NIBE
NSE: NIBE · Aerospace & Defense
Snapshot
Unlock NIBE's vital signs
Growth · Profitability · Valuation · Strength · Conviction
Company Overview
Business
Nibe Limited is an Indian engineering company specialising in the fabrication and machining of critical components for the defence sector, including missile systems, bridging equipment, and weapon assemblies. The company also provides diversified services in aircraft management, leasing, and the production of ruggedised electronic hardware for military applications.
Business Model
The company operates as a manufacturing partner for defence programmes, generating revenue through the fabrication of complex mechanical assemblies and the supply of ruggedised electronic systems. Additionally, it derives income from aviation-related services, including aircraft management, sales, and leasing.
Growth Outlook
Growth is primarily driven by the increasing indigenisation of defence manufacturing in India and the government's focus on domestic procurement for missile and bridging systems. The company is also expanding its footprint in the aerospace services sector to diversify its revenue streams.
Key Risks
- Geopolitical and Policy Dependency. The company's revenue is highly sensitive to changes in Indian defence procurement policies and government budget allocations.
- Customer Concentration. Heavy reliance on a limited number of defence contracts and government-linked projects creates significant revenue volatility.
- Execution Risk. The complexity of manufacturing high-precision defence components requires stringent quality control and adherence to strict delivery timelines.
- Aviation Market Sensitivity. The aircraft management and leasing segment is susceptible to broader economic cycles and fluctuations in the aviation industry.
Price
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Key Metrics
P/E
98.2x
Q4 FY26 · consolidated
EV/EBITDA
31.9x
Q4 FY26 · consolidated
NET PROFIT MARGIN
10.6%
Q4 FY26 · consolidated
DEBT TO EQUITY
0.3x
Q4 FY26 · consolidated
Peers · Aerospace & Defense
| Company | Mkt Cap (Cr) | P/E | EV/EBITDA | Rev Gr YoY | EBITDA Mgn | ROE | ROCE | 1Y Return |
|---|---|---|---|---|---|---|---|---|
NIBENIBE | 1,376 | 98.22 | 31.95 | — | 15.8% | 7.4% | 13.6% | -3.7% |
DCX SystemsDCXINDIA | 1,924 | -272.34 | 71.72 | -31.4% | 3.8% | -0.5% | 0.9% | -30.4% |
Ideaforge TechIDEAFORGE | 1,756 | -91.43 | 312.02 | 48.2% | 5.0% | -6.7% | -6.6% | +52.5% |
Jaykay Enter.JAYKAY | 1,635 | 10.03 | 33.11 | 197.2% | 27.8% | 41.7% | 40.4% | +17.8% |
Krishna DefenceKRISHNADEF | 1,323 | — | — | — | 22.0% | — | — | +51.1% |
Shree RefrigeratSHREEREF | 671 | — | — | — | 21.0% | — | — | — |
As of Q4 FY26
Financials
NIBE
NSE: NIBE · Aerospace & Defense
Snapshot
Unlock NIBE's vital signs
Growth · Profitability · Valuation · Strength · Conviction
Company Overview
Business
Nibe Limited is an Indian engineering company specialising in the fabrication and machining of critical components for the defence sector, including missile systems, bridging equipment, and weapon assemblies. The company also provides diversified services in aircraft management, leasing, and the production of ruggedised electronic hardware for military applications.
Business Model
The company operates as a manufacturing partner for defence programmes, generating revenue through the fabrication of complex mechanical assemblies and the supply of ruggedised electronic systems. Additionally, it derives income from aviation-related services, including aircraft management, sales, and leasing.
Growth Outlook
Growth is primarily driven by the increasing indigenisation of defence manufacturing in India and the government's focus on domestic procurement for missile and bridging systems. The company is also expanding its footprint in the aerospace services sector to diversify its revenue streams.
Key Risks
- Geopolitical and Policy Dependency. The company's revenue is highly sensitive to changes in Indian defence procurement policies and government budget allocations.
- Customer Concentration. Heavy reliance on a limited number of defence contracts and government-linked projects creates significant revenue volatility.
- Execution Risk. The complexity of manufacturing high-precision defence components requires stringent quality control and adherence to strict delivery timelines.
- Aviation Market Sensitivity. The aircraft management and leasing segment is susceptible to broader economic cycles and fluctuations in the aviation industry.
Price
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Start your research today
Unlock AI insights, financials, peers and live data on NIBE and 5,000+ companies — free.
Key Metrics
P/E
98.2x
Q4 FY26 · consolidated
EV/EBITDA
31.9x
Q4 FY26 · consolidated
NET PROFIT MARGIN
10.6%
Q4 FY26 · consolidated
DEBT TO EQUITY
0.3x
Q4 FY26 · consolidated
Peers · Aerospace & Defense
As of Q4 FY26