2025-07-21Niranjan Ghatule
Mazagon Dock Shipbuilders released its Q1FY26 shareholding data, revealing LIC's fresh 3.27% stake in the company. While promoter holding declined slightly, DII and FII interest rose. The company, India’s only Navratna shipyard, specializes in building warships, submarines, and commercial vessels, and has delivered over 800 ships.
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2025-06-17Niranjan Ghatule
Garden Reach Shipbuilders & Engineers (GRSE) is set for a major expansion, increasing its shipbuilding capacity from 24 to 28 ships. With multiple Indian Navy orders in the pipeline, a potential ₹500 crore export target by 2029, upcoming deals for new covid class ships, and strong global export ambitions targeting South Asia, Germany, and Belgium
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2025-06-11Niranjan Ghatule
GRSE signs a major contract with GSI for two Coastal Research Vessels, further strengthening its research ship portfolio, but stock still trades 5% lower
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2025-05-16Niranjan Ghatule
Cochin Shipyard is emerging as a key player in India's defense manufacturing drive amid rising geopolitical tensions. With a strong order book, growing revenues, global collaborations, and a sharp surge in its stock price, the PSU is well-positioned to benefit from the country’s focus on self-reliance in defense.
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