Defence Sector Mein Aane Wale Kai Saal Ki Growth!
DAM Capital ne kaha hai ki India ka defence sector ab import karne ke bajaye khud banne aur export karne par zyada dhyan dega. Government isko support kar rahi hai, budgets badha rahi hai, aur export bhi badha rahi hai. Company ka kehna hai ki FY2029 tak ₹3 Trillion ki defence production aur ₹50,000 Crore ka export ka target hai. Yeh sab dekh kar lagta hai ki long term mein investment ke liye yeh sector kaafi accha hai.
DAM Capital Ke Favourite Stocks!
DAM Capital ne 6 stocks ko 'Buy' rating di hai jinmein acchi upside potential hai:
- Astra Microwave Products: Target ₹1,300
- Bharat Dynamics: Target ₹1,540
- Bharat Electronics: Target ₹530
- Hindustan Aeronautics: Target ₹6,300
- Mishra Dhatu Nigam: Target ₹430
- Zen Technologies: Target ₹1,990
Inko Hindustan Aeronautics aur Bharat Electronics toh DPSUs mein sabse pasand hain, jabki private sector mein Astra Microwave Products aur Solar Industries unke top picks hain.
₹15 Trillion Ka Blockbuster Opportunity!
Agle 5 saalon mein India ke defence sector mein ₹15 Trillion ka mauka ban sakta hai. Iska reason hai steady spending aur badhta hua export. Global tension bhi isko support kar rahi hai. DAM Capital ko lagta hai ki defence PSUs sabse zyada faida uthayenge, kyunki aane wale 2 saal mein ₹6 Trillion ke contracts mil sakte hain.
Budget Badha, Desi Production Par Zor!
India ka defence budget FY2020 se 8.5% CAGR se badh raha hai, aur capital expenditure 10% CAGR se. FY2027 mein toh defence budget mein 22% ka zabardast jump dekha gaya, jo ₹2.2 Trillion tak pahunch gaya. Government 'indigenisation' par zor de rahi hai, matlab India mein hi sab kuch banega. Iski wajah se FY2025 mein domestic procurement 88% ho gaya hai, jo FY2020 mein 58% tha.
Defence Exports Mein Bumper Growth!
India ke defence exports bhi ekdum uddan bhar rahe hain! FY2014 mein jahan yeh sirf ₹690 Crore the, wahin FY2026 mein yeh ₹38,420 Crore ho gaye hain. Target hai FY2029 tak ₹50,000 Crore ka export. BrahMos missiles, Akash missiles aur radar jaise products India se export ho rahe hain.
