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Capital Goods

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Capital Goods

SECTOR | 13 Apr 2023

Capital goods stocks ride on big orders, smart execution

livemint

Private capital expenditure and easing supply-side constraints have boosted the order books of Indian capital goods players, including Larsen and Toubro, KEC International, Siemens, and ABB. This has driven the BSE Capital Goods Index to a 52-week high of 35,948.78. Additionally, strong order flows and healthy execution have improved revenue and earnings prospects for the companies in Q4 FY23 and for the full year. Domestic tendering activity is expected to remain healthy for defense, transmission and distribution, water, railways, and metro, among others.

Capital Goods

SECTOR | 12 Apr 2023

Execution to remain upbeat on robust order backlog

Capital Goods

ICICI Securities Limited

For our capital goods coverage universe, we expect revenue growth momentum to continue in 4QFY23 for both EPC and product companies, led by robust order backlog, improving supply chain and hence overall pick-up in execution.

Capital Goods

SECTOR | 11 Apr 2023

Capital Goods

Capital Goods

Prabhudas Lilladhar

Capital Goods

SECTOR | 11 Apr 2023

Result Preview: Capital Goods & Power

Capital Goods

ICICI Direct

Capital Goods

SECTOR | 04 Apr 2023, 06:24AM

Daily Voice | Capital goods, banking finance may do well, IT services growth may moderate: Aurum Capital's co-founder on Q4FY23 earnings

Moneycontrol

From sectoral perspective we continue to like Capital Goods, Banking Finance, Infra, Cement, Paper, Rice, Auto/Auto Ancillaries, Chemicals, Telecom.

Capital Goods

SECTOR | 25 Mar 2023

Daily Voice | BFSI, IT, Capital Goods Export led manufacturing sectors look attractive after recent correction, says this fund manager

Moneycontrol

Some of the consumer facing companies have also seen valuation normalizing during the recent market corrections, the expert told Moneycontrol.

Capital Goods

SECTOR | 02 Mar 2023

Capital Goods: A rising tide

Capital Goods

BOB Capital Markets Ltd.

Buoyant commentary from global capital goods players is likely to rub off on Indian companies via potentially higher sourcing

Capital Goods

SECTOR | 23 Feb 2023

In this high volatile market, experts suggest to allocate money in these sectors

livemint

Capital goods, infrastructure related sectors and PLI related sectors like Pharma, Textile sector could be considered for allocation, said Divam Sharma of Green Portfolio

Capital Goods

SECTOR | 21 Feb 2023

BSE Capital Goods index nears record high; Siemens, L&T gain up to 3%

Business Standard

Analysts at Emkay Global Financial Services uphold their constructive view on the sector, driven by its strong tender pipeline, softening commodity prices and expectation of good order inflow growth.

Capital Goods

SECTOR | 01 Feb 2023

L&T, Siemens surge up to 5% as govt proposes 33% jump in capex outlay

Business Standard

Timken India, Praj Industries, AIA Engineering and ABB were among other individual stocks from the S&P BSE Capital Goods index, up 4 - 5 per cent each.