Defence Acquisition Council (DAC) ne desh ki suraksha badhane ke liye **₹2.12 lakh crore** ke proposals ko green signal de diya hai. Iska **82%** hissa India mein hi banega, jo defence companies ke liye ek bada mauka hai.
Bada budget, badi taiyari
Sarkar ne Army, Navy aur Air Force ko aur powerful banane ke liye ₹2.12 lakh crore ka package manzoor kiya hai. DAC ne isse 'Acceptance of Necessity' (AoN) diya hai, matlab ye abhi pehla kadam hai jiske baad tenders nikale jayenge. Iska main maqsad hai border aur high-altitude areas par apni military strength ko top level par lana.
Made in India par focus
Is deal ka sabse bada highlight hai ki 82% equipment ab desh ke andar hi banenge. Ismein kamikaze drones, air defence systems, combat helicopters, aur self-propelled artillery jaise advanced weapons shamil hain. Ye 'Aatmanirbhar Bharat' mission ke liye ek bahut bada step hai.
Investors ke liye kya hai lesson?
Market mein charcha tez hai, lekin traders ko samajhna hoga ki AoN milne ka matlab ye nahi ki kal hi revenue aane lagega. Ye orders kai saalon mein spread honge. Bahut saari defence companies ke stock pehle hi premium valuation par chal rahe hain, toh sirf hype dekh kar entry mat lena.
Kya monitor karein?
Asli game contract milne ke baad shuru hoga. Investors ko ye dekhna chahiye ki:
- Tenders kab release hote hain?
- Kaunsi company tech-heavy products (jaise radars) banane mein aage hai?
- Order book conversion kitni fast ho rahi hai.
Remember, profit margins maintain karna aur large-scale execution dikhana, in companies ke liye sabse badi challenge hogi.