Long-form strategic research
Decision-grade research for the people shaping India’s strategic industries — policymakers, defence and manufacturing leaders, investors and technology executives. Each report takes a single strategic question and works it through the dependencies, constraints and beneficiaries that determine the real outcome.
Most analysis tells you what is happening. These reports tell you what it means for a decision you have to make — what to build, fund, source, localise or guard against.
See it early
Identify emerging industrial opportunities before they become consensus — and before the capital and policy crowd in.
Map the dependencies
Trace the components, suppliers and chokepoints that decide who actually captures value in a sector, not who appears to.
Price the risk
Assess policy, supply-chain and technology exposure across a value chain before the market puts a number on it.
Decide with evidence
Inform investment, sourcing and localisation choices from primary sources — filings, procurement data, government records.
Track sovereignty
Follow India’s path toward technology self-reliance, sector by sector, so you can see where the gaps are closing and where they are not.
Every load-bearing claim is traced to a primary source and labelled for confidence — the same evidence discipline used inside institutional and government research.
₹4,900The Hydrogen Mirage or Machine?
India’s green-hydrogen industrial reality — electrolysers, catalysts, and whether the molecule can be made without importing the machine.Green hydrogen has moved in thirty months from the margins of Indian energy policy to its centre: the National Green Hydrogen Mission committed ₹19,744 crore in January 2023, and the SIGHT scheme (₹17,490 crore — about ₹4,440 crore for electrolyser manufacturing and ~₹13,050 crore for production) targets 5 MMT of green hydrogen and 60 GW of electrolysers by 2030. This strategic-intelligence report argues India has built its policy around the molecule but not the machine. Green hydrogen is a molecule; the electrolyser is the machine that makes it — and the machine depends on catalysts (iridium and platinum, of which India produces zero), PFSA membranes (IP held by three Western firms), and critical materials India barely processes. India’s effective electrolyser output is under 1 GW against China’s ~45 GW, and China holds ~60% of global manufacturing capacity. Across eighteen chapters the report maps the six supply-side vulnerabilities, the LCOH economics, the SIGHT programme, demand across refining/steel/fertiliser, the strategic control points, and three 2035 scenarios — Mirage, Muddle or Machine — with the base case (Muddle) missing the 5 MMT target by ~30%. Fifty-plus data tables, ~24 figures, and a companion data workbook.
₹6,999Beyond Solar Panels
India built the world’s largest solar-deployment machine — but value and vulnerability live upstream of the panel. Mapping the hidden industrial stack: polysilicon, wafers, cells, glass, gases, chemicals and manufacturing equipment.India has built one of the world’s largest solar-deployment machines — 162.15 GW of installed solar capacity by 30 June 2026 (MNRE), against a 2030 objective of 280 GW of solar within 500 GW of non-fossil capacity. But deployment has outrun manufacturing depth. This report reframes the question away from module assembly toward the industrial system beneath it: capability inverts value across the stack — India is strongest downstream in modules (~172 GW of ALMM-listed capacity) and materially weaker upstream in cells, wafers, polysilicon, specialty chemicals, industrial gases, solar glass and production equipment, where China holds roughly 85% of solar supply-chain capacity and about 95% of wafer capacity (IEA 2026). Across thirteen chapters it maps the manufacturing stack, the hidden material and equipment foundations, localisation economics, the industrial opportunity surfaces, state-level clusters, technology transitions and a roadmap to solar-manufacturing sovereignty — with an investment-intelligence playbook. Fifty-three tables, twenty-two figures and seven appendices; a companion data workbook is available with the data tier.
