Date: 30 Jul 2024

Aerospace & Defence

Sector	Market Cap	No of Companies
Aerospace & Defence	916922.49	22

 

NetWorth	63293.05	TTM Sales	70624.98	TTM Sales Var (%)	12.78
Debt	3476.44	TTM OP	18516.85	TTM NP Var (%)	35.99
Capital Employed	82663.87	TTM OPM (%)	30.73	EV/TM Sales	12.98
Net Block	22273.60	TTM PATM (%)	20.03	EV/TTM EBITDA	47.37
Current Assets	121274.22	Debt / Equity	0.05	P/E	64.80
ROCE (%)	87.00	RONW (%)	22.36	P/B	14.49

The above figures are in Rs. Crores as of 30 Jul 2024

TTM ended March 2024

	30 Jul 2024	30 Jun 2023	30 Jun 2022	MoM Var. (%)	YoY Var. (%)
Sector Marketcap	916922.49	331643.67	182707.42	176.48	401.85
Total Marketcap	46398770.88	29782978.28	26779144.53	55.79	73.26
Sector's share	1.98	1.11	0.68	0.87	1.3
Sector No of companies	22	21	19	1	3
Total Listed companies	4699	4326	4101	373	598
Sector's share	0.47	0.49	0.46	-0.02	0.01
	26779144.53

 

Gainers
Company Name	30/07/2024	28/06/2024	Var%
Zen Technologies	1688.20	1177.75	43.34
Cochin Shipyard	2679.05	2212.60	21.08
Garden Reach Sh.	2438.10	2099.55	16.12
Apollo Micro Sys	120.10	107.00	12.24
Data Pattern	3281.20	3002.80	9.27
Losers
Company Name	30/07/2024	28/06/2024	Var%
Sika Interplant	2912.75	3243.70	-10.20
Bharat Dynamics	1477.75	1596.40	-7.43
Paras Defence	1306.00	1407.95	-7.24
Hind.Aeronautics	4954.00	5263.05	-5.87
Astra Microwave	905.85	949.60	-4.61

 

During the month of July 2024, Aerospace & Defence sector’s Marketcap increased 176.48% to Rs 916922.49 crore, compared to 55.79% rise in total listed marketcap to Rs 46398770.88 crore.

Sector’s share of total listed marketcap moved to 1.98% in July 2024 from 1.11% in June 2023 and 0.68% in June 2022.

In terms of price appreciation in the sector, there were 12 gainers and 9 losers in the month of Jul 2024. The gainers accounted for 54.55% of sector companies, losers accounted for 40.91% of sector companies, while 1% remained unchanged.

The top 3 gainers were Zen Technologies (43.34% gain), Cochin Shipyard (21.08% gain) and Garden Reach Sh. (16.12% gain).

The 3 losers at the bottom were Sika Interplant (-10.20% fall), Bharat Dynamics (-7.43% fall) and Paras Defence (-7.24% fall).

During the month Bharat Electronics Ltd, Zen Technologies Ltd, Data Patterns (India) Ltd and Ideaforge Technology Ltd announced their results. Of these Bharat Electronics Ltd, Zen Technologies Ltd and Data Patterns (India) Ltd reported rise in net profit attributable to shareholders. Companies like Ideaforge Technology Ltd reported fall in net profit attributable to shareholders.

Data Patterns (India) Ltd and Solar Industries India Ltd became ex-dividend.

During the month Sika Interplant Systems Ltd, BEML Ltd, Bharat Electronics Ltd, Taneja Aerospace & Aviation Ltd, Astra Microwave Products Ltd, Rossell India Ltd, Cochin Shipyard Ltd, Hindustan Aeronautics Ltd, Garden Reach Shipbuilders & Engineers Ltd, Mishra Dhatu Nigam Ltd, Bharat Dynamics Ltd, Zen Technologies Ltd, Solar Industries India Ltd, MTAR Technologies Ltd, Data Patterns (India) Ltd, NIBE Ltd, Apollo Micro Systems Ltd, Paras Defence and Space Technologies Ltd, Krishna Defence & Allied Industries Ltd, DCX Systems Ltd, CFF Fluid Control Ltd, Ideaforge Technology Ltd and C2C Advanced Systems Ltd filed their shareholding patterns.

