Motilal Oswal Founders Fund Series V

• Zomato Restaurant reviews to discovering restaurant discovery platform to entering food delivery business and providing subscription based loyalty program – Zomato Gold
• Gujarat Fluoro Chemicals Its strategic focus on high-margin specialty chemicals, particularly fluoropolymers and refrigerants
• Prestige Estate Projects Promoter transformed his family’s modest fabric shop into a billion-dollar real estate empire.
• Dixon Technologies Leveraging the Make in India initiative and expanding into high-growth segments like smartphones and LED lighting. PLI scheme further boosted its growth, cementing its leadership in India’s electronics manufacturing sector.
• Kaynes Technology India Contributions to critical projects such as India’s Chandrayaan-3 mission, where the company played a crucial role in providing technology for the spacecraft
• Zen Technologies After the Pokhran-II nuclear tests in 1998, leveraged defense technology sanctions to focus on R&D, creating India’s first advanced warfare simulators and becoming a leader in military training systems
• PTC Industries Company’s breakthrough came through its advanced manufacturing capabilities for critical applications, particularly in aerospace and defense sectors
• Waaree Energies Electrical equipment and power solution to renewable energy specially solarenergy

Rise in the investment to GDP ratio and Investment to outperform consumption

Public capex leads initially, but private capex rapidly catching up

Capex boom led to an acceleration in productivity, job creation and income growth

Within consumption, the urban consumer leads, followed by catch-up in rural demand

Market share in global exports could rise

Macro Stability Risks could be kept in check