Capital Goods

Manufacturing in bonded warehouses is covered under Section 65 of the Customs Act, 1962 (CA 62) and Manufacture and Other Operations in Warehouse (No. 2) Regulations, 2019 (MOOWR)

Intra-state e-way bills stood at 78.85 million in June, while inter-state e-way bills were at 40.60 million during the month

The developments in the US can affect the Indian economy through different channels. It will not only be critical to watch the kind of trade deal offered to India

Note that the US Budget deficit has increased structurally to over 6 per cent of gross domestic product (GDP), as against the past 50-year average of 3.8 per cent

Motilal Oswal sector of the week: The capital goods sector is riding a multi-year upcycle driven by public capex and energy transition imperatives

Among the sectors, manufacturing - which carries the largest weight in the index - grew 3.4 per cent, up from 3.0 per cent in March

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.

Foreign investors also offloaded $800 million worth of consumer stocks, while the auto and capital goods sectors saw outflows of $450 million and $500 million

Before companies embark on another leg of the high-growth phase, analysts expect near-term moderation in growth

There was less activity and fewer project awards in roads, railways and water sectors in FY25

The BSE Capital Goods index slipped 4.6% in intra-day trades today, falling 7.5% in 2 days after the finance minister presented the Union Budget 2025-26 in the Parliament on Saturday

RVNL, Bharat Dynamics, Hitachi Energy India, Siemens, ABB India, Titagarh Rail Systems, CG Power and Industrial Solutions, Bharat Electronics and L&T down in the range of 5 per cent to 10 per cent.

Data on brokerage estimated new order wins for top-7 capital goods and engineering firms (excluding Hindustan Aeronautics) combined was upwards of Rs 1 trillion

Benign raw material costs, execution of healthy order book to aid growth, say analysts

Shares of Diffusion Engineers surged 12% to Rs 333.20 on the BSE in Friday's intra-day trade, and have zoomed 98% against its issue price of Rs 168 per share.

The capital goods sector's long-term outlook remains strong across segments as companies focus on energy transition globally, on top of manufacturing localisation and infra development pace in India.

Brokerages predict 12-22% revenue growth and a 13-18% rise in Ebitda

IT Services and FMCG companies reported a slight uptick in revenue growth in Q1FY25, but their growth remains in low single digits

The new policy will replace the existing National Capital Goods Policy 2016

Order inflows expected to have declined in June quarter due to LS elections