Sumanta Das

[Sekhar @LearningEleven]

I think somewhere along the way, we are probably under-appreciating just how big some of our manufacturing businesses can become.

Most of our investing world has revolved around services exports, and perhaps because of that, we sometimes struggle to visualise the kind of scale that Indian manufacturing businesses can eventually achieve.

Some of the orders (Welspun Corp, Ratnamani, OFC players etc. ) and capacity expansions we are seeing today are beginning to give us those hints.

Take peptides, for example. When we look at the current peptide capacities of some CDMO players, and then compare those with what Divi's is capable of, Divi's can look like a demigod, until you compare Divi's scale with global players.

There is an interesting parallel with Indian IT services.

Three decades ago, Indian IT companies were tiny compared with their global peers. When TCS crossed the $1 billion revenue milestone in FY03, it was a landmark achievement and a major moment for the industry.

Obviously, I am not suggesting that manufacturing will replicate the exact trajectory of IT services. They are completely different businesses, and the kind of scale that technology-enabled businesses can achieve simply cannot be replicated in manufacturing.

But I do think we are entering a period where some Indian manufacturing companies could surprise us with the sheer scale they are capable of reaching over the next 5–7 years.

Perhaps we are still underestimating what “Made in India” can eventually become.

[Ashwini Vaishnaw @AshwiniVaishnaw]

New age trains! Make more in India 🇮🇳

[Ashwini Vaishnaw @AshwiniVaishnaw]

10 years of proving them wrong.
#10YearsOfUPI

[Yatin Mota @yatinmota]

Federal Bank to acquire stake in Jana SFB

Jana SFB Promoters likely to sell entire stake

CNBC TV18 Reports

[Gautam Adani @gautam_adani]

अयोध्या के श्री निशुल्क गुरुकुल महाविद्यालय में विद्यार्थियों को आधुनिक कंप्यूटर लैब के माध्यम से तकनीक से जुड़ते देखना सुखद है। उनकी एक छोटी-सी इच्छा पूरी करने में हम सहभागी बन सके, यह हमारे लिए प्रसन्नता की बात है।

हमारी प्राचीन ज्ञान परंपरा को डिजिटल युग से जोड़ने का यह विनम्र प्रयास नई पीढ़ी को अपनी जड़ों के और करीब लाए और उनके लिए सीखने के नए अवसर खोले, यही कामना है।

गुरुकुल के सभी विद्यार्थियों के उज्ज्वल भविष्य के लिए मेरी हार्दिक शुभकामनाएं।