India's Solar Manufacturing: Clarification on recent MNRE circular

The Extraordinary Growth Story: India's solar expansion over the past decade has been extraordinary. India had just 4 GW of installed solar capacity 10 year ago. ...

The Battery Show Expo

This year, we had the opportunity to attend The Battery Show Expo, where the entire battery value chain—from cell and pack makers to chemical suppliers and equipment vendors—came together to talk...

Energy's Next Frontier : Inside RE+ 2025

This year, we had the chance to attend RE+ in Las Vegas, where key players from the renewable energy sector gathered to discuss how to meet rising energy demand and ensure grid stability. One theme...

A Milestone Moment in Our Private Equity Journey

When we embarked on our private equity journey six years ago, we set out with a clear endeavor: to back visionary entrepreneurs by providing growth capital at critical inflection points, enabling t...

Key Insights from Smart Metering Summit

India's ambitious goals of achieving 500 GW of renewable energy capacity by 2030 and becoming a net-zero economy by 2070 underscore the critical need for advancements in grid management. The deploy...

Is Water and Wastewater Industry at an Inflection?

“Water is life's matter and matrix, mother and medium. There is no life without water.” India is home to a whopping 18% of the world’s population, but it only has about 4% of the world's resour...

Niveshaay Annual Letter 2024

It's that time of the year when we put our thoughts to perspective, reflect on our past successes and what didn’t work for us, evaluate areas for improvement, and convene with our team to set goals...

India’s Consumer Boom Unveiled

The first two decades of this century were China’s, then this decade and beyond will be India’s. The consumption story in India is just unfolding. - Sanjiv Mehta, Former CEO and MD, HUL India,...

Launch – Niveshaay Consumer Trends Portfolio

India is a consumption-driven story. What works in India’s favor on the private consumption front is the size of its consumer base, the rising income, and the aspirations of its young population...

‘The Vijay Kedia Meet’

The Niveshaay team got lucky to get an opportunity to meet and interact with Mr. Vijay Kedia who is know for his spectacular success in investments like Atul Auto Ltd. (100x), Cera Sanitaryware (100x...

Niveshaay’s Approach in the Valuation Reset Market Mood

Whenever there is a correction in the market, the first question that comes to our mind is, “Is it a good time to stay invested or is it better to pull out of the market?” We tend to make analogi...

Gokaldas Exports Ltd.- Q4 Results Analysis & Conference Call Highlights

2nd May, 2022 Report Covers: About the company Results and Conference Call Highlights Financials Conclusion Initial Coverage on the company (attached) Research Analyst: Gunjan Kabra (i...