Capex Tracker: Private and central capex strong, states fall behind
Top capex plays (HSIE coverage): Cummins India, Siemens, SRF, L&T, Maruti, Mahindra & Mahindra, Apollo Hospitals, JSPL, NTPC, and Power-Grid.
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Industrials (Q4FY25 Results Preview): Expecting Recovery
Government support in some sectors, while others stay muted: During Q4FY25, the government capex or awards pick-up is still subpar ex of T&D
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Capital Goods: Elecrama 2025 - Key Takeaways
We visited the 16th annual exhibition organized by IEEMA (Indian Electrical and Electronics Manufacturers’ Association) – Elecrama 2025
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Industrials (Q2FY25 Results Preview): Awaiting ordering revival
The sector has witnessed re-rating as (1) ordering may remain strong with the emergence of new segments like water, railway, etc.
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HSIE Results Daily: Cummins, Lupin, Shree Cement, Gujarat Gas, Aditya Birla Fashion and Retail
Cummins India Ltd (CIL) reported in-line/below performance vs consensus/our estimates with revenue/EBITDA/APAT missing our estimates by 7/13/12%
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