PSU Power Surge: NTPC, Power Grid, and Coal India Gain on Higher Government Capex Push

The government’s renewed focus on higher capital expenditure (capex) is expected to boost infrastructure creation and energy expansion, directly benefiting PSU and infra-linked companies.

and Power Grid Corporation of India are likely to gain from accelerated investments in power generation, transmission, and renewable energy projects. may see improved demand from thermal power producers as electricity generation expands, supporting its production volumes and profitability. Beyond these, allied companies such as , NHPC, and could also benefit from new government-led infrastructure and energy tenders. Construction majors like Larsen & Toubro (L&T) and stand to gain indirectly as increased public spending translates into more project orders across roads, housing, and utilities. Overall, the rise in PSU stocks signals optimism that higher government capex will unlock strong growth opportunities across the energy, infra, and construction ecosystem.