Df-OS.
From PMF to
Profitable Scale
Digital Factory Operating System — a proven enterprise-grade platform transforming factories into connected, AI-enabled smart factories.
20K+
Daily Active Users
650+
Factories Digitized
70%
Gross Margin
Product Stack
Autonomous Factory
Vish LRM · Decision AI
Intelligence Engine
Vish LRM · Reasoning
Df-OS Platform
Process Digitization
Deck Contents
Disconnected by Default.
Factories are not data-ready — and the gap is widening.
85%
Not Data Ready
Of factories globally are not collecting data through any system — ERP, MES, SCADA, or IIoT
Source: SIRI by World Economic Forum
100K
Factories Not AI-Ready
Factories globally with $15M+ revenue each — not data-ready for AI. Total market: $2.5 Trillion
Massive greenfield opportunity
95%+
Weak Process Infrastructure
Of shopfloors have weak process infrastructure — largely legacy, manual, and shadow IT-based
Excel, WhatsApp, paper-based SOPs
The Diagnostic
Siloed organizations with poor cross-discipline use cases across R&D, production, quality, safety, logistics
Manual/paper processes and shadow IT — Excel, Word, WhatsApp, phone-based workflows
Lack of integration and data discontinuity across PLM, MES, ERP, and engineering systems
Poor shopfloor connectivity and weak external collaboration with regulators, suppliers, customers
Core Insight
“Factories run on processes, not machines. Every solution digitizes machines. The process layer remains untouched.”
0
Process-layer solutions at scale
∞
Market opportunity remaining
Three Layers. One Unified Platform.
From process digitization to autonomous factory intelligence.
Layer 3
Autonomous Factory
Vish LRM · Decision & Action
Self-optimizing operations. Autonomous recommendations, workflow adjustments, and predictive interventions.
Layer 2
Intelligence Engine
Vish LRM · Reasoning & Insight
Factory-trained reasoning model that interprets process data, identifies patterns, and generates actionable intelligence.
Layer 1
Df-OS Platform
Process Digitization & Data Capture
No-code factory operating system that digitizes every SOP, workflow, and process — creating the structured data foundation.
Data Flow Architecture
The Flywheel Effect
More plants → More process data → Better Vish LRM → More value per plant → More plants.
↑
More Data
↑
Better AI
↑
More Value
Df-OS: Hyper-Integrated Manufacturing Apps
Create AI-enabled manufacturing apps in 3 easy steps.
Create Digital Blueprints
Step 1Build the foundation for scalable transformation. Digitize core processes visually and modularly — map every process, role, and rule into a digital layer. No coding required.
Connect Silos
Step 2Integrate blueprints with real-time data streams. Break data silos by linking machines, people & processes — enable seamless information flow across departments and supply chains.
Intelligent Decision Making
Step 3Turn connected data into AI-driven decisions. Let AI guide actions based on live operational insights — automate what can be, escalate what must be handled manually.
Key Platform Advantages
Built for Scale
50+ factories/month rollout
Lightweight Deploy
Works with existing ERP/PLC/SCADA
No-Code Customization
1/12 time-to-floor for new initiatives
Shift-Aware Architecture
Designed for 24×7 FMCG operations
Competitive Positioning
| Capability | Df-OS | IoT | ERP | MES |
|---|---|---|---|---|
| Process-level digitization | ||||
| No-code deployment | ||||
| Human workflow capture | ||||
| Works without machines | ||||
| AI reasoning layer | ||||
| Deploy in weeks | ||||
| Shift-aware architecture |
Df-OS is the only platform designed ground-up for process-layer digitization with native AI readiness.
Product Demo
See Df-OS in action — live platform walkthrough
Knowledge Topology Engine — Graph RAG for Factories.
Factory SQL → Semantically enriched knowledge graph → Natural language intelligence.
