Power sector stocks ✅1st Priority : Transformer and Transformer Proxy stocks (Direct + Proxy) Ex: TARIL, Shilchar, Voltamp, Yash High Voltage, Vikas, Jay Bee etc ✅2nd Priority: Other Power Equipment related stocks Ex: Quality Power, TD Power, HP electric etc ✅3rd Priority : Transmission EPC stocks Ex: Transrail, Skipper etc. Here is why❓ 1. Transformers are core to every transmission upgrade ,can't build grids without them. 2. High operating leverage : volume uptick boosts profits sharply. 3. Proxy plays (copper/CRGO steel) also ride the same growth wave. 4. Power equipment stocks like insulators and switchgear come next ,essential but less critical. 5. EPC players face delays, payment issues, and tight margins. 7. Faster execution cycle in transformers vs EPC :quicker cash flows and re-rating. (Some exceptions may be there.)