IPO Euphoria vs. Post-Listing Reality
2025 mein jo IPOs ko lekar craze tha na, woh ab bilkul thanda pad gaya hai. Bahut si companies jinka listing day pe bheed thi, ab woh offer price se kaafi neeche mil rahi hain. Ye dikha raha hai ki log ab sirf speculation nahi, balki company ki asli value aur future plans dekh rahe hain. Jabki India ka Nifty 50 toh 10% se bhi zyada bhaga hai 2025 mein, ye naye listings peeche reh gaye.
Why IPOs Started to Fall Behind
Iske peeche ka reason hai market ka badalta mood aur companies ko value karne ka tarika. Saath hi, Foreign Portfolio Investors (FPIs) ne 2025 mein lagbhag $18 Billion market se nikaal liye, jisse overall liquidity kam hui aur speculative investments par pressure aaya.
Record Fundraising Masked Underlying Weakness
Acha, ek aur baat hai. 2025 mein IPOs ne fundraising ke record tode, deals bhi bahut hui. Lekin ye sirf number tha. 2024 mein listing day pe average gain lagbhag 30% tha, jo 2025 mein kam hokar sirf 10% reh gaya. Matlab, logo ka 'listing day pop' wala craze bhi kam ho gaya. RBI ki policies ne overall market ko support kiya, par sabhi IPOs ko nahi bacha payi. Chhote IPOs (jo ₹1,000 Crore se kam the) toh zyada hi gire, bade wale thode stable rahe.
Aggressive Pricing and Unreliable Signals Fueled Risk
Iss saal kai IPOs ko bahut hi aggressively price kiya gaya tha, bas retail investors ke liye listing day gain banane ki ummeed mein. Par ye strategy fail ho gayi. SEBI ne bhi kaha tha ki Grey Market Premiums (GMP) jaisi cheezein ab bharose layak nahi rahi hain. Lagbhag one-third main board IPOs toh GMP ke according performance nahi de paye.
Economic Headwinds and Lack of Clear Growth
Global uncertainties aur FPI outflows ne bhi pressure banaya. Jab bahar se paisa nikalta hai toh valuations tight ho jaate hain. Aur kai 2025 ke IPOs ke paas koi clear growth plan nahi tha, bas hype thi. Ab investors 'quality' companies aur sahi valuation wali companies dekh rahe hain, na ki sirf 'hype' wali.
Outlook for 2026: Focus on Quality and Realism
Ab 2026 ki taraf dekha jaaye toh market aur zyada careful rahega. Real valuations aur strong business execution pe focus hoga. Economy grow karegi, par investors ab company ke fundamentals aur paisa kaise use ho raha hai, ye sab jaanna chahenge. 2026 ke IPOs ka success unke pricing aur domestic investors ke support pe depend karega. Quality companies ko hi prefer kiya jayega, speculative plays ko nahi.