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@soicfinance

Aug 6

India's space sector is blasting off, and it's not just ISRO anymore!

🚀 A silent revolution is underway, with private players and startups driving innovation across the entire value chain.

Get ready for a deep dive into how policy tailwinds are turning a government program into a growth runway!

Born from Sarabhai’s humble experiments, India’s space programme is now wide open to private ambition.

With IN‑SPACe enabling, NSIL commercialising, and startups building everything from 3D‑printed engines to EO constellations, policy tailwinds have turned a government programme into a growth runway.

Lets deep dive into this interesting yet relatively lesser explored sector.

So let's clear off with understanding all the regulatory and govt. bodies in India

> Department of Space (DoS)
India’s apex policy body for space, reporting directly to the Prime Minister. DoS frames national strategy, secures budgets, and represents India at global forums such as the ITU and UNOOSA. The Indian  Space  Policy  2023 issued by DoS formally opened every stage of the space value chain to private participation.

> Indian Space Research Organisation (ISRO)
The nation’s R&D engine for rockets, satellites, planetary probes, and human‑flight technology. While still leading deep‑tech missions (Gaganyaan, Chandrayaan‑4, RLV‑Pushpak), ISRO is steadily off‑loading routine launch‑vehicle and satellite production to industry so it can focus on cutting‑edge science and exploration.

> IN‑SPACe
An autonomous “single‑window” authority that authorises and regulates all non‑government space activities in India. IN‑SPACe has already cleared 200‑plus private projects from Skyroot’s sub‑orbital launches to OneWeb’s ground gateways, cutting approval timelines from years to months.

>NewSpace India Ltd (NSIL)
The commercial arm of DoS. NSIL markets PSLV, GSLV, and LVM3 launch slots, leases INSAT/GSAT transponder capacity to broadcasters and VSAT operators, and signs public‑private production contracts. Notably, NSIL awarded a HAL‑L&T consortium the first fully industrial‑built PSLV order in 2023.

> Antrix Corporation
ISRO’s original marketing company (est. 1992). While NSIL handles most new business, Antrix still manages legacy satellite leases and Earth‑imaging data sales, acting as a bridge for older commercial agreements.

> Industry Bodies: ISpA & SIA‑India
These associations lobby for pro‑growth regulation, coordinate industry standards, and act as a forum for more than 200 Indian spacetech start‑ups. They were instrumental in shaping guidelines for spectrum allocation and the liberalised Earth‑observation data policy.

Read 29 tweets

Intrinsic Compounding

@soicfinance

Jul 6

In Terminator 2, a T-800 cyborg said “I’ll be back.”

Well, humanoid robots are here – but the time-traveling murder spree seems to be a far -fetched reality. What was once sci-fi is now serious R&D.

Elon Musk even claims Tesla’s new humanoid ‘Optimus’ will be “worth more than the car business”. From lab prototypes to factory floors, 2025 is starting to feel like the dawn of the robot revolution.

So Let’s Dive in 👇

Disclaimer - No, Skynet isn’t online… yet.

First let’s clear up the difference between Robots and Humanoids

Robots come in all shapes – factory arms welding cars, Roombas cleaning floors, drones flying overhead.

Humanoids, though, are robots that look and move like us. Think two legs, two arms, hands, and a “brain.” They’re basically androids designed to navigate a world built for humans
Picture Chitti from Robot – that’s a humanoid. A Roomba or an industrial robot arm? Cool, but not humanoid.

Why build a humanoid ? Why not just use specialized robots?

In a word: versatility

The human environment is made by and for humans. Our tools, buildings, vehicles – all tuned to a two-handed, upright creature of ~5–6 feet height. A humanoid robot can slip into existing jobs with minimal changes. No need to rebuild factories or redesign every tool. You could literally “drop” a humanoid into a car assembly line and it can use the same air wrench the night-shift human does

In short, humanoids are generalists in a world built for Homo sapiens – a jack-of-all-trades robot, rather than a one-trick Roomba.

Read 30 tweets

Intrinsic Compounding

@soicfinance

Jun 30

India’s liquor market looks simple—sell more bottles, bank the cash.

But beneath every peg lies a lot of variables that drives the revenue growth + margin expansion and a re rating cycle in Alcohol Beverage players in India

Here is a 9 block checklist to analyse Alcobev companies in India👇

1. Market & Demand

2. Pricing & Mix

Read 12 tweets

Intrinsic Compounding

@soicfinance

Jun 25

Did you know? India is home to over 1,700 Global Capability Centres (GCCs) that have evolved far beyond back-office support.

