chethan User: InfraLover Infra stocks doing good because govt spending still strong. Companies like L&T, GMR Infra, NCC… all showing steady order books. Can this theme continue in 2026 also?
chethan Reply – SteelBull As long as govt keeps capex plans intact, infra contractors will benefit. L&T results last quarter showed solid execution. I think still room for upside.
chethan Reply – Sarath_PM Only risk is margin pressure due to input cost. Cement, steel fluctuate a lot. But overall, infra theme looks long-term bullish.