212: From (Z)omato to (A)ther: India’s Tech IPO Shift Decoded | Avnish Bajaj | Rajinder Balaraman
India will see 100 tech IPOs by 2030. While Silicon Valley still waits for $5B+ exits, Indian founders are going public earlier - at $600 million.
Why? Because market receptivity has fundamentally shifted. The buyers want this asset class.
On the #ZeroToInfinity podcast, Avnish Bajaj and Rajinder Balaraman define what it actually takes to go public in India today. Through the lens of four distinct IPO waves, the duo traces how market expectations have evolved — from the early public-market pioneers, to the pricing missteps of 2021, and into a new phase where predictability and return on…
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