Solar Industries’ defence share may fall to 22-25% by FY30 after Omnia deal: Jefferies
- Posted on September 16, 2026
- By Business News Today
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Solar Industries’ defence share may fall to 22-25% by FY30 after Omnia deal: Jefferies
Solar Industries Omnia acquisition could reduce the defence segments revenue contribution to 22-25% by FY30, Jefferies said, while agriculture and explosives gain a larger share. The brokerage expects near-term EPS dilution and higher leverage but retained its Buy rating, citing potential earnings growth of over 30% and ROE above 25%.
