‹ All Posts
Naveen Kumar

8 hours ago · SEBI-Registered Analyst

$IDEAFORGE

As India’s premier drone manufacturer, ideaForge commands the market with its proprietary tech, moving far beyond simple assembly. Roughly 70% of its revenue is fueled by the defense sector. The company reported an FY26 revenue of ₹226 crore with a ₹17 crore loss, but the tide is turning. They currently sit on a ₹314 crore order book—surpassing last year's total revenue—with plans to execute most of it within the first three quarters of FY27. view: When a tech giant like Infosys maintains a 3.81% stake, it signals deep confidence in the company’s Intellectual Property. The massive jump in year-on-year profit growth for the March quarter suggests the "loss-making" tag is rapidly becoming a thing of the past. For investors, this is a "growth-at-any-price" play. The sector is booming, and ideaForge is the clear leader. It’s a solid candidate as it transitions into consistent profitability.

#FundamentalViews#MacroViews#Miscellaneous#PersonalFinance#EquityResearch
132 likes·56 comments