Defense Sector Mein Toofani Tezi Ki Umeed
Company ke MD aur CEO Manish Nuwal ne bola hai ki FY27 tak ₹14,000 Crore ka consolidated revenue hoga, jo 40% se bhi upar ka growth hai. Is growth ka sabse bada engine banega defense segment, jisme sales ₹4,500 Crore tak pahunchne ka andaaza hai. Aur mazedaar baat yeh hai ki iska 70% paisa international markets se aane wala hai.
Bhargavastra: Naya Star Banega?
Future growth ka ek aur bada reason ho sakta hai unka naya Bhargavastra anti-drone system. Iske trials iss saal khatam ho jayenge, aur lagbhag do saal mein iski commercial sales start ho sakti hain. Nuwal ji ka kehna hai ki yeh system future mein Pinaka program se bhi bada ho sakta hai. Current Pinaka program se ₹500-550 Crore har saal aate hain, aur guided versions se FY27 se ₹700-800 Crore extra milne ki ummeed hai.
Margins Bhi Solid Rahenge
Bhale hi ammonium nitrate jaise raw materials ke daam badh rahe hon, company ko apne profit margins maintain karne ki ummeed hai. Contract terms aise hain ki agar input costs badhte hain, toh woh clients se adjustment kar sakte hain. Last year margins 27% the, abhi 28% ho gaye hain, aur aage bhi aise hi high margins rehne ki ummeed hai, thanks to defense aur international sales ka contribution.