Niveshaay

We just dropped our most in-depth webinar yet, part of our Sector Playbook Series. India’s Aerospace & Defence sector is not just growing. It’s following a proven wealth-creation blueprint.🛡️ Global supply chains are shifting. The West is constrained. India brings the trifecta: Skilled capability, structural cost advantage, and strong policy backing. The numbers say it all: ₹7.84 Trillion defence budget. ₹3.3 Trillion procurement pipeline. 15x export growth since FY14. This is a multi-trigger, self-reinforcing cycle- where policy, demand, and execution are all compounding together.🚀 👉Watch the full webinar here: youtu.be/iA_FLpN8ZZ8 @arvind_kothari @KabraGunjan @csvikramsharma @KaranSanwal48 #KeyurVadaliya #RajAgrawal #AerospaceAndDefence #IndiaInvesting #Niveshaay #DefenceStocks #Atmanirbhar

The memory chip powering your phone is now competing with an AI data center. And the AI data center is winning. Consumer electronics, once commanding 65–80% of memory consumption are being crowded out by AI data centers projected to consume nearly 70% by 2026. The knock-on effect is already here: 📈 Memory prices up 3–4x 💻 PC prices expected to rise 17% 📱 Smartphone prices up 13% 📦 Shipment volumes declining 8–10% And supply isn't helping Samsung, SK Hynix, and Micron control 93% of global production, and they're prioritising AI-linked demand. When leaders like Elon Musk and Tim Cook start talking constraints, you know a structural shift is underway. But disruption creates its own solutions. Refurbished electronics are no longer the budget option; they're becoming the structurally smart one. A parallel economy built on reuse and price efficiency is quietly emerging, and it carries real layers of investor opportunity. Is refurbishment the new default, not the alternative? We explore the full picture in our latest blog : shorturl.at/qz06a @arvind_kothari @KabraGunjan @csvikramsharma @ChandreshMalpa #Investing #Refurbishment #Electronics #Electronicrefurbishment #Memorychip #AI #DRAM #Datacenter #Niveshaay

@karankdg @arvind_kothari Hello sir, we had shared the link earlier via email. However, in case you haven’t received it, sharing the link here again for your convenience: shorturl.at/VEk6Q

@niveshaay @arvind_kothari Radhe Radhe ….. I have registered on Monday but no link received till yet. Pls do the needful. Thanks 🙏

Strength Meets Opportunity - Aerospace & Defence A Webinar with Our Research Analysts 📅 4th April, 2026 (Saturday) ⏰ 4:00 PM While Airbus and Boeing dominate final assembly, the real value is increasingly shifting beneath the surface, into components, engineering, and precision manufacturing. India is quietly, but decisively, positioning itself at the heart of this transition. Join us as we decode this opportunity: Why Attend? • Understand where value is truly being created and how global supply chain shifts translate into investment opportunities. • See how Niveshaay is positioning itself to capture this evolution. • Gain clarity on how this theme reflects across our equity baskets. 👉Reserve your spot for the webinar- Register here: forms.gle/BtKzLiUrMSyXfu…

@Yatinaroraa Hello sir, we had shared the link again via email about half an hour ago. In case you’re still unable to find it, sharing the link here as well: shorturl.at/VEk6Q

@niveshaay hi, I registered for this but have not received any link yet.

Security is becoming the new economic priority. With NATO targeting ~5% of GDP on defence and 40+ countries increasing defence budgets, global defence spending is entering a structural upcycle. This shift is structurally positive for India: • 30–50% cost advantage driving global sourcing • BrahMos gaining real-world validation • Import dependence, once ~65–70%, is steadily reducing This is no longer just a sector story, it is becoming a strategic manufacturing and technology opportunity for India. In Part 2 of our Aerospace & Defence blog, we break this entire opportunity down. 📖Read the blog here: shorturl.at/41kLj Interested in this theme? Join the upcoming webinar with our Research Analysts: Strength Meets Opportunity - Aerospace & Defence 📅 4th April, 2026 | ⏰ 4 PM 💻 Join the session here: shorturl.at/VEk6Q #Aerospace #Defence #Manufacturing #IndiaGrowth #SupplyChain #Investing #Niveshaay @arvind_kothari @KabraGunjan @csvikramsharma

Most investors spend their time looking for the next stock. The best investors spend their time building a framework. 📊 In this conversation, our Co-Founder @KabraGunjan joins Kunal Shah from @Upsurge_club to talk about how investing is less about tips and more about process, discipline, and understanding where a business sits in its growth curve. Great investing is not about finding unknown companies. It is about identifying businesses that are crossing the chasm and entering the tornado phase of growth, where they move from early adoption to rapid, scalable expansion. 📈 If you want to move beyond tips, noise, and short-term thinking, this conversation might help you build a clearer investing framework. 👉 Watch the podcast here: youtu.be/QuKXU-HrcLI

Global manufacturing shifts create new market leaders. Aerospace & Defence might be India’s next one. ✈️ Asia has nearly tripled its share in aerospace exports, and India already contributes 10–12% of the global aircraft backlog. With fleet expansion expected at ~12% CAGR and global OEMs diversifying supply chains, India is steadily becoming a precision manufacturing hub. 🌏 Remember, the real money in aerospace isn’t in assembling aircraft. It lies deep in the supply chain: components, avionics, electronics, forgings, machining, and engineering services and this is exactly where India is steadily building its capabilities. Aerospace a long-cycle industry, high entry barriers, and execution-driven, the kind of space where strong companies compound for decades. 📈 We’ve broken down this entire opportunity in our latest blog. 👉niveshaay.com/blog/decoding-… @arvind_kothari @KabraGunjan @csvikramsharma #Aerospace #Defence #EquityResearch #GlobalManufacturing #MakeInIndia #PrecisionEngineering #GlobalTrends

