— Our view
India's industrial decade is here. We sit at the intersection of legacy manufacturers, the EV transition and emerging defence and aerospace champions.
— Themes we follow
- 01EV components & charging
- 02Auto-ancillary consolidation
- 03Defence & aerospace tier-1s
- 04Industrial automation
— What we do here
- →Capital raises for EV and clean-mobility platforms
- →Sell-side mandates for auto-ancillary promoters
- →Buy-side roll-ups in capital goods
- →Joint ventures with global OEMs