Spotlight on Gaurav Sharma’s Picks: Aadhar Housing Finance & PNC Infratech

Two sectors—affordable housing finance and infrastructure development—are drawing smart money attention, as highlighted by Gaurav Sharma’s recent top stock picks:

and . Aadhar Housing Finance: Riding the Housing-for-All Wave With the government’s continued focus on affordable housing under PMAY and housing penetration still low in semi-urban and rural India, players like Aadhar Housing Finance are well-positioned to scale. * Targeting the underserved low-to-mid income segment * Strong loan book growth with controlled asset quality * Rising formalisation of credit in Tier 2/3 cities The HFC sector is structurally positive, and niche players with deep distribution like Aadhar can benefit from expanding financial inclusion and favourable demographics. PNC Infratech: Infra Boom Still Has Legs India’s infrastructure push remains a key GDP driver. PNC Infratech, with a robust order book, has continued to demonstrate execution capabilities and balance sheet discipline. * Roads, highways, and water infra spending on the rise * PNC’s strong project pipeline across NHAI and state EPC contracts * Sector tailwinds from increased budgetary allocation Despite market volatility, infra remains a long-term structural theme, with select players expected to deliver steady returns as capital expenditure continues. Investor Insight: Both picks align with government policy priorities: Affordable housing & Infrastructure development Offer visibility of earnings growth with moderate valuations and sectoral tailwinds Suitable for long-term investors seeking thematic exposure with relative downside protection Source: NDTV Profit No Recommendations