Envision Capital's Shah backs OnEMI and Milky Mist on growth prospects

what happened

According to TradingView, Envision Capital founder Nilesh Shah sees potential in consumer fintech platform OnEMI Technology Solutions and dairy producer Milky Mist Dairy Food. He points to strong growth metrics and distinctive business models at both companies.

Shah said OnEMI, which runs the Kissht lending platform, operates as a fast-credit business with a robust technology stack that speeds up loan processing. Its latest quarterly earnings showed growth of 40-50%. He noted that assets under management are still under $1 billion, and that monitoring credit quality and costs is essential, though management has handled them well so far.

In dairy, Shah prefers Milky Mist, which generates all of its revenue from value-added products, while traditional milk companies aim for 10-30%. He called it "value-added native" and said the current regulatory push for high-quality products favours such businesses. He expects the shift from unorganised to organised to continue over the next five to 10 years.

why it matters

This is one analyst's view given in an interview, not an event likely to move the broad market. It may shape sentiment around Indian consumer fintech and dairy names, but it adds no new financial data.

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