Indo-National Defence Mein Entry: Kya ₹78 Crore Ki Deal Company Ko Bachayegi Ya Aur Dooboyegi?

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AuthorKavya Nair|Published at:
Indo-National Defence Mein Entry: Kya ₹78 Crore Ki Deal Company Ko Bachayegi Ya Aur Dooboyegi?
Overview

Dekho bhai, Indo-National Limited ne ek bada decision liya hai. Wo defense electronics mein ghus rahe hain, Aidin Technologies naam ki company mein **51%** stake kharid rahe hain **₹78 crore** dekar. Ye INL ke liye ek naya business area hoga, but company khud loss mein chal rahi hai, toh sawal toh uthenge hi!

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Indo-National Limited (INL) ke board ne approve kar diya hai ki woh Aidin Technologies Private Limited mein 51% stake lenge, jispe lagbhag ₹78 crore kharch honge. Ye INL ke liye ekdum naya step hai, kyunki woh pehle mostly consumer electronics aur batteries banate the. Ab woh defense aur aerospace sector mein entry maar rahe hain, jise woh 'sunrise sector' bol rahe hain jahan India government bhi domestic technology ko badhava de rahi hai. Aidin Technologies 2008 se hai aur unka focus RF power electronics pe hai, jo electronic warfare, defense communications, aur satellite tech ke liye important hai. Unke paas anti-drone solutions bhi hain. Indian defense electronics market kaafi bada hai, lagbhag ₹25,000 crore ka, aur 12-14% saal dar saal grow kar raha hai. INL ko umeed hai ki isse unki revenue aur profit dono badhenge.

Par situation thodi tricky hai. Aidin Technologies ko ₹78 crore mein 51% stake ke hisab se, poori company ki valuation lagbhag ₹153 crore ho jati hai (unke FY25 revenue ₹72-74 crore ke hisab se). Yeh unke revenue ka 2x se bhi zyada hai. Dusri taraf, Indo-National khud, jiski market cap lagbhag ₹240-243 crore hai, uska Price/Sales multiple TTM revenue ₹442 crore par sirf 0.54x hai. Isse samajh sakte ho ki Aidin ko kitne premium par kharida ja raha hai.

Aur mushkil baat ye hai ki Indo-National khud financial problems se guzar rahi hai. Unka EPS aur ROE TTM dono negative hai, matlab company loss mein hai. Q3FY25 ke results bhi kharab aaye hain, revenue kam ho rahi hai aur net loss bhi kafi hai. Unka core business, jo dry-cell batteries ka hai, usmein demand kam ho rahi hai aur competition bhi bahut hai.

Toh ab ye deal bahut bada risk hai investors ke liye. INL apni financial issues se ladh rahi hai aur ab ek highly technical, B2B/B2G defense tech company ko integrate karne ki koshish kar rahi hai. Aidin ki revenue growth to achhi hai, par wo INL ke bottom line mein kitna contribute karegi ye dekhna hoga, kyunki defense sector mein paisa bhi bahut lagta hai aur deal hone mein time bhi lagta hai. Defense sector mein valuations bhi usually high hote hain. Aur INL ke baare mein zyada analysts follow karte nahi hain, toh external support bhi kam hai. Sab kuch INL ke execution par depend karega.

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