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09 Jan 2025
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Capital Goods
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Prabhudas Lilladhar
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Sector Update
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07 Jan 2025
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Capital Goods
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Axis Direct
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Sector Update
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Q3FY25 Earnings Preview - Chemicals, Capital Goods and Midcaps
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08 Oct 2024
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Capital Goods
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Axis Direct
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Sector Update
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Our Top Picks: PI Industries Ltd; Mold-tek Packaging Ltd; Pitti Engineering Ltd, VA Tech Wabag Ltd, Gravita India Ltd.
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07 Oct 2024
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Capital Goods
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Prabhudas Lilladhar
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Sector Update
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20 Sep 2024
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Capital Goods
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IDBI Capital
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Sector Update
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08 Jul 2024
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Capital Goods
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Prabhudas Lilladhar
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Sector Update
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12 Apr 2024
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Capital Goods
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Prabhudas Lilladhar
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Sector Update
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07 Mar 2024
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Capital Goods
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BOB Capital Markets Ltd.
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Sector Update
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BOBCAPS Unlocking Insights Conference (Capital Goods, Power, Durables) Key takeaways
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06 Mar 2024
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Capital Goods
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BOB Capital Markets Ltd.
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Sector Update
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We hosted 10 corporates at our Unlocking Insights' Conference spanning the capital goods, power and durables sectors
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22 Feb 2024
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Capital Goods
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BOB Capital Markets Ltd.
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Sector Update
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Q3 revenue for our capital goods coverage grew 18% YoY (+15% ex-LT) on strong execution; EBITDA margin slipped 40bps (20bps ex-LT)
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09 Jan 2024
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Capital Goods
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Prabhudas Lilladhar
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Sector Update
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05 Oct 2023
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Capital Goods
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Prabhudas Lilladhar
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Sector Update
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15 May 2023
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Capital Goods
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IDBI Capital
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Sector Update
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12 Apr 2023
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Capital Goods
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ICICI Securities Limited
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Sector Update
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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.
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11 Apr 2023
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Capital Goods
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Prabhudas Lilladhar
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Sector Update
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11 Apr 2023
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Capital Goods
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ICICI Direct
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Sector Update
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02 Mar 2023
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Capital Goods
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BOB Capital Markets Ltd.
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Sector Update
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Buoyant commentary from global capital goods players is likely to rub off on Indian companies via potentially higher sourcing
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09 Jan 2023
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Capital Goods
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ICICI Direct
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Sector Update
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09 Jan 2023
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Capital Goods
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BOB Capital Markets Ltd.
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Sector Update
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India's data centre capacity estimated to more than double in 3Y to 1.8GW, a 32% CAGR and cumulative US$ 4.4bn opportunity
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04 Jan 2023
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Capital Goods
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BOB Capital Markets Ltd.
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Sector Update
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Investments resilient led by traction in private capex; manufacturing sector continues to dominate new project announcements
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