# LG Electronics, Polycab among picks for growth

> Premiumisation and infrastructure demand boost LG Electronics and Polycab stocks.
- Title: LG Electronics, Polycab among picks for growth | Shortify
- Summary: Premiumisation and infrastructure demand boost LG Electronics and Polycab stocks. LG Electronics and Polycab are expected to grow at 20% and 24% annually due…
- Keywords: lg electronics, polycab, premiumisation, infrastructure demand, consumer durables, stock growth, motilal oswal financial services ltd, money, business, Electronics, among, picks
- Source: The Economic Times — https://economictimes.indiatimes.com/markets/expert-view/lg-electronics-polycab-among-picks-as-premiumisation-and-infrastructure-demand-drive-growth-siddhartha-khemka/articleshow/135024487.cms
- Author: Siddhartha Khemka
- Published: 2026-10-18T05:49:00+00:00
- Read time: 1 min
- Topics: lg electronics, polycab, premiumisation, infrastructure demand, consumer durables, stock growth, motilal oswal financial services ltd, money, business
## Festive sales rebound
India’s consumer durables market shows uneven festive recovery with premium products and weather-led demand supporting sales.
## TV sales growth
Television sales hold up with premium categories growing 60-100% year-on-year despite panel shortages.
## Smartphone market shift
Smartphone volumes declined 10-15% but average selling prices rose 35-40% due to higher-value devices.
## Refrigerator demand weak
Refrigerators and washing machines face subdued demand as consumers defer repairs and replacements.
## LG Electronics outlook
LG Electronics targets ~20% growth with diversified portfolio, strong export momentum, and Sri City facility expansion.
## Polycab financials
Polycab delivered strong 2QFY27 results with revenue/EBITDA growing 53%/44% year-on-year.
## Polycab growth targets
Polycab aims for 1.5x industry growth and 8-10% EBITDA margin by FY30 with data centres and EHV plant.
## Stock growth projections
LG Electronics and Polycab expected to grow 13%/30%/32% revenue/EBITDA/PAT CAGR over FY26-28.
## Market outlook
Sustained recovery requires improved replacement demand and consumer affordability beyond weather-led sales.
## Key takeaway

LG Electronics and Polycab are expected to grow at 20% and 24% annually due to premiumisation and infrastructure demand.