Adani Group spent a record โน1.53 lakh crore in FY26, with around 80% of that spending routed through vendors, creating a wider ecosystem of contractors, manufacturers, and power-tech companies ๐๏ธโก
This capex ripple is already showing up in earnings across the supply chain. Companies like BHEL, Cemindia Projects, Hitachi Energy India, PSP Projects, and GE Vernova T&D India have all benefited from the increased order flow
BHEL's EBITDA is up 83%, Cemindia up 30%, Hitachi Energy's revenue up 28%, and PSP Projects up 25% ๐
With a nearly $125 billion five-year investment pipeline in place, the bigger picture points to sustained opportunities across India's infrastructure and power ecosystem
Swipe for the full breakdown ๐
Source: NDTV
Disclaimer: This post is for informational purposes only and does not constitute investment advice. Please conduct your own research before making financial decisions.
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