The power trio of defense, railways, and energy sectors. The Indian government's focus on indigenization, modernization, & sustainability drives growth, offering significant opportunities for investors.

Why These Sectors?

Energy: The Indian energy sector is currently valued at around $150 billion & it’s expected to reach $250 billion by 2030. Through programs like Green Energy Corridor Projects, National Solar Mission, and more schemes, the govt push towards renewable energy is at its peak. 

Rail: The rail sector in India has seen substantial investment from the government. committing over $130 billion toward modernization by 2030. This sector has grown as high-speed rail projects, metro expansions, & dedicated freight corridors come online.

Defense: India’s defense sector, currently valued at around $80 billion, is expected to reach $150 billion by 2030 with increasing govt. spending & the 'Make in India' initiative. 

Defense Production & Export Promotion Policy, & Industrial corridors for defense, and more initiatives, defense is heavily supported by the govt.

Our Portfolio

• As a defensive portfolio of just 10-12 stocks, it capitalizes on the combined opportunity size of $200 billion in this power trio of Indian industries. 
• In this portfolio, we have both direct and indirect beneficiaries of government incentives, going deep into the value chains to find niches that grow when these sectors do.