Renu Baid Pugalia, Senior Vice President of Research at IIFL Institutional Equities, says Netweb Technologies is a key play on the AI and data-centre theme. She also points to beneficiaries across power equipment, engineering and cooling infrastructure — including Cummins, L&T and ABB — and shares her views on Apar Industries and Hitachi. Her top picks in the sector include CG Power and MTAR Technologies.
