Money making opportunity in infra-road sector; HG Infra among top 3 high conviction stock picks

The Indian Infra-Road sector is set to recover in FY26 due to government expenditure, increased project awarding, and diversification into non-road segments. Despite short-term challenges, companies with strong order backlogs and execution capabilities like HG Infra, Kalpataru Projects, and J Kumar Infraprojects are poised for growth.