VERIFIEDET Markets·16 Sept 2026neutral

Solar Industries’ defence share may fall to 22-25% by FY30 after Omnia deal: Jefferies

AI Summary

·Jefferies estimates Solar Industries' defence segment revenue contribution may decrease to 22-25% by FY30 following the Omnia acquisition.
·The acquisition is expected to lead to near-term EPS dilution and increased leverage.
·Jefferies maintains a Buy rating, anticipating earnings growth exceeding 30% and ROE above 25%.