These are obviously testing orders & rest will follow as it will go through gestation for trial on ground, as the missiles are carrying forward as well PSLV the orders to be followed very soon, also the margin guidance leading the stock, as a Tier 2 supplier their margins will be much ahead than Tier 1, also the biggest moat is gestation, as related to defense so change of vendor is not going to be easy thus creates a huge moat automatically,
Disc: Invested so views may be biased.