⚡ Power & Energy Portfolio
Managed by DEVARSH JIGISH SHAHIndia’s power sector is entering a massive growth phase, driven by strong government push and rising energy demand. With over ₹24 lakh crore planned investment under the National Infrastructure Pipeline and an estimated $500 billion capex expected over the next decade, the sector is set to see long-term expansion across generation, transmission, and distribution. India is already the world’s 3rd largest power consumer, and with growth in manufacturing, electric vehicles, data centers, and renewable energy, electricity demand is expected to grow faster than GDP for the next 10+ years. This creates huge opportunities for companies involved in: Power equipment (transformers, cables, switchgear) EPC and infrastructure Grid modernization and transmission Renewable energy and energy-tech solutions We select companies that are well-positioned to benefit from this multi-year growth cycle, with strong order books, improving financials, and scalable business models. By investing in this portfolio, you get exposure to India’s long-term power and infrastructure growth story.
About the Theme
India’s power sector is entering a massive growth phase, driven by strong government push and rising energy demand. With over ₹24 lakh crore planned investment under the National Infrastructure Pipeline and an estimated $500 billion capex expected over the next decade, the sector is set to see long-term expansion across generation, transmission, and distribution. India is already the world’s 3rd largest power consumer, and with growth in manufacturing, electric vehicles, data centers, and renewable energy, electricity demand is expected to grow faster than GDP for the next 10+ years. This creates huge opportunities for companies involved in: Power equipment (transformers, cables, switchgear) EPC and infrastructure Grid modernization and transmission Renewable energy and energy-tech solutions We select companies that are well-positioned to benefit from this multi-year growth cycle, with strong order books, improving financials, and scalable business models. By investing in this portfolio, you get exposure to India’s long-term power and infrastructure growth story.
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