₹5,900The Indian Navy’s Autonomous Maritime Transformation 2026–2035
Platforms are downstream of ecosystems. What industrial substrate must India build to field an autonomous fleet — and who captures the ₹1.2 lakh crore market beneath USVs, UUVs, XLUUVs and naval UAVs?India’s naval autonomous transformation over 2026–2035 is technically feasible and strategically necessary — but its pace will be set less by platform decisions than by the maturation of the underlying industrial substrate. This strategic-intelligence assessment argues that platforms are downstream of ecosystems, and identifies three binding constraints: semiconductor access (marine-grade FPGAs, RF integrated circuits, AI-edge NPUs), test-and-certification throughput (DGQA and CemILAC capacity), and a projected 12,000–18,000-engineer workforce deficit by 2030. If those are addressed, the Navy can field a credible force posture under the recommended ‘Autonomous Power’ scenario — 80+ USVs, 25+ UUVs including XLUUVs, and 180+ naval UAVs by 2035 — and Indian industry can capture ₹15,000+ crore in annual revenue by 2035 (₹5,000+ crore export), building to a cumulative 2026–2035 market of approximately ₹1.2 lakh crore. The report ranks 58 industrial opportunity surfaces (nine Strategic Anchors), scores India against six comparator navies, maps the DRDO/DPSU/private/startup ecosystem, and models four scenarios to 2035. Twelve chapters, ~35 figures, eight proprietary frameworks and full appendices.
FreeQ-Day India
India’s post-quantum cryptography readiness and migration architectureQ-Day is not a date on a calendar; it is a migration problem. This free strategic-risk report maps how India can inventory cryptography, protect long-life data, build crypto-agility and sequence post-quantum migration across public infrastructure, BFSI, telecom and critical systems — before a cryptographically relevant quantum computer arrives. It covers the harvest-now-decrypt-later threat, the NIST post-quantum standards, global migration mandates, vendor concentration risk, and a five-action agenda for Indian organisations in 2026.
₹6,999India’s Critical Manufacturing Dependencies
What should India manufacture domestically over the next decade — why, where, how, and who should build it? 312 strategic import surfaces scored across twelve mega-sectors on the Critical Manufacturing Dependency Index, with twelve executable opportunity zones.India does not have an import problem; it has an industrial-capability problem disguised as one. This inaugural edition treats the customs ledger as a diagnostic signal, identifying, scoring and decomposing 312 strategic opportunity surfaces across twelve mega-sectors on the proprietary Critical Manufacturing Dependency Index and nine companion indices. India’s manufacturing value added is about $470 billion — 2.9% of the global total — while roughly $506 billion of its $672 billion merchandise imports are strategic. Two imperatives govern the response: localise the single-source chokepoints before the volume (a $400 million EUV-photoresist import is more urgent than a $4 billion commodity), and descend the industrial stack from final assembly toward components, materials, machinery and test-and-certification. The report concentrates capital on twelve executable opportunity zones — from semiconductors in Dholera to Li-ion cells in the Chennai corridor — within a roughly $480 billion, largely private, phased localisation envelope over 2026–2035, set against $5.6 trillion of strategic imports if nothing changes. Thirteen chapters, 46 tables, 30 figures, the underlying CMDD database and full appendices.
₹4,900India's Industrial Waste & Recycling Economy
Battery metals, e-waste, chemical recovery and the secondary-industrial opportunity across Indian recycling corridorsIndia is sitting on a secondary-industrial frontier: industrial waste and recycling is rapidly shifting from downstream disposal to upstream industrial infrastructure, and the agencies, investors and manufacturers that map it first will capture the corridor-level value. This report provides a strategic intelligence read across India's emergent recycling economy — battery metals, e-waste streams, black mass, chemical recovery and the investment logic of secondary industrial corridors. It maps import dependencies, policy levers, technology readiness and capital formation in the recycling stack, and names the specific recycling corridors where value actually accrues through 2030.
