Capital Goods Indian Community

MTAR technologies is a high-precision engineering company, making components and machinery for ISRO and nuclear reactors in India. However, despite this strong profile, for the past several years, the growth was lagging.Read more

Kajaria Ceramics has long been India’s flagship tiles and ceramics maker, known for strong brands like Kajaria, GresBond and Eternity. I've personally been a follower of them for a while now, and put considerable trust in the decision making prowess of the current managing director, who long-term Kajaria-heads like myself affectionally name "Uncle Kajar".Read more

Introduction Triveni Turbine Limited (TTL) operates as a focused, growing, and market-leading corporation in the industrial heat & power solutions and decentralized steam-based renewable turbines sector. The Company is primarily engaged in the manufacture and supply of power generating equipment and solutions, including steam turbines, spare parts, and comprehensive turbine-related services, classifying it within the capital goods industry.Read more

Core of the earning of company comes from its thermal power plant in Zambia. It operates the only thermal plant in Zambia which account for around 9 percent of Zambia energy.Read more

Growth Market Growth rate for next year * 8.00% * Keeping it low as growth has been high in last 2 years making the base number big Compounded annual market growth rate year 2-5 * 12.00% * Driven by improved domestic market share, new plant, acrylic business & growth in industry Margin Pre-tax operating margin for next year * 12.00% * Setting margin to company's 10-year average Pre-tax operating margin (Target) * 10.14% * Setting it to the industry average. Number also aligns with the company staying competitive in the market Reinvestment Sales to Capital ratio (Current) * 2.2 Sales to Capital ratio (Target) * 1.84 * Industry average is 1.84 & Company's 10 years average is 1.56.Read more

Electrosteel castings is the leading Ductile pipes manufacturer with 40% market share and multiple competitive advantages including international accredations, with rising incomes and infra projects, electro should be able maintain healthy order books and above market margins, the company has focused on reducing debt in the last year or so and i believe it should be able to either a) payout to their shareholders i.e dividends ( Unlikely), or b) develop a capacity/portfolio expansion strategy which should further fortify Electro as a leader in the industry. Their focus on increasing exports should allow electro to tap into new markets and expand over the next few years.Read more

Key Takeaways Expansion into high-growth sectors, digital offerings, and localization enhances ABB India's resilience, strong revenue prospects, and margin improvement opportunities. Temporary profitability pressures are being addressed, with large order backlog and new segments providing clear drivers for future earnings recovery.Read more

Key Takeaways Regulatory moves and global decarbonization trends are set to boost Praj's order inflow, revenue prospects, and earnings visibility across advanced biofuels and biochemicals. Product innovation, margin-accretive offerings, and international expansion are diversifying revenues, stabilizing margins, and positioning Praj for sustained long-term growth.Read more

Key Takeaways Expansion into advanced manufacturing, clean tech, and automation positions Jupiter Wagons for outperformance in revenue growth, export potential, and margin expansion. Early-mover advantages, robust private sector orders, and strategic partnerships set a foundation for durable growth and ongoing sector leadership.Read more