Bharat in BetaLower-cost aerogel manufacturing
Source
- Speciale Invest, Why We Invested in Dashamlabs (opens in a new tab)The Dashamlabs BreakthroughPublished: 17 Oct 2025
The idea
Local process engineering seeks cheaper production of high-performance insulation.
Why this is interesting
- The note argues that aerogel has stayed expensive because of capital-intensive production and imported technology, and that a different drying process could lower cost. The opportunity depends on whether quality holds at commercial volume.
- The source is Speciale Invest’s note on why it invested in Dashamlabs, so the company is an example of the approach. Its list of applications describes where the company expects to sell, not demand confirmed with buyers.
Possible starting points
Qualification testing for buyers
Help industrial buyers test new insulation materials against their specifications before switching suppliers.
Import substitution mapping
Identify which high-performance insulation materials Indian buyers import and what local supply would need to match.
Questions to answer
- At what price would an industrial buyer switch, and can production reach it?
- Which certifications must a new insulation material pass in each application?