How to Identify Multi-bagger Stocks in 2025 | Ep. 48

"Data Center capacity is only 3% for India yeah and now where is our data going now so most of the data center were in Bombay because Bombay supplies 24hour data needs 24hour power you can't have a downtime no of course if I'm sdfc bank I can't have a downtime or if I'm Indigo I can't have a downtime so all data centers were in tan mostly so now they they realize that Bombay real estate it takes a lot of real estate so now they've started moving out of Bombay for that you need power so there are companies which make specialized batteries for data centers"

"us bioc secure act I think is a huge opportunity for it's mainly addresses biotechnology because it doesn't want genome mapping data to be to be late because that can be used for you know treating humans better like you were talking about earlier that these Pharma companies will not tell you the Cure they'll just give you the bandage right so they'll want to keep making more and more business but a lot of work is happening in this genome sequencing thing in order to sort of give you the medicine that you actually need yes right without having you know so that you can be cured better or you can really be fixed for life so any Indian companies who are doing that you know one opportunity is in contract manufacturing because Indians are not innovators that's true yeah so and drugs so a lot of uh I think drugs worth if my data is right about $5 billion are going off patent next two years and then you will have the generic versions available that can be out so that will help there's a lot of work happening on few antibiotics we we haven't had any new antibiotic for last 10 15 years really India not made any antibiotic there's world over there's been not many antibiotics so you need more antibiotics and there couple of antibiotics which been researched then fertility become a big issue uh unfortunately the conceive you know the women are not able to conceive uh because you know people start their family late biological changes so a lot of companies coming in fertility centers IVF they are so wom Healthcare would be another very very big Focus right uh area so you have to be in Subs the other thing in India is India is a branded generic market so you had the doctor wres take Doo uh take crin take D us you buy the salt in US you'll say paracetamol H so us it's India it's like fmcg it's sold like a doctor prescribed right so that is why Indian Pharma companies have a higher margin that is why a Sia a Mankind Pharma has done better than a son which is into generics so go for Branded guys more uh in Pharma go for contract manufacturers more and look at hospitals I think I think hospitals will be a in my view uh we are we are I think in terms of number of ICU beds per patient we are wul short okay we need more what is the short huge shortage I think we don't I think it's one in some 10,000 or 15,000 when Co happened we all of us remember what happened there were no beds so I think hospital capex will go up as as as as see it's like chicken egg more insurance coverage more affordability more beds you know it's all it's all linked yeah I think all of that will happen"

"I'll give you one data they are doing 2,000 crores of quick Commerce every quarter yeah there's nothing that's one day sale of Amazon and government doesn't like Amazon and so because Amazon does deep discounting whenever Amazon does well the local markets get killed like look at us JC peny Spencer they're all finished it's only Walmart which would survive India is primarily a mom and pop Store Market kirana Store Market government doesn't want a disrupt they don't want deep discounts they want and quick Commerce does the opposite they integrate the kirana stores a blinket will integrate with the store and will charge you a convenience fees it's not serving you at a discount similarly a goomart is not serving you at a discount so I think quick Commerce has huge potential so once the contribution margin picks up it's certain about 3% it's how much you make because right now they're only doing groceries tomorrow they will do iPhones zepto has now started giving iPhone 16 and zepto promoter is what 21 year old guy yeah so I'm very bullish on quick Commerce also the fact is that you are ordering three times a day now you're not keeping any inventory at home correct because you know in 15 minutes you will you will get so you have frequency so you order three times in Amazon in a month you may order thce on blinket every day"

"one we discussed which is financialization and Equity culture I think this will pick up so any bank which becomes a fintech which can really Mig you know I think has a huge opportunity in really shaking this up right so so and so wealth management and the other best part about wealth management is very low Capital intensive very asset light sdfc mutual fund started mutual fund with 25 CR authorized Capital now it makes 300 crores profit every quarter so this is a business where you don't have to invest anything once you put the amount the money keeps this is infinite Roe correct because the amount will keep increasing the a will keep increasing you don't need to put a plant you don't need to procure raw material you don't put of machinery and all it's it's a people yeah it's just a research team that's your business yeah so I think yeah that's our business so Asset Management wealth management depositories I think will become as big as we will have our uh you know own China has three Banks which are three trillion our largest bank is SBI which is I think $400 billion the 43 trillion the Gap is like so we will have at least a dozen HDFC ICI SBI of the world which will get to 1 trillion so private sector Banks and is is an opportunity"