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L&T, Cummins, Bharat Electronics — Top Stock Picks By Motilal Oswal; Capital Goods Q1 Preview
Motilal Oswal reiterates positive stance on L&T, Cummins, and Bharat Electronics in the large cap space and Kirloaskar Oil and Kalpataru Projects in the mid- and small-cap segments.
04 Jul 2025, 09:41 AM IST 
DAC's emergency procurement worth Rs 400 billion to augur well for both private and public defense companies. (Source: SKY freepik)
The capital goods sector is comfortably positioned, supported by strong order book providing healthy revenue visibility, favorable commodity prices offering comfort to margins, strong balance sheet that provides leeway for capex, and favorable government policies, such as plans for emergency defense procurement, focus on renewables, and Make in India initiative.
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