The Indian rupee's sharp depreciation to 94-95 against the US dollar has prompted Amisha Vora, Chairperson and MD of PL Group, to highlight significant investment opportunities in export-oriented sectors. She believes this currency shift is a crucial signal for portfolio construction, favoring exporters while advising caution on domestic consumption. Vora identifies the pharmaceutical, IT, and auto ancillary sectors as primary beneficiaries of the weaker rupee. Specifically, she recommends investing in Blue Jet Healthcare within the pharma sector, despite some raw material cost pressures. In IT, while acknowledging concerns over AI-related growth, she sees the rupee's depreciation as a favorable factor for long-term investors. In auto ancillaries, Motherson Sumi and Bharat Forge are noted for their strong export capabilities, particularly in the US truck market and defense contracts. Additionally, Vora points out the metals sector as a quiet beneficiary, as a weaker rupee inflates local prices against international benchmarks. Beyond these sectors, she emphasizes the long-term potential of energy and power infrastructure, driven by the AI and data center boom, with L&T, BHEL, and Adani Power as key picks. However, she remains cautious about the banking sector due to macroeconomic uncertainties.