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Category: Defence

Defence continues to be a key growth vector for India, backed by growing exports and Aatmanirbhar Bharat.

Defence manufacturing in India continues to break new records year after year, with the country’s total defence output reaching INR 1.27 lakh crores in FY2024, growing by approximately 17% from FY2023, and nearly 60% since FY2020, representing an annualized growth rate of approximately 12.6%. With INR 6.2 lakh crores in military spending, India is currently…
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Economic Times: Defence stocks rally as government approves Rs 1.4 lakh crore worth acquisition

The investment universe needs to be broadened to non-conventional proxy defence and other forms of more subtle defence so that undervalued companies can be found.” – Vikas Gupta CEO, OmniScience Capital Read More

Moneycontrol: Daily Voice: Few pure-play defence stocks still investible from valuation perspective, says OmniScience Capital’s Vikas Gupta

The fundamentals of defence stocks remain extremely strong in terms of revenue, profits, growth visibility, and order books. A few pure play defence stocks are still investible from a valuation perspective, but many appear overvalued. – Dr Vikas Gupta Read More

Economic Times: 30 defence, other PSU stocks in bear grip. Will the multibagger magic end?

We would be very careful in discriminating between moat PSUs which are not overvalued, vs which are overvalued and also between moat vs non-moat PSUs before reaching a conclusion.” Dr. Vikas Gupta, CEO at OmniScience Capital with Economic Times . Read More