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Sumit Kadam

8th Feb · SEBI-Registered Analyst

FY27 government capex to prioritise highways, railways and metro projects.

FY27 referenced as the planning horizon. Infrastructure capex priorities help investors understand sectoral policy direction and business relevance.

LT
: Large EPC exposure to roads, rail and urban transport projects.
SIEMENS
: Supplies rail electrification, signalling and metro systems.
KNRCON
: Focused on highway construction and related EPC works. The government indicated that FY27 capital expenditure will continue to emphasise highways, railways and metro infrastructure. The aim is to support economic growth, improve logistics efficiency and expand urban mobility through sustained public spending. Such policy signals typically improve long-term visibility for infrastructure-linked sectors. Investors track execution pace, budget continuity and order inflows rather than short-term market reactions. Disclaimer: This article is for informational and educational purposes only. It does not constitute investment advice.

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