Archive · 25 Jan 2026
Capital Goods Stocks Show Profit Growth
Some big companies that build things like roads, power plants, and machines are doing better now.
They are getting more orders and making more money.
This is because they are good at finishing their projects on time and keeping costs low.
Four of these companies are Larsen & Toubro, Siemens, ABB India, and Cummins India.
Larsen & Toubro is doing well with lots of orders, especially from the Middle East.
Siemens is strong in rail and infrastructure but had some problems with its digital business.
ABB India is doing okay but faces some competition.
Cummins India is doing great because of a big boost from data centers.
However, their stock prices have already gone up a lot, so investors need to be careful.
Capital goods companies are experiencing steady growth with improved execution and earnings recovery.
Larsen & Toubro reported a 10% revenue growth and a 16% increase in net profit, with a strong order book of Rs 6.7 trillion.
Siemens saw a 16% revenue growth but a decline in net profit due to costs related to the energy business demerger.
ABB India reported a 14% revenue growth but a slight decline in net profit due to a weaker product mix and higher competition.
Cummins India reported a 28% revenue growth and a 38% increase in profit after tax, driven by power generation demand, especially from data centers.
- Who
- Capital goods companies including Larsen & Toubro, Siemens, ABB India, and Cummins India
- What
- Earnings recovery and improved execution in the capital goods sector
- When
- Reported in the latest quarterly results
- Where
- India and international markets, with significant projects in the Middle East and Europe
- Why
- Due to steady order inflows, better margins, and rising return ratios
- Larsen & Toubro Revenue
- Rs 67,984 crore
- Larsen & Toubro Net Profit
- Rs 4,687 crore
- Larsen & Toubro Order Book
- Rs 6.7 trillion
- Siemens Revenue
- Rs 5,171 crore
- Siemens Net Profit
- Rs 485 crore
- Siemens Order Intake
- Rs 20,000 crore
- ABB India Revenue
- Rs 3,311 crore
- ABB India Net Profit
- Rs 409 crore
- ABB India Order Backlog
- Rs 9,900 crore
- Cummins India Revenue
- Rs 3,122 crore
- Cummins India Profit After Tax
- Rs 622 crore