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
550 Views
Capital Goods: Elecrama 2025 - Key Takeaways
We visited the 16th annual exhibition organized by IEEMA (Indian Electrical and Electronics Manufacturers’ Association) – Elecrama 2025
270 Views
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...
315 Views
HSIE Results Daily: Thermax, Deepak Nitrite, Brigade Enterprises, Crompton Consumer
During the quarter, TMX received INR 0.66bn as PSI incentive from Maharashtra government towards investment and job creation. TMX expects this...
385 Views
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.
319 Views