Companies in the capital goods and defence sectors are poised for growth. Revenue is expected to increase, with operating earnings and profit also rising. However, costs may be under pressure due to high commodity prices and a crisis in a certain region.

Operating margins are likely to remain stable. Existing orders are expected to support execution.

Further details on the outlook for these companies can be found in the Q2 FY27 results preview by Motilal Oswal Financial Services.