Aerospace & defense is the growth engine, but the latest print cooled; at this richly priced multiple, the market already banks on the pivot.
Overall read
5.2/10
Weak & rich
The three reads · this quarter
Aerospace & defense is the growth engine, but the latest print cooled; at this richly priced multiple, the market already banks on the pivot.
Overall read
5.2/10
Weak & rich
The three reads · this quarter
The standing reads · change less often
Moat
No real edge
Key variables
5 tracked
lead: Order book / New program winsDespite average size, cumulative wins build a diversified order book, with shortened SOP-to-revenue lags signaling improved conversion discipline.
Walk the talk
Mixed
as of Q1 FY27Aerospace & defense pivot via Chester Hall, SDM acquisitions and Plasan partnership targets 10% of consolidated revenue in medium term
Latest · newest first
4w ago · Business Update
Company discloses key performance indicators for the quarter ended June 30, 2026.
04 Aug 2026 · M&A / Investment
Investor presentation on acquisition of Hyva India's tipper body business.
04 Aug 2026 · M&A / Investment
Press release on acquisition of Hyva India's tipper body business.
04 Aug 2026 · M&A / Investment
Board approved acquisition of Hyva India's tipper body business on slump sale basis.
2 of 2 guidance items delivered on time
6 more live
Where it sits