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ICICI Securities Report
Stocks To Buy: Our top picks in defence sector are Solar Engineering (Buy; target price: Rs 13,250), Azad Engineering (Buy; target price: Rs 2,450) and PTC Industries (Buy; target price: Rs 20,070).
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The Cabinet Committee of Security has approved two orders worth Rs 211 billion, mainly benefitting Hindustan Aeronautics Ltd. and Larsen and Toubro Ltd. Key points:Order for 12nos. Su-30MKI at Rs 135 billion comes within 15 months of issuance of AoN; repeat order for 100nos. K-9 Vajra for Rs 76 billion indicates the government's focus on boosting artillery infrastructure, particularly 155mm guns; andindigenisation level for both the platforms is expected at <60%, thus creating opportunities for domestic defence ecosystem. We expect orders for Pinaka and P75 (3nos) in remaining FY25. Besides, Su-30MKI upgrade order may get expedited, we believe.
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