Upcoming new-age IPOs are expected to maintain strong post-listing performance, supported by deep investor demand. Equity reclassification unlocked REIT re-rating and # of Public InvITs set to double in 2026. Short term correction in the consumer sector masked resilient investor appetite, with strong potential for recovery in the sector in 2026. FPI interest in IPO markets opposed to selling in secondary further fortifies low correlation in the activity between primary and secondary markets.
Highlights
- Investors are rewarding new-age IPOs that show tighter cost control, stronger earnings visibility, and a clearer path to profitability at listing.
- REITs and InvITs outperformed equities in 2025, boosting HNI interest, supported by quarterly distributions and predictable cash flows.
- Consumer companies missed their earnings estimates from slower volume growth and fluctuations in key inputs pricing.
- Growth continues to be the key factor in IPO outcomes, with markets clearly willing to price in strong, sustained revenue momentum.
Updates
Subscribe to our latest news, insights, opinions and more
Hi there!
Tell us a little about yourself and your communication preferences.
