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In the news
GCash Opens Record ₹92.32B IPO as Indian Market Shows Mixed Q3 Performance
ESDS Software extends rally to 3rd session, hits upper circuit
ESDS Software Solutions: Strong Growth Levers Amid Premium Valuation
ESDS Software Q1 profit jumps 14% YoY but hits 5% lower circuit
ESDS Software hits third consecutive 5% lower circuit after 325% rally
ESDS, Dhoot Transmission, Milky Mist hit 300% IPO gains in 1 month
ESDS Software Solution: The 195% IPO Surge Story
Stock Performance Drivers: Demergers, IPOs, and Sectoral Shifts
ESDS Software Hits 4-Day Upper Circuit, Stock Gains 235% Since IPO
ESDS Software hits 195% rally from IPO price in 3 sessions
ESDS Software IPO Allotment Today: 142x Subscription, GMP at ₹255
Company insights, generated from the most recent coverage.
The scarcity premium is the core valuation driver: ESDS and E2E Networks are the only listed Indian pure-play GPU-as-a-Service names, so capital seeking AI compute exposure had nowhere else to go and paid 150x for it.
There is no analyst consensus coverage on ESDS, so Q1 FY27 cannot be called a 'miss' against estimates. It missed against the growth rate the price implied — a valuation problem, not a forecast error.
Rebound confirms the supply story: volumes were negligible on all seven down days but exploded to ~2.6 million and ~3.3 million shares on Oct 7 and 8 as the stock logged three straight +5% sessions to ₹1,498.2. Real turnover only appeared once price found buyers.