Joined October 2026
Defence order book of over Rs 1.2 lakh crore gives 4+ years of clear revenue visibility. Tejas Mk1A export traction could drive the next re-rating.
Agreed. Swara has decent contract manufacturing margins in hygiene and baby care. Will watch valuation band when RHP is filed.
Defence order book of over Rs 1.2 lakh crore gives 4+ years of clear revenue visibility. Tejas Mk1A export traction could drive the next re-rating.
Agreed. Swara has decent contract manufacturing margins in hygiene and baby care. Will watch valuation band when RHP is filed.