Capex

The Committee on Public Undertakings noted that project cycles of oil and gas sector projects, ageing fields and past disruptions have contributed to stagnant or declining domestic production despite high capital expenditure.

Nifty offers 12% upside on weak capex, stretched valuations: BofA's Amish Shah

Given the belief that capex growth will continue to disappoint, we are negative on anything linked to capex- steel, cement and the industrial sector, says Shah

As state capex fails to impress, will industrial stocks feel the burden? 

Moderating state capex growth can mean that industrial players' earnings can soften as order inflows slow, project execution gets delayed and margin recovery becomes uneven.

Chart of the Day | India Inc return ratios hit a 14-year high, sign of capex revival?

As ROCE and ROA improve, the next cue to capex revival would come from sustained demand expansion

FinMin pushes welfare ministries to accelerate capex to improve quality of spending

Despite overall capex utilisation reaching 51.8 percent by end-September, the Centre has asked ministries such as Social Justice, Minority Affairs and Labour & Employment to accelerate spending in the second half, after their H1 utilisation remained at 35–40 percent.

LG Electronics India Q2: One-off demand disruption not to affect the core thesis

Strong industry tailwinds, leadership position, and export potential to support growth

Cello World: Growth acceleration warrants rating upgrade

Margin improvement, ramp-up of new glassware facility as well as the increasing share of in-house steel-ware products augur well for CWL

Amber Q2 FY26: What should investors do after a tepid quarter?

The contract manufacturer’s outlook is bright as its business diversification strategy is working out

Kaynes Technology India: Sell into the earnings strength

High valuation prices in the positives that may take time to fructify

Havells Q2 FY26: Limited improvement as demand stays soft

ECD and Lloyd dimming the outperformance of wires and cables

Today’s capex of a ‘different form’ compared to previous decades, says Citi India CEO

Citi India CEO said renewables, semiconductors, electronics and battery energy storage are some of bright pockets where capex is expected to rapidly grow in the coming years.

Polycab stays on growth track in Q2 FY26, robust demand, margin gains play ball

The company’s strong rebound in the FMEG business and outperformance in W&C continue

Aditya Birla Lifestyle Brands: Why this apparel player merits attention

The company, with minimal capex requirement and a healthy cash flow generation, plans to be debt-free over the next three years

Summer Washout: Can Voltas recover the lost momentum?

Lower prices after the GST cut, pent-up demand, and festive season sales should support growth

Jain Resource Recycling: Will the IPO funds accelerate exports?

The company’s global recognition, forward integration, and conservative financial management lend credence to its growth story

Fiscal deficit higher at 29.9% of FY26 target during first four months of the year

The rise in fiscal deficit follows an increase in capital spending since the start of the year by the central government.

Is this dairy player nourishing enough for portfolio addition?

Weak summer demand and higher procurement costs dented Q1 margins, but Africa growth and diversification into eastern and western India keep the structural growth story strong

Discovery Series: Jyoti CNC Automation – An emerging leader in precision machine tools

With a strong order book and expanding capacities, the company is well-positioned to outperform peers with superior returns

Mangal Electricals IPO: Will it offer electrifying returns to investors?

The company is ramping up capacity & diversifying portfolio, though the valuation captures much of the optimism

Vikram Solar IPO: Can the flotation glow on bourses?

The company is embracing clean energy transition, but the valuation is high

Growth momentum, strategic expansion to drive DOMS

Near-term costs like employee additions, distribution spends, and inorganic integration may weigh on margins, but backward integration and scale efficiencies should cushion profitability.

‘Private capex is back, companies are beginning to spend again’: L&T chief S N Subrahmanyan

Subrahmanyan expressed confidence about India and the Middle East, saying both regions have done 'extremely well' for L&T

Private capex revival driving order flows: L&T Chairman SN Subrahmanyan

He added that the Indian private sector is expanding its capacity across sectors such as steel, copper, aluminum, zinc as well as industries such as automobiles and semiconductors. 

Blue Star: Near-term pressure from weak summer, medium-term drivers intact

The projects business helps achieve a modest growth in revenues as RAC demand takes a hit

DLF commits Rs 5,000 crore capex each in FY26 and FY27

DLF’s rental portfolio has operating assets of about 43-44 million square feet (msf) - which includes office parks, IT/ITeS SEZs, retail spaces and hospitality ventures.