Independent Ideas, Compounding Returns
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Based out of Jaipur, Gravita is one of the largest Lead recycler in India. Company mainly operates in 3 verticals Lead recycling, Aluminium recycling, Plastic recycling and turnkey projects. Company has total production capacity of 2.84 Lakh tons
Located in Jaipur, Insolation energy is engaged in manufacturing of Solar panels and modules of high efficiency of various sizes. INA has ambitious plan of expanding its capacity to 4 GW from current 1 GW
E2E networks is the first AI hyperscaler in India and Provides AI/ML GPU Digital cloud computing Services, which includes self service platform, Infrastructure, and software. USP of E2E includes same services as hyperscaler in fractional cost, High pricing High value add against peers, managed hosting services
Macpower CNC Machines Ltd is engaged in manufacturing of computerized numerical controlled machines. Macpower currently offers a wide range of products such as Turning centre, twin spindle turning centre, VMC, turn mill centre, HMC , VMC, etc. Company has increased it s capacity from 1100 Machines in 2020 to 1500 machines in 2024, and is further expanding to 2000 machines per month in next 1- 2 years
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Headquartered in Hyderabad, Telangana, Hariom Pipe Industries Limited is an integrated steel manufacturer with a stronghold in the South Indian market. It has a diverse product portfolio consisting of Mild Steel (MS) Billets, Pipes and Tubes, Hot Rolled (HR) Coils, and Scaffolding Systems, our top-quality products cater to a variety of industrial applications across multiple sectors.
We don't follow the herd. We seek uncommon ideas and perspectives, building a one-of-a-kind framework to find exceptional opportunities.
Our framework is the result of more than 50 years of cumulative experience, meticulously crafted through extensive research and analysis. Derived from the insights garnered over decades, we impose this framework on the companies we track with unparalleled precision. Each investment undergoes a rigorous exercise, reflecting our commitment to precision and excellence.
Our team comprises passionate individuals whose expertise in this field is matched only by their profound love for what they do. Each member brings not just experience but a genuine enthusiasm that sets them apart. For them, it's not just a job; it is an integral part of who they are.
Our track record speaks volumes. Among our many successful bets are names like Gravita India, Hariom Pipes, HBL Power, MacPowerCNC, and Deep INDS, to name a few. Over the past two years alone, we've achieved an average return of more than 3.5 times, showcasing the strength of our investment strategy and the caliber of our selections.
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