Thanks for creating the thread!!!
CFF is a very unique defence play as it’s the only indigenous submarine component supplier in India with no competition and is going to immensely benefit from government make in india plan as they are going to receive very big orders from new submarines. They already have all tech transfer in place so they are fully ready to make full use of this opportunity.
Also, they keep on getting recurring high margin spares business for maintaining existing submarine fleet which is cash cow for them…
I would strongly suggest to go through the latest AR where the promoter has laid down their plans for upcoming opportunity
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