Is Power India’s Next Biggest Investment Theme? | Ft. Krishna Sanghavi

In this podcast, we are joined by Krishna Sanghavi, Chief Investment Officer – Equity at Mahindra Manulife Investment Management, for a detailed discussion on the future of India’s power and energy sector. The conversation starts with why the power sector has been performing strongly in recent years and the major growth drivers that could continue shaping the industry over the long term. We also discuss how global events like the Iran conflict can impact India’s energy security and why reliable power generation is becoming increasingly important as the country’s electricity demand continues to rise. The discussion covers the opportunities available for investors in the power sector, along with related themes such as electrification, renewable energy, solar, and green hydrogen. Krishna also shares insights on the challenges within the sector, China’s role in the solar industry, and India’s long-term advantage in building energy infrastructure. Towards the second half, the conversation focuses on how investors should think about valuations in power companies, how to judge whether the sector is overvalued or undervalued, and why electrification could become a major global theme in the coming years. If you want to understand the long-term potential of the power and energy sector from both a macro and investment perspective, this episode offers practical and insightful viewpoints in a simple and easy-to-understand way. 📈 Learn How to Select the Right Equity Mutual Fund from Kirtan Shah: https://www.upsurge.club/course/how-t... If you need any help in investing, you can write to us at [email protected] Listen to this episode on Spotify: https://open.spotify.com/episode/0jeM... Disclaimer: The ideas, analyses, and strategies shared on this platform are for educational purposes only. They should not be interpreted as financial advice. Any decision to act on the content provided is made at your own risk. Mutual Funds are subject to market risk. Read all the scheme information carefully before investing. We are an AMFI-registered mutual fund distributor - Truvanta Wealth - ARN - 306070. Instagram:   / kirtanshahcfp   Twitter -   / kirtanshahcfp​   LinkedIn:   / kirtanshahcfp   Timestamps: 00:00 Introduction 02:50 Why the Power Sector in India Is Performing Well 08:40 Growth Drivers in the Power Sector 11:15 Impact of the Iran War on India’s Energy Security 18:10 How Power Generation Will Keep Up with Demand in India 25:55 Investment Opportunities in the Power Sector 29:40 Themes and Sectors Related to Power for Investment 36:25 Challenges in the Power Sector 42:50 Is China a Threat to India’s Solar Industry 44:20 India’s Advantage in the Power Sector 46:05 The Right Way to Look at Valuations of Power Sector Companies 49:20 How to Judge Whether the Power Sector Is Undervalued or Overvalued 52:07 Is Electrification Going to Be a Global Theme 54:55 The Green Hydrogen Theme 55:48 Conclusion