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What should you bet on to play the import curb theme in the defence sector?

Bharat Electronics, Cochin Shipyard, Garden Rich Shipyard and Hindustan Aeronautics (HAL) are seen as big beneficiaries from the import ban

August 10, 2020 / 05:49 PM IST
What should you bet on to play the import curb theme in the defence sector?

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PRO Only Highlights
Quarterly performance largely backed by improved realisations
Medium-term triggers China plus and protectionist measures for tyre industry
Valuations not inexpensive; but improved medium-term outlook

Jitendra Kumar Gupta Moneycontrol Research Highlights - Curb on defence imports to boost domestic investments - Indigenization to benefit PSUs in the near term and private players in the long run - Listed defence companies like Bharat Electronics would be major beneficiaries The defence sector has been one of the focus areas of the present government, considering the size of investment opportunity and room for indigenisation. This is probably the best time to reduce dependence on imports in a bid to boost domestic industry, particularly with...

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