Zerodha’s Kamath Sees Energy Transition Stocks as Key India Bet

Energy transition has become a key investment theme for Nikhil Kamath, co-founder of Zerodha Broking Ltd., as the US-Iran war reinforces the sector’s importance and creates opportunities across its value chain.

Jun 23, 2026 - 22:00
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Zerodha’s Kamath Sees Energy Transition Stocks as Key India Bet
Energy transition has become a key investment theme for Nikhil Kamath, co-founder of Zerodha Broking Ltd., as the US-Iran war reinforces the sector’s importance and creates opportunities across its value chain.

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