Earnings are strong, but margin pain is coming; Dharmesh Kant on 3 sectors worth owning now

Indian corporate profits are currently strong. However, rising input costs present a significant challenge ahead. Investors should remain patient and selective. Sectors like defence, affordable housing finance, and healthcare offer relative stability. Telecom's Bharti Airtel is a key pick. Real estate faces headwinds, except for the affordable segment. The road ahead involves margin pressure and divergence.