The League of the Extraordinary: Ambitious Businesses to Watch

Company 1: Battery Mobility and Storage (Invested)

This company is at the forefront of battery innovation, focused on solving two critical challenges: 1) increasing charging speed, and 2) extending battery life. They’ve achieved proof of concept and are now targeting a significant revenue growth, aiming for ₹2000 crore in revenue by FY25, up from ₹37 crore.

Company 2: Food Court Rentals

A food court operator/aggregator and management company with over 60 agreements under its belt. The promoter is street-smart and has established strong relationships with leading global food chains like McDonald's, KFC, Domino’s, and Pizza Hut. With 2 million square feet under management, this business is poised to double its earnings every year for the next 4-5 years.

Company 3: Data Centers (Invested)

This company provides data center solutions, cloud-managed services, and software products/SaaS. They cater to enterprises, government digitization projects, and the banking sector. With a potential earnings CAGR of 80-100% until 2030, this business is on an exceptional growth trajectory.

Company 4: Examination Security and Monitoring

This company offers technology-driven security and surveillance solutions for examinations, elections, and large-scale events. With a total addressable market (TAM) of over ₹70 crore in exams alone, it operates as a monopoly in its niche. The business boasts over 50% RoE and RoCE, with a projected 50% earnings CAGR over the next 5 years.

Company 5: Metals (Invested)

An integrated TMT manufacturer with a 1000-acre plant setup. The promoter group is highly driven, and the business has the potential to quadruple its capacity over the next five years. With a target of ₹1000 crore+ in revenue in 7-8 years (up from ₹130 crore last year), this company is making big strides in the metals sector.

Company 6: Make in India Manufacturing

A contract manufacturer in the LED and consumer electronics space, partnering with top companies like Dixon, Amber, and PGEL. The promoters are exceptional, and the company’s state-of-the-art facility positions it for rapid growth. They aim to triple in size over the next two years and achieve a 10x growth in five years.

Company 7: E-bus Manufacturer (Invested)

India's second-largest e-bus manufacturer, holding a 20% market share. With 1500 e-buses successfully deployed, the company is on track to improve earnings by 8x in just two years, capitalizing on the growing demand for electric buses in India.

Company 8: Energy Storage (Invested)

A bootstrapped company aiming to be a market leader in energy storage solutions. Their products, featuring ultra-long lifespans ranging from 8 to 30 years, will be a first-of-its-kind offering in the market.

Company 9: Solar Pumps

This company is involved in the EPC of solar pumps and rural marketing services. Having commissioned over 120MW of solar pumps for 25,000 farmers, they plan to expand their operations into an integrated solar pumps, EPC, rooftop solar, and allied services and supply chain company, addressing the entire solar value chain.

Company 10: Consumer Retail

A rapidly growing supermarket chain with 40+ stores in tier 2 and 3 cities, offering a range of products including food, non-food items, general merchandise, and apparel. With plans to expand to 100+ stores in the next three years, this company is growing earnings at an impressive 50% CAGR.

Learning from Extraordinary Founders

Meeting such skilled founders and promoters has been both educational and motivational. We’ve learned so much about business strategies, ground realities, and what it takes to scale exceptional companies. More importantly, these interactions have inspired us to do even more in our pursuit of wealth creation and value discovery.

Future Plans and Wealth Creation

As many of these companies go public in the future, we’ll continue to share more details on those we’re invested in and highlight wealth creation opportunities for our investors. We’re excited about the potential these businesses hold and look forward to being a part of their success stories.

The journey of discovering such extraordinary companies continues, and we are committed to being a part of the change they’re driving in their respective industries. Stay tuned for more updates!