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![raghavwadhwa Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::100281231.png) Raghav Wadhwa [@raghavwadhwa](/creator/twitter/raghavwadhwa) on x 97.2K followers
Created: 2025-07-02 13:17:19 UTC

⚡️Capital Goods / Infra Prompt:
🔸Assess the company order book, execution cycle, and segmental mix (EPC, O&M, turnkey, manufacturing).
🔸Analyze order inflow trends, order-book-to-sales ratio, and margin volatility linked to commodity pricing (steel, copper). Evaluate the capex intensity and the working capital cycle.
🔸Map exposure to government spending (railways, roads, defense, renewables) and PLI tailwinds. Benchmark against peers like KEC, Kalpataru, Siemens, or BHEL.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1940399387462520964/c:line.svg)

**Related Topics**
[stocks defense](/topic/stocks-defense)
[government spending](/topic/government-spending)
[infra](/topic/infra)

[Post Link](https://x.com/raghavwadhwa/status/1940399387462520964)