Prosus Plans to Scale India Investments to $50 Billion Over Next Four Years

Global technology investor Prosus has unveiled ambitious plans to dramatically scale up its India presence, with CEO Fabricio Bloisi announcing potential investments of $50 billion over the next four years at the World Economic Forum in Davos. The company, which currently has around $10 billion invested in India through portfolio companies including Swiggy and Ixigo, believes it is "just getting started" in one of the world's fastest-growing major economies.

Strong Economic Fundamentals Drive Investment Strategy

Bloisi highlighted India's compelling growth trajectory as a key driver for the investment expansion. "India is growing at 7.5%, it's already the fourth-largest economy, and it's using technology in ways very few countries do — especially in digital identity and payments," he told CNBC-TV18. The CEO expressed confidence that India has at least 10 years of strong growth ahead, positioning Prosus as a key partner in powering that journey.

Portfolio Performance and IPO Success

The year 2025 marked a significant milestone for Prosus in India, with several portfolio companies successfully accessing public markets. This wave of IPOs validated the group's long-held "ecosystem thesis," where portfolio companies support each other through shared technology, capital, and operational expertise.

Bloisi noted that payments firm PayU has emerged as one of the strongest players in India's digital payments space, while other recent listings including Misho and Urban Company are "just getting started." More IPOs are planned for 2026, indicating continued momentum in the portfolio.

AI-First Strategy and Innovation Hubs

Artificial intelligence will be central to Prosus' next phase in India. The company is stepping up investments in AI-native companies and plans to establish an AI lab in India in 2026, similar to its existing AI initiatives in Europe. "We don't need to wait for the next AI disruption — it's already here," Bloisi said, pointing to AI agents and intelligent assistants as technologies capable of reshaping businesses today.

Prosus is collaborating with the Indian government on the upcoming AI Summit in February under the "AI for All" initiative, aimed at promoting AI-led growth and job creation. Further announcements around AI labs, innovation hubs, and investments are expected around the summit.

Quick Commerce and Profitability Outlook

Addressing concerns around profitability in consumer internet businesses, Bloisi reported significant improvements over the past year. While Swiggy's core food delivery business has achieved profitability, the company continues investing aggressively in quick commerce. "Food delivery is a mature business with a long runway," he explained. "Quick commerce is newer and needs two to three years of investment. We are not investing in a bubble — these will be profitable companies."

Regarding regulatory scrutiny around quick commerce, including restrictions on advertising ultra-fast deliveries, Bloisi viewed some moderation as inevitable after intense competition and heavy spending. He believes this will lead to more balanced execution and lower losses while maintaining India's strong position compared to most global markets.

India as Strategic Priority

While Prosus continues investing across Europe and Latin America, Bloisi emphasized India's unique position due to the speed, ambition, and resilience of its entrepreneurs. "I love the grit of Indian companies," he said. "They move fast and scale fast. India is definitely one of our most important markets, and you'll see much more from us here in 2026." The company expects to announce additional investments, AI initiatives, and IPO plans throughout the year, reinforcing India's central position in its global growth strategy.