Capital Goods

L&T's top line is likely to see double-digit growth, supported by strong Core E&C performance, while earnings growth may remain modest on a year-on-year basis

With healthy revenue growth, a strong order book, and a sustained execution pipeline, BHEL enters FY2026-27 with solid momentum.

ABB India shows steady growth and strong order book across sectors, but margin pressures and elevated valuations leave little room for earnings disappointments

Robust order pipeline and improving execution position BHEL for strong revenue growth, though rising input costs and geopolitical risks may weigh on margins

Jyoti CNC, Apar Ind, BHEL, Thermax, Kirloskar Oil Engines, Siemens Energy, ABB, CG Power and Hitachi Energy were up 2 per cent to 5 per cent on the BSE in Monday's intra-day trade.

PL Capital reckons India's West Asia-exposed companies may face near-term headwinds such as execution disruptions, logistics challenges, slower tender finalisations adn deferment of new orders

Q3FY26 marked a good cyclical improvement in growth, though it may need one or two quarters to call it a decisive earnings inflection, said Vora

In the past one week, the stock price of BHEL, Hitachi Energy India, Siemens Energy India and Cummins India have declined between 7 per cent and 12 per cent.

BHEL Share Price: The average trading volumes at the BHEL counter more-than-doubled with a combined 36.99 million equity shares changing hands on the NSE and BSE till 10:31 AM.

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