13/06/2025
Top sectors to benefit from rate cuts
2 other sectors that could benefit are:
4. INFRASTRUCTURE:
Infra projects demand a lot financing for new projects Rate cuts will help these companies in
- refinancing existing debt
- Improving profitability and cash flows
They can now start large scale projects and attract more easily.
Stocks you can look into: L&T and NCC (recent increase in promoter holding)
5. CONSUMER DURABLES:
Products like ACs, TVs, refrigerators, and even gold are often bought on EMls.
Rate cuts make these EMIs cheaper, which leads to:
• Increase in consumer spending
•Boost in demand for big-ticket items
• Growth in urban & semi-urban discretionary purchases
Lower interest rates = higher affordability = more sales.
you can look into:
Voltas, Whirlpool, Titan (especially benefits as gold demand rises with liquidity)
[RBI, Investing, Stock India]