₹5,900India's Semiconductor Supplier Ecosystem: The Dholera Play
Mapping the supplier stack, anchor investments and build-ready parts for Dholera as a fab-led industrial node.Dholera is being positioned as India's anchor fab-led industrial node, but supplier ecosystem readiness is only partially mapped. This report moves from announcement-stage coverage to component-level readiness assessment across wafer fabrication equipment, bulk gases and chemicals, photoresists and substrates, packaging-and-testing infrastructure, materials handling, power and water utilities, and the policy levers that determine whether a project becomes a production node rather than a land-and-incentive headline. It maps India's existing semiconductor manufacturing base—Tata Electronics fab at Dholera, ISM-approved projects, OSAT/ATMP facilities, compound-semiconductor units, packaging clusters and downstream electronics demand—against the actual supplier presence in Gujarat and the broader domestic base. The core finding is that localisation is uneven: packaging-and-testing and mature-node backend segments show more buildable supplier depth than front-end wafer fab materials, equipment subcomponents and high-purity consumables. Industrial policy, continuous power, ultrapure water, logistics connectivity and skills availability are now the binding constraints, not capital commitment alone. The report scores supplier readiness by segment, identifies the highest-value localisation opportunities, names the import-dependent chokepoints, and lays out a phased industrial-policy and infrastructure agenda for converting Dholera from a fab site into a self-reinforcing semiconductor supplier ecosystem. 96 pages, 34 figures, 18 tables, 5 appendices with supplier, policy, infrastructure and investment reference tables.
₹6,999The Hidden Supply Chain of Quantum Computing
Cryogenics, Control Electronics, Photonics and India's Missing Industrial BaseThe world watches the qubit; the value, the margin and the dependency sit everywhere else. This report maps the hidden supply chain beneath quantum computing — cryogenics, control electronics, photonics, packaging and high-purity materials — where a 100-qubit machine's cost actually accrues (the qubit chip is under 8%; the hidden stack is about 63% of a ~$5.15M system). It scores India's capability layer by layer against the global frontier, finds near-total import dependency and single-source chokepoints across every critical component, sizes the patent, funding and talent gaps, and sets out a ten-year, ~$5.25 billion industrial roadmap to build a defensible position. 150+ pages, 69 figures, 20 tables, five appendices with company, startup, policy and funding databases, and a 17-sheet data workbook.
FreeSecuring India's Industrial Future
A Strategic Roadmap for Critical Minerals and Materials Dependency, 2026–2035India has secured access to critical minerals but not the capability to process them. This report maps India's dependency on critical minerals and advanced materials across the full value chain — upstream exploration, the midstream processing and refining bottleneck where China holds an estimated 60–90% of global capacity, and downstream demand from EVs, defence and net-zero energy — and quantifies it through a multi-dimensional Critical Mineral Vulnerability Matrix. It reads the National Critical Mineral Mission (₹16,300 crore) and the ₹1,500 crore Critical Mineral Recycling Incentive Scheme against the scale of the gap, and sets out a three-phase strategic roadmap to 2035 across policy, midstream capacity, circular economy and downstream integration. 169 pages, 16 figures, 29 tables, a 12-sheet workbook and an executive edition; verified to primary government sources, with all modelled estimates labelled.
₹6,999The Semicon 2.0 Opportunity Map
India funds the fab — but 65% of semiconductor value, and 78% of the margin, sits in the eight upstream streams it still imports. A stream-by-stream map of the Rs 45,500 crore serviceable opportunity beyond fabrication — materials, chemicals, equipment, precision manufacturing, packaging, testing, automation and industrial software — ranked and sorted into three capital-allocation tiers.In July 2026 the Union Cabinet approved the second phase of the India Semiconductor Mission — a roughly Rs 1.27 lakh crore, six-pillar programme that, for the first time, extends state support beyond fabrication into materials, equipment, chemicals and the wider component ecosystem. This report maps that shift. The fab is only about 35% of the semiconductor value chain; the eight upstream streams beyond it — materials, chemicals, equipment, precision manufacturing, packaging, testing, automation and industrial software — hold roughly 65% of the value and 78% of the gross-margin pool, and India imports almost all of it (an estimated 99% of lithography equipment, 95% of photoresists, 92% of specialty gases). Techadyant Labs sizes the ten-year addressable opportunity at about Rs 95,500 crore, of which ~Rs 45,500 crore is realistically serviceable by 2035, ranks all eight streams, and sorts them into three capital-allocation tiers — what to speed up now, what to invest in with government co-investment, and what needs sovereign patience. Fifteen chapters, twenty-six figures, a ten-sheet data workbook and full appendices; all market-sizing is Techadyant Labs' own modelling and load-bearing external facts are traced to source.
