
Elara Capital forecasts a 10% year-on-year revenue increase for its capital goods coverage universe in Q3 FY26, driven by industrial demand and execution. Key companies like ABB India and Siemens are expected to see revenue growth of 9% and 12% respectively. Consumer electricals and durables are projected for a 22% Y-o-Y rise. Several firms, including KEI Industries and KEC International, anticipate significant growth due to strong infrastructure and T&D sector demand.
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