FIIs increased their shareholding in Paras Defence and Space Technologies Ltd from 0.13% to 2.97%, Astra Microwave Products Ltd from 3.17% to 4.67%, Solar Industries India Ltd from 6.10% to 7.57%, Garden Reach Shipbuilders & Engineers Ltd from 3.26% to 3.91%, Data Patterns (India) Ltd from 14.57% to 14.95%, Mishra Dhatu Nigam Ltd from 1.08% to 1.27%, Ideaforge Technology Ltd from 2.75% to 2.93%, Sika Interplant Systems Ltd from 2.64% to 2.77% and Bharat Dynamics Ltd from 2.95% to 3.05%. FIIs reduced their shareholding in Bharat Electronics Ltd from 17.56% to 17.43%, Taneja Aerospace & Aviation Ltd from 0.16% to 0.02%, Cochin Shipyard Ltd from 5.23% to 4.94%, Hindustan Aeronautics Ltd from 12.42% to 11.68%, Zen Technologies Ltd from 3.84% to 3.08%, DCX Systems Ltd from 2.30% to 1.28%, NIBE Ltd from 9.58% to 8.43%, Apollo Micro Systems Ltd from 9.75% to 7.42%, MTAR Technologies Ltd from 10.57% to 7.75% and BEML Ltd from 9.91% to 6.76%.

DIIs increased their shareholding in BEML Ltd from 17.59% to 19.08%, Zen Technologies Ltd from 2.68% to 2.99% and Cochin Shipyard Ltd from 2.41% to 2.47%. DIIs reduced their shareholding in DCX Systems Ltd from 7.91% to 7.43%, Hindustan Aeronautics Ltd from 9.10% to 8.36%, Mishra Dhatu Nigam Ltd from 10.94% to 9.23%, Solar Industries India Ltd from 14.17% to 12.41%, MTAR Technologies Ltd from 18.07% to 15.95%, Bharat Electronics Ltd from 20.95% to 18.79%, Bharat Dynamics Ltd from 11.89% to 9.28%, Paras Defence and Space Technologies Ltd from 2.75% to 0.06%, Garden Reach Shipbuilders & Engineers Ltd from 5.36% to 2.55% and Data Patterns (India) Ltd from 11.34% to 8.24%.

Promoters increased their shareholding in NIBE Ltd from 49.96% to 50.68%. Promoters reduced their shareholding in Taneja Aerospace & Aviation Ltd from 52.30% to 52.20%, MTAR Technologies Ltd from 37.26% to 36.42%, DCX Systems Ltd from 62.29% to 59.78% and Krishna Defence & Allied Industries Ltd from 68.33% to 62.27%.

During the month Annual reports of Sika Interplant Systems Ltd, BEML Ltd, Bharat Electronics Ltd, Taneja Aerospace & Aviation Ltd, Tata Advanced Material Ltd, Astra Microwave Products Ltd, Rossell India Ltd, Cochin Shipyard Ltd, Hindustan Aeronautics Ltd, Hindustan Shipyard Ltd, Goa Shipyard Ltd, Garden Reach Shipbuilders & Engineers Ltd, Mishra Dhatu Nigam Ltd, Bharat Dynamics Ltd, Zen Technologies Ltd, Solar Industries India Ltd, MTAR Technologies Ltd, Data Patterns (India) Ltd, Mahindra Aerospace Pvt Ltd, NIBE Ltd, Tata Advanced Systems Ltd, Apollo Micro Systems Ltd, Paras Defence and Space Technologies Ltd, Krishna Defence & Allied Industries Ltd, DCX Systems Ltd, Max Aerospace & Aviation Pvt Ltd, CFF Fluid Control Ltd, Ideaforge Technology Ltd, P L R Systems Pvt Ltd, Gliders India Ltd, Troop Comforts Ltd, Horizon Aerospace India Pvt Ltd, Magnum Aviation Pvt Ltd, Aviasafe Aviation Services Pvt Ltd, Vertex Aviation Pvt Ltd, Innovative Aviation Pvt Ltd, Epsilon Aerospace Pvt Ltd, Vandana Aircraft Services Pvt Ltd and C2C Advanced Systems Ltd were updated in Capitaline.