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Reports Archive
Date Heading Pages Author Download
Jan-17 Subdued Performance Likely 2 Nirmal Bang
Jan-17 3QFY17E Results Preview 9 HDFC Securities
Oct-16 Likely to be another lacklustre quarter 18 ICICI Securities
Oct-16 Q2FY17: As Nice as Ninepence! 4 IDBI
Oct-16 Visit notes from Delhi 6 Edelweiss Securities
Sep-16 Order Tracker: Sharp decline in ordering activity 6 Motilal Oswal
Sep-16 Private sector capex to remain weak in FY17 6 Motilal Oswal
Jul-16 Growth momentum to continue 7 ICICI Securities
Jul-16 High base effect impacts orders 6 Motilal Oswal
Jun-16 India Capital Goods - Q4 Review: Good quarter but tough times ahead 6 Religare Research
Apr-16 Room air conditioners 44 Motilal Oswal
Apr-16 Q4FY16: Another quarter, another year! 4 IDBI
Apr-16 Q4 Preview: Weak quarter; SELL LT, BHEL 5 Religare Research
Apr-16 Revenue Growth And Order Inflow Likely To Remain Subdued 2 Nirmal Bang
Apr-16 Revival around the corner? 17 ICICI Securities
Apr-16 Defence: On indigenisation trail; exciting times ahead 10 Edelweiss Securities
Mar-16 Mixed views on DPP 2016; implementation key 8 Motilal Oswal
Mar-16 Railways-Engine for growth! 28 Prabhudas Lilladher
Mar-16 Order inflow pick up supported by large orders 6 Motilal Oswal
Mar-16 Make-in-India takeaways 21 Nomura
Mar-16 An extended dry spell 60 Religare Research
Mar-16 Channel check-MEP/UCP market 3 Prabhudas Lilladher
Mar-16 Engineering & Capital Good Report 89 Edelweiss Securities
Feb-16 Expectation high on government spending! 10 Prabhudas Lilladher
Feb-16 India Transmission 64 Motilal Oswal
Jan-16 Indian Players Set for Quantum Leap 89 Edelweiss Securities
Jan-16 Fall in large ticket projects impacts inflows 6 Motilal Oswal
Jan-16 Q3FY16: A ray of hope or another false dawn? 4 IDBI
Jan-16 Rising tide of energy change 89 Emkay Research
Jan-16 Order inflows to remain weak 5 Religare Research
Jan-16 Subdued Revenue Growth, Margin And Order Inflow Likely 2 Nirmal Bang
Dec-15 Order Tracker: Large-ticket projects boost ordering 6 Motilal Oswal
Nov-15 Project tendering and orders remains sluggish 6 Motilal Oswal
Nov-15 Recovery - pushed back, expectation toned down! 10 Prabhudas Lilladher
Nov-15 UDAY-Well thought out, Implementation remains the key! 8 Prabhudas Lilladher
Sep-15 Growth drivers in place 92 Anand Rathi
Sep-15 Order Tracker: Project ordering remains sluggish 6 Motilal Oswal
Sep-15 T&D – Expect pick up in TBCB awarding! 4 Prabhudas Lilladher
Aug-15 T&D Sector leads ordering activity 6 Motilal Oswal
Aug-15 Recovery ? Work in progress! 10 Prabhudas Lilladher
Jul-15 Q1FY16E Results Preview 6 IndiaNivesh
Jul-15 Execution pangs continue 10 ICICI Securities
Jul-15 T&D – Light at the end of the Tunnel 11 Prabhudas Lilladher
Jun-15 Order Tracker: Project awards remain sluggish 6 Motilal Oswal
Jun-15 Moving in Right direction, albeit at slower pace 10 Prabhudas Lilladher
May-15 Order Tracker: Project awards remain constrained 8 Motilal Oswal
Apr-15 Selective Recovery Likely 2 Nirmal Bang
Apr-15 Order Tracker: Project awards supported by large sized wins by L&T/BHEL 8 Motilal Oswal
Mar-15 Order Tracker: Project awards remain constrained 8 Motilal Oswal
Jan-15 Order Tracker: project awards muted; private sector capex remains elusive 6 Motilal Oswal
Jan-15 T&D spend accelerates, led by high-end technology areas 12 Motilal Oswal
