Attention to financially sound stocks related to EV, defense industry, and new and renewable energy
Investors are increasingly turning to high-precision engineering companies that capitalize on the booming EV, defense and renewable sectors. With demand showing strong momentum across automotive and non-automotive sectors, several microcap players are emerging as key beneficiaries, recording record order books and expanding their global presence. One such company has managed to diversify its offerings, garnering attention with successful growth and strategic expansion plans.
About us
OBSC Perfect Company A precision metal parts manufacturer serving major customers across the automotive, defense, marine, renewable and communications industries. Starting as a domestic supplier, the company has grown to become a critical supplier to its customers’ global facilities. As part of a 56-year-old group, the company offers backward integration solutions with a vision to forward integrate its products in the future. The company operates five manufacturing facilities across Maharashtra and Tamil Nadu, providing machining, turning, investment casting, fabrication and forging capabilities. The stock is currently trading at 1,000 won. The market capitalization is Rs.343.30. 833.83 crore and is part of the Nifty SME Emerge index. The stock has given investors a return of more than 131.97% over the past year.
what they do
OBSC Perfection is a precision metal parts manufacturer, offering a wide range of high-quality engineered components across industries and geographies. The company primarily serves major OEMs who supply components to India’s top automobile manufacturers. In addition to automotive, OBSCP serves the defense, marine, communications and renewable sectors, producing components such as shafts, torsion rods, piston rods, drive shafts, gear shifters, housings, fasteners and connectors.
Products in the automotive sector support EVs, exhaust systems, and suspension systems. In defense, ammunition and fuses are provided. Marine applications include mechanical cables and steering systems, while communications solutions include antennas and towers. Components of renewable energy are used in solar trackers and windmills.
Revenue mix: Shifting focus beyond automotive
The company has increasingly diversified its revenue streams beyond the automotive sector. In FY25, automotive contributed 91.1% of sales, defense 3.9%, maritime 4.2%, telecommunications 0.1%, and renewable energy 0.7%. By the first half of FY26, the automotive contribution had decreased to 82.4%, while the defense and maritime contribution had increased to 6.2% and 6.5% respectively, and renewable energy had increased to 4.9%. In terms of geography, 20.2% of sales come from exports to 13 countries, with domestic sales accounting for 79.8%.
Manufacturing Capabilities: Expand for Growth
The company’s five facilities total 154,173 square feet of owned and leased units. In the first half of fiscal 2026, machining capacity utilization reached 47.3% and investment casting reached 47.5%. OBSC Perfection Ltd. has also begun hot forging production and is in the final stages of securing a Gigafactory site. This upcoming facility aims to improve operational efficiency, integration and scale by consolidating precision component manufacturing under one roof.
Order book: record levels by sector
The company recorded an order book of 100 billion won, the highest amount ever. 1,200 crore in H1 FY26, Rs. 986 crore in automobiles and Rs. $256 million in non-automotive sectors. Domestic orders are 5,000 won. 562 crore while exports contributed Rs. At $681 million, it accounts for 55% of total order inflow. Recent wins include small purchase orders in the defense sector, and the company has entered new sectors such as infrastructure and railways. Specifically, 54% of new orders placed over the past six months were counterfeit products.
client profile
OBSC Perfection Ltd emphasizes reliability and global reach by servicing a high-quality client base including TATA Autocomp, Tenneco Automotive, Kongsberg Automotive, Bharat Electronics, Faurecia, CommScope, IMISystems, WABCO, COROB, Teconnex, Sharda Motor and JTEKT.
Financial Status – First Half of FY26
Quarterly, sales increased from 500 billion won to 100 billion won. 75 crore in March 2025 to Rs. In September 2025, it increased by 18.7% to $8.9 billion. Operating profit increased from 10 billion won to 100 billion won. It increased by 23.1% from 1.3 billion to 1.6 billion won. PBT rose 18.2% at Rs. 11 crore ~ Rs. Net profit was 1.3 billion won, and net profit increased by 22.2%. 9 crore ~ Rs. 1.1 billion.
Compared to the same period last year, sales increased 30.9% to 30 billion won. 68 crore in September 2024 to Rs. Operating profit was 8.9 billion won, an increase of 33.3% compared to the same period last year. 12 crore ~ Rs. 16 crore, PBT increased by 30% from Rs. 10 crore ~ Rs. Net profit was 1.3 billion won, net profit increased by 57.1%. 7 crore ~ Rs. 1.1 billion.
Other key indicators include total blocks of Rs. It maintains a strong financial trajectory with $8.8 billion, 125+ employees, revenue CAGR of 36.8%, operating EBITDA CAGR of 53%, and PAT CAGR of 67% (FY22-FY25). The company also recorded a CAGR of 80% in revenue from FY20 to FY25.
Written by Manan Gangwar
disclaimer
The views and investment tips expressed by the investment experts/brokers/rating agencies of tradebrains.in are their own and not the views and investment tips of the website or its management. Investing in stocks carries the risk of financial loss. Therefore, investors must exercise appropriate caution while investing or trading in stocks. Neither Trade Brains Technologies Private Limited nor the author shall be liable for any loss suffered as a result of any decision taken based on this article. Consult an investment advisor before investing.
