I think auto sector will have larger impact on implementation of 7th Pay Commission
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It will impact N number of the sectors but the intensity will vary.
The below mentioned stocks will benefit more in short term.
Auto sector:
Maruthi
Bajaj Auto
Hero Motocorp
AC Sellers:
Voltas
Blue Star
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consumer durables, travel & leisure, real estate and textiles, among others are likely to benefit from the pay out.
The majority of the government employees are already owning the house…So when they receive arrears in bulk they Will tend to buy these types of products like AC or car or other consumer goods…so they will usually benefit…for your information China’s AC penetration is 25 percent where us ours just 2 percent…so see the potential in the coming years when ours per capita income increase steadily…