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NextGen Digital Basket

• India's growing economy provides a strong foundation for swift adoption of digital technologies, fuelling substantial growth in sectors like fintech, e-commerce, entertainment, healthcare etc.

• The growth in household income and purchasing power, combined with rapid digitization has reshaped consumer behaviour, leading to a surge in demand for convenience and digital services.

• We have designed a basket of five fundamentally strong companies which are likely to benefit from the increasing digitisation trend in India

• Zomato: It is food delivery business is stable, and Blinkit (quick commerce) offers a generational opportunity to participate in the disruption of industries such as retail, grocery and e-commerce.

• NAUKRI: It is provides internet-based services like recruitment services (Naukri), real estate (99 acres), Jeevansathi and Shiksha. With strong long-term growth prospects, we expect standalone revenue/PAT to grow at a 17%/20% CAGR over FY24-27.

• PB Fintech: It is a leading Indian platform for insurance and lending, operating PolicyBazaar, the largest insurance platform. Its asset-light model aggregates products, enabling informed customer decisions.

• KFIN TECH: It is a prominent technology-focused financial services company, delivering comprehensive solutions to the capital market ecosystem. All segments are seeing growth, across domestic MF, alternates, international business and alternates.

• Zaggle: It is a leading SaaS-based platform for spend management and analytics. Its solutions include employee reimbursements and tax benefits, rewards and incentives for channel partners/employees, and vendor payments.

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For More Motilal Oswal Securities Ltd Disclaimer
http://www.motilaloswal.com/MOSLdisclaimer/disclaimer.html
SEBI Registration number is INH000000412