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1 / 9Infrastructure | K. Rathi, Co-Founder of MIRA Money, highlights that India’s infrastructure is poised for rapid growth. The government’s massive investment of over ₹100 trillion in roads, ports, railways, and more will create significant opportunities. Companies involved in infrastructure development, particularly those with robust project pipelines, are expected to see strong growth over the medium term.
2 / 9Banking | The banking sector remains a top contender for investment in 2025. As Rathi points out, Indian banks are in a solid position with low non-performing asset (NPA) levels and strong loan books. With an anticipated rise in private capital expenditure, banks, especially those at attractive valuations, offer a secure investment option. As inflation shows signs of easing, Rathi foresees a potential interest rate cut by the Reserve Bank of India (RBI), which could stimulate private investment and consumer spending. This shift may benefit debt portfolios, offering medium-term investment opportunities.
3 / 9FMCG & Durables | Despite a slight slowdown in the FMCG sector, demand remains strong due to rising disposable incomes and a youthful population. Prashant Mishra, Founder & CEO of Agnam Advisors, points out that as consumer spending continues to rise, companies in this space are well positioned for steady growth.
4 / 9Financial Services | The financial services sector continues to thrive on the back of India’s increasing digital adoption. Mishra notes the growth in digital banking, along with increased lending and robust credit demand. Fintech companies, in particular, are set to benefit from this trend as more consumers enter the financial mainstream.
5 / 9Quick Commerce | Quick commerce, which saw rapid growth in recent years, continues to reshape the retail sector. Yash Joglekar, Assistant Manager at Aranca, notes that while groceries were the initial focus, the sector has expanded into categories like electronics and beauty products. The market is expected to maintain strong growth, with an anticipated 50% compound annual growth rate (CAGR) over the next few years.
6 / 9Cement | The cement sector is expected to see an improvement in pricing power, driven by consolidation and more efficient operations. Joglekar identifies leading companies in the space, such as UltraTech Cement and Dalmia Bharat, as benefiting from these trends, with the sector likely to experience steady growth.
7 / 9Transmission and Distribution | With India’s demand for electricity expected to grow due to urbanisation and industrialisation, the transmission and distribution (T&D) sector is positioned for growth. Companies such as Power Grid and Tata Power are likely to benefit from government investments in infrastructure and the adoption of renewable energy, according to Joglekar.
8 / 9Defence | India’s defence sector is benefiting from increased self-reliance in production and the government’s push for higher defence exports. Joglekar notes that companies like Bharat Electronics and Hindustan Aeronautics stand to gain from these long-term trends as the country strengthens its defence capabilities.
9 / 9Green Energy & Data Centers | Sustainability is driving growth in green energy and data centres. Diwakar Rana, Fund Manager at Prudent Equity, suggests that sectors like solar, wind energy, and data centres are emerging as important areas for investment. These sectors are central to India’s efforts to enhance its infrastructure and digital landscape.
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