GRSE ne FY26 ke liye ₹6,400 crore ka jabardast turnover report kiya hai, jo pichle saal ke compare mein 26% zyada hai! Ye number isliye aaya kyunki company ne Indian Navy ko 8 jahazon ki delivery ki aur export orders par bhi accha kaam kiya. Itna hi nahi, GRSE ab Norway ki Kongsberg ke saath milkar India ka pehla Polar Research Vessel bhi banayega. Analyst log expect kar rahe hain ki GRSE ka order book March 2026 tak ₹40,000 crore se bhi paar kar jayega.
Bheed Mein Bhaage Baaki Defence Stocks
GRSE ki ye acchi khabar sunte hi Sector mein toh jaise aag lag gayi! MDL aur CSL ke shares bhi jumke bhagne lage. CSL ko toh ek extra boost mila kyunki woh April 2026 se Futures & Options (F&O) segment mein add ho gaya hai. Trading volume bhi ekdum se skyrocket ho gaya, GRSE ke liye toh 12 guna aur CSL ke liye 10 guna badh gaya!
Sector Ki Taakat: Govt Support Aur Orders
Ye sab Govt ki defense spending badhane ki policy, domestic production par focus aur geopolitical tensions ki wajah se ho raha hai. Defence Acquisition Council ne ₹2.38 lakh crore tak ke approvals diye hain aur FY26 mein toh ₹9.28 lakh crore ke orders milne ki umeed hai.
Order Book Aur Valuation Ka Scene
GRSE ke paas already ₹40,000 crore+ ka order book hai. MDL ke paas ₹23,758 crore ke orders hain. CSL ka order book ₹21,100 crore ka hai, par future pipeline toh ₹2.85 lakh crore ki hai!
Valuation ki baat karein toh GRSE ka P/E ratio 32.8x aur MDL ka 36x hai, jo industry ke hisaab se theek lag raha hai. Lekin CSL ka P/E thoda upar hai, lagbhag 43.2x se 47.6x ke beech.
Analyst Kya Kehte Hain?
Brokerage firms GRSE aur MDL ke liye kaafi bullish hain, unhone 'Strong Buy' rating di hai aur price target bhi bade rakhe hain. Par CSL ke liye reports mixed hain, kuch analyst 'Hold' ya 'Sell' bhi bol rahe hain, aur upside zyada nahi dikh raha.