650+
Factories
Exclusive training data
10K+
Processes
Digitized & mapped
5–18ms
Retrieval
Warm graph latency
4-Layer
SQL Security
Zero raw DB access
How Vish LRM Works
Factory SQL Database
Raw schema, machine records, production logs
Knowledge Topology Engine
7-stage pipeline → enriched graph
Knowledge Graph
Typed edges, clusters, confidence weights
Reasoning Agent
Graph traversal → SQL → insight
Factory Intelligence
NL answers, dashboards, OEE reports
Graph RAG vs. Vector RAG
Vector RAG
Graph RAG
7-Stage Knowledge Topology Pipeline
Schema Ingestion
DeterministicSchema Layer
DeterministicRegion Analysis
DeterministicClustering
AlgorithmicLearned Filters
RLJoin Discovery
RLLLM Summarise
LLMSelf-improving loop: Query traffic → confidence signals → Stage 4 cluster dendrogram self-corrects over time.
5-Layer System Architecture
5 · Generation
LLM · Analyst Mode · Deep Research
4 · Processing
Query Encoder · Agent Orchestrator
3 · Retrieval
Schema Search · SQL Generation · Ranking
2 · Graph DB
Topology Graph · Ontology · Middle Table
1 · Data Sources
DDL/FK · High-Valence Rows · Query Logs
The Data Flywheel
Query Modes
Analyst Mode
NL Q&A over factory data
Deep Research
Full narrative + KPI reports
Autonomous
Self-optimizing decisions
Enterprise Adoption at Scale.
Proven ROI across India's largest manufacturers.
0+
Daily Active Users
Across all factories
0+
Factories Digitized
FMCG, Auto, Electronics
0+
Processes Digitized
Structured data streams
0+
Machines Connected
IoT & sensor integration
Active Users — Client Wise
Companies with most active users
- Heromoto2,122
- PPAP501
- Amber421
- Mondelez333
- SKH278
- CEAT218
Df-OS Adoption Analysis — FY 2025-26
Total Submissions
1.12M
Avg Daily
3,401
Enterprise Clients
20
Active Users: Aug vs Feb (per client)
Total Submissions by Client
Submission Growth % (Sep–Feb)
Marquee Clients
Unilever
FMCG
Hero
Automotive
Dabur
FMCG
ITC
Conglomerate
Marico
FMCG
Nestlé
FMCG
Danone
FMCG
TVS
Automotive
Bajaj
Automotive
Mondelez
FMCG
Suzuki
Automotive
Amber
Electronics
FY 25-26 Revenue
₹7 Crore
Strong year-over-year growth
Proven ROI — Case Studies
World's Biggest FMCG (Unilever)
14→1 day
AI planning cycle
3×
More SKUs
4×
Labor productivity
$924K/yr
Total impact
First Lighthouse Factory in NE India — now a global blueprint for 10+ sites. 74% boost in product superiority.
India's Major AC Manufacturer
60%→70%
OEE improvement
+13%
Throughput gain
$24K/yr
Energy savings
$775K/yr
Total impact
OEE increase = $520K/year alone. $120K/year throughput savings.
World's Largest 2-Wheeler Manufacturer (Hero)
430+
Vendor audits digitized
40%
QAV cycle time reduction
38%
NG part rejections down
$1.12M/yr
Total impact
India's largest digital vendor transformation. FTR increased by 25%.
A Once-in-a-Generation Market.
100,000 factories globally — not data-ready, not AI-ready. The process layer remains untouched.
$5B+
TAM
Manufacturing process digitization market per year
100K
Target Factories
Factories with $15M+ revenue — not data-ready for AI
85%
Greenfield
Of factories collecting zero operational data today
Why Now
AI maturity has reached a tipping point — factories need structured data to unlock LLM value
Post-COVID supply chain disruptions accelerated digital transformation mandates globally
Regulatory pressure (ESG, traceability, compliance) forcing process documentation at scale
No dominant process-layer OS exists — the market is wide open for a category-defining platform
Expansion Vectors
USA & UAE Expansion
Entering high-value markets with proven enterprise playbook and existing client referrals
Existing Customer Penetration
Deepening wallet share across 650+ digitized factories — upsell Vish LRM and advanced modules
AI Roadmap Monetisation
Vish LRM as a standalone SaaS product — factory-trained reasoning model with unique data moat
Built to Scale.
