He attributes this surge to increasing investor confidence and supportive government initiatives such as the AI mission, semiconductor policies, and dedicated deep tech funds. “The growth in the AI sector is going to be huge, even 100% or more,” Andra noted, highlighting the rapid fundraising cycles for AI companies.
Endiya Partners plans to double down on investments in semiconductors, biotech, and robotics. “From a deeptech lens perspective, we’re going to double down on biotech, semiconductors, and robotics,” said Andra.
He also stressed the importance of domain expertise in venture investing, advising against a sector-agnostic approach. “Investors have been generalists, and that’s not going to work going forward. If you’re investing in a biotech company, you need to have the domain knowledge to help it grow,” he said.
Endiya’s thematic investment strategy has led to its portfolio companies securing 20 times the firm’s initial investment from other investors, with graduation rates from early to later funding stages being twice the industry average.
Endiya typically makes an initial investment of around ₹20 crore per company, with total commitments reaching ₹50-60 crore over multiple rounds. Through its network of investors, successful portfolio companies can receive additional funding, bringing the total potential investment to ₹100 crore, he said.
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(Edited by : Ajay Vaishnav)