Page 2 - Capital Goods

Stock in the green, strong order momentum to power gains for Siemens

Product mix, operating leverage, and price hikes to help expand margins

Revival of orders to boost project business, drive gains for Siemens

Siemens' product mix, operating leverage and price hikes to help expand margins.

RBI's rate hike to push up costs: Realty, capital goods companies

Ramani Sastri, chairman and managing director (MD) of real estate firm Sterling Developers, said interest rates impact the cost of doing business

'MOOWR is a duty deferment scheme'

There is no customs duty exemption for inputs used in the manufacture of capital goods in a bonded warehouse, even if they are supplied to an EPCG authorisation holder

Will the govt's plan to prune import dependency in a new avatar work?

The aim is to boost domestic output, without raising tariffs or providing subsidy, of items on whose imports India is heavily dependent. The plan is to start with consumer and capital goods

Competitive overhang clouds Cummins India's medium-growth outlook

At the current price, the stock is trading at 30x its FY23 earnings estimates

Capital goods and engineering: Early indications of bottoming of cycle

Orders are improving, cost inflation and supply chain issues are among potential headwinds

MOOWR defeats purpose of duty hike on capital goods

The government has raised the customs duty on import of some capital goods and issued notifications to raise the customs duty on many more capital goods in due course of time

High commodity prices may have dented Q3 profitability of capital goods cos

In terms of order inflows, the sector is expected to have witnessed weakness in the period under review

Capex plans an early sign of capital goods sector's return to normality

The strong stock price momentum is now backed by improving fundamentals

Signs of capital goods sector returning to normalcy despite negative CAGR

The strong stock price momentum is now backed by improving fundamentals

Capital goods index hits new peak in weak market; L&T, Timken at new highs

Thermax rallied 12 per cent to Rs 1,503 after it reported 183 per cent year-on-year jump in its consolidated profit after tax

Strong Q2 seen for capital goods companies as project execution picks pace

This is helped by the easing of the second wave, and as a result ironing out of supply chain issues, improving labour availability as vaccination picks pace and timely customer collections

Larsen & Toubro rallies 15% in a month, nears record high

L&T was up 2 per cent at Rs 1,538 on the BSE, trading close to its all-time high level of Rs 1,593 touched on February 2, 2021

Manufacturing PMI up marginally; growth of domestic orders, production slow

Consumer goods was the strongest-performing category in April, followed by capital goods and intermediate goods

Mutual funds continue to trim positions in heavyweights in February

Most large MFs remained underweight on banking and overweight on capital goods

Domestic capital goods companies likely to report flat margins in Q4

Volumes expected to rise as demand picks up in select sectors, say experts

Infrastructure push: Higher expenditure yet to reflect in top line

Combined net sales of infra, capital goods firms down 2.3% in Dec quarter

Exports rise 5.4% in January; trade deficit narrows to $14.75 billion

Rise in both exports and imports signals recovery is strengthening: Experts

L&T Q3 results today: Strong order inflow, liquidity management may aid nos

Analysts at HDFC Securities forecast a 71.5 per cent sequential growth in Larsen and Toubro's consolidated net profit at Rs 1,980 crore for the quarter under review