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2 Stocks from Defence Space | CA Rachana Ranade

The creator discusses two defense sector stocks, Garden Reach Shipbuilders & Engineers (GRSE) and MTAR Technologies, highlighting their order books, financial performance, and future growth prospects. GRSE is presented as a strong player in shipbuilding with a significant order book and capacity expansion plans. MTAR Technologies is highlighted for its precision engineering capabilities, particularly its role in supplying components for fuel cells used in data centers, positioning it as an AI proxy play with strong revenue growth and margin improvement potential.

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