LG Electronics, Polycab among picks as premiumisation and infrastructure demand drive growth: Siddhartha Khemka

Oct 18, 2026

Consumer durable demand is showing an uneven festive recovery, with premiumisation and weather-led sales supporting select categories. Siddhartha Khemka picks LG Electronics and Polycab, citing their growth prospects, infrastructure demand and premiumisation. LG has a target price of Rs 2,075, while Polycab has a target of Rs 10,600.

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