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Poros Group · Green economy

Green revenue, market value and the 2026 Green Economy Mark

Aakash Kapur

Always an amazing experience to be at the London Stock Exchange for the market opening celebrating and signing off on attendance for the day.

This time for the Green Economy Forum, as the market opening was followed by digging into insights from the 2026 Green Economy Mark report. Second time Nossa Data has attended, and the first time we’ve dug into green revenue measurement from listed companies.

Aakash Kapur signing the London Stock Exchange market opening attendance book

What is the Green Economy Mark?

The Green Economy Mark is a data-driven identifier for companies and funds that derive significant revenue from green products and services, as defined by LSEG's “Green Revenues Classification System” (info here: Green Revenues Classification System).

The cohort spans all industries and products, from renewable energy and the circular economy, to cloud computing, climate-resilient infrastructure, more efficient battery sources, smart agriculture, and more. Key distinction people might appreciate... this is focused on revenue source, not investments and R&D. Useful framing to separate green revenue from broader ESG performance and impact related to longer-term investments.

London Stock Exchange displays for the Green Economy Forum

One key takeaway

The geographic breakdown of where green revenues actually translate to market cap gains stood out most. Clear questions arise around which markets structurally benefit from increased R&D and solely early lighter revenues from projects, and which have to wait longer for unit economics to catch up before the market reflects it. Slide included here.

Green Economy Forum panel discussion at the London Stock Exchange

Interesting questions raised during networking breaks

  • Where should we look to revenue vs. market cap as the signal?
  • What actually counts as “green revenue” in these assessments?
  • Which sectors have the most opportunity to diversify over the long term to reach future green revenues?

Lastly, coming from an investment background, I just enjoyed being back at the LSE and in attendance for another market opening. Not many events are getting me at the event on time before 7:15am :)

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