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Capital Goods

SECTOR | 03 Dec 2025

Motilal Oswal sector of the week: Capital goods; check top stock bets here

Business Standard

Motilal Oswal said that stable execution and rising export momentum could shape capital goods sectors' H2FY26 outlook

Capital Goods

SECTOR | 29 Oct 2025

Q2 Results Live: Raymond Lifestyle Profit Rises; BHEL, L&T, Varun Beverages, Coal India In Focus

NDTV Profit

Today is the most packed day for heavyweights from the Infrastructure and Capital Goods segments. The market will keenly watch the performance of EPC giant Larsen & Toubro Ltd., Coal India Ltd.

Capital Goods

SECTOR | 07 Oct 2025

Capital Goods Jul-Sep'25 Earnings Preview T&D driven healthy...

Capital Goods

Prabhudas Lilladhar

Capital Goods

SECTOR | 10 Jul 2025

Earnings To Show A Rebound? JPMorgan Bullish On Healthcare, Capital Goods And These Sectors

NDTV Profit

While sectoral divergence remains sharp, analysts at the firm suggest that this quarter (Q1 FY26) could mark a turning point, following three subdued earnings cycles.

Capital Goods

SECTOR | 09 Jul 2025

Capital Goods Apr-Jun'25 Earnings Preview Strong order pipeline;...

Capital Goods

Prabhudas Lilladhar

EPC companies, due to general elections held in Q1FY25, 2) recent geopolitical incidents leading to better performance out of defence companies, 3) strong domestic traction for product companies, and 4) strong YoY growth seen in the public capex for railways, defence, power, road transport and highways etc. in Q1FY26. The strong performance is anticipated despite cautious exports and tariff related uncertainties along with continued weakness in the consumable companies. Overall, we expect revenue/EBITDA growth of ~15.1%/15.5% YoY (~15.3%/14.9% YoY ex-L&T). Execution pace, domestic capex momentum and...

Capital Goods

SECTOR | 04 Jul 2025

L&T, Cummins, Bharat Electronics Top Stock Picks By Motilal Oswal; Capital Goods Q1 Preview

NDTV Profit

Motilal Oswal reiterates positive stance on L&T, Cummins, and Bharat Electronics in the large cap space and Kirloaskar Oil and Kalpataru Projects in the mid- and small-cap segments.

Capital Goods

SECTOR | 30 Jun 2025, 01:38PM

What to expect from consumer, power companies in coming quarters? Amnish Aggarwal answers

Economic Times

Amnish Aggarwal of Prabhudas Lilladher reports uneven consumer spending due to a mild summer. This impacts durables and staples. Capital goods and travel sectors are performing well. Pharma and healthcare are also showing good numbers. Power demand is down due to the weather. IRCTC's technology upgrade will help in the long run.

Capital Goods

SECTOR | 05 Jun 2025

Capital Goods and Defence -Sector Update -Q4FY25 Review; healthy quarter...

Capital Goods

Prabhudas Lilladhar

companies. The project companies saw better execution and increasing Defence companies outperformed on the back better execution amid push for defence indigenization. Cumulative order intake growth of 10.2% to ~Rs1.7trn...