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"India's Defence Journey Has Just Begun": Where Aniruddha Sarkar Sees India’s Next Earnings Growth

Sep 8, 2026 · 0:12:11
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✨ AI Summary
  • Aniruddha Sarkar sees strong earnings growth in India's defence sector.
  • Optimism extends to EVs, power, auto ancillaries, and aerospace.
  • Cautious on expensive AI plays, IT, and traditional sectors.

Guests on This Episode

AS
Aniruddha Sarkar
researcher · 1 podcast appearance
›

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