“Aditya Shah anticipates a surge in power demand this summer due to record temperatures and favors the power infrastructure and equipment layer over electricity generators. His top pick is IEX (Indian Energy Exchange) due to its strong business performance, and PG Electroplast and Amber are also on his radar, though he notes stretched valuations in the AC-adjacent space.”

Aditya Shah’s track record: 7 graded calls · 95% CI 8–64%