Where does this FII find scope for 15% CAGR in earnings for next 3-4 years?

Vikas Pershad and Deepika Mundra from M&G Investments outline their investment strategies, focusing on sectors such as auto ancillaries, EMS companies, and defence. They emphasize the need for profitability in investments and caution against overvalued IPOs. Long-term growth is anticipated in industrials and healthcare sectors. They also indicate sectors where an investment can double in five years.