Capital Goods Companies

Why Kalpataru Projects, KEC Int'l stocks may outperform; analysts decode

Motilal Oswal analysts see sustained demand visibility for transmission EPC companies such as KPIL and KEC, aided by large-scale projects, international opportunities & improving margin prospects.

Capex slows in FY25 but key infrastructure, power players set to benefit

The government is likely to miss its capex target in FY25, according to RE of Rs 8.2 trillion, lower by 8.3 per cent compared to budget estimates or BE

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.

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

Strong Q1 likely for capital goods firms with low costs, healthy execution

Cheaper raw material, lower freight costs, better supply chain management to help sector: Analysts

Is the capital goods sector on the recovery path as inflation eases?

Revenue growth estimates have moderated post Q2 but the bottom may be close

Results preview: Order-book booster to stay for capital goods firms

Key monitorables include tender pipeline and emerging supply-chain scenario, say analysts and players

Improving margins signal capital goods cycle in early stages of revival

Signs of renewed capex and improving margins; high inflation, supply-chain disruptions and black-swan events among risks

Playing capital goods theme: A stock-specific approach is the right tactic

The S&P BSE Capital Goods Index hit a 52-week high of 18,252 on Monday

Govt to infuse Rs 2K cr in NIIF debt fund: Time to invest in infra stocks?

On a weekly chart, L&T faces resistance at Rs 1,165 levels, which is its 200-weekly moving average (WMA)

Covid-19: Capital goods firms experiment with contracts, chase payments

Coping with Covid: Shorter credit-cycle deals, bank guarantees on pro-rata basis the new norm

Decline in order inflow at L&T does not augur well for capital goods sector

Even though it was better than what analysts had expected, it still paints a bleak picture.

ABB, Siemens, Thermax: How to trade capital goods stocks in this market?

Here are trading strategies for key capital goods stocks in a volatile market

Early signs of recovery for capital goods companies

Edelweiss in a note dated May 15 says that the recovery in capex is pretty broad