a99 VC

@jcrajan00 @jcrajan00 100% Agree. We're seeing some traction and development in the midstream processing as well. Promise to update on that very soon!

@a99vc Right direction but 5 units is a pilot, not a supply chain. India has 6.9M tonnes of rare earth reserves. IREL sits on most of it with 47% idle capacity. The magnet gap isn't ore — it's processing. We need separation plants before magnet factories.

India just invited bids to build 5 rare earth magnet manufacturing units domestically.🧲 It is almost entirely imported right now! 🧵

a99 invests in early to growth-stage manufacturing and infrastructure companies. If you're building in this space, we'd love to hear from you.

(5/5) Productronica India filling up with foreign automation vendors is a market signal. The factories are coming. The automation equipment should be made here too.

India's electronics manufacturing is scaling fast.⚡ But the soldering, welding, and precision assembly at the heart of it is still heavily dependent on imported automation equipment. Productronica India 2026 just made that gap impossible to ignore. 🧵 #manufacturing #Industrials #india

𝐈𝐧𝐝𝐢𝐚’𝐬 𝐆𝐫𝐨𝐰𝐭𝐡 𝐒𝐭𝐨𝐫𝐲: 𝐏𝐫𝐞-𝐈𝐏𝐎 & 𝐕𝐞𝐧𝐭𝐮𝐫𝐞 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬 𝐄𝐱𝐩𝐥𝐚𝐢𝐧𝐞𝐝 𝐛𝐲 𝐓𝐨𝐩 𝐅𝐮𝐧𝐝 𝐌𝐚𝐧𝐚𝐠𝐞𝐫𝐬 𝐖𝐚𝐭𝐜𝐡 𝐧𝐨𝐰: youtube.com/watch?v=GY2JJf… In this panel from the Bengaluru PMS & AIF Conclave 2026, experts discuss how investors can access 𝐈𝐧𝐝𝐢𝐚’𝐬 𝐡𝐢𝐠𝐡-𝐠𝐫𝐨𝐰𝐭𝐡 𝐏𝐫𝐞-𝐈𝐏𝐎 𝐚𝐧𝐝 𝐕𝐞𝐧𝐭𝐮𝐫𝐞 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬 𝐚𝐧𝐝 𝐮𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝 𝐤𝐞𝐲 𝐩𝐫𝐢𝐯𝐚𝐭𝐞 𝐦𝐚𝐫𝐤𝐞𝐭 𝐭𝐫𝐞𝐧𝐝𝐬 𝐬𝐡𝐚𝐩𝐢𝐧𝐠 𝐟𝐮𝐭𝐮𝐫𝐞 𝐰𝐞𝐚𝐥𝐭𝐡 𝐜𝐫𝐞𝐚𝐭𝐢𝐨𝐧. Learn how fund managers identify emerging businesses, evaluate risks, and capture long-term growth in the private markets. 𝐒𝐩𝐞𝐚𝐤𝐞𝐫𝐬: Mr. Jaisinh Suchak, Managing Director - AIF, JM Financial Asset Management Ltd Mr. Sandeep Daga, Founder, MD & CIO, Nine Rivers Capital Mr. Vignesh Shankar, Founder & Managing Partner, a99 VC 𝐌𝐨𝐝𝐞𝐫𝐚𝐭𝐨𝐫: Mr. Rishi Agarwal, Co-Founder & Fund Manager, Aarth Growth Fund #preipo #venturecapital #wealthcreation #managerisk #privatemarket #investmentopportunities #pmsbazaar

a99 invests in early to growth-stage manufacturing and infrastructure companies. If you're building in this space, we'd love to hear from you. #ManufacturingIndia #InfraGrowth #a99VC #India #Manufacturing

Two sides of the same Thesis (5/5) → Build the rare earth magnet supply chain India doesn't have → Or engineer around the dependency entirely Both are real. Both are being backed. This is what manufacturing IP-led investing looks like

The company behind the world's most critical chipmaking machines, built a Lego version of its €400M EUV tool. ASML's machines are so complex they have fewer than 1,000 global parts suppliers and stand multiple stories tall. This reveals something real: → Deep manufacturing IP is so complex it takes a physical model to explain → Complexity here is the moat → The world runs on machines most people have never heard of a99 invests in early to growth-stage manufacturing and infrastructure companies. If you're building in this space, we'd love to hear from you.

India just made its biggest bet on energy sovereignty. The govt is preparing an ALBM - an approved list of battery manufacturers modelled on the solar sector's success. 47 GW of planned capacity. $38B+ in storage orders. Local cell chemistry mandated by 2047. Why manufacturers should care: 1. ACC PLI scheme incentivises domestic cell manufacturing 2. Solar and EV demand converging into a multi-decade demand floor 3. Grid-scale storage becoming a national security priority 4. Critical mineral processing is being brought onshore for the first time. 5. India Battery Vision 2047 is a procurement mandate China dominated this chain for 20 years. India is building the alternative. The battery supply chain is being built in India. Now. a99 invests in early to growth-stage manufacturing and infrastructure companies. If you're building in this space, we'd love to hear from you.

8/8 a99 invests in Manufacturing and Infra-focused startups. If you're building in this space, we'd love to hear from you. How do you see this growth shaping up? Share your thoughts. #ManufacturingIndia #InfraGrowth #a99VC

7/8 This steel-infra synergy makes for compelling investment cases. Areas like advanced materials and supply chain tech are high on our radar at a99.

India’s steel consumption is up ~7–8%, production is scaling, and exports are rising again. If steel is already moving this fast, what does that tell us about where the rest of manufacturing is headed? (🧵Thread)