{"id":148427,"date":"2026-07-13T11:28:07","date_gmt":"2026-07-13T05:58:07","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=148427"},"modified":"2026-07-13T11:28:08","modified_gmt":"2026-07-13T05:58:08","slug":"psu-stocks-with-strong-expansion-plans-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/psu-stocks-with-strong-expansion-plans-2026\/","title":{"rendered":"3 PSU Stocks With Strong Expansion Plans Backed by Record Government Capex"},"content":{"rendered":"
<\/div>\n

NTPC CMP Rs 344.55, BEL CMP Rs 414.85, Power Grid CMP Rs 282.90. Power Grid plans Rs 82,000 crore capex FY27-28. NTPC targets 100 GW capacity by FY32.<\/em><\/p>\n

NTPC<\/a>, Bharat Electronics<\/a> and Power Grid Corporation<\/a> are three PSU stocks with strong expansion plans that stand out in India’s public sector universe right now. Each company has announced concrete capacity, order book or capex targets that extend visibly into FY27 and beyond, backed directly by government spending priorities.<\/p>\n

Public sector undertakings have re-rated sharply since 2022 as investors recognised that strategic PSUs in power, defence and transmission are core vehicles for India’s infrastructure and energy security goals. Budget 2026-27 lifted total government capital outlay toward Rs 12.2 lakh crore, and a large share of that spending routes directly through listed PSUs. This backdrop is exactly why PSU stocks with strong expansion plans deserve closer attention from long term investors today.<\/p>\n

Click Here – Get Free Investment Predictions<\/strong><\/a><\/p>\n

This article looks at NTPC, Bharat Electronics and Power Grid Corporation as three PSU stocks with strong expansion plans, covering their capacity targets, order books, capex guidance and the risks that come with owning them.<\/p>\n

\n
\n

Table of Contents<\/p>\nToggle<\/span><\/path><\/svg><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n