AI, Consumption Trends Drive Focus on Vishal Mega Mart, MTAR Tech, IT Stocks: Khemka

• Siddhartha Khemka identifies new investment opportunities in retail, engineering, and IT sectors.
• Vishal Mega Mart is a preferred pick in value retail, expected to deliver 20% revenue CAGR and 25-28% net profit CAGR.
• MTAR Technologies benefits from AI infrastructure and data center investments, with strong order inflows and projected 40% revenue CAGR.
• Indian IT services face AI-led disruption, but valuations are now more reasonable after corrections.
• Infosys and HCLTech are preferred IT picks due to AI investments and integration.