Professional
Added to YB: 2025-11-06
Pitch date: 2025-11-03
DCXINDIA.NS [bullish]
DCX Systems Limited
-28.4%
current return
Author Info
Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life
Company Info
DCX Systems Limited, together with its subsidiaries, manufactures and sells electronic systems and cable harnesses in India and Internationally.
Market Cap
INR 25.1B
Pitch Price
INR 226.45
Price Target
N/A
Dividend
N/A
EV/EBITDA
98.85
P/E
62.67
EV/Sales
1.29
Sector
Aerospace and Defense
Category
growth
Idea Brunch with Andrei Stetsenko of Gymkhana Partners - DCX Systems Limited
DCXINDIA.NS: India defense indigenization beneficiary w/ Lockheed Martin orders worth ~70% annual revenue. P/E ~28x forward, <20x estimated earnings few years out. Stock down 40%+ from highs. Positioned to win contracts via made-in-India requirements vs price competition.
Read full article (1 min)