Invest in India | Top PSU Defence stocks Ft. Dipan Mehta | HAL Share, BEL Share, Bharat Dynamics

Welcome to the 13th episode of the Indian Market Story with your host, Varun Mehta. Today, we are joined once again by our esteemed guest, Mr. Dipan Mehta. In this episode, we delve into the vibrant world of Public Sector Undertaking (PSU) defense stocks, which have yielded a whopping 350% return over the past five years. With an impressive market capitalization of $40 billion, this sector holds an undeniable significance in India's economic and strategic landscape. We are embarking on an in-depth exploration of this crucial industry through the first episode of a three-part series dedicated to the Indian defense sector. In this episode, our focus is on the PSU Aerospace sector, where we'll discuss the journey of 'Navratna' companies like Hindustan Aeronautics Limited (HAL), Bharat Electronics, and Bharat Dynamics towards indigenizing defense production. Our discussion will cover the 'Aatmanirbhar Bharat' initiative's role in enhancing India's soft power influence, the evolution of modern battlefields towards intelligent weaponry, the role of these firms in India's defense modernization and self-sufficiency goals, and their unique positions in the defense value chain. We'll also touch upon the immense export opportunities that have opened up for India following the exposure of Russian military equipment as substandard in the recent Russia-Ukraine conflict. Stay tuned for the following episodes, where we'll delve deeper into this expansive sector that is not just important from a defense perspective but is also a rapidly evolving market space with substantial potential for growth and return on investment. Don't forget to like, share, and subscribe for more insightful conversations about the Indian Market Story. See you in the next episode!• • • Disclaimer: This podcast is produced by Elixir Equities Pvt. Ltd., a SEBI registered research analyst, registration number INA000004787. The information provided in this podcast is for educational and informational purposes only and should not be considered as investment advice. Investment in securities market are subject to market risks. We strongly advise all investors to read all the related documents carefully before investing. The securities quoted in this podcast are for illustrative purposes only and are not recommendations for investments. Registration granted by SEBI and certification from NISM in no way guarantees the performance of the intermediary or provide any assurance of return to investors. Dipan Mehta, Varun Mehta, PaisaSmart, its parent company Elixir Equities Pvt. Ltd. or its associates do not hold any financial interest of more than 1% in any of the companies or financial assets covered by us. We or our clients, relatives, or associates may have an investment position of less than 1% in the companies covered by us. We have not received any compensation from any of the companies covered by us and we do not provide any services to them. Our views are based on publicly available information. We strongly advise investors to evaluate market conditions and risks independently before making any investment decisions. This podcast should not be considered as a substitute for professional financial advice. Elixir Equities Pvt. Ltd., Dipan Mehta, Varun Mehta, PaisaSmart, and its associates shall not be held responsible for any financial losses or damages incurred as a result of acting on the information provided herein. This disclaimer is subject to update and modification without prior notice. We encourage our listeners to regularly review this disclaimer. Research Analyst: Elixir Equities Pvt.Ltd. SEBI Registration No. INA000004787 • • •