
New-age business models remain a key growth theme for 2026, offering investors the potential for higher alpha through innovation, scale and digital reach. Among the top picks is Ather, which has delivered one of the strongest post-IPO performances in the past year, emerging as a multi-bagger amid intense competition in the EV two-wheeler space. Strong products, focused management and expanding pan-India presence underpin its outlook. The second pick is Lenskart, backed by its rapidly growing omnichannel model, aggressive expansion within and outside India, and improving earnings visibility. Recent quarterly results have reinforced confidence in its execution. Together, Ather and Lenskart represent high-growth, consumer-focused businesses that could add momentum to portfolios seeking exposure to India’s evolving digital and new-age economy in 2026.