Cochin Shipyard: Why this defence stock is making waves after Operation Sindoor

Cochin Shipyard, one of India’s leading PSU shipbuilding and repair companies, is gaining attention due to the increasing focus on defence in the region. With heightened geopolitical tensions and the Indian government's push for self-reliance in defence manufacturing, Cochin Shipyard stands to benefit from growing capital expenditure in this sector. The company boasts a strong order book of ₹22,000 crore, more than five times its annual revenue, ensuring strong earnings visibility. Additionally, the company’s partnerships with Maersk and Drydocks World for ship repair and maintenance further enhance its growth prospects. In FY25, Cochin Shipyard is expected to achieve 20-25% revenue growth, supported by an expanding order pipeline and improved execution. Its new integrated ship repair facility, operational from August 2024, is set to boost revenues from FY26. With a reasonable valuation of 33x FY27 earnings, Cochin Shipyard presents a promising opportunity for long-term investors in the defence sector.
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