Execution, order inflows to drive L&T growth; BEL rides defence push: Siddhartha Khemka

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India's capital goods sector is experiencing robust growth, fueled by strong order backlogs and increasing project execution across infrastructure, power, and industrial segments. Government focus on development and manufacturing, alongside new-age tech investments, is driving demand. Companies are poised for steady revenue expansion and stable profitability, with key players like L&T and BEL showing strong prospects.