Kahan se aaye ye mega orders?
Sabse pehle baat karte hain Bharat Electronics Limited (BEL) ki. Inko India ki Army aur Air Force se ek saath ₹6,795 crore ke orders mile hain. Isme Indian Air Force ke liye do naye Mountain Radars, LCA ke liye avionics package aur ek bada export order bhi shamil hai. Itna hi nahi, BEL ne satellite communication networks aur electronic warfare systems ke liye bhi ₹1,660 crore ke deals sign kiye hain.
GRSE aur Midhani ne bhi ki dhamakedar performance!
Garden Reach Shipbuilders & Engineers (GRSE) ne tohFY26 ke liye apna revenue ₹6,400 crore report kiya hai, jo pichle saal se 26% zyada hai. Ye sab Indian Navy ko kiye gaye 8 jahazon ki delivery ki wajah se hua. Aur Mishra Dhatu Nigam (Midhani) ne bhi FY26 mein ₹1,206 crore ka revenue kamaya, jo 12.3% growth hai, mainly aerospace aur defence projects ki wajah se.
Brokerages kya keh rahe hain?
ICICI Securities ne GRSE ke liye kaha hai ki unka revenue guidance ke hisaab se hi hai, aur unke paas ₹17,000 crore ka order backlog hai. Midhani ke liye, brokerage ka target hai ki FY27 aur FY28 mein 20% revenue growth hogi, kyunki unka order book ₹2,600 crore ka hai.
Choice Institutional Equities ko lagta hai ki BEL system integration mein jo naya kaam kar raha hai, usse unki pricing power badhegi aur margins safe rahenge. Aur Elara Capital ne toh Solar Industries India Ltd. par 'Buy' rating di hai aur ₹15,450 ka target set kiya hai, defence sector mein zabardast growth aur international expansion ko dekhte hue.