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“As FY25 concludes, we reflect on a year defined by strategic clarity, sectoral shifts, and India’s continued economic resilience. Backed by strong domestic demand, supportive policies, and global realignments, the Indian equity market remained robust — with momentum in manufacturing, energy transition, and consumption-led themes.

At Niveshaay, we stayed ahead by investing in transformative trends early. Our focused exposure to capital goods, renewables, and premium consumer businesses yielded strong outcomes. We also marked a key milestone this year with the launch of our AIF fund-Niveshaay Hedgehogs Fund and Niveshaay Sambhav Fund.

FY25 was also special as we hosted our flagship event, The Dhandho Valley, which brought together marquee investors and industry leaders. It reflected our investing ethos — “investing the entrepreneur way” — driven by deep research and long-term thinking.

As we head into FY26, macro tailwinds across multiple fronts continue to strengthen — from India’s manufacturing-led capex cycle and global supply chain realignment, to accelerating clean energy investments and rising traction in the pharmaceuticals especially CDMO space. These shifts are closely aligned with our portfolio’s long-term positioning.

Meanwhile, the ongoing market correction offers a valuable reset. After a sharp rally in broader markets, this pullback is helping bring valuations closer to intrinsic value — providing an opportunity to accumulate high-quality businesses at attractive entry points.

Our focus remains on identifying companies with clear earnings visibility, capital discipline, and sectoral tailwinds. We believe periods like these are when long-term wealth is truly created. We hope to continue compounding value for our investors in FY26 and beyond.”

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