Sectors to Focus – Decadal Themes (Capex Upto 2030) As p | 𝗟𝗼𝗻𝗴 𝗧𝗲𝗿𝗺 ®™

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 Transmission (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