💡 Singularity AMC Eyes $100 Billion m-cap Potential Across Sunrise Sectors
Private equity platform Singularity AMC has set an ambitious vision for its ₹1,800 crore-strong second fund—SGOF II—believing its key portfolio sectors could generate a $100 billion market capitalization over time. The fund, recently oversubscribed, reflects rising investor appetite for India’s next-gen growth stories.
SGOF II has already deployed capital across eight high-growth companies, including Lohum (battery recycling), HEG (energy transition), Sterling & Wilson Data Centre, and Classic Legends (owner of JAWA Motorcycles). The fund sees ten-fold growth potential in sectors such as energy transition, electronics manufacturing, and medical devices, backed by India’s growing export capability and supportive policy environment.
With clean energy, semiconductors, and premium mobility at the core of its thesis, Singularity AMC is positioning itself ahead of India’s industrial inflection point. Founder-level commentary suggests confidence in building category-defining global businesses from India, targeting both domestic consumption and global supply chains.