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

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

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

Key Takeaways Reliance on traditional plastics and slow innovation expose Supreme to shrinking demand, regulatory pressures, and disruption from competitors offering sustainable alternatives. Volatile input costs, rising compliance expenses, and limited diversification threaten profitability and long-term growth as industry shifts toward sustainability.Read more

Key Takeaways Accelerating shifts in technology and environmental regulations threaten Elgi's core business model, requiring costly adaptation and exposing margins to structural pressures. Intense competition and lack of product diversification heighten vulnerability to market disruptions, increasing the risk of volatile earnings and reduced profitability.Read more

Key Takeaways Expanding in energy transition, urban infrastructure, and premium civil projects is strengthening business diversification and driving higher-margin growth opportunities. Operational improvements and increased global project execution are enhancing efficiency, margin expansion, and future earnings potential.Read more