Positive impactSector
LG Electronics, Polycab among picks as premiumisation and infrastructure demand drive growth: Siddhartha Khemka
Economic Times 1 hr ago·18 Oct 2026, 5:49 am
Analyst Siddhartha Khemka has highlighted LG Electronics and Polycab as two stocks that could benefit from a shift toward premium products and rising infrastructure spending. He notes that consumer‑durable sales are picking up unevenly after the festive period, while demand for wiring and electrical solutions is being buoyed by ongoing government projects.
For investors, the call suggests that companies positioned in higher‑margin segments or linked to capital‑intensive projects may see stronger earnings growth than peers. A move toward premium appliances can lift margins for LG, while Polycab stands to gain from expanding construction and renewable‑energy installations.
Going forward, market participants will be watching festive‑season sales data, any updates on infrastructure budgets, and quarterly results from both firms. Changes in consumer confidence or policy‑driven spending could either reinforce or temper the optimism around these picks.
Key takeaways
- Category: Sector.
- AI reads the tone as positive (potentially bullish) for the stock.
- Assessed as a significant, market-relevant update.
Why it matters
A meaningful update worth tracking. The tone is positive — historically associated with upward pressure, though not predictive. Use the price and stock snapshot to gauge how the market is responding.
