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

Описание: 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.

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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