EV & Power Capex: Aniruddha Sarkar's Hidden Stock Bets

India's electrification story is creating opportunities far beyond the obvious names. In this exclusive market insight, Equinova Investment Managers Co-Founder & CIO Aniruddha Sarkar highlights two lesser-known stocks benefiting from the EV and power capex boom—Precision Wires and KSH International. Both companies are major manufacturers of copper winding wires, a critical component used in electric motors, transformers and power infrastructure. Sarkar explains why rising copper demand, EV adoption and power sector investments could create long-term growth opportunities for these businesses. He also points to Precision Wires' backward integration into copper recycling, which has helped improve margins. Are these the hidden beneficiaries of India's electrification and power transformation theme? Watch the full conversation to find out.