Did little to change views that manufacturing was recovering from a slump amid commodity price rise
Improved execution and better operating levers have helped BHEL, Cummins, Siemens outdo expectations
Make in India campaign and trends in key end-use sectors have created multiple growth opportunities for capital goods players, says a FICCI- McKinsey report
Stocks such as AIA Engineering, Engineers India, LMW and SKF India hold potential given their niche offerings
Capital goods shares remained firm on the back of robust core sector growth in February
While the Budget might have been a sentiment booster for the sector, firms with market dominance emerge as favourites