Countries all over the world have started increasing their expenditure on defence due to the uncertain geopolitical environment. The Indian Government has also increased their allocation to defence in their budget. They have also introduced initiatives such as defence procurement policy(DPP), Agnipath Yojna and Positive Indigenization Lists(PILs). In this video, we will be discussing a small cap stock which is a monopoly and market leader in defence related products. This stock will be a possible beneficiary due to the current tailwinds in the defence sector.

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Timestamps
0:00 Introduction and industry overview
2:35 Company overview
3:25 Simulator business
7:35 ADS business
9:09 Financials
10:20 Reasons for high margins
12:14 Future outlook
14:41 Conclusion

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