Stock Markets March 25, 2026

SIX Group Says European IPO Activity Could Improve Despite Iran Conflict

CEO cites healthy Swiss pipeline and optimism versus last year while acknowledging delays linked to geopolitical uncertainty

By Nina Shah
SIX Group Says European IPO Activity Could Improve Despite Iran Conflict

SIX Group AG's chief executive expressed guarded optimism about this year's initial public offering (IPO) market in Switzerland and Spain, saying the operator sees no withdrawals but expects some listings to be postponed amid uncertainty tied to the war in Iran. The company noted a stronger stance compared with last year and highlighted a robust Swiss pipeline, even as market sentiment has softened and several high-profile listings have been delayed or reconsidered.

Key Points

  • SIX Group's CEO Bjørn Sibbern says the operator is more optimistic about IPO prospects this year compared with last year, citing a healthy Swiss pipeline - sectors impacted include financial markets and capital markets activity.
  • Four companies listed on Switzerland and Spain exchanges in 2025 raised $2.63 billion, below the 10-year average, and are trading on average 37% below IPO price - this affects investor returns and equity market sentiment.
  • Some firms, notably in software and travel, have delayed or reconsidered IPO plans, while defense-related companies have proceeded with listings - sectors mentioned include software, travel, defense, catering, and agriculture.

The chief executive of SIX Group AG said the Swiss and Spanish exchanges remain positive about the prospects for initial public offerings this year, even as the war in Iran has prompted some companies to delay planned listings.

"We do not see any IPOs withdrawing from the market, but of course when you see uncertainties, sometimes you see delays," CEO Bjørn Sibbern said in an interview. He added that the firm is "a little bit more optimistic versus last year," and described Switzerland as having "a strong and healthy pipeline," while cautioning that market conditions over the coming months will determine the final outcome.

Activity on the Swiss and Spanish exchanges last year was muted. Four companies listed on those exchanges in 2025, raising a combined $2.63 billion, a figure below the 10-year average volume, according to Bloomberg data. On a size-weighted basis, those companies are trading 37% below their IPO prices. Neither exchange has conducted an IPO so far in 2026.

Recent shifts in market sentiment have pushed European benchmarks to near-correction levels, undermining what had appeared to be a firmer environment for new listings. That change in tone has coincided with firms, particularly in software and travel, rethinking their timelines: software company Visma and travel firm Loveholidays have both reconsidered or delayed plans to go public in Europe.

Meanwhile, companies tied to defense activity have completed listings in recent weeks - examples include Vincorion SE and Gabler Group AG - reflecting investor demand for certain sector exposures even as broader market participation wavers.

Looking at potential listings in Zurich, reports indicate that in-flight caterer Gategroup Holding AG and Syngenta Group are among firms exploring listings possibly as soon as this year. Syngenta may evaluate a dual listing if it proceeds with an offering in Hong Kong, according to those reports.

Sibbern's comments underscore a mixed outlook: an underlying pipeline and greater optimism relative to the prior year on one hand, and short-term postponements and market volatility on the other. How many of the pipeline candidates ultimately list will depend on the evolution of geopolitical uncertainty and market sentiment in the coming months.


Context noted in this report: The data on 2025 listings, the trading performance relative to IPO price, the absence of 2026 IPOs on the exchanges, the examples of firms delaying or holding listings, and the companies reportedly considering Zurich listings are drawn from the available information cited in the interview and related reporting.

Risks

  • Geopolitical uncertainty related to the war in Iran is prompting some companies to postpone IPOs, adding timing risk for issuers and investors - relevant to capital markets and corporate issuers.
  • A recent deterioration in market sentiment has brought European benchmarks to near-correction levels, which could damp IPO demand and valuation outcomes - relevant to equity markets and underwriting activity.
  • Lower-than-average fundraising in 2025 and post-IPO share performance (companies trading 37% below IPO price on average) highlight execution and pricing risk for future offerings - relevant to issuers and investors evaluating new listings.

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