“Kant is very bullish on the defence sector for the long term, citing strong order inflows, a feasible execution run rate of 12-15%, and an intact structural opportunity driven by increasing localisation and robust order books (4.5x-5x). He notes that while stock price momentum has been uneven, the underlying fundamentals remain strong.”

Dharmesh Kant’s track record: 7 graded calls · 95% CI 16–75%