Whalesbook
Toh bhai, GE Aerospace ne apna khazana India ke liye khol diya hai! Ye jo naya ₹100 Crore ka paisa aa raha hai na, ye Pune wali factory ko aur bhi tagda banane ke liye hai. Pichle teen saal mein inka total investment ₹510 Crore ko paar kar gaya hai, jo dikhata hai ki India ab unke liye kitna important ho gaya hai.
Kya kya update hoga Pune mein?
Is naye fund se factory mein advanced welding technologies laayi jayengi, inspection equipment upgrade hogi aur GE90, GEnx, GE9X jaise engines ke saath saath CFM ke LEAP engines ke parts banane ki capacity bhi badhayi jayegi. Jabse commercial aviation mein backlog badh raha hai, tabse sab companies apni production badha rahi hain, aur GE Aerospace bhi is race mein peeche nahi rehna chahta.
India banega aerospace ka next big hub?
GE Aerospace India ko sirf manufacturing ke liye nahi, balki innovation aur talent development ke liye bhi strategic hub bana raha hai. India mein jo skilled log hain aur government ka jo support hai ('Make in India' aur 'Atmanirbhar Bharat' jaise schemes), usko use karke yeh log apni global supply chain ko aur robust bana rahe hain. Yeh facility 2015 mein $200 million ke investment se shuru hui thi aur April 2024 mein ₹240 Crore (lagbhag $30 million) aur November 2025 mein $14 million ka investment bhi aa chuka hai. Ab tak 5,000 se zyada production associates ko train bhi kiya hai.
Competition bhi full power mein!
Ye sirf GE Aerospace ka khel nahi hai. Safran toh 2030 tak India mein apna revenue €3 billion se zyada karne ka plan kar raha hai, jiske liye woh €200 million Hyderabad mein MRO center bana rahe hain jo 2026 mein start hoga. Rolls-Royce bhi India ko apna teesra 'home market' samajh raha hai aur yahan future aero engines par kaam karne ka soch raha hai. India ka aerospace market 2033 tak $54.4 billion tak pahunchne ka target hai, toh bhai, sab players yahan apna pesa laga rahe hain.
Toh kya sab kuch perfect hai?
Ab thoda valuation ki baat karte hain. GE Aerospace ka P/E ratio 34.67-48.33 ke aas-paas hai, jo iske 10-saal ke average 20.19 se kaafi upar hai. RTX Corp. jaise competitors ka P/E 24.70X aur Textron ka 13.27X hai. Matlab, GE Aerospace ka stock thoda mehenga lag raha hai. Operating costs badh rahe hain aur supply chain mein bhi risks rehte hain. Competition toh bhari hai hi.
Analysts kya bol rahe hain?
Waise toh analysts ka outlook GE Aerospace ke liye kaafi positive hai. Kai log 'Buy' ya 'Strong Buy' ki rating de rahe hain aur price target around $349-$353 ke beech mein hai. Company ne 2026 ke liye low-double-digit revenue growth expect kiya hai, jisme commercial engines aur defense contracts ka bada role hoga. Yeh India waale investments unke future plans ke liye bahut zaroori hain.