India’s EV curve is accelerating! We believe that for growth stage investors like us, attractive challenger OEM (Original Equipment Manufacturer) opportunities lie in high-utilization E-CV segments such as buses, light and heavy-duty trucks, and tractors. At Singularity AMC, we’re actively capitalizing on opportunities in the electric commercial vehicle (E-CV) sector through our investments.
Batteries are the cornerstone of the electric and autonomous future, powering everything from self-driving vehicles to renewable energy storage systems. Yet, India today relies on imports for over 70-80% of its lithium-ion battery components, exposing the country to supply chain risks and geopolitical uncertainties.
UPI has transformed payments in India, powering 85% of India’s digital transactions and reaching ~500M users. But its next leap could be even bigger: Credit Line on UPI. Therein lies a massive value creation opportunity: solving India’s massive credit gap.
Presenting a closer look at what Singularity stands for. Built on an investor-operator mindset, our approach goes beyond capital. It’s rooted in deep sectoral conviction, disciplined underwriting, and internal teams that engage meaningfully with founders.
India has a choice: Build or borrow. Lead or follow. As we move toward becoming the third-largest economy, the next decade will be defined by our ability to build core capabilities, not just import or assemble them. This film, launched at the Singularity Summit 2025, lays out our decadal thesis: Strategic Autonomy.
The shift away from fossil fuels is no longer a matter of ‘if’ but ‘how fast’. Energy transition is now a global economic race, with over $2 trillion being deployed annually across renewables, storage, electrification and more. India, one of the largest and fastest-growing energy markets, has a clear choice: remain dependent on global supply […]
AI is reshaping the way entire industries operate, and it’s changing the expectations from leadership just as quickly. At Singularity Summit 2025, we had the privilege of hearing Ms. Arundhati Bhattacharya share a grounded, experience-backed view on what it takes to stay ahead in this environment. In her discussion with Mr. Saurabh Tripathi, she covered […]
Market opportunities are everywhere, but only a few leaders can teach us how to execute at scale in a rapidly evolving industry as well as Dr. Hitesh Doshi. We were grateful to have Dr. Hitesh Doshi of Waaree Energies at the Singularity Summit 2025, where he laid out a masterclass in conviction. From starting with […]
The companies shaping India’s energy future aren’t just decarbonising, they’re securing independence from fragile global supply chains. This is a film we first shared with a closed room at the Singularity Summit 2025. Now it’s out for a wider audience. It lays out the giga-trend that will shape India’s next decade: energy transition. From renewables […]
As renewables surge, EVs accelerate, and AI drives up demand, our electricity grid is no longer just wires and substations. It has become the nervous system that holds the energy transition together. The role of our Transmission & Distribution network has never been more critical, even if their presence often goes unnoticed.