Defence stocks with bold growth forecasts for FY25 signal a pivotal shift in global military spending priorities. Companies projecting substantial revenue increases reflect heightened geopolitical tensions, modernisation initiatives, and growing defence budgets worldwide. For investors, this represents potential sustained growth as nations prioritise military readiness and technological advancement.
Following is a list of stocks with revenue guidance of more than 20%:
1. Mishra Dhatu Nigam
Established in 1973, MIDHANI manufactures critical alloys for defence, space, and energy sectors. It is India’s only titanium alloys producer, with state-of-the-art facilities ensuring self-reliance and complex material production for strategic programs.
The stock’s current market price is Rs. 319.80, with a 2.97% decrease today. Over the past year, the stock has delivered a return of negative returns of 19.71% and a positive return of 88% over the past five years.
Mishra Dhatu Nigam (MIDHANI) anticipates 20% annual revenue growth in FY25, driven by defence orders and exports, aiming to increase export revenue from Rs. 67 crore to Rs. 120 crore. With a Rs. 1,700 crore order book target. The company anticipates sustaining a strong margin, increasing from over 9% in FY24 to approximately 10-15%.
2. Garden Reach Shipbuilders & Engineers
Founded in 1884, GRSE specialises in shipbuilding for the Indian Navy and Coast Guard. With over 790 delivered platforms, including 109 warships, it boasts advanced facilities for constructing a variety of vessels, from warships to commercial ships.
The stock’s current market price is Rs. 1,469.35, reflecting a 4.31% decrease today. Over the past year, the stock has delivered a return of 62.27% and a remarkable 632.7% return over the past five years.
GRSE targets 25% revenue growth for FY25 and aims to achieve Rs. 10,000 crore revenue by FY30, over three times FY24 levels. Q2 FY25 revenue rose to Rs. 1,153 crore from Rs. 898 crore, a 28.4 percent increase YoY.
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3. Bharat Dynamics
BDL, established in 1970, manufactures anti-tank guided missiles and other defence systems. With expansion plans in Maharashtra and Telangana, BDL’s certified facilities ensure quality production of surface-to-air missiles, underwater weapons, and decoys for the Armed Forces.
The stock’s current market price is Rs. 1,205.5, reflecting a 0.19% increase today. Over the past year, the stock has delivered a return of 38.89% and a remarkable 709.44% return over the past five years.
Bharat Dynamics Limited (BDL) projects Rs. 3,000 crore revenue for FY25, with 28–30% growth. FY24 revenue was Rs. 2,731 crore, a 3.3% rise YoY but down from Rs. 3,193 crore in FY20. Margins remain steady at 15%, R&D spending increased to 3.8%, and the Rs. 19,434 crore order book supports new product development like Amogha III.
Written By Fazal Ul Vahab C H
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