About the smallcase

  • Government’s has adopted strategy of Investment in infrastructure to overcome the current slowdown.
  • The Government has announced the National Infrastructure Pipeline (NIP) for Rs. 102 lakh cr during FY20E-FY25E. 
  • These investments will help Indian economy to target $5trn in GDP by FY25.
  • The policy of high government spending will energizes demand in infrastructure related sectors.
  • We believe companies like Larsen & Toubro, APL Apollo Tubes, KNR Constructions, Supreme Industries, PSP Projects, KEC International, ACC, Container Corporation would be key beneficiaries.

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Understand smallcase costs and returns