From Farm Equipment to Power Grids: These 6 Stocks Are Riding India’s Boom

Group 1: Infrastructure Opportunities in India - India's infrastructure boom is creating significant opportunities for U.S. industrial companies, particularly in renewable energy and agricultural modernization [2] - The country represents a multi-decade growth catalyst for select American manufacturers due to its ambitious infrastructure priorities [2] Group 2: Deere & Co. - Deere & Co. ranks sixth in India's agricultural mechanization drive, with Q4 2025 revenue of $12.39 billion, reflecting a 14% year-over-year increase [4] - The Construction & Forestry segment surged 27% to $3.38 billion, indicating strength in infrastructure-related markets [4] - Deere's precision agriculture technology and government subsidies for farm equipment in India create a favorable environment for growth, with the stock gaining 27.46% year-to-date [5] Group 3: Eaton Corp. - Eaton Corp. ranks fifth with expertise in power management critical to India's electrical grid modernization, reporting record segment margins of 24.9% in Q4 2025 [6] - Electrical Americas sales jumped 21% to $3.5 billion, and the electrical backlog grew 29% year-over-year, driven by data center demand and renewable energy integration [6] - For 2026, Eaton projects adjusted EPS of $13.00 to $13.50 with organic growth of 7% to 9%, with the stock rising 18.51% year-to-date [7] Group 4: GE Aerospace - GE Aerospace ranks fourth, addressing India's aviation expansion, with Q4 2025 revenue of $12.72 billion, exceeding estimates [8] - Orders surged 74% to $27 billion, contributing to a total backlog of approximately $190 billion [8] Group 5: Caterpillar - Caterpillar leads with record Q4 revenue of $19.13 billion and a backlog of $51 billion, with stock surging 107% over the past year [9]