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Motilal Oswal’s 6 stock picks for next capex cycle as India targets 10GW data center capacity

Posted on June 5, 2026
By Financial Express
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1 min read

Motilal Oswal’s 6 stock picks for next capex cycle as India targets 10GW data center capacity

Motilal Oswal has identified 6 top stock picks across defence, data centres, transmission and EMS sectors. Check why the brokerage is bullish on Larsen & Toubro, Bharat Electronics, Dixon Technologies, Cummins India and other capex beneficiaries.