₹4,999The SME Playbook for India's Drone Economy
A commercially actionable guide for investors with ₹50 lakh–₹5 crore. Eight opportunity segments scored on investment, gross margin, payback and SME suitability — from MRO and training to software, inspection and component manufacturing — plus a decision matrix, per-segment entry roadmaps and 24-month action agenda.India's drone economy has matured into a regulated, commercially viable industry — 38,500+ registered drones, 39,890 certified pilots, 244 DGCA-approved RPTOs. This playbook is written for the ₹50 lakh–₹5 crore investor: it scores eight business segments on capital, gross margin, payback and SME suitability, identifies where value actually accrues (components not assembly; the aftermarket and services layer over the airframe), and gives each segment a step-by-step entry roadmap, an investment decision matrix and a 24-month action agenda.
₹4,999India's Industrial Water Opportunity Map
India's Industrial Water and Wastewater Infrastructure Market, 2024–2030India's industrial water and wastewater infrastructure market is projected to grow from USD 2.87 billion in 2024 to USD 4.65 billion by 2030 (Frost & Sullivan) — an 8.3% CAGR driven not by choice but by regulatory enforcement and hydrological constraint. This opportunity map sizes the market across five solution tiers, eight industry verticals and six states, and locates where the returns actually sit: semiconductor-grade ultrapure water, digital and AI water platforms, operations-and-maintenance annuities, and zero-liquid-discharge with resource recovery. It carries decision-grade frameworks — a Policy Risk Matrix, Value Chain Economics, a Five-Forces read and an Investment Heat Map — three named scenarios to 2030, and stakeholder playbooks for investors, technology providers, policymakers and industrial buyers. Twelve chapters, 119 tables, 46 charts, verified company profiles and a full financing analysis, with every market figure attributed to its source.
₹4,999India’s Cargo Drone Demand Intelligence 2026–2035
Which industries will fly India’s cargo drones, when, and who captures the ecosystem? Ten demand ecosystems, three scenarios to 2035, a proprietary Adoption Readiness Index™, and the 25 hidden opportunity surfaces from healthcare logistics to MRO.India’s civil cargo drone fleet is projected to grow from roughly 850 units in 2026 to between 14,800 and 142,000 units by 2035. This market-intelligence report reframes the question away from “how many drones” toward which industries generate the demand, why, when, and what industrial ecosystems that demand creates. The Base Case places the 2035 fleet at 50,200 units and INR 18,400 crore (USD 2.2 billion) of annual revenue — a 63% CAGR — with an Accelerated case reaching 142,000 units and INR 46,500 crore. Demand concentrates in ten ecosystems, of which four — healthcare logistics, industrial-campus logistics, mining, and agriculture — score as Tier-1 lead adopters on the proprietary Cargo Drone Adoption Readiness Index™. The most valuable plays lie not in drone manufacturing but in the supporting ecosystem: twenty-five hidden opportunity surfaces are identified, the top five (UTM SaaS, MRO hubs, drone-port infrastructure, battery swapping, and motor/composite component manufacturing) representing an INR 5,250 crore addressable market by 2030. Seventeen chapters, twenty tables, twenty figures, three scenarios and full appendices.
₹6,999India’s Loitering Munitions Market Intelligence 2026–2035
Who arms India’s loitering-munition decade? Demand quantification, category specifications, the supplier map, and the subsystem chokepoints that decide sovereignty.India has entered a ten-year window in which loitering munitions move to the centre of its land-warfare doctrine. Operation Sindoor in 2025 turned the shift into a procurement fact — ₹9,100 crore of emergency powers, roughly 80% of the field-formation tranche directed to loitering and kamikaze systems, and a December-2025 DAC clearance of about ₹79,000 crore that named a Loiter Munition System for Artillery Regiments. This market-intelligence report argues India has a sovereignty problem, not a capability one: it can build world-class systems — Nagastra, ALS-50, SkyStriker, ULPGM-V3 — but depends on China for roughly 90% of its flight controllers and rare-earth magnets and about 84% of its lithium-ion cells. It models the ten-year demand bottom-up, maps the domestic and foreign supplier base, scores subsystem sovereignty across the value stack, and sets out a datable path to 2035 — with the Budget FY26-27 earmark of ₹1.39 lakh crore (75% of capital acquisition) for domestic procurement as the protected runway. Six parts, seventeen chapters, twenty-five figures and full appendices.
