MAVIRA AIF

Mumbai-based AIF | All things equities | Passionate researchers | Focussed on micro, small and mid-caps with growth potential & sector tailwinds |

[MAVIRA AIF @MAVIRA_AIF]

Grateful to celebrate the auspicious occasion of Guru Purnima with the MAVIRA team yesterday.

A day to honour the teachers, mentors, and guiding forces who shape our values, decisions, and journey. Their wisdom reminds us that continuous learning, humility, and gratitude are the foundation of lasting success.

Wishing everyone a blessed Guru Purnima. 🙏✨

[MAVIRA AIF @MAVIRA_AIF]

Some moments stay with you forever.

One ordinary Monday afternoon, the MAVIRA team received a call that instantly changed the mood across the office. On the other end was an executive from Analytics Insight, informing us that they wanted to feature our Co-Founder & CIO, Mr. Mayank Mamania, in their prestigious global 40 Under 40 edition.

What followed was a mix of excitement, disbelief, and immense pride.

For those who have witnessed the journey closely, this recognition is about far more than a feature in a magazine. It is a reflection of years of conviction, perseverance, and a willingness to take the road less travelled. From choosing investing over the conventional path after qualifying as a Chartered Accountant, to helping build MAVIRA into a trusted investment platform managing over ₹520 crore in assets, Mayank's journey has been defined by independent thinking and a relentless pursuit of excellence.

What makes this achievement particularly meaningful to us is that it has been earned quietly—through countless hours of research, difficult decisions, market cycles, and an unwavering commitment to creating long-term value for investors. Behind the milestones and returns are years of perseverance, grit, and relentless focus. As colleagues, we have seen the long hours, the dedication to continuous learning, and the determination to stay the course through both opportunities and uncertainties. This recognition celebrates not just professional success, but the character and resilience that have shaped the journey.

Today, we celebrate not just the recognition, but the person behind it.
Congratulations, Mayank. Your journey inspires all of us, and we are proud to be part of the story you continue to write.

Link to Magazine: https://t.co/Y27ByeLN0m

[MAVIRA AIF @MAVIRA_AIF]

As investors in Prasa Infocom & Power Solutions, MAVIRA AMC LLP, alongside the Fabtech Group, were delighted to witness another significant milestone in the company’s growth journey with the inauguration of its new manufacturing facility and the launch of a blockbuster product lineup.

The inauguration was attended by our CIO, Mr. Mayank Mamania, along with Mr. Ameer Khan from the Fabtech Group, providing an opportunity to witness firsthand the company’s vision for the future of digital infrastructure.

The company unveiled three highly disruptive solutions that address some of the most critical challenges in modern IT infrastructure:

🔹 EcoCube – A complete modular data centre housed within a container, scalable up to 600 kW per unit and virtually limitless through modular stacking, enabling rapid and flexible deployment.

🔹 EcoCore – Enables up to 8 kW rack deployments without the need for extensive external infrastructure, significantly reducing deployment time, space requirements, and costs for organizations accelerating their digital transformation journey.

🔹 EcoChill – Among the first air-based cooling technologies capable of supporting 55–60 kW IT loads, representing a significant advancement in high-density cooling and RDHx applications.

With a differentiated product portfolio, strong execution capabilities, and expanded manufacturing capacity, Prasa appears well-positioned to capitalize on the growing demand for next-generation digital infrastructure.

The foundation is in place. Growth should naturally follow.

[MAVIRA AIF @MAVIRA_AIF]

⚡ India’s $2.2 Trillion Power Opportunity

India’s power sector is entering a multi-decade investment cycle, with $2.2 trillion set to be deployed over the next 20 years. This marks a decisive shift in scale, ambition, and long-term visibility for the sector.

What stands out:

🔋 Demand visibility is strong, driven by manufacturing growth, electrification, and rising digital infrastructure needs
🌱 The energy transition is accelerating, with renewables, storage, and grid modernization becoming essential, not optional
🏗️ Transmission & distribution are emerging as critical enablers, with significant upgrades already underway

The opportunity spans the entire ecosystem, from components and EPC players to integrated platforms. ⚙️

This isn’t just an extension of the previous cycle — it is a new, larger capex boom, building on past momentum but unfolding at a much bigger scale.

The sector continues to have strong structural tailwinds ahead.

