Samco Securities
February 1, 2025 at 10:23 AM
Apurva Sheth felt the modest increase in CAPEX outlay to Rs 11.2 lakh crore in FY26 from Rs 11.11 lakh crore in the ongoing financial year was much lower than expectations. *His comment 👇🏽*
_“The government's focus until now was on infrastructure and capex seems to be taking a hit due to political compulsions and freebie politics. With this modest increase the railways, defence, infrastructure and engineering will likely take a hit. On the other hand, FMCG, auto, and consumer durables are likely to be in the limelight going forward_ "
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