{"id":837,"date":"2025-05-18T14:20:25","date_gmt":"2025-05-18T13:20:25","guid":{"rendered":"https:\/\/equitypulse.in\/?p=837"},"modified":"2025-05-18T14:20:43","modified_gmt":"2025-05-18T13:20:43","slug":"indias-capex-boom-which-stocks-are-poised-to-benefit-in-the-next-3-years","status":"publish","type":"post","link":"https:\/\/equitypulse.in\/?p=837","title":{"rendered":"India\u2019s Capex Boom: Which Stocks Are Poised to Benefit in the Next 3 Years?"},"content":{"rendered":"\n<p>As India embarks on a historic capital expenditure (capex) journey, the investment landscape is shifting in favor of sectors that build, power, and equip the nation. From roads and railways to power grids and industrial automation, the government&#8217;s aggressive infrastructure push and rising private sector participation are unlocking massive opportunities.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/equitypulse.in\/wp-content\/uploads\/2025\/05\/1000035769-1024x683.jpg\" alt=\"A digital infographic showing India\u2019s capex boom with rising green bars, a bold upward arrow, and icons representing infrastructure, power, and capital goods sectors, symbolizing stock market growth opportunities from FY25 to FY28.\" class=\"wp-image-838\" srcset=\"https:\/\/equitypulse.in\/wp-content\/uploads\/2025\/05\/1000035769-1024x683.jpg 1024w, https:\/\/equitypulse.in\/wp-content\/uploads\/2025\/05\/1000035769-300x200.jpg 300w, https:\/\/equitypulse.in\/wp-content\/uploads\/2025\/05\/1000035769-768x512.jpg 768w, https:\/\/equitypulse.in\/wp-content\/uploads\/2025\/05\/1000035769.jpg 1536w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>But which companies are best positioned to ride this multi-year capex wave?<br>Let\u2019s dive deep into the structural capex story, analyze the sectors leading the charge, and spotlight some stocks that may deliver long-term alpha from FY25 to FY28.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83d\udea7 Capex Revival: What\u2019s Driving the Boom?<\/h2>\n\n\n\n<p>India\u2019s total capex outlay for FY25 stands at \u20b911.11 lakh crore \u2014 a <strong>16.9% jump<\/strong> over FY24\u2019s revised estimate. The government\u2019s push toward infrastructure-led growth is clear:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u20b92.78 lakh crore allocated to Railways<\/li>\n\n\n\n<li>\u20b91.78 lakh crore earmarked for Roads<\/li>\n\n\n\n<li>\u20b91.22 lakh crore for Power and Renewable Energy<\/li>\n\n\n\n<li>PLI schemes and defence modernization getting strong traction<\/li>\n\n\n\n<li>States and PSUs ramping up spending again after pandemic slowdown<\/li>\n<\/ul>\n\n\n\n<p>At the same time, the private sector is showing signs of revival with new greenfield projects, data centers, and industrial automation seeing inflows.<\/p>\n\n\n\n<p>This <strong>dual engine of public + private capex<\/strong> is expected to sustain growth over the next 3\u20135 years \u2014 presenting long-term wealth creation opportunities for investors.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83d\udcc8 Which Sectors Will Benefit the Most?<\/h2>\n\n\n\n<p>The primary beneficiaries of India\u2019s capex upcycle include:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1.Infrastructure &amp; Construction<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Roads, highways, metros, and logistics corridors<\/li>\n\n\n\n<li>Urban development and affordable housing<\/li>\n\n\n\n<li>Water and sanitation projects<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">2.Capital Goods &amp; Engineering<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Industrial machinery, automation systems, HVAC<\/li>\n\n\n\n<li>EPC companies with government\/PSU orders<\/li>\n\n\n\n<li>Railway and defence contractors<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">3.Power &amp; Renewables<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Grid modernization and smart meters<\/li>\n\n\n\n<li>Solar and wind project EPC<\/li>\n\n\n\n<li>EV infrastructure and power transmission<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83e\udde0 Our Stock Selection Criteria<\/h2>\n\n\n\n<p>To ensure our picks are sustainable long-term compounders, we focus on:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Robust order book<\/strong> and execution capability<\/li>\n\n\n\n<li><strong>Low debt levels<\/strong> and efficient capital use<\/li>\n\n\n\n<li><strong>Operating leverage<\/strong> to benefit from rising scale<\/li>\n\n\n\n<li><strong>Strong promoter<\/strong> <strong>credibility<\/strong> and historical performance<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83d\udca1 Top Stocks to Watch in India\u2019s Capex Boom (2025\u201328)<\/h2>\n\n\n\n<p>Here are the stocks we believe are best poised to ride the capex wave over the next 3 years:<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">1.Larsen &amp; Toubro (L&amp;T)<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Why it stands out: <\/h3>\n\n\n\n<p>India\u2019s undisputed infra &amp; EPC giant with an \u20b94 lakh crore+ order book, presence across railways, metros, defence, power, and now green hydrogen.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Key triggers:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Strong Middle East inflows<\/li>\n\n\n\n<li>Capex from defence, water, and smart cities<\/li>\n\n\n\n<li>Consistent RoE and dividend payouts<\/li>\n<\/ul>\n\n\n\n<p><strong>Risk to watch: <\/strong>Execution delays due to geopolitical issues.