Defence business mein ek aur kadam!
Yeh order company ke defence sector ke business ko aur mazboot karega aur revenue mein bhi izafa hone ki ummeed hai. Lokesh Machines ne pehle bhi defence sector mein kaam kiya hai, jaise January 2026 mein unko Ministry of Defence se ₹22 crore ka order mila tha machine pistol components ke liye, jo March 2026 tak poora karna tha.
Challenges ka bhi full load!
Par Lokesh Machines ke liye sab kuch itna smooth nahi raha hai. November 2024 mein, company par Russian connections ke through sanctions mein involvement ke aarop lage the, jise company ne deny kiya hai. Is wajah se unki business performance aur supply chain par asar pada tha, aur Acuite ne November 2025 mein unki credit rating bhi kam kar di thi. Itna hi nahi, unhone apna ek purana bada client, Mahindra & Mahindra ko bhi kho diya tha, jisse unke auto component division par bhi asar pada.
Naye products aur future?
Is sab ke bavajood, company ASMI submachine gun jaise indigenous defence products develop kar rahi hai.
Investors ke liye kya hai?
Investors ko yahan kuch baaton ka dhyan rakhna hoga. Pehli baat toh yeh 180 din ka time limit hai SSB order ko poora karne ka, jismein koi bhi delay contract mein problems create kar sakta hai. US sanctions ka impact aur usse clean sheet milne ka process bhi overseas sales aur financial health ko affect kar sakta hai. Aur haan, defence components banane ke liye kafi working capital lagta hai, jo company ki finances par strain daal sakta hai.
Competition mein kaun kaun hai?
Lokesh Machines ka mukabala sector mein bade players se hai. Jaise Ashok Leyland ne recently ₹700 crore ke military vehicles ke orders jeete hain. Bharat Dynamics Limited (BDL) ke paas ₹23,000 crore se zyada ka order book hai aur unhone ₹2,400 crore ke naye contracts bhi jeete hain. Kalyani Strategic Systems Limited (KSSL) ne toh December 2025 mein ₹1,661.9 crore ka CQB Carbines ka contract jeeta tha.
Investors ko Lokesh Machines par nazar rakhni chahiye ki woh SSB order ko time par deliver kar paate hain ya nahi, unhe aur defence contracts milte hain ya nahi, US sanctions wale mamle mein kya hota hai, aur in sab ka unke upcoming financial results par kya asar padta hai.