The Pinaka opportunity is 2800cr (all incl, not for PEL only), which appears sizeable.
Could someone help on the size of NIPUN mines oppurtunity?
Regarding Chaffs and flares, in the previous concall, it was indicated that the subsequent orders may max upto 20% of the current order, on an annual basis, to cover for IAF expenditure on trg and replacement of expired inv…current indication of rs 300cr per year is really stretched IMHO
Export potential…further development in this would be interesting (we are importing niche def products from israel, supplying to them is an achievement, and indication of increasing queries, incl from Europe, if results in orders, would be a kicker)…and could bring exciting legs for the biz
They dont require any capex for exec of the current and future orderbook…should keep expenses in check.
Invested and biased…looking at the next 6 qtr
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