Buyout fund investment thesis in india Artificial Intelligence Businesses. Acquire 3-5 strategically positioned companies, establish a scalable platform that generates recurring revenue within three years. Projected ROI: 4x by Year 5,

Artificial Intelligence Businesses: Capturing India’s $50 Billion Opportunity The global AI revolution is at India’s doorstep, presenting a monumental $50 billion market opportunity by 2028. Yet, the nation’s vast pool of industries—ranging from agriculture to retail to healthcare—faces critical barriers to AI adoption: Overcoming AI Adoption Barriers in India Data Accessibility Lack of Industry Specific Data AI Solutions Lack of Localized Solutions Poor Data Structuring Affordability Issues Barriers to AI Adoption in India Exclusion of Small Businesses High Infrastructure Costs Infrastructure Costs • Lack of Accessible Data: Limited access to well-structured, industry-specific data hampers AI training. • Inadequate Infrastructure: High costs of advanced AI infrastructure exclude many small and medium-sized businesses. • Limited Turnkey AI Solutions: Businesses require localized, affordable, and ready-to-use AI tools that fit their unique needs. The OpportunityThe Indian AI market is at a pivotal tipping point. While global giants like Google and Microsoft offer cutting-edge technology, their solutions are often too expensive and generalized for India’s highly localized and price-sensitive markets. This leaves a massive unmet need for scalable, practical AI solutions tailored to Indian industries. The Strategy: Building a Comprehensive AI EcosystemWe aim to create a vertically integrated AI portfolio by acquiring companies that specialize in the essential components of the AI value chain—data, infrastructure, and AI solutions. This approach allows us to address India’s unique challenges and establish a first-mover advantage. 1. Foundation- Data Acquisition: Invest in firms that provide critical datasets for agriculture, healthcare, and retail, creating the backbone for AI-driven solutions. 2. Affordable AI Infrastructure: Acquire companies offering cloud computing and edge infrastructure tailored to SMBs in urban and rural areas. 3. Pre-Trained AI Models: Focus on businesses developing models optimized for local languages and specific industry needs, reducing adoption barriers. 4. Industry-Specific Solutions: Package AI tools into easy-to-deploy solutions for agriculture, healthcare, and retail, enabling immediate ROI for customers. 5. Adoption and Compliance Support: Provide consulting and regulatory guidance to ensure seamless integration and legal compliance for Indian businesses. Building an AI Ecosystem in India Data Acquisition Model Optimization Support Services AI Business Strategy Solution Packaging Infrastructure Development Integrated AI Solutions Timing and ExecutionIndia’s market readiness, combined with minimal competition from localized players, creates a lucrative window of opportunity. By acquiring 3-5 strategically positioned companies, we can establish a scalable platform that generates recurring revenue within three years. Exit Strategy and Investor ROI • Scale: Grow revenues to ₹1,500 crore by Year 5 through subscription models, pay-per-use, and consulting fees. • Exit Options: • IPO: Tap into India’s burgeoning capital markets for a significant valuation uplift. • Strategic Sale: Position as the go-to acquisition target for global tech leaders seeking an entry point into India. Projected ROI: 4x by Year 5, driven by India’s rapid AI adoption and our first-mover advantage. WhyIt MattersThis is more than just an investment in technology—it’s a commitment to revolutionizing Indian industries. By enabling AI adoption at scale, we unlock economic growth and create transformative impacts, from boosting crop yields to improving rural healthcare diagnostics and enhancing SMB competitiveness. Join us in shaping India’s AI future while achieving substantial returns on investment. This version positions the idea as a well-structured investment opportunity, emphasizing ROI and strategic exits while clearly articulating the market opportunity and execution plan