Adani Defence ka Dhamaka! Indian Army ko time se pehle mili Machine Guns, 'Make in India' ki lagi Lottery!

AEROSPACE-DEFENSE
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AuthorIshaan Verma|Published at:
Adani Defence ka Dhamaka! Indian Army ko time se pehle mili Machine Guns, 'Make in India' ki lagi Lottery!
Overview

Arre bhai, Adani Defence ne toh kamaal kar diya! Indian Army ke liye pehli **2,000** 'Prahar' Light Machine Guns deliver kar di hain, aur woh bhi schedule se **11 mahine** pehle! Yeh 'Make in India' ke liye ek super bada win hai.

Aage kya hai? Delivery toh shuru ho gayi!

Arre bhai, ye sirf 2,000 guns ki baat nahi hai. Ye poora order 40,000 Light Machine Guns ka hai, jise Adani Defence ko 3 saal ke andar poora karna hai. Aur yeh sab ho raha hai Gwalior mein bane high-tech plant se, jo ek saal mein 1 lakh weapons tak bana sakta hai! Isse India ki 'Make in India' initiative ko super boost mila hai aur desh bhi defence mein aur aage badhega. Ye jo 'Prahar' LMG hai, woh Israel Weapon Industries ke design par based hai, ekdum solid technology transfer hua hai.

Market mein kya chal raha hai?

Adani Defence ki parent company, Adani Enterprises, ki market cap lagbhag ₹2.35 lakh crore hai. Inka P/E ratio 17-22x ke aas-paas hai, jo industry average 41.19x se kaafi kam hai. Zamaana badal raha hai, aur Adani Defence iska fayda utha raha hai. Government ne bhi rules strict kar diye hain ki defence budget ka 75% paisa sirf Indian companies ko milega. Is wajah se, Goldman Sachs ne predict kiya hai ki Indian private defence companies ka EPS FY25 se FY28 tak 32% per annum ke hisaab se badhega. Adani Defence toh Air Works India ko bhi acquire karne wala hai, jisse unka services business aur mazboot hoga.

Thode Risks bhi hain, Bro!

Dekho, sab kuch green nahi hai. Adani Group ke overall debt aur governance ko lekar sawaal uthte rehte hain, jo subsidiaries par bhi asar kar sakte hain. Aur haan, Lokesh Machines aur Jindal Defence jaise players se competition bhi tight ho raha hai. India ka goal hai ki 2027 tak woh 70% defence supplies mein self-reliant ho jaaye, aur iski projected value ₹1.60 lakh crore se zyada hai. Adani Defence ko ye bade contracts jeet kar apni position aur mazboot karni hogi.

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