Industrials (Q1FY26 Results Preview): Ordering pick-up awaited
LT, Cummins India, Siemens Energy and Kalpataru are our top picks in the capital goods space. In the infra space, we like HG, PNC and NCC.
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HSIE Results Daily: Britannia Industries, ABB India, Thermax, Jyothy Labs...
Britannia’s Q4FY25 results were a mixed bag, coming in below estimates on volume growth (3.5% vs HSIE est of 5%) and surprising us on the...
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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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HSIE Results Daily: Mahindra & Mahindra, Hero Motocorp, Oil India, Thermax
Mahindra & Mahindra: Mahindra & Mahindra’s Q3FY25 standalone EBITDA margin at 14.6% was in line with our estimate of 14.6% and Bloomberg...
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