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ICICI Securities Report
Stocks to Buy: Among companies, we believe Bharat Electronics Ltd. (target price: Rs 350; Buy) to benefit the most due to direct benefit from EWS for Su-30MK-I and share from almost all the other proposals while Astra Microwave (target price: Rs 935; Buy) is likely to benefit from trickle-down effect. The proposals pertaining to shipbuilding are for smaller vessels and shall receive bids from both private companies and defence sector undertakings.
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After a marked slowdown in domestic ordering, we view Defence Acquisition Council approving Acceptance of Necessity worth Rs 218 billion (spanning five proposals) as a positive. Key points:
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AoN for Fast Attack Crafts, Fast Interceptor Crafts and ALH (M) MR likely to boost maritime surveillance capabilities.
Overhaul for tanks and BMPs to enhance life of armoured fleet of Indian Army.
Focus on overhaul of Su-30MK-I likely to boost squadron strength of IAF.
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