Sectors to Focus – Decadal Themes (Capex Upto 2030) 💰💰💰
As per MOFS, the sectors with major capex and the key beneficiary players are as follows;
🏷Green Energy (Capex – 22 TN Rs)
🟣ABB
🟣Cummins Ind
🟣Genus Power
🟣Hitachi Energy
🟣NTPC
🟣Praj Industries
🟣Siemens
🟣Tata Power
🟣Thermax
🏷Railways (Capex – 16.9 TN Rs)
🟣ABB
🟣CG Power
🟣Hitachi Energy
🟣KEC
🟣Kalpataru
🟣L&T
🟣RVNL
🟣TD Power
🟣Titagarh Wagons
🟣Jupiter Wagons
🏷Power Transmi (Capex – 2.4 TN Rs)
🟣ABB
🟣Bharat Bijlee
🟣CG Power
🟣GE T&D
🟣Hitachi Energy
🟣KEC
🟣Kalpataru
🟣L&T
🟣Siemens
🟣TRIL
🟣Voltamp
🏷Water Theme (Capex – 2.2 TN Rs)
🟣KEC
🟣KNR
🟣Kalpataru
🟣L&T
🟣NCC
🟣PNC Infra
🟣Va Tech
🏷Defense Theme (Capex – 2.0 TN Rs)
🟣BDL
🟣BEL
🟣BEML
🟣Bharat Forge
🟣Data Patterns
🟣Garden Reach ship
🟣HAL
🟣L&T
🟣Mazagaon Dock
🟣MTAR
🏷PLI Led Capex (Capex – 2.0 TN Rs)
🟣ABB
🟣Amber
🟣Dixon
🟣Isgec Heavy
🟣KEC
🟣Kalpataru
🟣L&T
🟣PG Electroplast
🟣Siemens
🟣Thermax
🏷Data Centres (Capex – 415 BN Rs)
🟣ABB
🟣Amber
🟣Blue star
🟣Cummins India
🟣Hitachi Energy
🟣KEC
🟣KOEL
🟣Kalpataru
🟣L&T
🟣Schneider
🟣Siemens
🟣Voltas
🏷Common Key Players
The common key beneficiaries among the above mentioned Sectors are as follows:
🟢ABB
🟢CG Power
🟢Cummins Ind
🟢Hitachi Energy
🟢KEC
🟢Kalpataru
🟢L&T
🟢Siemens
🟢Thermax
📚Source: MOFSL
As per MOFS, the sectors with major capex and the key beneficiary players are as follows;
🏷Green Energy (Capex – 22 TN Rs)
🟣ABB
🟣Cummins Ind
🟣Genus Power
🟣Hitachi Energy
🟣NTPC
🟣Praj Industries
🟣Siemens
🟣Tata Power
🟣Thermax
🏷Railways (Capex – 16.9 TN Rs)
🟣ABB
🟣CG Power
🟣Hitachi Energy
🟣KEC
🟣Kalpataru
🟣L&T
🟣RVNL
🟣TD Power
🟣Titagarh Wagons
🟣Jupiter Wagons
🏷Power Transmi (Capex – 2.4 TN Rs)
🟣ABB
🟣Bharat Bijlee
🟣CG Power
🟣GE T&D
🟣Hitachi Energy
🟣KEC
🟣Kalpataru
🟣L&T
🟣Siemens
🟣TRIL
🟣Voltamp
🏷Water Theme (Capex – 2.2 TN Rs)
🟣KEC
🟣KNR
🟣Kalpataru
🟣L&T
🟣NCC
🟣PNC Infra
🟣Va Tech
🏷Defense Theme (Capex – 2.0 TN Rs)
🟣BDL
🟣BEL
🟣BEML
🟣Bharat Forge
🟣Data Patterns
🟣Garden Reach ship
🟣HAL
🟣L&T
🟣Mazagaon Dock
🟣MTAR
🏷PLI Led Capex (Capex – 2.0 TN Rs)
🟣ABB
🟣Amber
🟣Dixon
🟣Isgec Heavy
🟣KEC
🟣Kalpataru
🟣L&T
🟣PG Electroplast
🟣Siemens
🟣Thermax
🏷Data Centres (Capex – 415 BN Rs)
🟣ABB
🟣Amber
🟣Blue star
🟣Cummins India
🟣Hitachi Energy
🟣KEC
🟣KOEL
🟣Kalpataru
🟣L&T
🟣Schneider
🟣Siemens
🟣Voltas
🏷Common Key Players
The common key beneficiaries among the above mentioned Sectors are as follows:
🟢ABB
🟢CG Power
🟢Cummins Ind
🟢Hitachi Energy
🟢KEC
🟢Kalpataru
🟢L&T
🟢Siemens
🟢Thermax
📚Source: MOFSL