Garden Reach, Mazagon Dock & More: Why Sunil Shah Says The Shipbuilding Pack Is The Next Big Thing

India’s shipbuilding sector is making waves! Fund Manager Sunil Shah from SRE PMS shares his bullish view on this emerging theme on Market Guru. With geopolitical tensions pushing countries to diversify shipbuilding partnerships, Indian companies are seeing growing interest from Korean and German players. Sunil Shah highlights the government's supportive policies, capacity expansion moves, and the strategic tie-up between Garden Reach and Swan Energy. He believes the shipbuilding industry is at the cusp of a multi-year upcycle, much like the defence and railway sectors were 5 years ago. Stocks discussed: Cochin Shipyard, Mazagon Dock, Garden Reach, L&T, Swan Energy, Hindustan Shipyard Themes: Strategic collaborations, commercial shipbuilding, defence sector spillover Strategy: Diversify across the shipbuilding basket for long-term gains Watch the full insight-packed conversation now!