Annual Recurring Revenue (ARR) model — land on base platform, expand with nodes, add-ons, and solution packages.
Df-OS Platform
Base platform + node library. Run any process in production.
₹15,00,000
Platform Cost / year
₹50,000
Per Node / year
₹2,00,000
Dashboard Base Pack
₹50,000
Add-on Pack of 2
* Mandatory base pack. Customer buys nodes separately to run production processes.
Vish Platform
AI reasoning layer. Works on base pack of Platform A.
₹15,00,000
Base Cost / year
500 Tokens
Included / year
₹36,00,000
1.5Bn OTs / year
5 Users
Pool of OTs
* Requires Platform A base pack. Multiple OT bundles can be added.
Add-on Node Pricing Tiers
Volume discounts apply automatically — upsell triggers next-tier pricing
1–9
₹50,000
0%10–24
₹47,500
5%25–49
₹45,000
10%50–74
₹42,500
15%75–99
₹40,000
20%100–149
₹37,500
25%150–200
₹36,000
28%200+
₹35,000
30%For IoT — OEE License
1 node / machine · ₹50,000/node
For IoT — CBM
1 node / 5 sensors · ₹50,000/node
For IoT — EMS
1 node / edge device · ₹50,000/node
Solutions Packages
ARR · Per LocationESG / Location
₹15,00,000
Expense Management / Location
₹20,00,000
Digital Twin / Location (Sim Engine)
₹2,00,000
Control Tower Solution – COC
₹2,00,000
Traceability / Location
₹50,00,000
Project Management Tool / Location
₹15,00,000
* All solutions require Platform A base pack. Priced per location/year.
Revenue Model at a Glance
License Type
ARR
Annual Recurring Revenue
Validity
Apr 2026–Mar 2027
Renewal at prevailing price
Upsell Trigger
Auto Tier Drop
Next-level discount on upsell
Renewal Policy
100% Advance
5%/month penalty on delay
Why Df-OS Wins.
Positioned at the intersection of process digitization, AI, and factory-native deployment — a space no incumbent occupies.
Combined Benefits of Df-OS + Vish.ai
End-to-End Factory Intelligence
Df-OS digitizes every process layer while Vish.ai adds a GraphRAG reasoning engine on top — giving factories both structured execution and intelligent querying from a single unified stack.
No-Code Deployment + Instant Answers
Factory managers deploy apps without code via Df-OS and get sub-18ms AI-powered answers via Vish.ai — eliminating both IT dependency and decision latency simultaneously.
Process Data × Knowledge Graph
Df-OS captures 10,000+ live process records; Vish.ai converts them into a dynamic knowledge graph — creating a compounding data moat no competitor can replicate.
Secure, On-Premise AI
Vish.ai's 4-layer security model (AES-256, RBAC, audit trails, air-gap support) ensures enterprise-grade data sovereignty — critical for regulated industries using Df-OS.
Continuous Learning Loop
Every new factory onboarded via Df-OS enriches Vish.ai's training corpus — creating a self-reinforcing flywheel where scale drives AI accuracy and AI accuracy drives scale.
Cross-Plant Visibility + AI Benchmarking
Df-OS aggregates multi-plant operations; Vish.ai benchmarks performance across all nodes — enabling group-level insights and AI-driven recommendations at enterprise scale.
| Dimension | Df-OSProcess OS | SAP MEERP/MES | SiemensMES | RockwellSCADA | HoneywellDCS | Azure IoTIoT |
|---|---|---|---|---|---|---|
| Process-level digitization | ✓ | — | — | ✕ | ✕ | ✕ |
| No-code deployment | ✓ | ✕ | ✕ | ✕ | ✕ | ✕ |
| Human workflow capture | ✓ | ✓ | — | ✕ | ✕ | ✕ |
| Works without machines | ✓ | ✓ | ✕ | ✕ | ✕ | ✕ |
| AI reasoning layer | ✓ | — | — | ✕ | ✕ | — |
| Deploy in weeks | ✓ | ✕ | ✕ | ✕ | ✕ | — |
| Shift-aware architecture | ✓ | — | ✓ | — | ✕ | ✕ |
| Cross-plant visibility | ✓ | ✓ | ✓ | — | — | ✓ |
| No-code customization | ✓ | ✕ | ✕ | ✕ | ✕ | ✕ |
| Factory-native design | ✓ | — | ✓ | ✓ | ✓ | ✕ |
| Score / 10 | 10 | 3+4~ | 3+3~ | 1+2~ | 1+1~ | 1+2~ |
Df-OS Competitive Moats
Exclusive training data from 650+ factories — 10,000+ digitized processes no competitor can replicate.
