ACE

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ESCORTS

: Construction & Agri Equipment Outlook🚜📈

India's focus on infrastructure, rural capex, and agri-modernization is driving strong tailwinds for the construction and agri equipment industry. 🔍 Industry Insight: – ₹11 lakh crore+ allocation for infra in Union Budget FY25 – Mechanization in agriculture rising post-COVID – Strong rural recovery expected with normal monsoon 📈 Key Players: ✅

(Action Construction Equipment) – Market leader in cranes & material handling – Expanding into defense & railways equipment – Debt-free, strong operating margins, and capex-backed growth ✅ Escorts Kubota – Dominant tractor and agri machinery brand – Partnered with Kubota (Japan) = tech + scale advantage – Diversified into railway equipment, construction, and engines 🧠 Strategy: Both companies are well-positioned to ride India’s next decade of growth. Accumulate on dips for long-term gains. Watch for QoQ margin trends and volume sales data.