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Strategic AdvisoryCapital Bridge Advisors AIF• Alternative Investment Fund

Capital Bridge Advisors - FY26 Complete Market Factsheet

Capital Bridge Advisors FY26 Market Factsheet covers the complete portfolio overview, fund performance, sector allocation, and individual company analyses across 13 holdings. Provides detailed investment theses and risk assessments for each portfolio company.

Research AnalystCapital Bridge Research TeamInstitutional Research Division

Jun 1, 20268 min read

Company Overview

About Capital Bridge Advisors AIF

Capital Bridge Advisors (CBA) manages a Category II Alternative Investment Fund (AIF) with a focus on identifying and investing in high-quality, under-researched growth businesses in the Indian equity markets. The fund follows a fundamental, research-driven investment approach with a 3-5 year holding horizon.

FY26 Portfolio Overview

The FY26 portfolio comprises 13 carefully selected companies across diversified sectors including Construction, Specialty Chemicals, Nutraceuticals, Financial Services, Building Materials, Electronics, Textiles, and Energy.

Portfolio Companies

Holdings: Chavda Infra, CWD Limited, HRS Aluglaze, Influx Healthtech, Mehta Equities, Shah Investor's Home, Vital Chemtech, Manisha Textiles, Scoda Tubes, Confidence Petroleum India, and select additional opportunities evaluated during the year.

Research & Analysis

Fund Manager Commentary - FY26

FY26 was a year of selective opportunity amid broader market volatility. The CBA portfolio delivered alpha versus comparable benchmarks driven by stock-specific earnings upgrades and re-rating events across our high-conviction positions.

Sector Allocation

Infrastructure 15%, Specialty Chemicals 18%, Healthcare & Nutraceuticals 12%, Financial Services 20%, Building Materials 10%, Energy 12%, Technology & Electronics 8%, Others 5%.

Outlook for FY27

We remain constructive on Indian domestic growth themes, particularly Infrastructure, Manufacturing, and Financial Services. Our portfolio is positioned to capture the next leg of India's economic re-rating with focus on under-researched mid-cap businesses with identifiable earnings catalysts.