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Capital goods shine selectively
October 10, 2025
|Mint New Delhi
The S&P BSE Capital Goods index gained 21% in the previous six months on the back of some key developments.
Among those-the Union government's capital expenditure spending rose 43% to ₹4.3 trillion in the first five months of 2025-26 (April-August), and defence ministry has outlined 15-year sectoral needs, targeting annual spending of $25-30 billion (₹2.2-2.6 trillion).
Also, strong execution of record-high order books is expected to translate to decent second-quarter (July-September) earnings for some capital goods companies. Improving execution is seen offsetting the adverse impact of lower exports and deferment of new orders due to US tariff-related uncertainties.
Nomura Global Markets Research expects capital goods firms to report 15% year-on-year (yo-y) revenue and Ebitda growth for the second quarter. However, higher prices of some commodities and lower exports could put margins under pressure (exports typically fetch higher margins).
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