Nalanda Capital puts its eggs in few baskets, so why did it buy Thermax?
Even though the sector has been a troubled one, the marquee investment firm has increased its stake in the capital goods leader
Anishaa Kumar - June 02, 2020
"Your balance sheet is the most important thing during a slowdown"
Thermax is a player in an unpredictable sector but CEO MS Unnikrishnan manages that by keeping a hawk-eye on cash flows
December 11, 2019
A bridge too far
With government spending slowing down, the road ahead for infra and capital goods could be challenging
V Keshavdev - March 25, 2019
Glimmer of hope
While capital goods makers are seeing a revival in demand, it still may be a little too early for investors to join the party
Prathamesh Mulye - December 07, 2018
Sunny days are here again
With order books of capital goods companies rising, investors believe earnings, too, will improve, due to benign interest rates
Jitendra Kumar Gupta - June 27, 2016
Still in the dumps
The capital goods industry is gasping for breath as order flows continue to decline
April 18, 2016