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">2.ABB India<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Why it stands out:<\/h3>\n\n\n\n<p>Leader in electrical equipment, automation, and robotics \u2014 a major beneficiary of India\u2019s industrial automation and smart manufacturing wave.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Key triggers:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Rising private capex in auto, FMCG, cement<\/li>\n\n\n\n<li>Asset-light business with near-zero debt<\/li>\n\n\n\n<li>Export growth potential from India as base<\/li>\n<\/ul>\n\n\n\n<p><strong>Risk to watch: <\/strong>Margin sensitivity due to global raw material costs.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">3.KEC International<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Why it stands out: <\/h3>\n\n\n\n<p>A major EPC player in transmission, railways, and civil construction, backed by the RPG Group. Order inflow at all-time highs.<\/p>\n\n\n\n<p><strong>Key triggers:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Domestic and global T&amp;D projects<\/li>\n\n\n\n<li>Urban infra (metros, smart cities) gaining momentum<\/li>\n\n\n\n<li>Decline in commodity prices aiding margins<\/li>\n<\/ul>\n\n\n\n<p><strong>Risk to watch:<\/strong> Working capital cycles and forex risks in exports.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">4.Cochin Shipyard<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Why it stands out: <\/h3>\n\n\n\n<p>A niche defence and commercial shipbuilder, now building India&#8217;s first green hydrogen-powered vessels.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Key triggers:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Naval &amp; Coast Guard orders<\/li>\n\n\n\n<li>Renewable fuel-based marine contracts<\/li>\n\n\n\n<li>Strong cash position and high margins<\/li>\n<\/ul>\n\n\n\n<p><strong>Risk to watch: <\/strong>Lumpy earnings due to project-based nature.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">5.Thermax<\/h2>\n\n\n\n<p>Why it stands out: Clean energy and industrial utility player benefiting from shift to sustainable infrastructure.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Key triggers:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Strong execution in waste heat recovery, green boilers<\/li>\n\n\n\n<li>Export demand from Southeast Asia and Africa<\/li>\n\n\n\n<li>Healthy balance sheet and ROCE<\/li>\n<\/ul>\n\n\n\n<p><strong>Risk to watch:<\/strong> Policy risks in clean energy and long project cycles.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Honorable Mentions<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Siemens India<\/strong> \u2013 Strong play on automation, grid, and metro rail<\/li>\n\n\n\n<li><strong>GR Infraprojects<\/strong> \u2013 Roads, bridges, HAM projects<\/li>\n\n\n\n<li><strong>Kalpataru Projects<\/strong> \u2013 T&amp;D and infra<\/li>\n\n\n\n<li><strong>Bharat Electronics (BEL)<\/strong> \u2013 Beneficiary of defence capex<\/li>\n\n\n\n<li><strong>NTPC &amp; Power Grid <\/strong>\u2013 PSU giants aligned with India\u2019s net zero goals<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83e\udded Long-Term Investor Takeaways<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The capex theme is <strong>not cyclical<\/strong>, but <strong>structural<\/strong>, supported by strong political will, fiscal headroom, and private interest.<\/li>\n\n\n\n<li>Look for companies with <strong>execution capability<\/strong>, <strong>financial strength<\/strong>, and <strong>sectoral tailwinds<\/strong>.<\/li>\n\n\n\n<li>This theme may play out well for <strong>thematic mutual funds<\/strong>, <strong>long-term SIPs<\/strong>, and <strong>direct stock investors<\/strong>.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83c\udfc1 Final Thoughts<\/h2>\n\n\n\n<p>India&#8217;s capex boom is more than just a government budget line \u2014 it is a <strong>nation-building moment<\/strong>. For investors, it\u2019s an opportunity to participate in India\u2019s transformation story by betting on businesses that will literally build the future.<br>As FY25\u201328 unfolds, staying focused on this theme could unlock <strong>multi-year compounding potential<\/strong> \u2014 but only if you back the right horses.<\/p>\n\n\n\n<p><em>Stay Tuned to <strong>equitypusle.in<\/strong> for more such articles<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>As India embarks on a historic capital expenditure (capex) journey, the investment landscape is shifting in favor of sectors that [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":838,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[1],"tags":[261,211,259,260,264,263,258,266,262,265],"class_list":["post-837","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-analysis","tag-best-infra-stocks-for-long-term","tag-best-stocks-to-buy-now","tag-capex-beneficiary-stocks","tag-capital-goods-stocks-india","tag-india-fy25-28-investment-opportunities","tag-indias-capex-boom","tag-infrastructure-stocks-fy25","tag-low-debt-infra-companies","tag-power-sector-stocks","tag-top-epc-stocks-india"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.0 - 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