Bharat forge target slash 14% by Morgan Stanley @adityafinancialinsights |morganstanley| defence

“Bharat Forge Target Slashed 14% by Morgan Stanley: Defence Gains at Risk? | @adityafinancialinsightsMorgan Stanley has downgraded Bharat Forge to ‘Equalweight’ and cut its target price by 14%, from ₹1,366 to ₹1,170, sending shares tumbling nearly 9% on April 4, 2025. In this video, we unpack why the brokerage sees Trump’s 25–27% tariffs and a U.S. slowdown offsetting Bharat Forge’s strong defence and non-auto growth. Despite scaling non-auto revenue to 46% by FY27, including the ATAGS order win, near-term margin pressures loom large. Dive into the latest market moves, Morgan Stanley’s analysis, and what this means for Bharat Forge’s defence ambitions—watch now for the full breakdown!#BharatForge #MorganStanley #DefenceStocks #StockMarket #Investing #FinanceNews #TrumpTariffs #ATAGS #IndianMarkets #AdityaFinancialInsights”

Видео Bharat forge target slash 14% by Morgan Stanley @adityafinancialinsights |morganstanley| defence канала ADITYA'S FINANCIAL INSIGHTS