Behind every strong navy lies a stronger shipbuilding ecosystem. As geopolitics shifts toward maritime dominance, nations are strengthening naval fleets to secure trade routes and energy corridors, evident in how Iran’s position over the Strait of Hormuz influences global oil flows. India is leaning into this shift with rising naval investments, faster fleet expansion, and a decisive move toward indigenous shipbuilding post INS Tamal. This marks a structural transition from foreign dependency to domestic capability. With the naval budget rising from ₹45K Cr in FY20 to ₹97K Cr in FY26 and a ~₹4,780+ Bn modernisation pipeline, shipbuilding is emerging as a powerful industrial growth engine. For investors, this is more than defence, it’s a long-cycle industrial opportunity spanning core players and a deep ancillary ecosystem. @arvind_kothari @KabraGunjan @csvikramsharma #IndianNavy #Shipbuilding #Geopolitics #MakeInIndia #Capex

NVIDIA is not a GPU company anymore. It’s building an AI infrastructure empire. From Vera Rubin to a $20B Groq LPU deal, and from chips to full stack (GPU + CPU + ASIC + Software + AI Agents), GTC 2026 made one thing clear: NVIDIA is going after a Revenue of $1T through AI infra opportunity. With Agentic AI (Nemotron + OpenCLAW), AI won’t just answer, it will act: send emails, manage CRM, execute workflows. Partnerships with AWS, Azure & Auto OEMs further cement its position. “From computing power to decision-making power.” For investors, this is bigger than NVIDIA. It’s a signal, AI will reshape every industry & value chain. The winners? Those aligned with this infra shift.🚀 #NVIDIA #AI #GenAI #AIInfrastructure #GTC2026 #GPU #Cloud #TechNews #BigTech #FutureOfAI #Groq @arvind_kothari @KabraGunjan @csvikramsharma @keshavsureka

India, the second-largest importer of LPG, consumed 33.15 million metric tonnes of cooking gas last year. Nearly 85–90% of that supply passes through the Strait of Hormuz, making it a critical route for India’s energy security. 🇮🇳 Amid rising geopolitical tensions, India is reducing dependence on the Gulf by diversifying crude supply from Russia, West Africa, the Americas, Central Asia, Canada, and the non-Gulf Middle East. Domestically, refiners such as Indian Oil Corporation, Hindustan Petroleum Corporation, and Bharat Petroleum Corporation have been asked to maximise LPG production using available propane and butane. 🏭 With households consuming 6–7 LPG cylinders a year, a refill roughly every 50–55 days, the government has invoked the Essential Commodities Act to prioritise gas allocation for domestic use. The strategy is clear: • Diversify supply • Strengthen domestic production • Reduce exposure to regional disruptions📊 Because behind every kitchen flame lies a global energy supply chain that must remain resilient.🌐 @arvind_kothari @KabraGunjan @csvikramsharma

AI adoption is beginning to concentrate capital across specific healthcare segments in India.🏥 Several players are already positioning themselves at the intersection of healthcare delivery, data, and AI-driven solutions. Where momentum is building 👇 • Pharma services (CDMO/CRO): ~$16B market in FY24, attracting ~55% of healthcare fund flows. • Healthtech: ~$7B market, 2× growth since FY20, driven by enterprise-focused solutions. • Medtech & Biotech: ~$2.5B and ~$4B markets respectively, emerging as green-shoot innovation areas. Within this evolving landscape, companies such as @HospitalsApollo,@fortis_hospital, @qure_ai , @CARPLai, and @pharmeasyapp are beginning to shape how AI integrates into India’s healthcare ecosystem. As AI capabilities deepen, these early movers could play a critical role in defining the next phase of healthcare innovation in India.🚀 @arvind_kothari @KabraGunjan @csvikramsharma

The real ROI of AI in healthcare isn’t just financial. It’s operational.🏥 With 7.9 doctors per 10,000 people, compared to the global average of 20.2, India’s healthcare system operates under significant capacity pressure. In this environment, AI is emerging as a critical force multiplier, helping hospitals manage rising patient loads while improving efficiency. AI applications in diagnostics and clinical workflows are already showing measurable impact, lowering treatment costs by up to 50% while improving health outcomes by nearly 40%.📊 As adoption scales, AI is beginning to reshape the operational backbone of India’s healthcare system 🚀 @arvind_kothari @KabraGunjan @csvikramsharma

India’s healthcare system is entering a new phase of technological transformation. The AI healthcare market in India is projected to reach $25.6B by 2027, growing at a 20%+ CAGR 📈 As adoption accelerates, investors are increasingly focusing on areas where technology, infrastructure, and capital are beginning to converge. What was once experimental is now emerging as a new frontier for healthcare innovation and investment. 🚀 @arvind_kothari @KabraGunjan @csvikramsharma

She always knows how to save the last ₹100. Imagine what she can do with a portfolio.🤩 Investing means different things to different people. This Women’s Day, we asked the women of Niveshaay one simple question “What does investing mean to you?”🤔 From our co-founder to the team driving research, strategy, and relationships, each answer reflects how women are shaping the future of finance. Because great investments start with a greater perspective. Happy Women’s Day.☺️ @arvind_kothari @KabraGunjan @csvikramsharma

Volatility has many colours. Conviction has only one. Celebrate every shade because every colour adds to the bigger picture. Here’s to positivity, clarity, and good energy all around - Happy Holi 🎉 @arvind_kothari @KabraGunjan @csvikramsharma