Can Defence sector grow at a CAGR of 18% in 4 years? | Kamal Bellani

Описание: The government envisages defense production to rise to USD 25bn by FY25 from USD 10.8bn in FY21, driven by the Acceptance of Necessity stage at INR 4tn, import substitution, offset policy and strategic partnership model (to offer indigenous production).

Understanding the revenue model of the defence sector becomes utmost important to envisage the beneficiaries of the same.

00:00 Introduction
00:32 Insights regarding Defence sector
01:48 Defence spending
02:29 How defence companies make money?
03:09 Sub-component business
04:24 Defence sector revenues
04:41 Order inflows
05:00 India’s defence import data
05:43 Revenue & capital expenditure
06:41 India's defence budget allocation
07:07 Composition of budgets
07:19 Indigenization versus imports
08:15 Allocation of Budget
08:46 Industry expected growth
09:38 Defence exports
10:24 Focus on Modernization
11:13 Risks Associated With The Defence Sector

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