Market Correction: A Chance to Grab Strong Stocks
Acha, yeh suno! Market mein thodi girdabadh हुई hai, lekin isse ghabrane ki zaroorat nahi hai. Ulta, yeh ek golden opportunity hai strong balance sheet wali companies mein invest karne ki. Renewables, T&D, buildings jaise sectors mein orders abhi bhi strong hain, aur water aur railways mein bhi revival ki umeed hai. Roads sector thoda slow chal raha hai, lekin asset monetisation se kaafi fayda ho raha hai. Overall, balance sheets mazboot hain, aur cash flow bhi improve hone wala hai.
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HDFC Securities’ Analysis: Sector-Wise Performance
HDFC Securities ke according, Q4 FY25 mein government capex aur awards transmission and distribution ke alawa thode kam rahe. Road segment ke stakeholders ka kehna hai ki bid pipeline strong hai, lekin awards postpone ho rahe hain. Jal Jeevan Mission (JJM) ke under water projects mein bhi kuch khaas awards nahi mile, aur jo projects awarded हुए hain, unki speed bhi slow hai. Q3 FY25 tak, EPC players jinke portfolio mein water segment zyaada tha, unhe payment collection mein dikkat aa rahi thi, jisse project execution affect hua. Q4 FY25 mein collection mein thoda sudhar hua hai, lekin abhi bhi kaafi nahi hai. Jin projects mein developers L1 hain, unke LOA issue hone mein bhi deri ho rahi hai; yeh situation Q1 FY26 se improve hone ki umeed hai. Metro projects mein bhi tender activity slow hai. Sirf power transmission and distribution aur renewables mein hi robust activity dekhne ko mil rahi hai, kyunki government increasing power demand ko pura karne ki koshish kar rahi hai. Private real estate mein revival se building EPC segment mein awards badh rahe hain.
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