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![TheAlpha10X Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1819806622086004736.png) TheAlpha10X [@TheAlpha10X](/creator/twitter/TheAlpha10X) on x 29.1K followers
Created: 2025-07-04 12:19:30 UTC

India’s Infra boom ⚡⚡

Top X stocks to ride the Capex wave by NUVAMA : DON'T MISS to study ✅

BHEL
GE Vernova T&D
Hitachi Energy
TARIL
CG Power
Apar Industries

✅As per Nuvama Institutional Equities:

-Capex revival: Post-election, public spending bounced back in Q4 FY25; momentum to stay strong in H1 FY26.

-Focus sectors☀: Power, T&D, Railways & Defence are key beneficiaries. 

-Private capex rising: Data centres, solar, chips, batteries gaining traction.

-Capacity utilisation surged more than 75%: Signals new investment cycle ahead.

-Profit Surge: Product-based firms (ex-EPC) seeing record margins.

-Export Boost: Global demand adds fuel.

Follow @TheAlpha10X for more such interesting stock picks 

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