Can Defence sector grow at a CAGR of 18% in 4 years? | Kamal Bellani скачать в хорошем качестве

Can Defence sector grow at a CAGR of 18% in 4 years? | Kamal Bellani

The government envisages defense production to rise to USD 25bn by FY25 from USD 10.8bn in FY21, driven by the Acceptance of Necessity stage at INR 4tn, import substitution, offset policy and strategic partnership model (to offer indigenous production). Understanding the revenue model of the defence sector becomes utmost important to envisage the beneficiaries of the same. 00:00 Introduction 00:32 Insights regarding Defence sector 01:48 Defence spending 02:29 How defence companies make money? 03:09 Sub-component business 04:24 Defence sector revenues 04:41 Order inflows 05:00 India’s defence import data 05:43 Revenue & capital expenditure 06:41 India's defence budget allocation 07:07 Composition of budgets 07:19 Indigenization versus imports 08:15 Allocation of Budget 08:46 Industry expected growth 09:38 Defence exports 10:24 Focus on Modernization 11:13 Risks Associated With The Defence Sector Complete Fundamental Stock Analysis Tool - Stock-o-meter: https://investyadnya.in/stock-o-meter Research Based Ready-made Model Portfolios: https://investyadnya.in/model-portfolios Comprehensive Mutual Fund Reviews: https://investyadnya.in/fund-o-meter Yadnya Books and eBooks now available: On Amazon - https://amzn.to/2XKtlks On our website - https://investyadnya.in/books Find us on Social Media and stay connected: Blog - https://blog.investyadnya.in Telegram - http://t.me/InvestYadnya Facebook Page -   / investyadnya   Facebook Group - https://goo.gl/y57Qcr Twitter -   / investyadnya   LinkedIn -   / investyadnya   #InvestYadnya #YIA LEGAL DISCLAIMER: Use of this information is at the user's own risk. The Company and its directors, associates and employees will not be liable for any loss or liability incurred to the user due to investments made or decisions taken based on the information provided herein. The investment discussed or views expressed herein may not be suitable for all investors. The users should rely on their own research and analysis and should consult their investment advisors to determine the merit, risks and suitability of recommendation. Past performance is not a guarantee for future performance or future results. Information herein is believed to be reliable, although its accuracy and completeness cannot be guaranteed. The images used may be copyright of the company or third party. As a condition to using the services, the user agrees to the terms of use of the website and the services. DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014: Yadnya Academy Pvt. Ltd. (InvestYadnya) is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000008349. Disclosure with regard to ownership and material conflicts of interest 1. Neither Research Analyst nor the entity nor his associates or relatives have any financial interest in the subject Company; 2. Neither Research Analyst nor the entity nor its associates or relatives have actual / beneficial ownership of one per cent or more securities of the subject Company, at the end of the month immediately preceding the date of publication of the research report or date of public appearance; 3. Neither Research Analyst nor the entity nor its associates or his relatives have any other material conflict of interest at the time of publication of the research report or at the time of public appearance. Disclosure with regard to receipt of Compensation 1. The Research Entity and its associates have not received compensation from the subject company in the past twelve months. 2. The subject company is not or was not a client during the twelve months preceding the date of recommendation.