Jan-15 Channel Check - Middle East Markets 8 Prabhudas Lilladher
Jan-15 Capital Goods & Power Sectors-Mixed Trend likely 2 Nirmal Bang
Jan-15 Capital Goods & Infrastructure Outlook 2015 13 Prabhudas Lilladher
Dec-14 India Capital Goods: Bearings 34 Religare Research
Nov-14 Capital Goods Insights - The Butterfly Effect 20 Motilal Oswal
Oct-14 Capital Goods - Early signs of investment cycle revival 15 IDFC
Oct-14 Capital Goods - Measures underway... results awaited 14 Motilal Oswal
Sep-14 India Capital Goods 6 Religare
Jul-14 Mixed Trend Likely In Seasonally Weak Quarter 2 Nirmal Bang
Jul-14 CAPITAL GOODS (Order Tracker): Order awards remain muted 6 Motilal Oswal
Jul-14 Capital Goods - Optimism built in... macro support awaited 14 Motilal Oswal
May-14 Capital Goods - Winds of change!!! 9 Prabhudas Lilladher
Apr-14 Capital Goods - Recovery...but not without pangs 28 IDFC
Mar-14 Capital Goods - In a positive territory, first time post 2011 8 Motilal Oswal
Jan-14 Capital Goods - Lower order flow and increased competition 7 Prabhudas Lilladher
Dec-13 BTG Ordering: Emerging from the Eclipse 44 Motilal Oswal
Oct-13 ECG Monitor 48 Emkay Research
Sep-13 Capital Goods - Channel Check - Middle East Markets 6 Prabhudas Lilladher
Sep-13 Capital Goods - The wait gets longer!!! 13 Prabhudas Lilladher
Aug-13 ECG Monitor 41 Emkay Research
Jul-13 Capital Goods - Mix Trends!! 13 Prabhudas Lilladher
Jul-13 ECG Monitor 42 Emkay Research
Jun-13 Gauging the environment through non-covered companies 14 Motilal Oswal
Jun-13 ECG Monitor 48 Emkay Research
May-13 ECG Monitor 57 Emkay Research
Apr-13 Capital Goods Update 72 Motilal Oswal
Apr-13 ECG Monitor - Our monthly check on the health of Engineering & Capital Goods sector 47 Emkay Research
Feb-13 ECG Monitor 53 Emkay Research
Feb-13 Capital Goods : Journey of thousand miles…Begins with a single 12 Prabhudas Lilladher
Jan-13 ECG Monitor 46 Emkay Research
Jan-13 Oct-Dec 2012 Earnings Preview 14 Prabhudas Lilladher
Jan-13 India Electrical Goods - Let there be light 29 Anand Rathi
Jan-13 Q3FY2013 Capital Goods & Engineering earnings preview 4 Sharekhan
Dec-12 ECG Monitor 44 Emkay Research
Dec-12 Engineering & Capital Goods - AC Industry - Cooler times ahead 23 Emkay Research
Dec-12 Engineering & Capital Goods - 3-W Here To Stay, BUY Greaves Cotton 20 Edelweiss Research
Nov-12 ECG Monitor 43 Emkay Research
Nov-12 ENGINEERING & CAPITAL GOODS - Woes intensify; Policy traction holds the key 13 Edelweiss Research
Nov-12 Capital Goods - On hope we survive!!! 12 Prabhudas Lilladher
Oct-12 Foreign competition continues to be high 8 Prabhudas Lilladher
Oct-12 Key takeaways from the PFC report on SEB financials for FY11 6 Prabhudas Lilladher
Oct-12 T&D Equipments: Positive signals, but still too early 8 Motilal Oswal
Oct-12 ECG Monitor 46 Emkay Research
Sep-12 ECG Monitor 44 Emkay Research
Sep-12 Indian Capital Goods : Power Grid orders - Chinese dominate 11 HSBC
Sep-12 Commodity price volatility: Identifying winners 26 Motilal Oswal
Aug-12 Investment climate at crossroads; environment challenging 6 Motilal Oswal
Aug-12 ECG Monitor 58 Emkay Research
Aug-12 Capital Goods - Gauging the environment through non-covered companies 6 Motilal Oswal
Aug-12 ENGINEERING & CAPITAL GOODS - Expectations Galore 19 Edelweiss Research
Aug-12 Capital Goods - Learning to live with uncertainty!!! 13 Prabhudas Lilladher