Today, they are innovation hubs where cutting-edge R&D and global product development for many of the world's largest companies happen.

Let's dive deeper into why GCC is on a rise and how world's biggest companies in India are doubling down on this trend in India👇

1/n
What is a GCC?

A Global Capability Center (GCC) is an offshore unit set up by a multinational company to manage strategic functions like engineering, R&D, finance, analytics, and cybersecurity directly, not through third-party vendors.

These are not BPOs. They are in-house global hubs.

Think:
--Microsoft India building Copilot features,
--J.P. Morgan India driving AI-based fraud analytics,
--Walmart Global Tech India working on next-gen retail tech.

2/n
The Scale of Growth

India is now home to 1,600+ GCCs, and the number is growing 15–20% year-on-year.

Cities like Bengaluru, Hyderabad, and Pune are hotspots, but Tier-2 cities like Coimbatore and Vizag are rising fast. Over 1.6 million people are employed in GCCs in India.

Leadership roles alone have grown 30% in just 3 years from 5,000 to over 6,500+

Read 19 tweets

Intrinsic Compounding

@soicfinance

Jun 20

From 10,000 to nearly 1,00,000 smart meter installs per day —

India’s power sector is electrifying at scale. Let’s deep dive into this massive opportunity ⚡🧵👇

1/n
Let's understand what is the TAM for smart meters currently

With approximately 3 crore smart meters already installed, a significant opportunity valued at ₹60,000 crores exists for the remaining 23 crore installations. This substantial gap indicates a vast growth runway for industry participants.

The government's website, nsgm.gov.in/en/sm-stats-all, confirms that 30 million smart meters have been installed, providing a live tracker for the implementation of smart meters across India, which aims for a total of 25 to 30 crore installations. This suggests that the "smart meter story" is actively being executed.

2/n
TAM was always huge here but execution was a challenge here due to multiple reasons mainly

> High Upfront Costs: Smart meters and the associated infrastructure require significant capital investment, which made many DISCOMs hesitant. DISCOMs are already loss making and don't have the balance sheet strength to further mass adopt Smart Meter execution , which also resulted as a problem for the Smart meter’s manufacturers and other counter parts involved in the value chain.

> Lack of Clear Policy and Incentives: Earlier, there was limited regulatory push or incentives for rapid deployment.

> Consumer Awareness & Resistance: Many consumers were unaware of benefits or skeptical about new technology. It is often believed that installation of Smart meters will result in increased billing , Charges hence especially during elections the execution will be
slowed down due to political sensitivity and avoid voter backlash .

Read 22 tweets

Intrinsic Compounding

@soicfinance

Jun 16

A single AI query can use up to 10 X more electricity than a regular Google search.

But why does AI consume so much power? And more importantly, how can we, as investors, turn this rising demand into a compelling opportunity?

Let’s break it down 👇

1/n
The AI power shock -

> An AI query, such as one posed to a large language model (LLM) like ChatGPT, consumes approximately 2.9 Watt-hours (Wh), or 0.0029 kWh, of electricity.

> This figure is nearly ten times the 0.3 Wh (0.0003 kWh) required for a traditional Google search. That’s the same electricity a light-bulb needs for ~20 minutes.Multiply by hundreds of millions of daily prompts and you get a brand-new industrial load—born in the cloud.

> Energy experts warn this surge could soon rival the demand of mid-size nations.

> John Hennessy, the chairman of Google's parent company, Alphabet, has publicly stated ( Reuters interview) that an exchange with an AI chatbot is likely to be ten times more energy-intensive than a standard keyword search.

Welcome to the world of AI-led power demand.

2/n
A (very) quick rewind -

The intellectual seeds of artificial intelligence were planted in the mid-20th century by pioneers like Alan Turing, who in 1950 posed the question, "can machines think?".The field was formally christened at the Dartmouth Summer Research Project on Artificial Intelligence in 1956, an event that brought together the founding fathers of AI research.

The initial optimism gave way to a period known as the "AI winter" in the 1970s and 1980s, as researchers grossly underestimated the profound difficulty of creating general intelligence, leading to a sharp decline in funding.

The field was revitalized in the 1990s and 2000s by the resurgence of machine learning, fueled by more powerful computer hardware, the availability of immense datasets from the internet, and the application of robust mathematical methods.

The true inflection point for the current AI boom was the development of the "transformer" architecture in 2017, a breakthrough that enabled the creation of highly effective large language models like OpenAI's ChatGPT and catalysed the generative AI frenzy.

Read 22 tweets

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