₹4,999Beyond Quantum Computing
Hidden Industrial Opportunity Surfaces in India's Emerging Quantum EcosystemIndia's quantum conversation is dominated by the race to build a quantum computer. The larger story is the industrial ecosystem forming around it — computing, communication, sensing, cryogenics, photonics and post-quantum security — and where India can actually capture value. Backed by the ₹6,003 crore National Quantum Mission, India leads at the quantum-security and software layers (QKD, QRNG, full-stack systems) yet imports an estimated ~90% of the critical hardware beneath them. This report maps the emerging ecosystem layer by layer, scores the opportunity surfaces, and identifies where India's startups, MSMEs and investors can build beyond the quantum computer itself.
₹7,499India’s Unmanned Warfare Transformation
Reconstructing the Indian Army Roadmap for Unmanned Aerial Systems and Loitering Munitions, 2026–2035 — and Pricing the Industrial Opportunity Beneath ItIndia’s Army is not buying drones — it is rebuilding the architecture of land warfare around unmanned, autonomous and attritable systems, a procurement signal of INR 1.0–1.9 lakh crore through 2035 against a INR 2–3 lakh crore economic footprint. This report reconstructs that roadmap and prices the opportunity beneath it, and its central finding is uncomfortable for an industry organised around airframes: the money, the margin and the sovereignty sit not in the platform the Army buys but in the subsystems it buys again with every unit — a roughly INR 40,000 crore import-substitution prize in sensors, seekers, propulsion, RF and silicon. Eighteen chapters, thirty-one figures and fifty-three tables; three proprietary frameworks (the Autonomous Warfare Stack, the Attritable Warfare Index and the Drone Industrial Sovereignty Matrix); a full market model (TAM/SAM/SOM, a procurement-wave model and an indigenous-content model); the competitive landscape and capability-gap map; strategic implications with playbooks for startups, MSMEs, large firms and venture investors; three quantified scenarios and a risk heat map. Every purchase includes a twenty-five-slide investor briefing deck (editable).
₹6,999Who Controls India’s Drones?
Flight Controllers, AI Autonomy, and India’s Strategic Dependency in the Drone Control StackIndia assembles drones it cannot fully control. Official data placed before the Lok Sabha in April 2025 record 39% of flight controllers in DGCA-certified small drones as Chinese-sourced; across the whole fleet the effective figure is 70–80%, and the processors and MEMS inertial sensors at the base of the stack are roughly 100% imported. This report maps that control-stack dependency layer by layer and scores it on four proprietary frameworks — the Drone Autonomy Value Chain, the Strategic Vulnerability Index, the Import Vulnerability Matrix and a five-level Autonomy Maturity Model. It sizes the domestic substitution opportunity the new INR 2,000 crore PLI scheme unlocks (USD 500 million+ a year in addressable value), names the winners and losers across four policy levers (PLI, the Army 515 model, BVLOS and procurement preference), and sets out five costed recommendations and a selective-sovereignty path to 2035. Seventeen chapters, thirty-five figures, the Strategic Vulnerability Index and the Drone Autonomy Opportunity Map.
₹4,900India Drone Sensors, Payloads & Imaging Systems Market
Market Size, Segmentation, Supply-Chain Dependence and 2026–2035 Forecast for the Sensing Layer Inside India’s DronesA drone is only as capable as what it can sense, and India imports most of that capability. The market for drone sensors, payloads and imaging systems is valued at roughly US$190–210 million in 2026 and modelled to reach US$1.1–1.5 billion by 2035 at a 22–26% CAGR — but 70–80% of high-grade sensor demand is met by imports: LiDAR is about 85% imported, thermal about 80%, and inertial measurement units about 70%, sourced mainly from China, Taiwan and the United States. This report sizes the market segment by segment (sensor type, end-use sector, UAV class, component tier and region), maps the import-dependence and localisation roadmap, profiles the competitive landscape — ideaForge, Eon Space Labs, Garuda Aerospace, BEL and the international suppliers — and runs a ten-year forecast across three scenarios. It tracks the structural shifts now reshaping value capture: the move from discrete sensors to integrated, pre-calibrated payloads, the rise of Drone-as-a-Service and data monetisation over hardware, and indigenous breakthroughs such as Eon Space Labs’ germanium-free thermal imaging that cuts system cost 60–70%. Thirteen chapters, 50 figures, 137 tables, and a full segmentation and forecast model.
