Which Engineering & Construction stocks should you invest in for FY26?

Which Engineering & Construction stocks should you invest in for FY26?


Jefferies said its top stock picks among engineering and construction companies are Hindustan Aeronautics, Siemens, Larsen & Toubro and KEI Industries.

The brokerage said the order flow of companies in these segments rose by 28% in FY25, led by HAL and Siemens.

Screenshot 2025-06-06 055044Agencies

“Operating leverage was seen for most companies led by defence stocks, which should continue to play out in FY26,” said Jefferies in a note. “Power and defence continue to have high visibility ahead and railways outlook has improved.”



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