Aniruddha Sarkar Bets On Ather & TVS Holdings For India's EV Boom, Here's Why

India's electric vehicle revolution is creating fresh opportunities for investors. In this exclusive interaction, Anirudh Sarkar, Co-Founder & CIO of Equinova Investment Managers, highlights why he remains bullish on the EV theme despite market volatility. Sarkar reveals that his portfolio includes investments in Ather Energy and TVS Holdings, a play on TVS Motors' EV ambitions. According to him, the two companies together command nearly 42% market share in India's EV ecosystem, making them key beneficiaries of the country's long-term electrification trend. He explains why EV adoption, rising power demand, and the broader energy transition continue to offer attractive growth opportunities. Watch this reel to understand where smart money is finding value in India's evolving EV landscape.