $30 billion investment in OpenAI, led by CEO Sam Altman [1] Group 1: Investment Details - The board of SoftBank authorized the payment contingent upon OpenAI completing a corporate reorganization to prepare for a potential IPO [2] - The funding will complete a $40 billion financing round announced in April, with SoftBank initially agreeing to provide $10 billion in mid-April and an additional $30 billion in December [3] - The investment is contingent upon OpenAI transitioning to a for-profit organization by the end of the year, with the investment decreasing to $20 billion if the restructuring is unsuccessful [4] Group 2: Future Plans - Sam Altman indicated that the company expects to spend trillions on AI infrastructure and has to go public someday [2] - A planned joint venture between SoftBank and OpenAI to provide AI services to Japanese corporate clients has fallen behind schedule [4]

Core Insights - Tether claims a 99% profit margin and forecasts $15 billion in profits by year-end, a figure that would surpass major Wall Street firms [1][5][6] Financial Performance - Tether's projected profit of $15 billion for the year follows a reported profit of $13 billion in the previous year [5] - In comparison, Tesla's net profit fell by 37% year-over-year, while Apple's net profit rose by about 9% [2] Regulatory Environment - Tether operates in a regulatory gray zone, issuing USDT, the largest stablecoin, without being bound by U.S. auditing or disclosure requirements due to its headquarters in El Salvador [3] - The company provides "attestations" from a third-party accounting firm, but critics argue these do not equate to full independent audits, raising concerns about financial health [4] Market Position and Future Plans - Tether's supply has surged to $182 billion, reinforcing its dominance in the stablecoin market [6] - There are rumors of a potential $20 billion fundraising round, valuing Tether at approximately $500 billion, which has led to speculation about an initial public offering (IPO) [6][7] - Despite speculation, Tether's CEO has denied any plans for a public listing, contrasting with peer Circle, which went public in June [7]

Filed with the U.S. Securities and Exchange Commission on October 24, 2025. Registration No. [*] UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 GIGABIT INC. (Exact Name of Registrant as Specified in its Charter) (State or Other Jurisdiction of Incorporation or Organization) (Primary Standard Industrial Cayman Islands 7370 Not Applicable (I.R.S. Employer Identification No.) Suite 13-01, 13-02 and 13-04, Level 13, Menara ...

Core Insights - Tether is projected to achieve $15 billion in profit this year, with a remarkable 99% profit margin, indicating exceptional financial performance [1][2][3] - The company is rumored to be planning an IPO, with a potential valuation of $500 billion, which is considered low by Tether's leadership [4][5] - Tether's recent initiatives, including the launch of a USAT stablecoin and a tokenized gold product, are expected to enhance profitability and regulatory compliance [5][6] Financial Performance - Tether reported $13 billion in profits last year and is on track to exceed this figure in 2025 [2] - The company's profit margin of 99% is highlighted as unparalleled in the industry [2][3] IPO Plans - Tether has been making plans to go public for about a month, with Ardoino's comments serving as a marketing strategy to attract investors [4] - The company is aiming for a $500 billion valuation, positioning itself among the world's most valuable companies [4][5] Future Growth Strategies - Tether is set to launch a USAT stablecoin to ensure compliance with US regulations, which is expected to contribute to future profits [5] - The company has been minting new USDT at a high rate to inject liquidity into the market, indicating a proactive approach to maintaining its industry leadership [6]

Core Insights - Orkla India is launching a Rs 1,667 crore IPO, which is entirely an offer for sale of 2.28 crore equity shares, with proceeds going to selling shareholders [1][11] - The price band is set at Rs 695–730 per share, with a minimum investment of Rs 14,600 for retail investors [2][11] - The company has a strong brand portfolio including MTR Foods, Eastern Condiments, and Rasoi Magic, positioning it well in the Indian packaged foods market [3][11] Company Operations - Orkla India operates nine manufacturing units in India and utilizes contract facilities in the UAE, Thailand, and Malaysia, selling over 2.3 million units daily across 28 states and 6 union territories, with exports to 42 countries [5][11] - The company is a market leader in southern India and is expanding its national presence, supported by a distribution network of 834 distributors and 1,888 sub-distributors [6][11] Financial Performance - For FY25, Orkla India reported revenue of Rs 2,455 crore, a 3% year-over-year increase, and a profit after tax of Rs 256 crore, up 13% year-over-year, with an EBITDA of Rs 396 crore and healthy margins of 16.6% [7][11] - The company is nearly debt-free with minimal borrowings of Rs 2 crore, a return on capital employed (ROCE) of 32.7%, and a return on net worth (RoNW) of 13.8% [8][11] Valuation and Market Outlook - At the upper end of the price band, the IPO values Orkla India at a P/E of 31.7x post-issue and a market capitalization of approximately Rs 10,000 crore, comparable to FMCG peers like Marico and Tata Consumer, but at a slight discount to premium brands like Nestle India and Hindustan Unilever [9][11] - The grey market premium (GMP) of Rs 55–60 indicates a potential 8% listing gain, with shares expected to debut around Rs 785–790 if market sentiment remains stable [10][11] - Analysts foresee long-term growth opportunities in packaged food consumption in India, driven by urbanization and convenience-led lifestyles, with Orkla's focus on value-added regional brands and category innovation expected to sustain growth [10][11]

Core Insights - The article discusses potential investment opportunities in PONY, indicating a possible long position may be initiated within the next 72 hours [1]. Group 1 - The analyst has no current stock or derivative positions in the companies mentioned but may consider purchasing stock or call options in PONY [1]. - The article expresses the author's personal opinions and is not influenced by external compensation [1]. - There is no business relationship with any company whose stock is mentioned in the article [1].

Core Insights - The expected value of initial public offerings (IPOs) for the firm's portfolio companies in the next 12 months is projected to be among the highest in its history [1] Group 1 - The firm anticipates a significant increase in IPO activity, indicating strong market conditions for its portfolio [1]