FreeWho Captures Computing When the Application Disappears?
The End of the Application Era — How Agentic AI Forces the First Operating-System Redesign Since the Cloud, and Where India Can Capture the Next LayerEvery fifteen-to-twenty years the operating system is redesigned, and agentic AI is the trigger for the next one. As work shifts from applications a human opens to goals an agent pursues, the three foundations of the modern OS — CPU-centric scheduling, human-login security and application-siloed state — break at once. This report argues that value migrates down from the application layer into four control primitives — accelerated inference, identity, memory and scheduling (AIMS) — and scores who is positioned to own them on a proprietary Agent-Native Capture Index (ANCI): in 2026 there is no Primitive Owner, and the leaders win on breadth, not depth. It maps the Post-Application Stack layer by layer, traces the hardware chokepoints (advanced packaging, HBM, export policy), and sets out where India — strong in public digital infrastructure and sovereign compute, dependent on the AIMS primitives — can capture the next layer rather than the last one. Eight parts, twenty-six chapters, eighteen figures and the PAS / AIMS / ANCI framework family. Free, and readable in full on this page.
₹4,999India’s Drone Propulsion Opportunity
How Domestic Manufacturing, Defence Demand and Policy Tailwinds Are Building a $1 Billion Market for Motors, ESCs and Jet Propulsion by 2036India has localised drone assembly faster than almost any advanced-manufacturing sector — drone-component imports fell from over 80% in 2020 to below 40% by 2025 — but the dependency moved upstream rather than disappearing. This report puts the propulsion stack (motors, ESCs, propellers and the emerging jet/hybrid segment) under the lens: a US$95M market in 2025 growing to US$350M by 2030 at a 29.8% CAGR, where motors and ESCs are now assembled in India while the rare-earth magnets and ESC microcontrollers inside them remain 80–100% imported. It maps the supply chain layer by layer, scores margins and the competitive landscape, models defence demand (15,650+ propulsion units to 2030) and landed costs, and runs a ten-year forecast with three scenarios. Fifteen chapters, 45+ figures and tables, and a companion Excel data pack with a 50+ supplier directory and technical-specifications database.
₹6,999India’s Drone Battery Ecosystem
Flight Risk — Securing India’s Drone Battery Ecosystem from Strategic Dependencies to an Industrial OpportunityIndia is building a world-class drone industry on an imported energy core. Of every ₹100 of value an Indian drone OEM earns, more than ₹50 leaves the country for a concentrated, overwhelmingly Chinese, battery supply chain; India scores just 30/100 on the Drone Battery Sovereignty Index. The report maps the dependency layer by layer, quantifies the ~US$10.8bn opportunity by 2030, and shows why the fastest route to value is the intelligent layer — BMS, analytics, certification and recycling — where capture jumps from ~5% to 35–40% without first solving cell manufacturing. Two proprietary frameworks (the DBSI and the five-level Readiness Model), thirty-plus figures, a ten-chart CXO dashboard, four 2035 scenarios, six appendices and a companion Excel data pack.
₹6,999Who Builds India’s Drones?
