CACTUS partners

Sector Lens

Manufacturing electronics assembly machinery

Advanced manufacturing

The creation of ‘national champions’ in advanced manufacturing areas such as electronics…

Advanced manufacturing

The creation of ‘national champions’ in advanced manufacturing areas such as electronics, critical minerals, materials will offer strong compounding opportunities with a very attractive risk-return profile which we believe will continue in the foreseeable future. Certain sub-sectors within manufacturing will continue to do exceptionally well. High-tech electronics manufacturing, critical minerals, recycling, materials, etc. will continue to see strong growth in the foreseeable future. Regulatory tailwinds, ‘Make-in-India’ program, large domestic market, and focus on supply chain diversification are accelerating the growth in this sector.

Technology

AI, cybersecurity, health-tech, semiconductors, space-tech, robotics…

Technology

AI, cybersecurity, health-tech, semiconductors, space-tech, robotics technology entrepreneurs have cracked the code for building fast growing businesses from India for India and the world. Technology businesses with strong use cases will continue to be a focus for us. India’s technology talent pool and problem-solving thought process of entrepreneurs will be instrumental in building large businesses. We see opportunities emerging in multiple technology domains such as AI, cybersecurity, health-tech, semiconductors, space-tech, robotics, IoT, to name a few. 

Aspirational Consumer

Fashion, wellness, travel, consumer electronics and beauty as India…

Aspirational Consumer

Fashion, wellness, travel, consumer electronics and beauty as India is expected to be the 3rd largest global consumer market by 2030. Consumer is a strong opportunity with rising income levels in the country. The new generation of Indians, who are now decision-makers for household spending, are aspirational, confident, and risk-taking. Discretionary income pools and population cohorts with discretionary incomes are growing, and this trend is only going to accelerate from here.  A large part of the Indian population is at the inflection point and will drive growth in discretionary spend in areas such as travel, healthcare, luxury goods, spending on experiences etc.