Dekho, Sigma Advanced Systems actually apne aap ko ek defence aur aerospace king banane mein lagi hai. Pehle toh yeh Megasoft Limited thi, ab totally change ho gayi hai. Aur issi journey mein, yeh log AS Strategic ko apne platform mein add kar rahe hain.
Yeh deal ₹20 Crore ki hai, aur isse Sigma ko seedha Europe ke bade defence companies ke saath joint ventures ka access mil jayega. Matlab, sirf parts banane se aage badhkar, ab yeh systems integration aur bade defence projects mein bhi entry mar rahe hain.
Yaad hai, Sigma ne UK ki Nasmyth company ko bhi khareeda tha? Usi line mein yeh nayi deal hai. AS Strategic ke paas 2026 ke liye ₹315 Crore se zyada ka order book already hai, jo current European defence programs se juda hai. Yeh sab February 10, 2026 ko signed agreement ke baad hua.
Is acquisition se Sigma turant bade international defence programs ka hissa ban jayegi. Nasmyth acquisition ke saath milakar, dono companies ki manufacturing skills aur AS Strategic ke programs ka fayda bahut hone wala hai.
Haan, ek choti si baat hai ki February 2026 mein BSE aur NSE ne minimum board composition rules follow na karne par ₹9.67 lakh ka fine lagaya tha. Thoda governance pe dhyaan dena padega Sigma ko.
Defence sector mein iska mukabla DCX Systems Ltd jaise companies se hai. Sigma ki market cap ₹3,453 Crore ke aas paas hai, jo ki peer median ₹3,289 Crore ke lagbhag hai. Agar AS Strategic Private Limited ki baat karein, toh March 2025 tak uska turnover ₹6.08 Crore tha, jo March 2024 mein ₹1.41 Crore tha. Matlab, growth dikh rahi hai.
Ab investors ko yahi dekhna hai ki AS Strategic kaise integrate hota hai aur Sigma ke revenue mein kitna jodta hai. European partnerships aur order book se kitna fayda aata hai, yeh sab important hoga. Plus, margin improvements par bhi nazar rakhni hogi.