Jul-12 Engineering & Capital Goods : Monthly Update 44 Emkay Research
Jul-12 Engineering & Capital Goods : In focus - Power Gensets 11 Emkay Research
Jun-12 Our monthly check on the health of Engineering & Capital Goods sector 45 Emkay Research
Jun-12 ENGINEERING & CAPITAL GOODS : Gathering steam 8 Edelweiss Research
Jun-12 Capital Goods - The search for the bottom ...continues 13 Prabhudas Lilladher
Jun-12 Still under the clouds 25 Edelweiss Securities
Jun-12 ENGINEERING & CAPITAL GOODS : In search of growth DNA 10 Edelweiss Research
May-12 ECG Monitor 31 Emkay Research
May-12 PowerGrid's order awards to moderate; focus shifts to SEBs 8 Motilal Oswal
Apr-12 Power Grid orders remain strong, but pricing worsens 13 HSBC Global Research
Feb-12 Mixed signals 12 Edelweiss Securities
Feb-12 Indian Capital Goods Update 11 HSBC
Jan-12 Engineering & Capital Goods Update 14 Emkay Research
Jan-12 Q3FY12E Results Preview 3 Sunidhi
Nov-11 It's yet to dawn 12 Prabhudas Lilladher
Oct-11 Delusional optimism to reality 53 Emkay Research
Oct-11 PGCIL order flows gain momentum 6 Religare Research
Oct-11 Q2 FY12 preview: All eyes on execution & margins 13 HSBC
Oct-11 EPC space offers better value picks 96 HSBC Global Research
Oct-11 Unfavourable macro conditions to weigh on execution 4 Religare Research
Aug-11 Macro headwinds erode profitability 8 Edelweiss Securities
Aug-11 No silver lining yet 12 Prabhudas Lilladher
Jul-11 Capital Goods-Q1FY12E Results Preview 3 Sunidhi
Jul-11 Transmission & Distribution - Competition is here to stay 40 Prabhudas Lilladher
Jul-11 Q1FY2012 Capital Goods & Engineering Earnings Preview 5 Sharekhan
Jul-11 Capital Goods & Power; Post-Conference Note 49 Emkay Research
May-11 Outlook bottoms out; valuations attractive 17 Religare Research
Apr-11 Alstom - Shanghai Electric boiler JV a potential threat to incumbents in India 6 Credit Suisse
Apr-11 Capital Goods Sector Outlook 16 Way2Wealth
Mar-11 Improving order flows in transmission line tower EPC 7 Religare Research
Feb-11 Engineering And Capital Goods - Sector Update 8 Edelweiss Research
Dec-10 Sign Of (Good) Times To Come 20 Prabhudas Lilladher
Sep-10 Engineering, Capital Goods & Infrastructure Update 67 Emkay Research
Jul-10 Realign For The Change Ahead 89 Religare
Jun-10 Engineering And Capital Goods - Powering Ahead 14 Edelweiss
May-10 India Capital Goods 4 Anand Rathi
Jan-10 Q3FY2010 Capital Goods & Engineering earnings preview 3 Sharekhan
Sep-09 Engineering, Capital Goods & Infrastructure Update 93 Emkay Research
Apr-09 Capital Goods - Buoyant topline growth 5 Religare Hichens Harrison
Apr-09 Engineering And Capital Goods - Battered by weak capital expenditure 15 Edelweiss Securities
Feb-09 Q3FY2009 Capital Goods earnings review 3 Sharekhan
Jan-09 Q3FY2009 Capital Goods Earnings Preview 4 Sharekhan
Dec-08 Engineering & Capital Goods - Down to earth 32 Edelweiss
Sep-08 Engineering And Capital Goods - Down To Earth 29 Edelweiss Securities
Sep-08 Engineering & Capital Goods - Roadblocks on the highway 2 Edelweiss Securities
Jan-07 Patel Engineering - Analyst Call Transcript 17 Patel Engineering
Jan-07 KEC International - Investor Presentation 28 KEC International
Jan-07 Transformer Industry 35 ASK RJ
Nov-06 L&T - Investor Presentation 28 L&T
Nov-06 Thermax - Analyst Call Transcript 24 Thermax