Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

Jefferies on BEL
Buy, TP raised to Rs 130
In past 12-24 months, more than 200 items added to defence import embargo list through 2027
Russia-Ukraine war has put a rising emphasis on indigenization
Raise FY24E-25E EPS by 2-6%

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Disclaimer: This is a Fan Site in Rakesh Jhunjhunwala's name. Rakesh Jhunjhunwala is not associated with us and is in no way aware, accountable or responsible for what is stated here. Further, nothing here constiutes investment advice for you to act on. Also, we have a vested interest, and are extremely biased, in everything that we say. So Mind It!