Sector Hardware Tech. & Equipment - Latest news, views and updates

Hardware Tech. & Equipment

SECTOR | 09 Jul 2025, 12:00AM

Q1FY26 Earnings Preview - Power & Ancillaries

Hardware Tech. & Equipment

Axis Direct

Q1FY26 Earnings Preview - Power & Ancillaries

Prabhudas Lilladhar released a Sector Update report for Hardware Tech. & Equipment on 04 Jul, 2025.

Hardware Tech. & Equipment

SECTOR | 04 Jul 2025

Electronic Manufacturing Services Apr-Jun'25 Earnings Preview Moderate growth,...

Hardware Tech. & Equipment

Prabhudas Lilladhar

of 50% and 30%, respectively. Profitability is set to improve sharply, with margin expansion across the board driven by increasing exposure to high- their strategic focus on higher margin sectors and orders, which should further support margin expansion in the coming quarters. We expect our EMS universe to register sales/EBITDA/PAT growth of 7.5%/73.5%/59.1% YoY in Q1FY26, on the back of robust order execution and margin improvement led by cost rationalization and increased contribution from high-margin segments. We continue our positive view on EMS companies...

Prabhudas Lilladhar released a Sector Update report for Hardware Tech. & Equipment on 04 Jul, 2025.

Hardware Tech. & Equipment

SECTOR | 04 Apr 2025

Electronic Manufacturing Services Jan-Mar'25 Earnings Preview Robust growth...

Hardware Tech. & Equipment

Prabhudas Lilladhar

Electronics manufacturing services (EMS) companies continue to see healthy revenue growth despite a high base. In 4QFY25, we expect EMS coverage companies to see strong revenue growth on account of (1) healthy order flow and execution, (2) customer addition, (3) diversification in sector penetration, and 4) wide product portfolio. The coverage companies are focusing on higher margin orders/sectors, which is driving their operating margins. We expect our EMS universe to register sales/EBITDA/PAT growth of 38.2%/52.6%/44.0% YoY, on the back of robust order execution and margin...

Prabhudas Lilladhar released a Sector Update report for Hardware Tech. & Equipment on 04 Jul, 2025.

Hardware Tech. & Equipment

SECTOR | 09 Jan 2025, 12:00AM

Electronic Manufacturing Services

Hardware Tech. & Equipment

Prabhudas Lilladhar

Prabhudas Lilladhar released a Sector Update report for Hardware Tech. & Equipment on 04 Jul, 2025.

Hardware Tech. & Equipment

SECTOR | 09 Dec 2024, 12:00AM

Electronic Manufacturing Services

Hardware Tech. & Equipment

Prabhudas Lilladhar

Prabhudas Lilladhar released a Sector Update report for Hardware Tech. & Equipment on 04 Jul, 2025.

Hardware Tech. & Equipment

SECTOR | 28 Jun 2024

Consumer

Hardware Tech. & Equipment

Prabhudas Lilladhar

Prabhudas Lilladhar released a Sector Update report for Hardware Tech. & Equipment on 04 Jul, 2025.

Hardware Tech. & Equipment

SECTOR | 11 Dec 2023

Sector Update | Engineering Capital Goods

Hardware Tech. & Equipment

Edelweiss

We hosted the management of two engineering and capital goods companies in our Nuvama Emerging Ideas Conference 2023,' namely Transformers & Rectifiers (India) and Elecon Engineering Company.

Prabhudas Lilladhar released a Sector Update report for Hardware Tech. & Equipment on 04 Jul, 2025.

Hardware Tech. & Equipment

SECTOR | 09 Dec 2023, 12:00AM

Process Equipment | Post Conference Notes December 2023

Hardware Tech. & Equipment

Edelweiss

We hosted the management of two static process equipment companies in our Nuvama Emerging Ideas Conference 2023,' namely The Anup Engineering (ANUP) and Kilburn Engineering (KEL).

Prabhudas Lilladhar released a Sector Update report for Hardware Tech. & Equipment on 04 Jul, 2025.

Hardware Tech. & Equipment

SECTOR | 11 Jan 2023

Private sector capex is gradually opening up

Hardware Tech. & Equipment

ICICI Securities Limited

For our capital goods coverage universe, we expect revenue growth momentum to continue in H2FY23 for both EPC and product companies, led by robust order backlog, improving supply chain and hence, overall pick up in execution. We expect profitability to improve with lower commodity prices and price hikes announced by the companies in the recent past.

Prabhudas Lilladhar released a Sector Update report for Hardware Tech. & Equipment on 04 Jul, 2025.