reports
MOSL: BHARAT ELECTRONICS (Buy)-Expect orders to spurt in FY19; Managem...
Bharat Electronics: Expect orders to spurt in FY19; Management targets to double sales to INR200b by FY23 (BHE IN, Mkt Cap USD5.6b, CMP INR145, TP INR196, 33% Upside, Buy) We met BHE’s senior management team. Our key takeaways: Akash and LR SAM orders deferred to 1HFY19 BHE received orders of INR100b (42% decline) in FY18, lower than our estimate of INR160b primarily due to the Akash (7th Squadron) order slipping into 1QFY19. Its order book at the end of the year was flat YoY at INR400b...
MOSL: BHARAT ELECTRONICS (Buy)-Operational performance ahead of estima...
Bharat Electronics: Operational performance ahead of estimates (BHE IN, Mkt Cap USD6.9b, CMP INR177, TP INR210, 18% Upside, Buy) 3QFY18 operational results beat expectations: BHE reported revenue of INR25.1b (+23.1 YoY; our estimate: INR23.8b) and operating profit of INR4.5b (-8% YoY; our estimate: INR3.8b). Net profit declined 19% YoY to INR3b. Key projects executed in 9MFY18 include integrated air command and control systems, hand-held thermal imager-MK II, weapon locating radar, elect...
- Bhoomika Nair
Bharat Electronics' Q2FY18 results (Outperformer) - Strong pick up in ...
Q2FY18 result highlights PAT at Rs4.12bn (+19% yoy): led by a strong pick up in execution and margin expansion. Revenues jump sharply (+45% yoy): to Rs24.8bn led by pick up in execution of some key orders such as Integrated Air command & control system (IACCS), Hand held thermal imaging (HHTL), Weapon Locating Radar (WLR), etc. Positive operating leverage drives margin expansion: by 410bps to 24%: We note that margins improved despite impact of 7th pay commission, which led to employee cost...
- MarketLine Department
Defense Spending in India
Synopsis Defense Spending in India industry profile provides top-line qualitative and quantitative summary information including: market size (value and volume 2012-16, and forecast to 2021). The profile also contains descriptions of the leading players including key financial metrics and analysis of competitive pressures within the market. Summary - Save time carrying out entry-level research by identifying the size, growth, major segments, and leading players in the defense spending market ...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
- Strategic Defence Intelligence Department
Apollo Computing Laboratories (P) Ltd.: Aerospace and Defense - Compan...
Synopsis Strategic Defence Intelligence's "Apollo Computing Laboratories (P) Ltd.: Aerospace and Defense - Company Profile & SWOT Analysis" contains in depth information and data about the company and its operations. The profile contains a company overview, key facts, major products and services, SWOT analysis, business description, company history, key employees as well as company locations and subsidiaries. Summary This report is a crucial resource for industry executives and anyone looking...
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