Investor Presentaiton
Indian Naval Defence Opportunities
INDIAN NAVY MAY REPEAT KALVERI CLASS
ATTACK SUBMARINE ORDER: REPORT
TUESDAY, JANUARY 24, 2023 BY INDIAN DEFENCE NEWS
On July 20, 2021, the Ministry of Defence floated a request for proposal (RFP) for AIP equipped
six Project 75 I class submarines at the cost of 40,000 crore. Since it is normal for Indian
military-civilian bureaucracy to take at least 10-15 years to complete any big acquisition, it means
that the current Scorpene submarine line at MDL will go to seed with the next set of 75 I class
being built in late 2030s with a fresh massive investment on submarine line. All this appears to
be set for a change.
| Rs 48,000-cr orderbook nominated
primarily by Navy; margins pegged at
7.5-8%: Mazagon Dock Shipbuilders
Cochin Shipyard (CSL) link
According to ICICI Securities, CSL's Q2FY23 performance was
impacted mainly on account of slower than expected execution;
possibly in its major active projects. Order backlog is estimated
to be at around Rs. 21,000 crore post the recent vessels contract
of Rs 1,000/- crore from Europe.
The majority of the large contracts in order-book is expected to
witness meaningful execution from FY24 onwards (like 6 NG
Missile Vessels, ASW corvettes, export order of vessels). Moreover,
Ship repair segment, which is already doing better, would see
more good opportunity in the future post the expansion of
facilities at Mumbai, Kolkata and Port-Blair, it said.
CNBC
TV18
By Mangalam Maloo | Nigel D'Souza |
Nov 11, 2021 9:02 PM IST (Published)
With record *22,930-cr order book, Garden
Reach Shipbuilders eyesdouble turnover
November 25, 2022-Updated 07:47 pm IST | November 25
The MD said he was "eagerly looking forward" to the company's riverine electric passenger
vessel being built for West Bengal govt, as electric vessels are the need of the hour
BY BL CHENNAI BUREAU
Government of India owned naval shipbuilder, Garden Reach Shipbuilders &
Engineers Ltd, has a record order book of *22,930 crore. This is for seven
shipbuilding projects, two of which are expected to be completed in the current
year. The other five will be executed in 2024-25.
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