This Sector Will EXPLODE in Next 5 Years? | Ft. Dr. Vikas Gupta | Sanjay Kathuria Podcast #069

Click on this link to invest in Omni Banking on Growth : https://bit.ly/omnisciencesmallcase This Sector Will EXPLODE in Next 5 Years? | Ft. Dr. Vikas Gupta | Sanjay Kathuria Podcas EP69 In this episode of the Sanjay Kathuria Podcast, we host Dr. Vikas V. Gupta, CEO & Chief Investment Strategist at OmniScience Capital, IIT Bombay and Columbia University alumnus, and creator of the proprietary “Scientific Investing Framework”. Dr. Gupta is known for identifying India’s Defence sector opportunity before it became mainstream through his Omni Bharat Defence smallcase, which delivered over 50% CAGR by spotting undervalued DPSUs early. In this masterclass, he explains how investors can identify the NEXT multibagger sector before the crowd. From Defence PSUs, Bharat Electronics, HAL, Cochin Shipyard and Bharat Dynamics to Financial Services, PSU Banks, Housing Finance and Capital Market Infrastructure — this episode gives a complete roadmap for thematic and sectoral investing in 2026. If you want to understand how smart investors identify hidden opportunities before everyone else, this episode is a must-watch. 📘 What You’ll Learn ✅ The Scientific Investing Framework explained ✅ How Defence Sector gave 50% CAGR returns ✅ Why DPSUs were hidden gems ✅ Why Dr. Gupta exited Defence sector now ✅ The NEXT BIG sector for India explained ✅ Why PSU Banks are biggest opportunity ✅ Twin Balance Sheet opportunity explained ✅ Financial Services sectors decoded ✅ How to invest in thematic funds correctly ✅ How to spot multibagger sectors early ⏱️ Timestamps 00:00 – Podcast Teaser 01:45 – Guest Intro & Podcast Recap 04:24 – How He Got 50% CAGR in Defence Sector 04:54 – The Scientific Investing Framework Explained 05:57 – Why DPSUs Were a HIDDEN GEM? 07:14 – What is Return on Capital? 08:35 – Cash-Rich Balance Sheets of Defence PSUs 10:31 – Bharat Electronics Story Since 2008 11:46 – The DPEP 2025 Plan that Changed Everything 13:08 – How He Picked the Right DPSUs? 15:15 – Biggest Winner: Bharat Dynamics Limited 16:38 – Cochin Shipyard, HAL & Other Picks 17:59 – Why He Exited the Defence Sector Now? 19:39 – Operation Sindoor Aur Bharat Kavach 21:08 – The Real Reason Defence Stopped Performing 24:39 – What is Modern Warfare in 2026? 25:35 – The NEXT BIG Sector for India REVEALED 26:25 – Financial Services Sectors Decoded 30:06 – US 1947-87 vs India Today 32:27 – Top 5 Financial Services Picks Decoded 32:58 – Why PSU Banks are the BIGGEST Opportunity? 33:39 – How Apple become World’s Largest Company 38:16 – Mispricing: The Key to Extraordinary Returns 39:03 – Are Your Bank Deposits SAFE? 41:10 – Twin Balance Sheet OPPORTUNITY in India 45:28 – Will Job Crisis HURT Bank Growth? 48:17 – Housing Finance Growth Scope 50:03 – Infrastructure NBFCs Growth Scope 51:03 – Loan Against Gold & Property Lenders 53:20 – AMC, Insurance & Fintech Outlook 54:43 – Capital Market Infrastructure Plays 56:12 – How Much % to Invest in Thematic Funds? 58:27 – Omni Banking Bharat Smallcase Explained 59:29 – How Long Will Banking Boom Last? 01:01:35 – Final Takeaways & Investor Advice 01:02:35 – Episode Outro 🔗 Guest Socials Dr. Vikas V. Gupta (Personal) LinkedIn: LinkedIn: vikasvgupta X (Twitter): https://x.com/vikasvgupta OmniScience Capital LinkedIn: LinkedIn: omniscience-capital X (Twitter): https://x.com/OmniScience_IN Instagram: Instagram: omnisciencecap Website: https://www.omnisciencecapital.com 📲 Sanjay Kathuria Podcast Handles Instagram: Instagram: sanjaykathuriapodcast YouTube (Main): @sanjaykathuriapodcast YouTube (Clips): @sanjaykathuriapodcastclips Facebook: Facebook: sanjaykathuriapodcasts Spotify: https://open.spotify.com/show/1VDdqFL... 🙋‍♂️ Connect with Sanjay Kathuria: Instagram: Instagram: financebysanjay Facebook: Facebook: financebysanjay LinkedIn: LinkedIn: sanjaykathuria Twitter: Twitter: sanjaykathuria YouTube: @sanjay_kathuria 🧵 Hashtags #VikasGupta #OmniScienceCapital #DefenceStocks #PSUBanks #SectoralInvesting #MultibaggerStocks #ValueInvesting #SanjayKathuriaPodcast 📬 Want to Come on Our Podcast : Email Us : [email protected] 📚 About the Podcast The Sanjay Kathuria Podcast brings you India’s top investors, entrepreneurs, and wealth creators. Learn how the top 1% manage and multiply money in simple, actionable ways. 📌 Subscribe now for weekly episodes: @sanjaykathuriapodcast