Capital Goods
No interest on capital goods cleared into DTA after use in bonded warehouse
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)
 "No interest on capital goods cleared into DTA after use in bonded warehouse")
June e-way bills 2.6% lower than May, indicating possible GST moderation
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
 "June e-way bills 2.6% lower than May, indicating possible GST moderation")
External risks: Trade and capital flows to impact economic growth
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
 "External risks: Trade and capital flows to impact economic growth")
Global trade uncertainty, high capital costs may further hit FDI flows
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
 "Global trade uncertainty, high capital costs may further hit FDI flows")
Motilal Oswal bullish on capital goods sector this week; check stock picks
Motilal Oswal sector of the week: The capital goods sector is riding a multi-year upcycle driven by public capex and energy transition imperatives
 "Motilal Oswal bullish on capital goods sector this week; check stock picks")
April 2025 IIP dips to 8-month low at 2.7%, manufacturing grows 3.4%
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
 "April 2025 IIP dips to 8-month low at 2.7%, manufacturing grows 3.4%")
Capital goods stock zooms 48% against QIP price in 2 months, hits new high
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 stock zooms 48% against QIP price in 2 months, hits new high")
Foreign selling in Indian stocks persists in Feb, but financials see relief
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
 "Foreign selling in Indian stocks persists in Feb, but financials see relief")
Capital Goods index hits 52-week low on growth concerns; tanks 14% in Feb
Before companies embark on another leg of the high-growth phase, analysts expect near-term moderation in growth
 "Capital Goods index hits 52-week low on growth concerns; tanks 14% in Feb")
Stay selective in capital goods as sector faces slow growth environment
There was less activity and fewer project awards in roads, railways and water sectors in FY25
Capital Goods shares under pressure; Siemens, Hitachi Energy down up to 10%
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
 "Capital Goods shares under pressure; Siemens, Hitachi Energy down up to 10%")
Capital goods index tanks 6% on capex disappointment in Union Budget 2025
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.
 "Capital goods index tanks 6% on capex disappointment in Union Budget 2025")
Top 7 capital goods, engineering companies bagged Rs 1 trn orders in Q3
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
 "Top 7 capital goods, engineering companies bagged Rs 1 trn orders in Q3")
Healthy order books may lift bottom lines in capital goods sector in Q3
Benign raw material costs, execution of healthy order book to aid growth, say analysts
This recently listed stock has zoomed 98% against issue price in 2 weeks
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.
 "This recently listed stock has zoomed 98% against issue price in 2 weeks")
ABB India, Siemens surge 5% on hopes of healthy September quarter earnings
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.
 "ABB India, Siemens surge 5% on hopes of healthy September quarter earnings")
Q2 result preview: Orders, input costs to keep capital goods on rails
Brokerages predict 12-22% revenue growth and a 13-18% rise in Ebitda
Capital goods, pharma, auto sectors shine with strong profit growth in Q1
IT Services and FMCG companies reported a slight uptick in revenue growth in Q1FY25, but their growth remains in low single digits
 "Capital goods, pharma, auto sectors shine with strong profit growth in Q1")
Capital Goods Policy 3.0: Govt's expansion plan to encompass key sectors
The new policy will replace the existing National Capital Goods Policy 2016
 "Capital Goods Policy 3.0: Govt's expansion plan to encompass key sectors")
Results preview: Capital goods cos may see rise in profit, dip in orders
Order inflows expected to have declined in June quarter due to LS elections
 "Results preview: Capital goods cos may see rise in profit, dip in orders")
