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Capital Goods

SECTOR | 10 Jul 2025

Earnings To Show A Rebound? JPMorgan Bullish On Healthcare, Capital Goods And These Sectors

NDTV Profit

While sectoral divergence remains sharp, analysts at the firm suggest that this quarter (Q1 FY26) could mark a turning point, following three subdued earnings cycles.

Capital Goods

SECTOR | 09 Jul 2025

Capital Goods Apr-Jun'25 Earnings Preview Strong order pipeline;...

Capital Goods

Prabhudas Lilladhar

EPC companies, due to general elections held in Q1FY25, 2) recent geopolitical incidents leading to better performance out of defence companies, 3) strong domestic traction for product companies, and 4) strong YoY growth seen in the public capex for railways, defence, power, road transport and highways etc. in Q1FY26. The strong performance is anticipated despite cautious exports and tariff related uncertainties along with continued weakness in the consumable companies. Overall, we expect revenue/EBITDA growth of ~15.1%/15.5% YoY (~15.3%/14.9% YoY ex-L&T). Execution pace, domestic capex momentum and...

Capital Goods

SECTOR | 04 Jul 2025

L&T, Cummins, Bharat Electronics Top Stock Picks By Motilal Oswal; Capital Goods Q1 Preview

NDTV Profit

Motilal Oswal reiterates positive stance on L&T, Cummins, and Bharat Electronics in the large cap space and Kirloaskar Oil and Kalpataru Projects in the mid- and small-cap segments.

Capital Goods

SECTOR | 30 Jun 2025

What to expect from consumer, power companies in coming quarters? Amnish Aggarwal answers

Economic Times

Amnish Aggarwal of Prabhudas Lilladher reports uneven consumer spending due to a mild summer. This impacts durables and staples. Capital goods and travel sectors are performing well. Pharma and healthcare are also showing good numbers. Power demand is down due to the weather. IRCTC's technology upgrade will help in the long run.

Capital Goods

SECTOR | 05 Jun 2025

Capital Goods and Defence -Sector Update -Q4FY25 Review; healthy quarter...

Capital Goods

Prabhudas Lilladhar

companies. The project companies saw better execution and increasing Defence companies outperformed on the back better execution amid push for defence indigenization. Cumulative order intake growth of 10.2% to ~Rs1.7trn...

Capital Goods

SECTOR | 14 May 2025

Capital goods stock zooms 48% against QIP price in 2 months, hits new high

Business Standard

Hitachi Energy India hit a record high of 16,981.45, surging 6% on the BSE in Wednesday's intra-day deal ahead of Q4 results.

Capital Goods

SECTOR | 15 Apr 2025

Capital goods sector likely to see modest profit growth in Q4FY25

Business Standard

It would be supported by a rebound in defence and transmission orders

Capital Goods

SECTOR | 09 Apr 2025

Capital Goods Jan-Mar'25 Earnings Preview Mixed bag; margin...

Capital Goods

Prabhudas Lilladhar

companies, 2) consumable companies continue to suffer, and 3) margin expected to normalize against a higher base and cautious exports. Overall, we tariffs on some of the companies will be key monitorables. Our top picks are...

Capital Goods

SECTOR | 08 Apr 2025

Imported Raw Materials Hurt PVC Pipes, Capital Goods As Rupee Depreciates: Crisil

NDTV Profit

While the near-term impact on the earnings remains a factor that will need to be monitored, the overall credit impact is expected to be neutral.