India’s IPO pipeline in the second half may touch $40 billion as billion-dollar listings line up: JPMorgan

India's IPO pipeline in the second half may touch $40 billion as billion-dollar listings line up: JPMorgan


India’s primary market could witness one of its busiest second halves, with seven to eight initial public offerings (IPOs) of $1 billion or more expected to raise $10-15 billion, according to Abhinav Bharti, Managing Director and Head of India Equity Capital Markets (ECM) at JPMorgan. Bharti said the broader equity capital markets pipeline remains strong and could reach nearly $40 billion in the second half of 2026, supported by IPOs, follow-on offerings and block deals.

“We are tracking close to about seven to eight IPOs that could raise a billion dollars or more… which cumulatively between them should easily add up to a number between $10 to $15 billion,” Bharti said. Including the broader pipeline, he added, “the potential is pretty much there” for another $20 billion of fundraising.

Large public offerings expected in the coming months include companies such as Jio, NSE, PhonePe, SBI AMC and Zepto.

Bharti said he is not concerned about the sequencing of these IPOs, noting that India’s capital markets have become deeper over the past two years.
He expects IPO activity to continue alongside secondary market transactions such as block deals and follow-on offerings. JPMorgan estimates another $35-40 billion of equity issuance in the second half, split broadly equally between IPOs and secondary offerings. That would take total fundraising for 2026 to around $60 billion, compared with about $70 billion in each of the previous two years.

Bharti also said overseas investor interest in India’s larger IPOs remains intact despite sizeable fundraising in the US and other developed markets.

“These are on their radar; these are names which are of relevance for them to evaluate,” he said, referring to global investors tracking India’s billion-dollar offerings.

Bharti said investor interest remains focused on consumer, consumer technology and healthcare companies, while stock-specific opportunities continue to drive IPO demand.

He added that secondary market activity is likely to remain active as private investors seek exits and recycle capital into new opportunities, even though block deal volumes this year have been below the levels seen over the past two years.

For the full interview, watch the accompanying video

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