高盛将 6 家印度国防公司评级为买入，理由是增长和出口，而两家则因风险而获得中性或卖出。 Goldman Sachs rates 6 Indian defence firms Buy, citing growth and exports, while two get Neutral or Sell due to risks.

Goldman Sachs已开始覆盖八家印度国防公司,将购买评级分配给六家PTC工业公司、太阳能工业公司、Astra微波公司、数据模式公司、Azad工程公司和Bharat电子公司——由于强劲增长、技术优势和出口潜力,这些企业的购买评级上升至58%。 Goldman Sachs has initiated coverage on eight Indian defence firms, assigning Buy ratings to six—PTC Industries, Solar Industries, Astra Microwave, Data Patterns, Azad Engineering, and Bharat Electronics—due to strong growth, technological edge, and export potential, with upside up to 58%. 2个印度航空和布拉特动力公司分别获得了中立和销售评级,理由是执行风险和差额压力。 Two, Hindustan Aeronautics and Bharat Dynamics, received Neutral and Sell ratings, respectively, citing execution risks and margin pressures. 印度预测,到45财政年度,国防开支将增长六倍,达到10万亿卢比,本土化增加,到29财政年度出口将达到58亿美元,这些都驱动着这一前景。 The outlook is driven by India’s projected sixfold rise in defence spending to Rs 10 trillion by FY45, increased indigenisation, and a goal of $5.8 billion in exports by FY29. 私人公司更倾向于增加收入和接触人工智能、无人驾驶航空器和电子战争。 Private firms are favored for higher earnings growth and exposure to AI, UAVs, and electronic warfare.