India’s Drone Manufacturing Ecosystem — Strategic Dependencies, Supply-Chain Gaps, and the Opportunity Surfaces Beyond AssemblyIndia has built a drone assembly industry, not a drone manufacturing one — and its own customs data prove it: in FY2025-26 India imported about US$8 million of finished drones but roughly US$767 million of drone and aircraft parts. The 2022 import ban relocated the dependency upstream rather than removing it, into the rare-earth magnets, lithium-ion cells and flight-controller silicon that are 78–90% Chinese. This report maps that dependency layer by layer, scores 100 opportunity surfaces and 50 components on six proprietary frameworks (DLI, DSCDM, DCS, DIRM, DCRI, DOSF), quantifies the value India leaves on the table (≈43% captured today, ≈66% achievable — a reshoring prize of ~US$1.1bn a year by 2030), and sets out a selective-sovereignty path to 2035. Thirteen chapters, sixteen figures, a 100-opportunity registry, a 50-component Drone Sovereignty Index and thirteen reference appendices.
₹6,999The Opportunity Beyond the Fab
Startup and MSME Opportunities Emerging from India’s Technology Sovereignty Economy (2026–2035)India has committed roughly ₹1.6 lakh crore to semiconductor manufacturing — thirteen projects across seven states. The fab gets the headlines, but it is the visible peak of a ten-layer industrial pyramid, and the layers around it are where most of the capturable value sits and where India’s existing MSME and talent base can actually compete. This report identifies, scores and ranks 100 startup and MSME opportunities across the full technology-sovereignty stack — materials, precision components, industrial software, AI, engineering software, cybersecurity and export — using five proprietary frameworks (TOMI, TSVI, IRR, GEM, SOE). 144 pages, 43 figures, 100 one-page scorecards, 10 state dashboards, a master opportunity map. The opportunity is around the fab, not instead of it.
FreeThe SAP Question
India’s Enterprise Technology Sovereignty Report 2026–2035 — Who Really Controls the Software India Runs On?India built the world’s software workforce but imports the enterprise software its own economy runs on. More than 5,000 enterprises — the operational core of ONGC, IndianOil, NTPC, BHEL, SAIL, the PSU banks and the armed forces — run on foreign ERP. This report measures the dependency layer by layer with three proprietary frameworks (EDI, SSS, DIEM), maps where SAP runs India sector by sector, weighs it against Germany, China, South Korea and France, sets out the 2027 SAP deadline and the AI reset, and charts the sovereign-software opportunity to 2035. ~180 pages, 30+ figures, 21 data tables, eight appendices. Free.
₹4,900Who Actually Captures the India–US Minerals Alliance?
Why Separation and Magnets — Not Mines — Decide India’s Place in the Hardware CenturyThe 26 May 2026 India–US critical-minerals framework is read as a mining deal. It is better understood as a midstream deal: the leverage sits in separation, refining and magnets — roughly 85–92% controlled by China — not in reserves. Using a proprietary four-chokepoint framework, this report scores India sector by sector — semiconductors, electronics, defence, EVs, energy and AI infrastructure — and asks who actually captures the value as the alliance moves from signature to execution.
FreeIndia’s Battlefield Automation Gap
Industrial Readiness, Strategic Risks & Emerging Opportunities (2026–2035)Battlefield automation is an industrial-capability race, not a procurement race. Using a proprietary Battlefield Automation Readiness Index (BARI), this report scores India against China and the United States across eight industrial layers — sensors, rugged electronics, batteries, tactical communications, autonomy software, testing and manufacturing — maps where the gap concentrates, reads it sector by sector, and identifies the startup, SME and policy opportunities that would close it. Published free, given its relevance to government-led initiatives.
FreeIndia’s AI Industrial Transition and Infrastructure Transformation
A strategic-intelligence map of compute, semiconductors, power, water, regional corridors, and the second-order industrial reshaping of IndiaA baseline architecture for India’s 2026–2035 AI industrial transition: ten anchor numbers, six theses, nine analytical frameworks, seven regional corridors, three scenarios, and eight failure-mode stress tests. The transition is treated as a re-layering of compute, semiconductors, power, water, fibre, real-estate and skilled labour — not as a workforce or careers story.
₹4,900Who Really Benefits from India’s Fab Ecosystem?
The Hidden Industrial Transformation Behind India’s Semiconductor MissionIndia’s semiconductor push is usually told as a story about chips. It is better understood as a story about land, water, power, packaging and people — and about who captures the value when a state decides to manufacture its way up the technology stack.
