Indigenisation Needs Patient Capital: Why Manufacturing Will Define…

Sarah J · 2026-01-06T14:27:10.000Z

The article argues that India’s next major investment cycle will be driven by manufacturing , particularly where long-term “patient capital” supports indigenisation of critical sectors such as semiconductors, EVs and advanced materials. While startup ecosystems have thrived on quick scaling and exits, deep manufacturing requires longer horizons, robust funding structures and policy support to build domestic supply chains. Industry leaders believe that patient capital including sovereign funds, pension pools and strategic investors will be essential to transform global MNC participation into domestic capability for high-end production. https://www.bwdisrupt.com/article/indigenisation-needs-patient-capital-why-manufacturing-will-define-india-s-next-investment-cycle-586018

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Indigenisation Needs Patient Capital: Why Manufacturing Will Define… | SEINET