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.
Source: [Bloomberg Markets](https://www.bloomberg.com/news/articles/2026-06-23/zerodha-s-kamath-sees-energy-transition-stocks-as-key-india-bet)