Riding the Defense Wave: Why Bharat Electronics and Hindustan Aeronautics Limited are your best bets for long-term growth, sustained revenue growth, technology transfer initiatives, and robust order books are key factors driving his bullish stance
In the dynamic world of defense and aerospace, Bharat Electronics and Hindustan Aeronautics Limited (HAL) have been standing out for all the right reasons. If you've heard these names before but weren't sure how they fit into the bigger picture, you're in the right place. Let's dive in and explore why these companies are being touted as worthy investments, especially with India's increasing focus on its defense sector.
|
Picture this: two companies, with a steady record of income growth, actively embracing technology, and with a healthy load of pending orders. That's Bharat Electronics and HAL for you. They're in a prime position to take advantage of developments in defense and aerospace, presenting a promising picture for investors who are thinking about long-term growth.
The Indian Government's 'Make-in-India' and 'Atmanirbhar Bharat' policies, aimed at encouraging self-sufficiency, are fueling the growth of India's defense sector. The 'China +1' strategy also gives an added advantage to Indian defense manufacturers, promoting diversification away from dependence on China. These policies have had a positive effect on our Public Sector Units (PSUs), pushing them towards improved efficiency, as we can see from their expansive order books.
Moreover, it's not just local demand that's driving growth. Exports play a significant role too. For example, Bharat Electronics and HAL have substantial order books at hand, reflecting the international demand for their products and services.
Amit Anwani, a renowned Research Analyst at Prabhudas Lilladher, in a conversation with CNBC-TV18, shared his optimistic take on both Bharat Electronics and HAL. He recognized Bharat Electronics as a significant player benefiting from defense orders due to its expertise in defense electronics. He stressed that the company's performance sustainability, order intake, and margins hint at potential future growth.
Anwani also spotlighted HAL, a heavyweight in the aerospace industry, praising its potential for long-term success. He acknowledged HAL's knack for adapting to market needs and highlighted its focus on technology transfer, making it a strategic player in the aerospace arena.
NSEI:HAL Earnings and Revenue History July 5th 2023 |
As well as HAL, Anwani tipped Mazagon Dockship for significant long-term growth. His prediction is based on the companies' strong strategic positioning, along with an anticipated increase in demand for their products and services. Anwani also emphasized the importance of steady revenue growth for both Bharat Electronics and HAL, crediting their strong market presence and a consistent track record.
So, what's the future like for these companies? Given their current trends, it's expected that both companies will continue to flourish. They've shown resilience despite industry fluctuations, sustaining their growth and securing their place in the market. Their proactive approach to securing contracts, partnerships, and their commitment to research and development, ensure a promising outlook.
In the language of laymen, they're the tortoises in the race, not the hares. They're steady, reliable, and show a great deal of promise for future growth. So, if you're considering an investment in the defense sector, Bharat Electronics and HAL might be your best bet.
Support Us
Satyagraha was born from the heart of our land, with an undying aim to unveil the true essence of Bharat. It seeks to illuminate the hidden tales of our valiant freedom fighters and the rich chronicles that haven't yet sung their complete melody in the mainstream.
While platforms like NDTV and 'The Wire' effortlessly garner funds under the banner of safeguarding democracy, we at Satyagraha walk a different path. Our strength and resonance come from you. In this journey to weave a stronger Bharat, every little contribution amplifies our voice. Let's come together, contribute as you can, and champion the true spirit of our nation.
ICICI Bank of Satyaagrah | Razorpay Bank of Satyaagrah | PayPal Bank of Satyaagrah - For International Payments |
If all above doesn't work, then try the LINK below:
Please share the article on other platforms
DISCLAIMER: The author is solely responsible for the views expressed in this article. The author carries the responsibility for citing and/or licensing of images utilized within the text. The website also frequently uses non-commercial images for representational purposes only in line with the article. We are not responsible for the authenticity of such images. If some images have a copyright issue, we request the person/entity to contact us at This email address is being protected from spambots. You need JavaScript enabled to view it. and we will take the necessary actions to resolve the issue.
Related Articles
- "Create your own miracles; do what you think you cannot do": BRO's Engineering Marvels - Bridging Gaps, Transforming Lives in challenging terrain through crucial road networks, playing a vital role in national security, and fostering socio-economic growth
- "As a young citizen of India, armed with technology and love for my nation, I realize, a small aim is a crime": Recurring incidents of MiG-21 plane crash forced IAF to retire 51 Squadron Mig-21 Bison aircraft by Sept this year and the entire fleet by 2025
- Hero of Pawankhind: Veer Maratha Bajiprabhu Deshpande, who led 300 Soldiers against 12000 Adilshahi Army defending Shivaji
- Jawaharlal Nehru: History has been kinder to him because he rewrote it
- "हवाई चप्पल से हवाई जहाज का सफर": In 6 years, Modi's UDAN bridges 1.3 crore dreams across 499 routes, turning aspirations to altitude, a narrative of unparalleled connectivity, where the sky isn't just a limit, but a new dawn for India's soaring ambition
- Five words, “Sisters and Brothers of America” addressing about seven thousand people was followed by applause which lasted for almost 3 minutes: Why the 1893 speech of Swami Vivekananda at World’s Parliament of Religions is still relevant today
- "If you search ocean deep enough you can find rare exotic treasures": After Lithium deposits in Jammu & Kashmir, vast mineral deposits in the Indian Ocean can make Bharat self-sufficient in nickel & cobalt - top official of International Seabed Authority
- "Our energy purchases from Russia for the month would be less then what Europe does in an afternoon. I Prefer To Do, Articulate It My Way": EAM S Jaishankar on India's stance over Ukraine war and Russian energy imports
- "Study the past if you would define the future": Discover India's Cultural Legacy: Yuge Yugeen Bharat National Museum - a majestic panorama of 5000 years of Indian civilization & heritage, literature, science, evolution of empires, struggles, and triumphs
- Manmohan Singh govt was ready to demilitarise the Siachen glacier and cede the control to Pakistan under the pressure of Americans, wanted to call it ‘Mountain of Peace’: Former Chief of Army Staff General JJ Singh