Intermediate

Case Study: Investor Relations Lessons From a Company's IPO Roadshow

Investor relations does not start on listing day. It starts months earlier, when a company first has to explain to strangers why its business deserves their money at a particular price. This case study follows a composite Gujarat-based specialty chemicals manufacturer, roughly ₹1,800 crore in revenue and backed by a private equity fund, through a ₹1,500 crore IPO combining a fresh issue and an offer for sale. You will see how the company and its book running lead managers turned a DRHP into an equity story, chose the KPIs and peer set it would be judged against, stayed within SEBI's publicity rules, ran early-look and pre-deal investor education, and then took the story on the road through anchor, QIB and one-on-one meetings in Mumbai, Singapore, London and New York. You will follow the price band decision, the anchor book, the subscription data and listing day, and compare the outcome with public examples such as Paytm and Nykaa. Finally you will see how the same discipline carries into life as a listed company: the first earnings call, disclosure obligations under SEBI's LODR Regulations, anchor lock-in expiry and building a permanent IR function. Built for corporate finance and treasury professionals, growth-stage founders and strategy teams who will one day sit across the table from institutional investors.

Investor RelationsIPO RoadshowEquity StoryBook Building and Price DiscoveryAnchor InvestorsSEBI ICDR and LODREarnings Calls and DisclosureCase Study
MODULES
6
DURATION
~3.5 hrs
TRACK
Corporate Finance

What You'll Master

Explain what an IPO roadshow is, who runs it and why investor relations begins well before listing
Turn a DRHP into a clear equity story backed by KPIs and a defensible peer set
Build an investor presentation and stay inside SEBI's rules on publicity and forward-looking statements
Map the investor universe from anchors and QIBs to NIIs and retail, and plan a roadshow around it
Prepare for the hard questions on margins, related party transactions and the offer for sale
Read anchor book quality, subscription data and grey market noise, and understand how the price band gets set
Run the first earnings call, meet LODR disclosure obligations and manage anchor lock-in expiry
Set up a permanent IR function with the right team, calendar and investor database
Access Level
LEARNER
Everything included
Full Text Playbooks
Actionable Exercises
Mobile Reading Mode
Lifetime Updates

Curriculum Breakdown