What happens when physical assets earn software margins?

IBOIntelligenceBuyout.

Acquire the Business. Add Intelligence. Multiply Cash Flows.

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The Mispricing

The Largest Mispriced Economy in India

Physical Services: Skin · Teeth · Eyes · Joints · Elder Care

22% → 4%

Share of GDP vs. Market Cap

5–8×

Lower Penetration vs. Korea

~29%

Average Asset Utilisation

IGNORED

By Capital Markets

Demand Explodes. Profits Don't. Yet.

The Insight

AI Is Electricity
For Services

The last time a general-purpose technology met an underserved sector, it created decades of compounding alpha. This is that moment.

Electricity made factories infinite.

How Electricity Transformed Factories — Ford Motor Company, 1913

AI makes expertise infinite.