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Atma Nirbhar Bharat -DRDO transfers technology of nine systems to 10 Industry partners. BEL & Tata Electronics signs for mega semiconductor plant
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BEL, HAL, Data Patterns, Mazagon Dock, Cochin, GRSE Shares; Bulls/Bears! Are Defence Stocks Worth Investing?
Good analysis with pros and cons
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Backed by Infra push the next leg of growth would come from Manufacturing sector. The next decade is for manufacturing.
Now that the interest rate is down, infra being built up at a faster rate , and there is a lot of scope for growth in manufacturing component of GDP, corporates have started capex to boost manufacturing.
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Private Capex surpasses central government capex
According to a report by ICICI Securities, corporate capex by listed non-financial companies rose by 20% YoY to exceed ₹11 lakh crore, outpacing the central government’s ₹10.5 lakh crore outlay. This rise in corporate capex reflects a broad-based growth across multiple sectors and signals a positive trend in the nation’s economic recovery.
Amid order boost and slew of developments, ICICI Securities lists top defence picks; both private and PSUs on the list
HAL has signed an agreement with France’s Safran Aircraft Engines for production of rotating parts for LEAP engines.
Solar Industries has successfully completed trials of its Rudrastra hybrid vertical takeoff and landing UAV.
BEL & Tata Electronics have signed an MoU to advance India’s ambition for self-reliance in electronics & semiconductors
Mazagon Dock Shipbuilders has acquired a controlling stake in Sri Lanka’s Colombo Dockyard in a USD 52mn deal.
MDSL and Hindustan Shipyard are set to finalise a MoU to jointly build submarines, making it the country’s first ever dual-coast submarine production capability.
GRSE has partnered with Kongsberg Maritime of Norway to build an advanced polar research vessel for India.
Zen Technologies has acquired majority stake in TISA Aerospace Pvt. Ltd. Zen Technologies Secures Patent for Innovation in Laser-Based Combat Training.
PTC Industries has signed an MoU with Safran Aircraft Engines to jointly explore the manufacturing of components and materials for military aircraft engines.
MoD has allocated INR 90bn for procurement by the Indian Army through the faster route of emergency procurement for capacity building and refilling exhausted ammunition stocks.
Indian Army has released RFI for procurement of 4,000 advanced top-attack anti-tank mines. Indian Army has released a request for information for procurement of 155mm precision-guided munitions for its howitzers.
India Takes On China: Electronics Sector Breaks Away From Beijing - Domestic Makers Eye Potential Allies For Key Partnerships
Indian electronics manufacturers are moving away from Chinese alliances amid stricter FDI rules and geopolitical friction. Companies like Dixon Technologies and Amber Enterprises are forming joint ventures with South Korean and Taiwanese firms under the ₹22,919 crore electronics component manufacturing scheme, signalling a strategic realignment of India’s tech supply chains.
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Twenty-three constituents from the BSE Capital Goods index have posted strong gains over the past three months, with Apar Industries emerging as the top performer, rallying 78.2%, followed by Hitachi Energy India, which gained 70.3%
Apar Industries |78.2%|
Hitachi Energy India |70.3%|
Bharat Dynamics |54.2%|
Bharat Electronics |48.4%|
Cochin Shipyard |47.7%|
Timken India| 45.9%|
KEI Industries |42.6%|
Mazagon Dock !39.7%|
Zen Technologies |36.7%|
Polycab India |34.7%|
Triveni Turbine |31.7%|
Elgi Equipments|31.7%|
Supreme Industries |30.8%|
|Cummins India |28.3%|
SKF India |28.3%|
Kaynes Technology |26.6%|
Bharat Heavy Electricals |24.2%|
Suzlon Energy |24.2%|
Titagarh Rail Systems |24.1%|
HAL |23.9%|
CG Power and Industrials |22.3%|
Inox Wind |22.2%|
Honeywell Automation |20.7%|
Source - Trendline
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to make use of this info, which of these are actually making transformers and other equipment relevant to T&D?
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AI lists 30 transformer stocks as follows . Members would like to comment which company out of these don’t make transformers.
Transformers and Rectifiers (India) Ltd
Indo Tech Transforers
Voltamp Transformers
Shilchar Technologies
Bharat Bijlee
Pitti Laminations Ltd.
Marson’s
Tarapur Transformers
Supreme Power Equipment Ltd
Alfa Transformers Ltd
Hitachi Energy India Ltd
RTS Power Corporation Ltd.
Transrail Lighting Ltd
Star Delta Transformers Ltd
CG Power and Industrial Solutions
Danish Power Ltd
Kirloskar Electric Co. Ltd.
ABB India
Prostarm Info Systems Ltd
Genus Power Infrastructures Ltd.
Yash Highvoltage Ltd
Salzer Electronics
Bharat Heavy Electricals Limited
ABB Ltd
GE Vernova T&D India Ltd
Siemens India
Schneider Electric
Siemens
Siemens Energy
whichever AI tool you are using, can you make ti list transformers & HVDC unit sales and revenue as a table. hopefully it doesn’t hallucinate numbers
I dint have such a tool to get such required data
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