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Chronicles

The story behind the story

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Zomato prices shares at $0.96-$1.02 for its IPO in India that opens on July 14, seeking to raise $1.3B at valuation of about $8B

Zomato Ltd. is seeking a valuation of up to Rs 60,000 crore as the food ordering and delivery platform looks to raise capital for expansion.

BloombergQuint Nishant Sharma

Context & Ripple Effects

Zomato had moved quickly from a $100M Tiger Global round at a $3.3B valuation to plans for a Mumbai listing, first expected to raise about $650M and then filed as a larger $1.1B offering while reporting losses. The proposed range turns that fundraising path into a concrete valuation test for public-market investors.

The terms matter because Zomato is seeking capital for expansion, not merely an ownership transition: the offering asks public buyers to finance the company at a valuation substantially above its prior private round.

First-order effects

  • Zomato moves from an IPO filing to a marketed share sale, with demand during the July 14 opening determining whether it can secure the targeted $1.3B for expansion.
  • Potential public shareholders must assess the proposed valuation against the losses and revenue disclosed in Zomato's IPO filing, while existing investors gain a public-market price reference.

Second-order effects

  • The subsequent $562.3M anchor-investor allocation provides an early institutional-demand signal ahead of the broader sale, reducing the portion of the target dependent on other IPO buyers.
  • Zomato's later 83% trading-debut jump made the offer price an immediate benchmark for aftermarket demand and for how investors value the company after listing.

Third-order effects

  • Zomato's progression from private funding to an IPO, followed by a later $1B share issuance, points to public equity becoming a recurring financing channel for the company rather than a one-time exit event.

The trend: Zomato's financing is shifting from late-stage private rounds toward public-equity funding and follow-on issuance.

Discussion

  • @priyankasahay Priyanka Sahay on x
    zomatoipo Only 8-9% of food consumption is from restaurants. Large headroom for increase in food delivery adoption, says Zomato @moneycontrolcom
  • @entrackr @entrackr on x
    Zomato managed to scale down its annual expenditure by around 48% to Rs 2,609 Cr in FY21. It spent Rs 1.3 to earn a single rupee of operating revenue in FY21, improving from Rs 1.92 spent for the same in FY20. https://twitter.com/...
  • @digbijaymishra1 Digbijay Mishra on x
    From Zomato IPO conference 🧵 Only 8-9% of food consumption in India is through restaurants says cofounder Gaurav Gupta. Currently, more than 75% of business comes from food delivery. @ETtech
  • @beingpractical @beingpractical on x
    Zomato going IPO at $10 Bn valuation, was valued little over $2 Mn ten years back. Started small, made it BIG. What a crazy journey & super inspiring by @deepigoyal and Zomato team. Kudos!
  • @aditis90 Aditi Shrivastava on x
    #ZomatoIPO Zomato wants to be an all-in-one food services platform https://twitter.com/...
  • @finvestfox @finvestfox on x
    Zomato IPO is one of the most awaited IPO events in this financial year. The IPO will hit Dalal street on 14 July 2021. The company aims for an issue size of ₹9,375.00 Crore through this IPO.#zomatoipo https://twitter.com/...
  • @aditya_kondawar Aditya Kondawar on x
    Everything aside , let us all congratulate @zomato for making it to an IPO They are all set to become the first major startup to get listed Let's hope their IPO motivates others to dream big and take the entrepreneurial route and create many more such Indian Startups 🇮🇳🇮🇳