Whalesbook
Ab dekho, Ravi K koi naye nahi hain HAL mein. Inke paas aerospace aur manufacturing mein three decades se zyada ka experience hai. Ab CMD banne ke baad, unka main focus HAL ko ekdum next-level, global player banana hai. Iske liye woh AI (Artificial Intelligence) ko integrate karne aur private companies ke saath strategic tie-ups banane par zor denge.
Yeh move kaafi smart hai kyunki global aerospace market mein AI ka trend badh raha hai, aur yeh $65 billion tak pahunch sakta hai 2034 tak. Isse HAL ko design speed badhane, surveillance aur training mein help milegi.
Aur order book ki toh baat hi alag hai! HAL ke paas currently ₹94,000 crore se bhi zyada ke orders hain. Isme LCH Prachand helicopters ke 156 units ka order hai jismein around ₹62,700 crore lagenge, aur 180 LCA Tejas Mk1A aircraft bhi hain. Yeh LCH Prachand deal toh India ki sabse badi defense deal hai ab tak!
Company apne P/E ratio par bhi nazar rakhe hue hai. HAL ka P/E ratio around 32-33 hai. Yeh Bharat Dynamics ke 86.22 ya Solar Industries ke 95.87 se toh kam hai, par Lockheed Martin (24.5x) aur Dassault Aviation (23.72x) se thoda upar hai. India ka defense sector bhi tezi se badh raha hai, $38.73 billion tak ja sakta hai 2031 tak. HAL ki market cap lagbhag ₹2.90 lakh crore hai.
Par sab kuch itna smooth nahi hai. Kuch projects, jaise LCA Tejas Mk1A, ki delivery mein der ho sakti hai. Reports ke mutabik, kuch aircraft engine ke liye GE Aerospace par dependent hain, jisse delays aa sakte hain. Aur company ka P/E ratio apne 10-year median se bhi upar chal raha hai, matlab future growth already stock price mein include ho chuka hai.
Phir bhi, analysts positive hain. ICICI Securities aur Anand Rathi jaise firms ne 'BUY' rating di hai aur ₹5000 ka target price bhi diya hai. Ravi K ka AI aur private sector par focus HAL ke liye future mein revenue badhane aur capabilities improve karne mein madad karega.