FinAspiration
FinAspiration

@FinAspiration

27 Tweets 2 reads Jun 01, 2024
🌟 Defense Sector Will Be in Focus if BJP Comes to power
👉 Top 6 Stocks From the Sector Which are driving the value chain
🌟 A Thread🧵 👇..
#Stocks #investing #investment #Stockmarketindia #defense #bjp
1 Bharat dynamics ltd
Bharat Dynamics (BDL), is a Government of India Enterprise. It is engaged in the manufacturing of guided missiles and allied defence equipments
👉 Product portfolio
⭐Surface-to-Air Missiles (SAM)
⭐Anti-Tank Missiles (ATGM)
⭐Underwater Weapons
👉 Growth opportunities
⭐The Indian government has been increasing its defense spending in recent years.
⭐The Indian government is also increasingly focused on indigenization of defense equipment
👉Key ratios
⚡Market Cap : ₹ 57,116 Cr.
⚡Current Price : ₹ 1,557
⚡Stock P/E : 93.2
⚡ROCE : 24.2 %
⚡ROE : 17.9 %
⚡Debt to equity : 0.00
⚡Sales growth 3Years : 7.38 %
⚡Profit Var 3Yrs : 33.5 %
2 HAL
Hindustan Aeronautics is engaged in the business of Manufacture of Aircraft and Helicopters and Repair, Maintenance of Aircraft and Helicopters.
👉 Product portfolio
⭐Fighter Aircraft
⭐Transport Aircraft
⭐Helicopters
⭐Avionics
👉 Growth opportunities
⭐The Indian military is undergoing a modernization program and HAL is a major supplier of aircraft, helicopters, and other defense equipment.
⭐HAL is looking to export more of its products and has had some success in recent years.
👉Key ratios
⚡Market Cap : ₹ 3,32,699 Cr.
⚡Current Price : ₹ 4,974
⚡Stock P/E : 43.8
⚡ROCE : 38.9 %
⚡ROE : 28.9 %
⚡Debt to equity : 0.00
⚡Sales growth 3Years : 9.91 %
⚡Profit Var 3Yrs : 32.9 %
3 Data Patterns india ltd
Data Patterns (India) Limited is one of the fastest-growing companies in the Defence and Aerospace Electronics sector in India.
👉 Product portfolio
⭐ATE & Test Systems
⭐RF & Microwave
⭐Electronic Warfare (EW)
⭐Cockpit & Rugged Displays
⭐Laser and Electro-Optic Systems
👉 Growth opportunities
⭐ The Indian government is rapidly increasing its defense spending, and Data Patterns is a major beneficiary of this trend.
⭐Data Patterns is investing heavily in research and development (R&D) to develop indigenous defense technologies.
👉Key ratios
⚡Market Cap : ₹ 16,577 Cr.
⚡Current Price : ₹ 2,962
⚡Stock P/E : 91.2
⚡ROCE : 20.1 %
⚡ROE : 14.6 %
⚡Debt to equity : 0.00
⚡Sales growth 3Years : 32.4 %
⚡Profit Var 3Yrs : 48.4 %
4 Garden reach Shipbuilders & engineers ltd
Garden Reach Shipbuilders & Engineers Ltd is a premier shipbuilding company in India under the administrative control of the Ministry of Defence, primarily catering to the shipbuilding requirements of the Indian Navy and the Indian Coast Guard.
👉 Product portfolio
⭐Shipbuilding
⭐Ship Repair
⭐Engineering
👉 Growth opportunities
⭐The Indian government is prioritizing self-reliance in defense, which translates to a large opportunity worth over Rs. 1.5 – Rs. 2 lakh crore for domestic shipbuilders in the next decade
⭐Apart from defense, the Indian commercial shipbuilding market is also expected to grow significantly, reaching Rs. 12000 – Rs. 15000 crore/year with segments like ferries, dredgers, and barges showing promise
👉Key ratios
⚡Market Cap : ₹ 15,689 Cr.
⚡Current Price : ₹ 1,369
⚡Stock P/E : 43.9
⚡ROCE : 28.4 %
⚡ROE : 23.1 %
⚡Debt to equity : 0.04
⚡Sales growth 3Years : 46.6 %
⚡Profit Var 3Yrs : 30.9 %
5 Krishna defence & allied industries ltd
Krishna Defence and Allied Industries Limited develop, manufactures, and designs Defence Application Products, Kitchen, and Dairy Equipment Products and has two manufacturing plants located in Gujarat, Kalol, and Halol district near Vadodara
👉 Product portfolio
⭐Shipbuilding steel bulb bar
⭐Special steel alloy bricks
⭐Superalloys weld consumables
⭐Food containers
👉 Growth opportunities
⭐The Indian government's push for "Make in India" and increasing the defense budget allocation bodes well for domestic manufacturers like KDAIL
⭐The government's allocation of 25% of the defense R&D budget for private players creates opportunities for innovation and collaboration
👉Key ratios
⚡Market Cap : ₹ 928 Cr.
⚡Current Price : ₹ 677
⚡Stock P/E : 94.8
⚡ROCE : 26.3 %
⚡ROE : 26.7 %
⚡Debt to equity : 0.09
⚡Sales growth 3Years : 45.0 %
⚡Profit Var 3Yrs : 74.0 %
6 Mazagon dock Shipbuilders ltd
it is a prominent shipyard in India. Initially a small dry dock, MDL has evolved into a renowned shipbuilding company.
👉 Product portfolio
⭐Naval Ships
⭐Submarines
⭐Littoral Combat Ships
⭐Naval Auxiliary Vessels
👉 Growth opportunities
⭐The Indian defense sector is seeing a significant rise in investment, which bodes well for MDL as a leading warship builder
⭐The company has a clear focus on increasing capacity, technological advancements, and modernization of facilities, as outlined in their annual report
👉Key ratios
⚡Market Cap : ₹ 64,278 Cr.
⚡Current Price : ₹ 3,184
⚡Stock P/E : 33.2
⚡ROCE : 44.1 %
⚡ROE : 35.2 %
⚡Debt to equity : 0.00
⚡Sales growth 3Years : 32.7 %
⚡Profit Var 3Yrs : 47.1 %
The content in this post is only for educational purpose and not investment advice. Please consult your financial advisors before investing.

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