About the smallcase
Bharat Green focuses on three key sectors in India: Power, Recycling, and Data Centers. We invest in companies that promote sustainable energy generation and distribution, enhancing grid reliability and efficiency. We also prioritize recycling companies that support a circular economy and effective waste management. Additionally, our emphasis on Data Centers aligns with the growth of cloud computing and data storage. Together, these sectors create a responsible investment strategy for a sustainable, future-ready portfolio.
Growth Catalysts: Power, Recycling, and Data Centers
Data Centers
India produces 20% of global data but only occupies 3% of the data center market, highlighting significant growth potential. The demand for data from AI, 5G, and IoT is expected to drive a CAGR of 42% in the industry.
Power
India's installed power capacity is set to increase by 51%, rising from 442 GW in FY24 to 667 GW by FY29, with 28% (187 GW) sourced from renewables. The 2021-22 Union Budget allocated ₹3.04 trillion for the Revamped Distribution Sector Scheme (RDSS) to enhance Discoms' operational and financial status.
Recycling
The Indian government will invest US$ 1.79 billion in a green initiative for MSMEs, focusing on sustainability through recycling and green technology. This initiative will create an e-marketplace for recyclables, provide subsidies for recovery facilities, and promote greener practices, aiming to reduce carbon footprints and create new business opportunities.
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