$BHARATFORG Semiconductor and FY27 outlook

$BHARATFORG Bharat Forge is quietly transforming from an auto forging giant into a high-tech, multi-domain powerhouse. With one of the world’s largest forging facilities, a bulging defence order book, rapid aerospace ramp-up, and a strategic entry into semiconductors, the company is riding India’s manufacturing and Atmanirbhar Bharat wave. Management is guiding ~25% revenue growth in India operations for FY27, backed by a rock-solid balance sheet and best-in-class margins. At current valuations, the market is clearly betting on this multi-year diversification story.