Sector Capital Goods - Latest news, views and updates

Sector

Watch

SECTOR | 10 Jun 2026

Capital goods sector may take a margin, order flow hit in the near term

Business Standard

Supply-chain disruptions, commodity inflation and project delays are likely to pressure margins and order flows, even as long-term demand drivers remain intact

Capital Goods

SECTOR | 02 Jun 2026

Capital goods drive India's industrial growth with 16% surge in April IIP data

Business Line

While global headwinds such as supply chain disruptions, high input costs, and energy prices continue to pose risks, the report suggests these pressures may be temporary

Capital Goods

SECTOR | 07 May 2026

BSE Capital Goods index hits new high; BHEL, Polycab, Thermax soar up to 7%

Business Standard

BSE Capital Goods index hit a new high of 79,887.59, up nearly 2% in Thursday's intra-day deal. The index has surged 17% in the past two months.

Capital Goods

SECTOR | 04 May 2026

Capital Goods Sector Update MoP eased the localization norms for HVDC (LCC)

Capital Goods

Prabhudas Lilladhar

Revision eases near-term execution and supports order inflow for HVDC EPC/turnkey players, while providing a transition runway for domestic manufactures to scale...

Capital Goods

SECTOR | 20 Apr 2026

Capital Goods index hits new high, surges 20% so far in April; here's why

Business Standard

Jyoti CNC, Apar Ind, BHEL, Thermax, Kirloskar Oil Engines, Siemens Energy, ABB, CG Power and Hitachi Energy were up 2 per cent to 5 per cent on the BSE in Monday's intra-day trade.

Capital Goods

SECTOR | 08 Apr 2026, 06:41AM

Motilal Oswal sector of the week: Capital Goods; check top stock picks here

Business Standard

Overall, the sector's medium-term outlook remains constructive, driven by energy transition investments, defence indigenisation, and digital infrastructure buildout

Capital Goods

SECTOR | 07 Mar 2026

Govt grants exporters relief on export obligations amid West Asia crisis

Business Standard

The government has granted certain relaxations to exporters in fulfilling their export obligations, as the trading community is facing difficulties in the movement of goods due to the ongoing West Asia crisis, according to a notification. "In view of the prevailing geo-political developments affecting international shipping routes and global supply chains, and with a view to facilitating exporters, the export obligation (EO) period/block wise EO period in respect of specified advance authorisations and EPCG authorisations expiring between March 1, 2026 and May 31, 2026 has been automatically extended up to August 31, 2026 without payment of composition fee," the Directorate General of Foreign Trade (DGFT) has said in a public notice. Under Export Promotion Capital Goods (EPCG) scheme, domestic firms are allowed to import duty-free machines but they have to meet certain export obligations against that. This relaxation is in addition to the existing facility already available under ..

Capital Goods

SECTOR | 05 Mar 2026

West Asia tensions rattle capital goods stocks; L&T, KEC slide

Economic Times

Engineering and capital goods stocks are under pressure due to the Iran-Israel conflict, with the BSE Capital Goods index falling nearly 4%. Companies like Larsen & Toubro and KEC International face potential project cancellations and execution delays, impacting their order books and revenue visibility.

Capital Goods

SECTOR | 24 Feb 2026

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

Business Standard

The sector's outlook remains anchored in rising public capital expenditure and sustained investments across defence, renewables, transmission and data centre infrastructure