The Packaging Frontier
The Packaging Frontier
Why Assembly, Test and Advanced Packaging May Matter More Than FabsBack-end assembly, test and advanced packaging is where a large share of near-term semiconductor employment and value addition will accrue in India. A structural look at the OSAT layer.
The Industrial Water Economy
The Industrial Water Economy
Mapping the Water Dependencies of India’s New Manufacturing CorridorsUltrapure water is a precondition for advanced manufacturing. This report maps the water dependencies forming around India’s emerging industrial corridors and the second-order risks they create.
India’s Edge AI Economy
India’s Edge AI Economy
The Hidden Industrial Opportunity Behind AI HardwareOn-device AI is moving inference out of the cloud and onto the edge — and the value is moving with it, into AI SoCs, sensors, cameras, modules and the software that runs models locally. India’s first edge-AI silicon (NetraSemi’s A2000) signals a design-led opening that needs no leading-edge fab. This report maps the edge-AI hardware stack, sizes the domestic-value opportunity, and identifies where India’s fabless designers, OSATs, sensor firms and device OEMs can capture it.
India’s AI Power Infrastructure Gap
India’s AI Power Infrastructure Gap
Why DC build-out is constrained by transmission, not generationIndia’s aggregate power picture is accommodating; the disaggregated picture is not. This report maps the local transmission and DISCOM-execution constraints that will set the realistic 4.5–9 GW DC ramp curve through 2030.
The Cooling Economy of India
The Cooling Economy of India
Industrial chillers, liquid cooling and the AI rack-density transitionAI workloads push rack density 4–10× above traditional IT. The cooling architecture that follows — direct-liquid, immersion, hybrid evaporative — defines a ₹7,500–36,000 crore Indian industrial market through 2030. This report sizes it.
The Sensor Economy of India
The Sensor Economy of India
Why the next industrial bottleneck is the sensor, not the chipEvery autonomous system, smart device and inspection line begins with a sensor — and India imports an estimated 65–75% of its sensor components by value, with domestic value-add concentrated in assembly. As the smart-sensor market scales toward ~US$9.8 billion by 2030, this report maps India’s sensor supply chain — MEMS, image, thermal, inertial and environmental — the depth of the import dependence, and the localisation, design and packaging opportunities the edge-AI wave opens.
Industrial Logistics Behind Manufacturing India
Industrial Logistics Behind Manufacturing India
Gati Shakti, DFC, KAVACH and the AI overlay on the freight systemThe logistics modernisation programme is the most institutionally-anchored AI-deployment programme in India. This report maps the layered system — DFC, KAVACH 4.0, Gati Shakti, ULIP, the PM Gati Shakti Network Planning Group — that determines manufacturing competitiveness through 2030.
Water Behind India’s Semiconductor Ambitions
Water Behind India’s Semiconductor Ambitions
Ultrapure water, treated wastewater and the corridor-level water auditA 300 mm fab consumes ~4 million litres of ultrapure water per day; an Indian advanced-packaging facility would add more. This report audits the water position of each Indian semiconductor cluster against CGWB block-level extraction data, and names the regulatory reforms that would close the supply gap.
Industrial Machine Vision in India
Industrial Machine Vision in India
The automated eye of Indian manufacturingMachine vision — the cameras, optics, lighting and edge-inference software that let machines inspect and guide themselves — is becoming the quality backbone of Indian electronics, automotive and pharmaceutical manufacturing, growing at roughly 14% a year. This report maps the machine-vision stack, its import-heavy hardware layer and its software-and-integration value, and where Indian firms can move from deploying foreign systems to building them.
India’s Semiconductor Supply Chain Missing Links and Industrial Opportunity Surfaces
India’s Semiconductor Supply Chain Missing Links and Industrial Opportunity Surfaces
Substrates, gases, photoresists, equipment subcomponents — the layers no one is buildingThe 12 ISM-approved projects describe what India is building. This report describes what India is not building — the materials, substrates, equipment subcomponents and consumables that determine whether the fabs and OSATs actually run at competitive yield and cost.