Industry: Engineering Category: Industry Research


The 4QFY19 quarter is likely to witness healthy revenue growth for capital goods and consumer durables/electricals sectors. The revenues of companies in our coverage universe are likely to rise 13.1% YoY in 4QFY19.
April 9, 2019, 11:50 a.m.
Publisher: nirmalbang.com

For the past five years, investments in new asset creation has been largely driven by the public sector and in sectors like roads, railways and other infrastructure segments.
April 4, 2019, 12:04 p.m.
Publisher: edelweiss.in

We highlight key takeaways from the capex data released by the Centre for Monitoring Indian Economy (CMIE), which we use as a proxy for the Indian capex cycle.
April 4, 2019, 11:45 a.m.
Publisher: motilaloswal.com

Private sector capex, which peaked in FY11 at INR3.7t, has been on a declining trend since the past seven years. And now, during FY18, it hit its lowest level since FY07, declining 13% YoY to INR1.5t (See Exhibit 1).
March 25, 2019, 5:29 p.m.
Publisher: motilaloswal.com


The 3QFY19 quarter is likely to witness healthy revenue growth for capital goods and consumer electricals sectors. The revenues of companies in our coverage universe are likely to rise 13.2% YoY in 3QFY19.
Jan. 9, 2019, 11:34 a.m.
Publisher: nirmalbang.com

We highlight key takeaways from the capex data released by the Centre for Monitoring Indian Economy (CMIE), which we use as a proxy for the Indian capex cycle.
Jan. 4, 2019, 11:25 a.m.
Publisher: motilaloswal.com

Orders are the lifeline for the Industrials’ sector companies as these provide revenue visibility and have typically led the re-rating /de-rating of stock prices in the sector.
Dec. 5, 2018, 11:30 a.m.
Publisher: motilaloswal.com

Demand for heavy equipment by Indian companies, an indirect measure of economic growth, is showing signs of rebound driven by government spending on railways, roads and smart cities ahead of the next general election.
Nov. 28, 2018, 10:17 a.m.

Capital Goods producers from the across the globe inked 38 MoUs with Indian steel cos envisaging reduction in imports of CGs meant for the steel sector by promoting manufacturing in the country.
Oct. 24, 2018, 10:58 a.m.
Publisher: chemarc.com

Mobile manufacturers assemble the end products in India by importing components mostly from China which has left Make in India vision to just assembled in India.
Oct. 16, 2018, 9:33 a.m.