Link to the news article: https://t.co/GWiNlOs9eO

[MAVIRA AIF @MAVIRA_AIF]

🚀 On-Ground Insights at Podtech

Our CIO Mayank Mamania recently visited the impressive new Industrial facility of our investee company @PodtechLS .

The facility was truly impressive and reinforces the technological depth behind Podtech’s innovative product offerings. The company is building high-precision pods for biosimilar facilities as well as next-generation modular data centre infrastructure, combining advanced engineering with scalable manufacturing.

At MAVIRA, we strongly believe that conviction is built on the ground. Regular facility visits allow us to understand operations first-hand, assess execution capabilities, and engage closely with leadership teams.

During the visit, our CIO also spent time with @AasifKhan640433 , whose strong pedigree and leadership capabilities are clearly visible in the way the organisation is being built. Together, they discussed future growth strategies and expansion opportunities for Podtech.

We look forward to supporting Podtech as it continues to scale and deliver innovative solutions across high-growth sectors.

[MAVIRA AIF @MAVIRA_AIF]

🚀 Indian Pharma’s Quality Leap: A Structural Shift, Not a Short-Term Trend! 🇮🇳💊

New data shows Indian drug manufacturers are raising the global bar for quality and compliance — even as overall outcomes worsen worldwide.

📊 Inspection outcomes: India vs Global

👉 Between 2015 and 2025, Indian pharma plants saw a drop in serious USFDA findings (OAI) from 12% to 8%, even as inspections became tougher and more frequent.

👉 Over the same period, the global pharma picture worsened — OAI rates increased from roughly 9% to 13%.

This signals:
✔️ Risk-based quality practices over check-the-box compliance
✔️ Institutional learning + talent development
✔️ Tech-enabled quality monitoring and predictive tools
✔️ India emerging as a reliable global supplier, not just a low-cost one

For India’s pharma sector, this shift doesn’t just improve inspection outcomes — it redefines global competitiveness. 🌍💡

*OAI = serious violations requiring enforcement action.

#IndianPharma #USFDA #QualityFirst #Healthcare

[MAVIRA AIF @MAVIRA_AIF]

Budget 2026–27 quietly strengthens India’s foundations; better quality revenues, disciplined borrowing, and a clear shift towards productive spending.
More defence, stable interest costs, controlled subsidies a budget that favours long-term growth, stability, and investor confidence 🇮🇳

[MAVIRA AIF @MAVIRA_AIF]

We are delighted to share that our Co-founder & CIO, CA Mayank Mamania, was recently featured in an interview by the Entrepreneurship Cell of KC College, Mumbai.
The interview will be published in their upcoming magazine, “EXPERENTA”.

With MAVIRA’s focus on top picks in new-age businesses at key inflexion points, Mayank’s long-term vision of building one of the top-performing AIFs in return terms over a 5-year CAGR feels both doable and achievable.

We are truly grateful to have a mentor and leader whose clarity of thought and long-term vision inspire both our team and the next generation of professionals.

Congratulations, Mayank! 👏
#MAVIRA #Leadership #LongTermVision #AIF #Entrepreneurship #KCCollege #AlumniPride

[MAVIRA AIF @MAVIRA_AIF]

Is food safety the next big consumer revolution?

₹50,000 crore in crop losses and nearly half of global shipments rejected due to pesticide residues — these numbers don’t just signal inefficiency, they threaten the very viability of food in a country where population growth is accelerating at unprecedented speed.

This is where innovation becomes essential, not optional.

By leveraging cutting-edge hyperspectral imaging technology, Bharat Rohan is redefining how we detect, prevent, and manage pesticide risks across the agricultural value chain.

The impact goes far beyond compliance.
This technology opens up a massive consumer market for safer, traceable, and premium-grade produce, while helping the industry reduce waste, improve export acceptance, and protect billions in lost value.
For farmers, exporters, and enterprises, it means higher yields and stronger margins.
For consumers like us, it means safer food, greater transparency, and renewed confidence in what we eat.
This isn’t just innovation for agriculture
it’s a systemic upgrade for the entire food industry.

@BharatRohan3
@caprize_invest @sudhir_bheda

[MAVIRA AIF @MAVIRA_AIF]

Podtech is redefining how the world builds.

By transforming conventional construction into intelligent modular build, Podtech is challenging long-held industry norms and replacing them with speed, precision, and scalability.

Who imagined a plug-and-play pharma build-out, ready to operate from day one — cutting up to two years from project timelines and unlocking $15 million in accelerated revenue generation?

