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Brokerage firm Jefferies, in a note on Monday, June 30, wrote that it is anticipating further supply of equity to the tune of $60 billion to $80 billion for the remaining nine months of the current financial year, led by marquee IPOs, disinvestments and QIPs on the anvil. Here is a look at the sectors that could contribute the most to this supply:Brokerage firm Jefferies, in a note on Monday, June 30, wrote that it is anticipating further supply of equity to the tune of $60 billion to $80 billion for the remaining nine months of the current financial year, led by marquee IPOs, disinvestments and QIPs on the anvil. Here is a look at the sectors that could contribute the most to this supply:Government | Stake sale in more PSU companies, particularly those where the government stake is in excess of 75%, along with the much awaited disinvestment of IDBI Bank, could contribute to nearly $3 billion worth of equity supply going forward, according to Jefferies. Defence and railway companies could be potential stake sale candidates.IT | The brokerage sees around $3 billion to $4 billion potential equity supply in the IT sector in the remaining nine months of this fiscal and this can happen via PE exits over time and small IPOs.Telecom | Jefferies sees the highest potential equity supply coming in from the telecom sector worth around $15 billion to $20 billion. A large IPO such as that of Reliance Jio, as well as promoter exits could lead the inflow, as per the brokerage.Banks | The banking sector can contribute to equity supply between $6 billion to $8 billion, led mainly by state-run lenders, who are still mandated to bring the government stake down to 75% from the current 90%+.Non-banking financial companies (NBFCs) | Jefferies has projected $4 billion to $5 billion potential equity supply in NBCs for the remaining fiscal. It said fresh listings and private equity (PE) investor exits are likely during this period.Capital Markets | Jefferies sees the second-highest potential equity supply from the capital markets space for the remaining period of FY26. It has projected $10 billion to $12 billion worth of supply led by large listings in this space.Internet | Jefferies has forecast a potential equity supply between $10 billion to $12 billion for the internet sector as well in the remaining nine months of FY26. It said e-commerce IPOs and PE exits are likely to drive the supply.Consumer Staples And Discretionary | The brokerage has estimated a $3 billion to $4 billion equity supply in consumer staples for the rest of FY26. It said stake sale by foreign promoters will be the key contributor to this supply.Auto and components | This sector is set to witness equity supply of up to $1 billion, as per Jefferies. It has projected sell downs by PE investors and foreign promoters in this segment for the rest of the financial year.Materials and energy | Jefferies sees a $3 billion equity supply in the materials and energy sector, with renewable energy being the key driver.Pharma | The brokerage sees a $3 billion potential equity supply in the pharma sector as well led by large stake sales.Infra / Transport | The $3 billion potential equity supply in this space is likely to be an even split among logistics and other sectors, according to Jefferies.Property | Lastly, Jefferies sees a $3 billion potential equity supply in the property sector as well for the remaining nine months of FY26. REITs, flexi-space and small developers are likely to be the drivers for the same equally, as per the brokerage.NewsLive TVMarketPopular CategoriesCalculatorsTrending NowLet's Connect with CNBCTV 18Network 18 Group :©TV18 Broadcast Limited. All rights reserved.