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![TheAlpha10X Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1819806622086004736.png) TheAlpha10X [@TheAlpha10X](/creator/twitter/TheAlpha10X) on x 29K 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 

If you found it useful, RETWEET & SHARE it

![](https://pbs.twimg.com/media/GvA05qIXgAA8Td7.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1941109611580338214/c:line.svg)

**Related Topics**
[defence](/topic/defence)
[h1](/topic/h1)
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[$cgpowerbo](/topic/$cgpowerbo)
[coins energy](/topic/coins-energy)
[$6501t](/topic/$6501t)
[hitachi](/topic/hitachi)
[stocks](/topic/stocks)

[Post Link](https://x.com/TheAlpha10X/status/1941109611580338214)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

TheAlpha10X Avatar TheAlpha10X @TheAlpha10X on x 29K 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

If you found it useful, RETWEET & SHARE it

XXXXXX engagements

Engagements Line Chart

Related Topics defence h1 momentum $cgpowerbo coins energy $6501t hitachi stocks

Post Link

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