What began as a breakthrough in life sciences is now setting a powerful precedent. Podtech is among the first to bring this innovation to market, and they are thrilled to extend its impact to capital-intensive and hi-tech industries like data centres, demonstrating how modular construction can redefine efficiency and performance at scale.

This isn’t just a new way to build.
It’s a smarter way to scale.

@podtechdc
@caprize_invest @sudhir_bheda

[MAVIRA AIF @MAVIRA_AIF]

Is the Vande Bharat transformation empowering the next wave of disruptors?

When you’ve cracked the code, scaling from ₹200 crore to ₹2,000 crore in revenue is no longer a distant dream, it becomes an achievable milestone. Technology transfers are rapidly emerging as the new growth engine for companies in the Rail and Defence ecosystems.

We are witnessing a decisive shift from conventional rail manufacturing to high-impact rail technology companies—players who are accelerating quality standards by introducing advanced, future-ready solutions. Positioned at the heart of this transformation, Airfloa is uniquely placed to capitalise on this momentum and shape the next phase of innovation.

@caprize_invest @sudhir_bheda

[MAVIRA AIF @MAVIRA_AIF]

At MAVIRA AMC LLP, we extend our heartfelt gratitude to everyone who contributed to the success of the 2nd Edition of Bharat 3.0.

Onwards and upwards. 🚀

List of Participant companies at Bharat 3.0 2nd Edition:

1. ⁠Data Centre / Cloud / AI – ESDS

2. Semiconductor Design - Incore Semi

3. ⁠Medtech - Maverick Simulation

4. ⁠Healthcare Cold Chain Solutions – Marken Healthtech Solutions

5. ⁠Drone-based Agri-Tech – BharatRohan Airborne Innovations

6. ⁠New-age Railway & Defence Tech – Airfloa Rail Technology

7.⁠ ⁠Modular 3PFs – PodTech

8. ⁠Electronics Test Equipment - Qmax Test Equipment

9. BESS / Battery - EMO Energy

10. ⁠Data Centre Infrastructure – Industry Expert: Rushabh Dedhia

@caprize_invest @sudhir_bheda

[Avinya Global Ventures @Avinyaglobal]

🚀 BHARAT 3.0 Registrations will be closing soon! ✨

After the phenomenal success of BHARAT 3.0 in 2025, Avinya Global is proud to host its 2nd edition of the future-focused conclave once again in 2026.

[MAVIRA AIF @MAVIRA_AIF]

Introducing participating companies at Bharat 3.0 - 2nd Edition

Bharat Rohan AirBorne Innovations
https://t.co/eABgsFQ6gH

Bharat Rohan airborne Innovations, participating company in Bharat 3.0, is a cutting-edge agritech company redefining Integrated Pest Management (IPM) and crop monitoring through its proprietary hyperspectral imaging (HSI) technology
Leveraging the same core HSI capabilities, the company is now expanding beyond agriculture into high-impact sectors such as solar, wind, mining, water management, and telecom.

Register Now: https://t.co/m8XmmoWt2u
Hotel Sahara Star, 10th Jan 2026

[MAVIRA AIF @MAVIRA_AIF]

Introducing participating companies at Bharat 3.0 - 2nd Edition

ESDS Software Solutions Limited
https://t.co/NwDk4tTvmY

ESDS Software Solution, provides an integrated, end-to-end platform for managed cloud and data center solutions. ESDS has entered in next leap by introducing next-generation offerings like GPU-as-a-Service for AI/ML workloads and Sovereign Cloud solutions that ensure data residency and regulatory compliance.

By combining hyperscaler-grade capabilities with deep local compliance expertise, ESDS plays a critical role in enabling and securing Digital India initiatives.

Register Now : https://t.co/m8XmmoWt2u
Hotel Sahara Star, 10th Jan 2026

[MAVIRA AIF @MAVIRA_AIF]

Introducing participating companies at Bharat 3.0 - 2nd Edition

*Maverick Simulation Solutions*
https://t.co/FFpddRRjDg

From autonomous human lung simulators like LuSi - world’s first autonomous and advance baby lung simulator with real-time artificial intelligence TO Adult, Pediatric & Neo Natal Patient simulators to Virtual autonomy dissection tables TO advanced Ventilation simulators - Maverick has been transforming technology in the Medical and Engineering sector through it’s own innovations and acquisitions of world’s most advanced products.