杰富瑞:印度国防支出提升私营企业盈利能见度

格隆汇
Sep 08
杰富瑞分析师Lavina Quadros和Shirom Kapur表示,Solar Industries和Astra Microwave是受益于印度政府支出增加和推动私营合作的主要国防公司中的两家。随着私营部门在国防领域份额上升,分析师估计Solar和Astra在2026-2030财年的盈利将以31%和19%的年复合增长率增长。杰富瑞对这两家公司给予买入评级,目标价分别为28160卢比和2055卢比。该机构还对国营企业Bharat Dynamics给予持有评级,目标价1280卢比。

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