Our Strategy
India's manufacturing sector is set to rise from 16% to 25% of a future $25T GDP, yet it receives only 6% of private equity capital today. This structural disconnect represents one of the country's largest investment opportunities. Global South Capital is built to bridge this gap by directing focused, on-the-ground capital into India's industrial backbone.
OUR STRATEGY
Core Focus
We focus on mid-sized, B2B manufacturing companies at the heart of India's industrial growth. Our mandate targets businesses with strong fundamentals and scalable operating models.
OUR STRATEGY
Thematic Shifts
We invest behind India's major structural shifts: domestic demand, import substitution, exports, and China+N supply-chain realignments. These themes anchor our long-term investment conviction.
OUR STRATEGY
Target Profile
We partner with mid-sized, privately held, profitable companies ready for the next phase of growth. Typical holding periods are 3–5 years, with exits through IPOs, M&A, or global strategic acquirers.
OUR STRATEGY
Investment Style
We often serve as the first institutional partner to founders and family-owned businesses. Our approach combines active involvement with significant minority or control ownership positions.
OUR STRATEGY
Priority Sub-sectors
We invest across high-growth manufacturing value chains: electronics, semiconductors, EVs, climate-tech, auto and aerospace and railways, chemicals and pharma, consumer electronics, circular economy, industrial automation, and data centers. Our focus spans industrial automation and other advanced manufacturing ecosystems.
