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Capital Goods

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Capital Goods

SECTOR | 11 Mar 2022

Thermax to benefit from ESG theme, says Jefferies

livemint

In the last one year, shares of Thermax have risen around 38%, beating the S&P BSE Capital Goods index which rallied by 21% in the same time span

Prabhudas Lilladhar released a Sector Update report for Capital Goods on 07 Oct, 2025.

Capital Goods

SECTOR | 25 Feb 2022

Capital goods and engineering: Early indications of bottoming of cycle

Business Standard

Orders are improving, cost inflation and supply chain issues are among potential headwinds

Prabhudas Lilladhar released a Sector Update report for Capital Goods on 07 Oct, 2025.

Capital Goods

SECTOR | 17 Feb 2022

BHEL stock has outdone Capital Goods index, yet caution prevails

livemint

BHEL's poor balance sheet, sticky working capital cycle and high receivables, in particular, continue to be a pain point for its investors

Prabhudas Lilladhar released a Sector Update report for Capital Goods on 07 Oct, 2025.

Capital Goods

SECTOR | 12 Feb 2022

76 smallcap stocks fall 10-93% as market resumes selling in week after budget

Moneycontrol

Among sectors, BSE Capital Goods index shed 3.8 percent, Realty index fell 2.7 percent and FMCG index slipped 2.2 percent. However, Metal index added 3.8 percent.

Prabhudas Lilladhar released a Sector Update report for Capital Goods on 07 Oct, 2025.

Capital Goods

SECTOR | 14 Jan 2022

Capital goods looks ripe for a long-term bull run

Economic Times

Capital goods stocks could possibly be at the cusp of one of the most rewarding long-term bull markets after remaining on the sidelines for almost 14 years, according to technical analysts. Some stocks have already started their upmove while many others are entering the new uptrend or making the first progress after their big base breakouts, said analysts.

Prabhudas Lilladhar released a Sector Update report for Capital Goods on 07 Oct, 2025.

Capital Goods

SECTOR | 11 Jan 2022

Oct-Dec'21 Earnings Preview Ordering momentum to gain pace

Capital Goods

Prabhudas Lilladhar

In our view, ordering activity has been accelerated in Q3FY22 and is expected to report strong growth in H2FY22. While on tendering front, domestic tender and enquiry pipeline continues to remain strong though some delay is order finalization can be witnessed, especially in state government projects. Traction remains strong from sectors such as data center, railway, metro, pharma, cement, chemical, metal, mining and F&B. On exports front ordering Acc=Accumulate/ UR=Under Review and enquiry pipeline stands strong from regions like Africa, Middle East, US,...

Prabhudas Lilladhar released a Sector Update report for Capital Goods on 07 Oct, 2025.

Capital Goods

SECTOR | 10 Jan 2022, 12:00AM

Result Preview: Capital Goods

Capital Goods

ICICI Securities Limited

Revenue, EBITDA to grow 17.9%, 18.9%, respectively Overall, the coverage universe revenue is expected to grow 17.9% YoY owing to execution pick-up at engineering and T&D companies like L&T, KEC, KPTL, BEL and Cochin Shipyard. The international business and exports likely to aid performance of companies like L&T, KEC, AIA, Elgi, ABB etc. We expect EBITDA to grow 18.9% YoY owing to operating leverage in product companies and execution pick-up by EPC companies factoring in pandemic impact and higher commodity prices. Consequently,...

Prabhudas Lilladhar released a Sector Update report for Capital Goods on 07 Oct, 2025.

Capital Goods

SECTOR | 10 Dec 2021, 08:33AM

F&O: Bull Spread Strategy on L&T by Nandish Shah of HDFC Securities

Business Standard

Capital goods as a sector looking good on the chart

Prabhudas Lilladhar released a Sector Update report for Capital Goods on 07 Oct, 2025.

Capital Goods

SECTOR | 11 Nov 2021

Capital goods index hits new peak in weak market; L&T;, Timken at new highs

Business Standard

Thermax rallied 12 per cent to Rs 1,503 after it reported 183 per cent year-on-year jump in its consolidated profit after tax

Prabhudas Lilladhar released a Sector Update report for Capital Goods on 07 Oct, 2025.

Capital Goods

SECTOR | 09 Oct 2021, 12:00AM

Result Preview: Capital Goods

Capital Goods

ICICI Securities Limited

Overall, the coverage universe revenue is expected to grow 18.7% YoY owing to decent execution amid low base at engineering and T&D; companies like L&T;, KEC, KPTL, BEL and Cochin Shipyard. The international business and exports likely to aid performance of companies like L&T;, KEC, AIA, Elgi, etc. We expect EBITDA to grow 21.8% YoY owing to operating leverage in product companies and execution pick-up by EPC companies amid low base factoring in pandemic impact and higher commodity prices. Consequently, overall PAT is expected to grow 24.8% YoY accounting for...

Prabhudas Lilladhar released a Sector Update report for Capital Goods on 07 Oct, 2025.