Скачать или смотреть 3 Defence stocks dominating the sector with leading margins?

This video breaks down three key industry players based on their financial strength, focusing on companies with high Order Book (OB) to Sales ratios and strong operating margins (OPM).
Company Highlights:
• Aerospace Leader: We analyse an aerospace giant whose order book nearly doubled to ₹1.84 lakh crore in FY25, boasting a 6.1x OB/Sales ratio and 31% OPM, driven by a strategic shift towards manufacturing.
• Naval Shipyard: We examine India's only Navratna shipyard, which aims to increase its order book from ₹32,000 crore to potentially over ₹1.25 lakh crore with upcoming submarine and warship projects.
• High-Energy Materials Specialist: Discover a specialist firm that saw over 115% growth in its defence segment and is experiencing strong international momentum, supported by a growing ₹15,000 crore defence order book.

We also explore the critical risks each company faces, including execution delays for large contracts, supply chain dependencies, margin volatility, and high valuations in the current market environment.

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Research Analyst disclaimer: https://groww.in/p/sebi-research-anal...
Name of the Research Analyst - Cleyon Savio Dsouza
Name of the narrator - Aleena Rais
Report Date: 23rd September 2025