• 18 “future arenas” — from Urban Construction and EV Batteries to AI-as-a-Service, SpaceTech & Cybersecurity — could unlock $2 T in annual revenue by 2030
• They may create ≈30 % of all new GDP through 2040, nudging India toward an 8–10 % share of global output
• Capital is back: PE/VC deployment hit $43 B in 2024, second-highest in APAC
• Innovation is surging: resident patent filings up +15.7 % YoY — fastest among the top-10 economies
• Policy tailwinds: ₹3.5 L Cr PLI schemes, $10 B semiconductor mission, Gati Shakti logistics overhaul
• Demand wave: 200 M more urban citizens this decade; digital economy on track for 20 % of GDP by 2030
Strategy snapshot
1️⃣ Build for India — long-gestation infra & consumer platforms (15 %+ IRR)
2️⃣ Accelerate Scale-ups — growth capital for proven digital models (20 %+ IRR)
3️⃣ Global Competitiveness — JV/export plays in auto components, chemicals, speciality steel
4️⃣ Global Leadership — back IP-heavy bets in AI, biotech, space
Bottom line: Focused bets—not scatter-gun capital—will capture India’s demographic dividend, reform momentum and tech leapfrog.