RS. 3.74 Lakh Cr Capex: Can India's Power Infra Spend Drive Higher Margins for These T&D Equipment Stocks?
India, Sept. 5 -- The power sector in India is entering an investment era which provides an ideal environment for the T&D equipment players. Increasing expenditure on infrastructure, robust order flow, and positive leverage are putting the sector in the spotlight, and execution and margin improvement will most probably become the critical parameters driving the bottom line for T&D companies.
Power Capex Creates a Strong Demand Backdrop
The capex on power infrastructure in India will continue to be an important driver for the T&D industry. As per the report, there will be 3.74 lakh crore worth of capex on power infrastructure in FY27E, and there will be more spending in the coming years. This will result in a favorable demand situation f...
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