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Capital Goods

SECTOR | 04 Oct 2022

Capital Goods

Capital Goods

Prabhudas Lilladhar

Axis Direct released a Sector Update report for Capital Goods on 07 Oct, 2025.

Capital Goods

SECTOR | 21 Sep 2022

Capital goods stocks may re-rate on Govt capex push, firm demand: Analysts

Business Standard

Inflation remains a key risk for margins amid geopolitical tensions. But, analysts expect this to improve from the second half of FY23 due to declining commodity prices and strong order inflows

Axis Direct released a Sector Update report for Capital Goods on 07 Oct, 2025.

Capital Goods

SECTOR | 31 Aug 2022

These 40 stocks beat broader markets by registering 20-45% gains in August

Moneycontrol

The rally during the month was largely led by most of sectors, barring defensives - IT and Pharma. Auto, Bank, Capital Goods, Finance and Metal indices gained 5-8 percent.

Axis Direct released a Sector Update report for Capital Goods on 07 Oct, 2025.

Capital Goods

SECTOR | 15 Aug 2022

Capital goods production expands in June, led by capex revival

Business Standard

The Index of Industrial Production for June, released on Friday, showed capital goods output -- which is a barometer of investment -- rose by 26.1 per cent over the year-ago period, the sharpest among

Axis Direct released a Sector Update report for Capital Goods on 07 Oct, 2025.

Capital Goods

SECTOR | 20 Jul 2022

Elecon Engineering to TD Power: Why capital goods stocks are skyrocketing

livemint

BSE Capital Goods Index has given a 14.6 per cent return over the last month, whereas the Nifty Index has only given a 6.43 per cent return in this period

Axis Direct released a Sector Update report for Capital Goods on 07 Oct, 2025.

Capital Goods

SECTOR | 08 Jul 2022, 12:00AM

Result Preview: Capital Goods

Capital Goods

ICICI Direct

Axis Direct released a Sector Update report for Capital Goods on 07 Oct, 2025.

Capital Goods

SECTOR | 05 Jul 2022

Capital Goods

Capital Goods

Prabhudas Lilladhar

Axis Direct released a Sector Update report for Capital Goods on 07 Oct, 2025.

Capital Goods

SECTOR | 27 Jun 2022

Capital Goods Sector Update

Capital Goods

ICICI Direct

Axis Direct released a Sector Update report for Capital Goods on 07 Oct, 2025.

Capital Goods

SECTOR | 08 Apr 2022, 12:00AM

Capital Goods

Capital Goods

Prabhudas Lilladhar

tender pipeline has improved over past few quarters, though pace of order conversion will be key monitorable, as there can be some spill over in near term due to higher commodity price and current geopolitical tension. In domestic market traction continues to remain strong from sectors such as infrastructure, data center, railways, metro, pharma, cement, chemical, metal, mining and F&B. With higher crude price we expect capex to boost from oil exporting regions like Middle East (ME). On exports front enquiry pipeline stands strong from regions like Africa, ME, US, and SAARC. In our view, long term ordering activity likely to remain strong...

Axis Direct released a Sector Update report for Capital Goods on 07 Oct, 2025.

Capital Goods

SECTOR | 23 Mar 2022

Capital Goods

Capital Goods

Prabhudas Lilladhar

We hosted nine capital goods companies for PL Capital Goods Week where company managements highlighted 1) strong enquiry pipeline 2) likely impact on margins and execution due to of geopolitical tension arising due to Russia & Ukraine conflicts, 3) Govt. initiative to push capex spending 4) working capital may get impacted as payment cycle from government may get prolonged due to increasing crude price. Overall commentary seems to be positive on enquiry pipelines for product companies, though some tenders may witness delay in order conversions for EPC companies. Most of the...

Axis Direct released a Sector Update report for Capital Goods on 07 Oct, 2025.