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SECTOR | 11 Jun 2024

Capital goods, defence, railways segment should continue to do well in PSU space: Mihir Vora

Economic Times

See, the good part is that the election has voted for continuity. So, there is no change in the ruling regime, so that is a big positive because what the market and the economy were expecting is continuation of the growth policies for various segments that the earlier government had been working on.

SECTOR | 23 Apr 2024

Capital Goods have the power to rally further

Economic Times

Based on meetings with six players focused on the T&D space and analysis of 12 players' commentaries, the brokerage said the pipeline of projects approved by the Central Electricity Authority of India (CEA) stands robust for next 2-3 years and is likely to be positive for most players in the value chain for the next 4-5 years. "Increase in market shares may result in 15-20% growth in T&D or energy segment inflows and revenues.

SECTOR | 22 Apr 2024

Capital Goods Sector Check - T&D Benefiting From The New Investment Cycle: Motilal Oswal

NDTV Profit

Demand-supply dynamics in favor of industry players

SECTOR | 13 Apr 2024

Capital Goods Q4 Results Preview - Healthy Inflows, Strong Execution To Drive The Quarter: Prabhudas Lilladher

NDTV Profit

Product, consumables companies' revenue to grow by 17.7% YoY, led by strong growth in the domestic market.

SECTOR | 12 Apr 2024

Capital Goods

buy

Prabhudas Lilladhar

SECTOR | 04 Apr 2024

Capital Goods Q4 Results Preview - Execution, Margin To Be Key Monitorables: Motilal Oswal

NDTV Profit

We remain positive on long-term prospects for the sector

SECTOR | 02 Apr 2024

Capital Goods - Renewables Bid At 50 Giga Watt In FY24 - Beat All Expectations: ICICI Securities

NDTV Profit

Tender pipeline at 25GW; proportion of hybrid bids is increasing.

SECTOR | 13 Mar 2024

Capital Goods Sector Check - Powergenset Demand Remains Strong: Motilal Oswal

NDTV Profit

Demand may see minor disruption during election months; however, underlying long-term growth drivers remain intact even after minor disruption.

SECTOR | 07 Mar 2024

First Light | BOBCAPS Unlocking Insights Conference (Capital Goods, Power, Durables)

buy

BOB Capital Markets Ltd.

BOBCAPS Unlocking Insights Conference (Capital Goods, Power, Durables) Key takeaways

SECTOR | 06 Mar 2024

Capital Goods, Power, Durables: BOBCAPS Unlocking Insights Conference Key takeaways

buy

BOB Capital Markets Ltd.

We hosted 10 corporates at our Unlocking Insights' Conference spanning the capital goods, power and durables sectors