Only platform targeting the process layer — not machines, not ERP, not IoT. An entirely uncontested space.
Non-technical factory managers can build & deploy apps in hours — 1/12th the time of any competitor.
Every new factory makes Vish LRM smarter — compounding data moat and AI advantage over time.
15+ GTM partners (KPMG, EY, Grant Thornton) co-selling into enterprise accounts across sectors.
Positioning Map
Df-OS occupies the high process-depth × high AI-readiness quadrant — a space no incumbent currently serves.
₹7 Cr FY 25-26 Revenue.
Strong YoY growth with 70% gross margin — path to profitability clear.
Revenue Growth (₹ Crore)
2× YoY₹7 Cr
↑FY 25-26 Revenue
Strong year-over-year growth
70%
↑Gross Margin
Strong unit economics
₹2.6 Cr
↑Total Assets
Strong balance sheet
₹75L
↑Liabilities
<30% of assets — capital efficient
Capital Efficiency
Valuation Journey
19× growth from 2020 → 2026
Structured Upside. Downside Protected.
A compelling entry point for investors at a pivotal inflection moment — with tiered conversion terms and clear use of capital.
₹15 Cr
Raise Size
₹10–15 Cr target raise
₹320 Cr
Valuation Cap
Current round cap — downside protection floor
₹400 Cr
Next Round
Expected next round valuation
Conversion Terms
Tiered discount structure — the earlier you convert, the greater the upside protection
≤ 6 Months
Early Mover20% discount to next round valuation — maximum early mover advantage
7–12 Months
Standard30% discount to next round valuation (expected ₹400 Cr)
12+ Months
FloorConvert @ ₹320 Cr guaranteed downside protection — valuation cap floor
Investors are protected on the downside at ₹320 Cr while capturing significant upside as Df-OS scales toward ₹400 Cr+ valuation.
Use of Funds
Capital deployed across three high-leverage growth vectors
AI Roadmap
Product & EngineeringAccelerate AI-native features — predictive maintenance, anomaly detection, and intelligent automation deepening the Df-OS platform moat.
Existing Customer Penetration
Customer Success & SalesExpand wallet share within current enterprise accounts — upsell modules, increase seat count, and deepen integrations to drive NRR above 120%.
USA & UAE Expansion
Market ExpansionEstablish go-to-market presence in the US and UAE — two high-value industrial markets — through strategic partnerships, local BD hires, and pilot deployments.
The Opportunity
“Invest at ₹320 Cr floor protection — capture upside as Df-OS scales to ₹400 Cr+ and beyond.”
Convertible Note
Instrument
₹10–15 Cr
Raise Size
₹320 Cr
Valuation Cap
30%
Max Discount
Disrupt without Disruption.
The right platform, at the right moment, with the right proof.
01
Enterprise Adoption
Deployed at Unilever, Hero, Dabur, ITC, Marico — not a pilot, a platform. 650+ factories, 20K+ daily users.
02
Strong Financials
₹7 Cr FY 25-26 revenue, 2× YoY growth, 70% gross margin. ₹2.6 Cr assets vs ₹75L liabilities. ₹35 Cr FY 26-27E projection.
03
Massive Market
$5B/year TAM. 100K factories globally not data-ready. 85% collecting zero data. Greenfield opportunity.
04
AI Intelligence Layer
Vish LRM: factory-trained reasoning model. Unique data moat. 10,000+ digitized processes — no competitor can replicate.
The Vision
“UPI for Factories — a universal process layer. Vish LRM as the AI brain on top. Default operating system for the $5B+ manufacturing process economy.”
Df-OS
Confidential · 2026