Page 2 - Capital Goods

Share of slow-moving projects in L&T capital goods order-books shrinks

Top executives from L&T have pointed out that orders booked at lower commodity prices during the pandemic have strained margins for the company

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

Cracking the investment strategy: FPIs are bullish on finance, auto stocks

Load up on financials, automotive stocks in May

TMS Ep430: Adani & Vedanta, higher pension, capital goods stocks, ONDC

Have Adani and Vedanta turned the corner? Is the promise of a higher pension a chimera? Will capital goods stocks extend their dream run? What is ONDC? All answers here

New phase of capex cycle to start soon, say analysts. Top stocks to bet on

Helped by a property upcycle, analysts at Jefferies believe various government initiatives are likely to drive capex going ahead

Capital goods stocks could surge on order visibility, pick-up in exports

Near-term trigger is the strong Q4 results led by revenue growth and expanding margins

L&T hits record high on strong business outlook; stock jumps 9% in 6 days

On Monday, L&T announced that the hydrocarbon business of the company secured a significant order under its AdVENT (Advanced Value Engineering and Technology) business vertical

Markets climb for 2nd day as HDFC twins maintain momentum

Equity benchmarks extended their rally for the second straight session on Wednesday amid buying in index heavyweights HDFC twins and fresh foreign funds inflows.

L&T hits record high on hopes of strong order inflows, stock rises 4%

The stock of engineering & construction company surpassed its previous high of Rs 2,210.50, which it had touched on December 16, 2022

Q3 results preview: Strong tender activity to aid capital goods firms

YoY topline, bottomline growth likely in double-digits, but margin concerns remain, say analysts

Capital, consumer goods output under pressure as demand, investments slow

Segments are yet to recover from pre-covid period of 2019-20 when the economy started slowing down

Aiming Rs 3,000 cr top line in FY23 amid looming inflation: ThyssenKrupp

Capital goods and engineering major thyssenkrupp Industries India on Sunday said demand in core sectors will remain robust amid inflationary headwinds in the next 2-3 years. At the same time, the company also urged the government to consider extending production-linked incentives (PLI) scheme to basic industries to boost output and employment in the country. The national infrastructure policy will help the country achieve an economic output of USD 5 trillion by 2025 despite the complex global environment, a senior company official said. "Despite the complex global environment, we are optimistic about India's growth given the government's strong focus on infrastructure and a positive business environment. We are confident of achieving 15-20 per cent year-on-year growth in the next 2-3 years on the back of a strong order book," thyssenkrupp Industries Managing Director and CEO Vivek Bhatia told PTI in an interview, "We expect to end the year with a turnover of around Rs 3,000 crore i

Stock performance remains polarized even as Sensex, Nifty scale new highs

Morgan Stanley remain bullish on consumer discretionary, industrials, financials, and technology; and remain underweight all other sectors

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

Time to raise high-beta bets as markets eye new highs, say Analysts

Amid moderation in inflation, markets seem to have moved past fears of interest rate hikes and investors are now anticipating strong foreign inflows into domestic equities, analysts said

G20 Delhi summit likely to have dedicated vertical for digital public goods

Open-source Aadhaar and UPI will be two top digital public goods offered; govt trying to take QR-based authentication and payment services global following success of DBT, payment digitisation

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

Rs 58.5K cr of taxes lost in 5 industries due to illicit trade: FICCI study

Says 1.5 mn jobs lost because of such trade; FMCG sector worst affected

Is a re-rating on the cards for capital goods stocks?

Robust demand in economy -- aided by government spending -- has enabled capital goods companies to sustain strong order inflows. Takes a look at key factors which make analysts bullish on this space

Capital goods stocks may re-rate on Govt capex push, firm demand: Analysts

Inflation remains a key risk for margins amid geopolitical tensions. But, analysts expect this to improve from the second half of FY23 due to declining commodity prices and strong order inflows