360 ONE

When capital moves with conviction, it moves big. HY 2025-26's top deals showcase India's ability to attract mega-ticket global investments, even in a selective market. Spotlight on the largest deals: - Aadhar Housing Finance – $2B (Blackstone) - JB Chemicals – $2.1B (Torrent Pharma, domestic M&A) - IDFC First Bank – $874M (ADIA, Warburg Pincus) - MakeMyTrip – $1.66B (PE round, travel tech resilience) What these deals reveal: - Financials dominate: Housing finance, banking, and fintech continue to attract institutional capital - Pharma consolidation: Torrent's JB Chemicals acquisition signals domestic M&A maturity - Travel tech rebound: MakeMyTrip's $1.66B round proves the sector's post-pandemic resilience The barbell strategy is real: micro-deals (under $5M) and mega-deals ($100M+) are thriving. The middle is struggling. For investors: If you're not playing at scale or in a niche early-stage, you're caught in no man's land. Explore all top deals, sector breakdowns, and investor profiles in the 9th edition of India Invests → link in comments. #IndiaInvests #360ONE #DealFlow

PE exits are evolving, and secondary sales are stealing the spotlight. Overall exits fell 25% in HY 2025-26. But secondary sales surged 75%, offering a new liquidity route amid market volatility. Why the shift? - Open Market (IPO) exits slowed as public market sentiment remained cautious - M&A exits also cooled as strategic buyers waited for valuation corrections - Secondary sales (PE-to-PE or LP portfolio sales) emerged as the go-to alternative Sector spotlight: Healthcare Healthcare exits bucked the trend with volumes up 67%, value up 4×. Investors are betting on India’s health infrastructure as a long-term play. For HNIs and family offices: - Secondary opportunities are creating entry points into mature PE portfolios - Healthcare remains a defensive growth sector worth tracking - Don't wait for IPOs. Secondaries offer liquidity without market timing risk Exits: Aptus Value Housing (Open Market, $534M), Sai Life Sciences (Open Market, $484M) Dive deeper into this private capital playbook and explore the exit landscape, sector trends, and liquidity strategies in the 9th edition of India Invests → link in comments. #IndiaInvests #360ONEWealth #PrivateEquity #Exits

India’s private capital market is maturing and the numbers make it unmistakable. Deal volumes dipped 16% in HY 2025–26, yet total deal value rose 13%. Investors aren’t scattering capital anymore. They’re making concentrated, high-conviction bets on scaled, capital-efficient businesses. The “spray and pray” era is officially behind us. What’s driving this shift? - IT, Industrials and Consumer Staples led the surge in value - $100M+ deals accelerated, while early-stage activity cooled - Maharashtra alone attracted $8.6B, nearly 42% of total deal value This is conviction over volume. Quality over quantity. Category winners, not just category participants are shaping India’s next growth chapter. Read India Invests Edition 9 to dive deeper into this private-capital playbook. Link in comments. #IndiaInvest #360ONE #PrivateEquity #InvestInIndia #Edition9

India’s startup funding just hit a five-year low but the real story goes far deeper than the headline. The contraction: - 709 deals totalling just $0.7B, the lowest in half a decade - Early-stage volumes dropped 31% as investors pulled back from high-burn, unproven models The bright spot: - Late-stage rounds doubled their share, signalling stronger conviction in scale-ready companies - Logistics Tech and Travel Tech defied the slowdown with robust value growth So what’s really happening? The market has moved from rewarding promise to backing proof. Investors want demonstrated product-market fit, real traction and disciplined execution not just great pitch decks. For HNIs evaluating startup opportunities: This isn’t a crisis. It’s a quality filter. Late-stage deals currently offer stronger risk-adjusted returns because only resilient, execution-strong models are securing capital. Sectors to watch: •⁠ ⁠Logistics Tech - tripled in deal value •⁠ ⁠FinTech - held steady despite volume pressure Discover which startups raised the biggest rounds in our 9th Edition of India Invests → link in comments

India’s PE fundraising market sent a clear message in HY 2025-26: track record beats ambition. Fund launches collapsed 63% which is the lowest in 5 years. Yet capital raised surged 61% to $8.7B. What’s happening? LPs (limited partners) are consolidating commitments toward: - Experienced GPs with proven exits - Niche strategies (sector-focused, late-stage) - Managers who can deploy capital efficiently in a selective market Closure timelines now average 23.6 months, up from 22 months. Patience and proof are the new fundraising currencies. For GPs raising capital: - Lead with your track record, not your pitch deck - Expect longer diligence cycles. LPs are doing deeper homework. - Differentiation is everything: broad mandates are losing to focused theses For LPs: This is a quality filter working as intended. Fewer funds = better capital concentration. Dive deeper into this private capital playbook and explore which funds closed, who’s raising, and where LP capital is flowing in the 9th edition of India Invests → link in comments. #IndiaInvests #Fundraising #PrivateCapital #360ONEAsset

India’s M&A market staged a powerful comeback in HY 2025–26 and global buyers are driving the momentum. The numbers tell the story: - Deal volume up 34% and value up 53% YoY - Inbound deal value surged 111%, underscoring accelerating foreign confidence in India - Domestic deals still dominate (77%), but cross-border activity is rising fast What’s powering this resurgence? - Global corporates now view India as a growth engine, not merely a cost hub - Both small ticket deals (< $5M) and $100M+ mega-deals expanded, creating a clear barbell trend - Health Care, IT, and Consumer Staples led sector activity with strong buyer interest Strategic implications - For corporates: If you’re eyeing Indian assets, competition is intensifying. Move fast - For investors: M&A exists may become a more viable liquidity route. Top deal spotlight: Capgemini’s $3.3B acquisition of WNS Holdings, one of the largest global tech M&A transactions of the year. Dive deeper into this private capital playbook and explore the M&A trends, top deals, and sector insights in the 9th edition of India Invests. Link in comments