Best Defence Stocks in India for 2025
Cochin Shipyard Ltd, a leading PSU in shipbuilding and repair, stands out as a tactical pick for May 2025, backed by a Rs 22,000 crore order book—five times its annual revenue—ensuring robust earnings visibility.
The company saw a 20% revenue surge in 9MFY25, driven by a 45.7% rise in ship repair revenue and a new facility operational since August 2024, capable of repairing six vessels simultaneously.
Targeting 20-25% growth in FY25, partnerships with Maersk and Drydocks World strengthen its maritime role.
Trading at 33 times FY27 estimated earnings, the stock offers reasonable value, aligning with India’s defence self-reliance initiatives.
Government-backed defence spending and improved execution further bolster its outlook, making it a compelling choice among the best defence stocks in India.
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