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Kenneth Andrade picks three unusual, ignored sectors to bet on in Samvat 2082
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Published in Stocks and Investing on Friday, October 24th 2025 at 3:25 GMT by moneycontrol.com- 🞛 This publication is a summary or evaluation of another publication
- 🞛 This publication contains editorial commentary or bias from the source
Infrastructure, Pharma & Healthcare, and Consumer Durables sectors.
1. Infrastructure – A New Catalyst for Growth
Andrade opens by noting that infrastructure has been “quietly gaining traction” in India’s market narrative. He points out that the government’s current focus on large‑scale projects – from roads and rail to airports and ports – is creating a tailwind for companies that supply materials, equipment, or engineering services. “What most people overlook is the sheer breadth of the sector, from construction materials to engineering consultancy,” he explains.
To illustrate the potential, Andrade singles out Larsen & Toubro (L&T) as a flagship play. The conglomerate’s revenue is set to benefit from the massive “Mahindra Road Network” and other state‑backed initiatives. According to the video, L&T’s margin profile is still healthy, even if the current valuation reflects a modest upside. Andrade also mentions DIXON and JSW Steel as “complementary” picks – the former for its steel‑based construction products and the latter for its ability to supply high‑grade steel to the construction industry.
The video links to a MoneyControl feature on L&T’s recent earnings, which shows a 15 % year‑over‑year rise in revenue, largely driven by the company’s construction division. The article notes that the firm’s dividend policy remains unchanged, which provides an extra layer of safety for the long‑term investor.
2. Pharma & Healthcare – A “New Demographic” Play
The second sector Andrade champions is Pharma & Healthcare, a space he says is “under‑appreciated by many market participants.” He argues that India’s demographic shift – a growing elderly population and rising disposable incomes – is accelerating the demand for prescription drugs and health‑tech services.
Within the pharma space, Andrade highlights Sun Pharmaceutical and Dr. Reddy’s Laboratories. “Both have robust R&D pipelines and diversified product portfolios,” he says. The video links to a separate MoneyControl report on Sun Pharma’s 2024 Q3 results, which reveal a 12 % increase in net profit driven by a rise in branded drug sales. The article also cites Dr. Reddy’s recent launch of a new oncology drug, which could be a game‑changer in the coming years.
Andrade doesn’t stop at traditional pharma. He also points to Mammo – a relatively unknown Indian player in the medical imaging market – as a “high‑growth, low‑valuation” opportunity. The video explains that Mammo’s recent funding round has provided the company with the capital to scale its AI‑driven diagnostic solutions across India.
3. Consumer Durables – The “Home‑Appliance” Boom
The third sector that Andrade chooses to highlight is Consumer Durables, a segment that has been “neglected by most long‑term investors.” In the video, he attributes the underestimation to a perception that the consumer durables market is saturated. However, he argues that the rise of e‑commerce and a shift in consumer preferences towards “smart home” appliances is changing the game.
The main play in this space, according to Andrade, is Mahanagar Gas (MNG) – a company that supplies bottled LPG to consumers and has a strong presence in both urban and semi‑urban markets. He cites the company’s recent expansion into new cities, coupled with a stable cost structure, as reasons for his bullish stance. The video links to a MoneyControl piece on MNG’s earnings, which shows a 20 % increase in revenue over the past year.
In addition, Andrade recommends Arvind Mills and Tata Motors as secondary picks. “Arvind’s expansion into the home textile market is well‑timed, while Tata Motors is riding the electric vehicle wave with its new models,” he explains. The video also references a MoneyControl article on Tata Motors’ recent launch of its new EV SUV, which has already gained significant market traction.
Why These Sectors? – A Contrarian View
Andrade’s overarching thesis, as distilled in the video, is that the Indian market’s consensus has largely moved away from sectors that have historically delivered long‑term value. By focusing on Infrastructure, Pharma & Healthcare, and Consumer Durables, he believes investors can capture upside that the broader market has yet to price in.
He also cautions that while these sectors present a compelling narrative, they are not devoid of risk. For instance, the infrastructure sector remains vulnerable to policy changes, and the consumer durables space can be impacted by macroeconomic slowdowns that affect consumer spending.
Additional Context – Links and Further Reading
The MoneyControl article features several hyperlinks that provide additional context:
Samvat – The platform where Andrade shares his trading strategies. The linked page explains Samvat’s focus on “technical analysis combined with fundamental insights” and provides a list of other traders who contribute to the platform.
Larsen & Toubro earnings – A detailed MoneyControl report that includes a deep dive into L&T’s Q3 performance, highlighting the company’s cost management and revenue growth across sectors.
Sun Pharmaceutical Q3 results – An earnings summary that points out Sun Pharma’s strong sales in the anti‑inflammatory drug segment and its plans to invest in new manufacturing facilities.
MNG earnings – A MoneyControl article that discusses MNG’s recent expansion and the company's strategy to reduce its cost base through automation.
Tata Motors EV launch – A feature covering Tata’s newest electric SUV, including market reception and expected growth in the EV sector.
These links not only corroborate Andrade’s narrative but also provide readers with the data points he uses to justify his picks.
Bottom Line
Kenneth Andrade’s latest Samvat briefing serves as a reminder that the Indian market’s most profitable stories often lie in the corners that mainstream investors overlook. By pointing to Infrastructure, Pharma & Healthcare, and Consumer Durables – three sectors that are poised for growth but have yet to receive the attention they deserve – Andrade gives his followers a framework to build a well‑diversified portfolio that balances growth potential with relative safety. Whether or not these ideas resonate with your own investing philosophy, they certainly add an intriguing layer of insight to the ongoing conversation about India’s next growth wave.
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