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Given the likely recovery in capex from public sector, multilateral funded projects and certain process industries, we believe, companies like Larsen and Tubro Ltd., KEC International Ltd. will be key beneficiaries.
Having survived the worst of the Covid-19 pandemic and lockdown-related slowdown, the macro outlook is limping back to normalcy.
Public sector may continue to do the heavy lifting in terms of investments in near to medium term.
However, certain segments like pharma, chemicals, electronics, emission-norm solutions, cement, energy optimisation solutions, automation, digitalisation etc. are currently in investment mode.
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