segments : CDLM is venturing into new, emerging and high-growth segments including Semiconductor equipment, AI Data centers and Robotics during FY27E. We believe the semiconductor segment particularly has multi-year growth visibility with Government approving the next phase of the Semicon India Program (ISM 2.0), with an outlay of ~1,27,500 crore to accelerate the development of a resilient semiconductor and electronics ecosystem in India. The recently concluded Semicon India 2026 saw significant investments from multinational giants...