Sector General Industrials - Latest news, views and updates - page 2

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General Industrials

SECTOR | 12 Oct 2022

Private sector capex is gradually opening up

buy

General Industrials

by ICICI Securities Limited

ICICI Securities Limited

For our capital goods coverage universe, we expect revenue growth momentum to continue in Q2FY23 for both EPC and product companies, led by robust order backlog and pickup in execution.

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General Industrials

SECTOR | 28 Sep 2022

Plastic Products: Expect revival in H2 but a muted FY23

buy

General Industrials

by BOB Capital Markets Ltd.

BOB Capital Markets Ltd.

Leading pipe companies likely to report high inventory losses in Q2FY23 owing to freefall in PVC prices (trading below Rs 90/kg)

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General Industrials

SECTOR | 12 Sep 2022

Refractory Sector Update - Wear and Tear

buy

General Industrials

by Monarch Networth Capital Limited

Monarch Networth Capital Limited

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General Industrials

SECTOR | 24 Aug 2022

Demand and margins expected to recover from H2FY23 post PVC price stabilisation

buy

General Industrials

by ICICI Securities Limited

ICICI Securities Limited

Plastic pipe companies in our coverage universe reported tepid volume environment (3- year CAGR in range of -7.7% to 4.9%) during Q1FY23 due to falling PVC prices, which resulted in some demand postponement and lower stocking by dealers.

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General Industrials

SECTOR | 18 Jul 2022

The Beat

buy

General Industrials

by Prabhudas Lilladhar

Prabhudas Lilladhar

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General Industrials

SECTOR | 21 Jun 2022

The Beat

buy

General Industrials

by Prabhudas Lilladhar

Prabhudas Lilladhar

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General Industrials

SECTOR | 25 Feb 2021

Plastic Pipes Q3FY21 Review

buy

General Industrials

by Edelweiss

Edelweiss

Plastic Pipe Sector Review Q3FY21

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