Singularity AMC

What is the investment opportunity in defence stocks over the next few years given global scenario? The Defence opportunity is large and non-negotiable says Yash Kela of Singularity AMC India is now the worlds 4th largest defence spender , behind US, China and Russia Indias defence production today is about Rs 1.5 lakh crore annually, and importantly private sector is 1/3rd of that production. Defence is no longer a PSU driven story in India  Indias total defence budget is 7.85 lakh crore of which 2.19 lakh crore is capex the capex share is rising towards 33% which matters becase capex is where new platform and new tech procurement happens  defence exports are the second engine. Exports were 22000cr in FY24 with the government target to take this to 50000cr by FY29 Yash Kela is the founder and CIO of Singularity AMC , a 1 bln$ AUM growth equity platform that is deploying capital across three strategies - private growth equity , strategic autonomy and private investments in public equities. We did a deep dive into 4 sectors in which India has a right to win and is building strategic autonomy strategic autonomy in these sectors helps India reduce risk, expand profit pools and create export competitiveness -Defence  -Electric buses -Solar battery  -Electronics here is a small glimpse of our conversation on defence and the opportunity that lies ahead with @SingularityAMC Full Pod out on The Money Mindset ✨

Today I sat down with Yash Kela , Founder and CIO of Singularity AMC. This is part of our series introducing the young generation of investors and wealth builders in India that have so much to offer , a fresh perspective , deep research and are building for new India. Yash Kela is building Singularity AMC which today manages over 1 bln$ of investments in public and private markets. We did a deep dive into one theme : Strategic Autonomy of India covering 4 areas where India has manufacturing prowess and a right to win. - defence -electric buses - electronics -solar batteries The episode was a masterclass on how India is building strategic autonomy in critical sectors which will help India reduce risk , expand profit pools and create export competitiveness in this volatile global set up. Full episode coming soon ✨ @SingularityAMC

Most consumer brands look big. Very few throw off real profits. The full episode is now live on Singularity AMC’s YouTube channel: a candid roundtable on what actually changes at scale: margins, distribution power, and the offline reality. Watch here: youtu.be/aOMJndZapF4

Electronics manufacturing is becoming a strategic lever for India. Here, Manish Sharma shares an operator’s view from scaling Panasonic India: building globally competitive manufacturing and increasing domestic value alongside global integration. LINK: youtu.be/V_YwVcWXRjk

Sanjay Nayak’s journey building Tejas Networks offers a rare operator lens as electronics becomes central to India’s strategic autonomy. Catch his insights on product-first, tech-led manufacturing in the latest podcast from Singularity One. Watch here: youtube.com/watch?v=V_YwVc…

Electronics Manufacturing in India is a frontline #StrategicAutonomy story and a ₹50,000 Cr profit pool that could scale to ₹2,00,000 Cr. New Singularity One episode is now live with Manish Sharma, Sanjay Nayak, Yash Kela & Nishchal Mittal. Watch: youtu.be/V_YwVcWXRjk

Good tailwinds matter. Strong fundamentals matter more. Wishing you a year of resilience, clarity, and long-term value creation. Greetings from Team Singularity. #MakarSankranti2026

Behind every harvest is a season of discipline. Wishing you a year of execution, conviction, and outcomes that last. Greetings from Team Singularity. #HappyLohri2026

At SingularityAMC, the operator–investor model stays close to how companies are actually built. In Ep. 1 of The Operator Playbook, we go deeper into our long partnership with Bombay Shirt Company and the operating lens behind durable brands. Watch here: youtu.be/dHWCrytS7IU

At @SingularityAMC, capital is only part of the equation. Operator support is the other. Introducing The Operator Playbook, a new series on building durable companies. Episode 1 with Akshay, Founder & CEO, Bombay Shirt Company drops 8 Jan 2026. #OperatorPlaybook

Wishing 2026 to be a year of strong fundamentals, calm execution, and long-term compounding. Happy New Year! By Team Singularity #NewYear2026 #SingularityAMC

Welcome Aditya Grover to @SingularityAMC, where he’ll help build #SingularityOne, our knowledge and insights platform. Aditya brings strong experience across equity research, consulting and investing. Welcome on board! #EquityResearch #EnergyTransition #StrategicAutonomy

Wishing you a Merry Christmas! May the joy of the season carry into the new year. Team Singularity #Christmas2025 #SingularityAMC

Pleased to welcome Harshil Shethia to #SingularityAMC as Associate, PIPE Team. With deep experience across equity research and investing, he will work closely with our public markets team on PIPE opportunities. Welcome aboard, Harshil! #PIPEInvesting #PublicMarkets

India’s battery advantage lies midstream. Materials processing and recycling secure supply and reduce cost. Active materials drive value, with the cathode alone at ~25–40% of the BoM. An investor lens from the #SingularityOne Deep Dive. 🔗 youtube.com/watch?v=rfT8FG…

India’s energy challenge isn’t just generation. It’s storage. Grid-scale batteries turn a tech problem into an economy-wide question. Explored in our latest #SingularityOne film "Battery Components and Materials" explains why. 🔗 youtube.com/watch?v=rfT8FG…

Thrilled to welcome Hitesh Gumnani as Director, International Fundraising at @SingularityAMC. With experience at Thrive Alternatives, Eaton Partners & HQ Capital, he brings strong global capital-raising expertise. Welcome, Hitesh! #SingularityAMC #Welcome #Team

We’re delighted to welcome Gaurav Gupta as Vice President, Sales at @SingularityAMC. With rich experience across leading AMCs and banks, he will strengthen our investor and distribution partnerships. Welcome aboard, Gaurav! #SingularityAMC

We’re excited to welcome Anagh Singh to #SingularityAMC as AVP, Corporate Development, Platforms & Policy. With deep experience across government, policy & technology, he will play a key role in strengthening our platforms and ecosystem partnerships. Welcome aboard, Anagh!

Is metal recycling the next big unlock in India’s battery ecosystem? China may dominate mining & refining, but recycling could reset the game. Watch our latest #SingularityOne thesis film: youtu.be/rfT8FGJcKQY #SingularityAMC #EnergyTransition #StrategicAutonomy