Krishna Defence stock fell 11% intraday to ₹792, triggering panic. Some claimed it’s overvalued with EPS of ₹10 and a fair value of just ₹256. But here’s the truth bomb:FY25 PAT is ₹22 crore, EPS is ₹16.00, P/E is ~49x.Let’s dissect what’s real, what’s fear-mongering, and where this stock really stands.
🏢 About the Company
Krishna Defence and Allied Industries Ltd (KRISHNADEF) is in the business of defence manufacturing, notably:
- Multi-fuel cook stoves for armed forces
- NBC (Nuclear Biological Chemical) protection systems
- Customised fabrication for engineering clients
- Recently ventured intocomposites and bulb bar manufacturing
- , with capex in Gujarat and the Netherlands 🇳🇱
They’re essentially betting big on import substitution in defence.
👨✈️ Key Management
- Ankur Ashwin Shah– Managing Director
- Promoter holding: ~73.76% (as of FY25)
- No pledging, zero debt issues — relatively clean governance so far
💰 FY25 Financials (Standalone)
| Metric | FY25 (₹ Cr) | FY24 (₹ Cr) | YoY Change |
|---|---|---|---|
| Revenue | 204.26 | 137.44 | 🔼 +48.6% |
| EBITDA (Est.) | ~44.5 | ~31 | 🔼 +43% (est.) |
| Net Profit (PAT) | 22.05 | 11.26 | 🔼 +95.8% |
| EPS (Basic) | ₹16.00 | ₹8.18 | 🔼 +95.7% |
| Final Dividend | ₹0.50 | ₹0.40 | ✅ Increased |
Impressive doubling of profits.You don’t just luck into that — it’s either
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2 thoughts on “🪖 📉 Why Krishna Defence Fell 11% Today: The ₹809 Stock That’s Actually Worth ₹256”
Pardon me but the PAT is 22 crore for fy25. No of shares is 1.37 cr. the EPS turns out 16 rs and PE at 50 PE.
A clear order book of 269 cr with new Bulb bar capex coming online.
Mng clearly guiding for a 30-40% CAGR Growth over 3-5 years. So from where does your fy26 PAT growth of 15% comes from.
the composites factory coming up with VAbo Netherlands is clearly another optionality.
Yes at cmp its fully priced in due to the retail hypw but pls correct your numbers. My source is Investor presentation and Comapny concall transcript
Hey Mr Jain, Thanks for your comment, It was an oversight from our side, we have fixed it