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geopolitical··severity 6

Zepto публично подает заявку на запланированное IPO в Индии на 1 миллиард долларов

Фирма быстрой коммерции Zepto Ltd. подала обновленный проект проспекта первичного публичного размещения акций, что стало ключевым шагом на пути к потенциальному листингу одной из самых быстрорастущих потребительских интернет-компаний Индии.

Сценарии цепочки

A

Escalation

50%

## Scenario Analysis **Scenario A (Escalation): 50%** * **Chain:** Zepto's IPO filing sparks renewed interest from investors and venture capitalists seeking to capitalize on India's booming digital economy. This leads to increased competition among other Indian startups, particularly in the hyper-local delivery space. * **Confirmation indicators:** Increased media coverage of Zepto's IPO filing and a surge in investment activity within the Indian startup ecosystem. * **Time horizon:** 1-2 weeks **Scenario B (Status Quo): 38%** * **Chain:** The IPO process continues as planned, with no significant changes to market dynamics or investor sentiment. Zepto's focus remains on expanding its delivery network and improving service quality within India. * **Confirmation indicators:** Zepto maintains a steady pace of business growth without any major disruptions or announcements. * **Time

Индикаторы подтверждения: ** Increased media coverage of Zepto's IPO filing and a surge in investment activity within the Indian startup ecosystem., * **Time horizon:** 1, 2 weeks
B

Status Quo

38%

## Scenario Analysis **Scenario A (Escalation): 50%** * **Chain:** Zepto's IPO filing sparks renewed interest from investors and venture capitalists seeking to capitalize on India's booming digital economy. This leads to increased competition among other Indian startups, particularly in the hyper-local delivery space. * **Confirmation indicators:** Increased media coverage of Zepto's IPO filing and a surge in investment activity within the Indian startup ecosystem. * **Time horizon:** 1-2 weeks **Scenario B (Status Quo): 38%** * **Chain:** The IPO process continues as planned, with no significant changes to market dynamics or investor sentiment. Zepto's focus remains on expanding its delivery network and improving service quality within India. * **Confirmation indicators:** Zepto maintains a steady pace of business growth without any major disruptions or announcements. * **Time

Индикаторы подтверждения: ** Increased media coverage of Zepto's IPO filing and a surge in investment activity within the Indian startup ecosystem., * **Time horizon:** 1, 2 weeks
C

De-escalation

13%

## Scenario Analysis **Scenario A (Escalation): 50%** * **Chain:** Zepto's IPO filing sparks renewed interest from investors and venture capitalists seeking to capitalize on India's booming digital economy. This leads to increased competition among other Indian startups, particularly in the hyper-local delivery space. * **Confirmation indicators:** Increased media coverage of Zepto's IPO filing and a surge in investment activity within the Indian startup ecosystem. * **Time horizon:** 1-2 weeks **Scenario B (Status Quo): 38%** * **Chain:** The IPO process continues as planned, with no significant changes to market dynamics or investor sentiment. Zepto's focus remains on expanding its delivery network and improving service quality within India. * **Confirmation indicators:** Zepto maintains a steady pace of business growth without any major disruptions or announcements. * **Time

Индикаторы подтверждения: ** Increased media coverage of Zepto's IPO filing and a surge in investment activity within the Indian startup ecosystem., * **Time horizon:** 1, 2 weeks

Первичный источник: Bloomberg Markets

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