COCHINSHIP IN EQUITY
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| CUSTOMER | BASIS | EST ₹CR | RANGE | % REV | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| ONGCOil & Natural Gas Corporation Ltd. | CONTRACT | 3,777 | 420–3,777 | 75.2% | — | FY26 | EST | 85% |
| “We would like to inform that Cochin Shipyard Limited (CSL) on September 17, 2025 has signed a contract with the Oil and Natural Gas Corporation Limited (ONGC),…” ORDER p.1 · 17-SEP-25 · +1 DOC | ||||||||
| ITCITC Ltd. | UNSTATED | 498 | 55–498 | 9.9% | — | FY26 | EST | 60% |
| “Central / State Excise / Service Tax / Customs / Goods and service tax / VAT 1,234.65 1,234.65 Karnataka VAT 11.91 11.91 Order no ZD2900223010218S dtd 20/2/23 …” AR p.358 · 31-MAR-26 · +1 DOC | ||||||||
| Ministry of Defence | CONTRACT | CT 500 | — | — | — | FY27 | EST | 85% |
| “We would like to inform that Cochin Shipyard Limited (CSL) on November 11, 2026 has signed a contract with the Ministry of Defence (MoD), Government of India, …” ORDER p.1 · 11-NOV-26 · +2 DOC | ||||||||
| Ministry of Defence | CONTRACT | CT 5,000 | — | — | CAPEX | 2021-02→2026-09 | EST | 80% |
| “We have also declared as L1 for five number of next-generation survey vessels for the Indian Navy, valued approximately INR 5,000 crores.” CONCALL · +2 DOC | ||||||||
| Owner | CONTRACT | CT 1,000 | — | — | CAPEX | FY23 | EST | 75% |
| “We would like to inform that CSL has bagged an international order for constructing 2 nos. of Commissioning Service Operation Vessels (CSOV) from a European Cl…” ORDER p.1 · 03-NOV-22 DOC | ||||||||
| United States | UNSTATED | — | — | — | CAPEX | FY26 | EST | 75% |
| “Export Countries* Countries Vessels Delivered Saudi Arabia 9 Cyprus 8 Norway 10 Bahamas 6 Germany 5 Netherlands 4 United States of America (USA) 4 Liberia 4 Un…” AR p.6 · 31-MAR-26 DOC | ||||||||
| Mumbai | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “The facility supports improved operational flexibility, enhanced turnaround capabilities, and the ability to cater to a diverse range of Located within Mumbai …” AR p.15 · 31-MAR-26 DOC | ||||||||
| HBLENGINEHBL Engineering Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “He also serves as the Chairman of Green Maritime Propulsion Private Limited, the JV Company formed by CSL and HBL Engineering Limited.” AR p.26 · 31-MAR-26 DOC | ||||||||
| Mumbai | UNSTATED | — | — | — | CAPEX | FY26 | EST | 75% |
| “An MoU was signed in September 2025 between Naval Dockyard Mumbai (WNC-IN) and CSL which would cater to docking, repairs and allied services of Indian Navy ves…” AR p.105 · 31-MAR-26 DOC | ||||||||
| Business | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “These programs were designed to cater to the specific needs and requirements of the organization and the major programs include the following: An in-house trai…” AR DOC | ||||||||
| Indian Defence. | UNSTATED | — | — | — | CAPEX | FY25 | EST | 75% |
| “Additionally, India is poised well to offer repair services in the Defence segmentAnnual Report 2024-25 103STATUTORY REPORTS FINANCIAL STATEMENTS39-149 150-367…” AR DOC | ||||||||
| Defence Research and Development Organisation | UNSTATED | — | — | — | R&D | FY26 | EST | 70% |
| “Major Ship Repair customers include Indian Navy, Coast Guard, Shipping Corporation of India Limited, Dredging Corporation of India Limited, Oil and Natural Gas…” AR p.116 · 31-MAR-26 DOC | ||||||||
| SCIShipping Corporation of India Ltd. | UNSTATED | — | — | — | CAPEX | FY26 | EST | 70% |
| “At the same time, oil and gas public sector undertakings and the Shipping Corporation of India have aggregated demand for more than 112 vessels to be construct…” AR p.102 · 31-MAR-26 DOC | ||||||||
| Commissioning | UNSTATED | — | — | — | CAPEX | FY26 | EST | 70% |
| “(v) Renewables and Offshore Wind Segment: New large offshore wind farm infrastructure in deep ocean is expanding and the demand for various types of vessels to…” AR p.104 · 31-MAR-26 · +1 DOC | ||||||||
| Inland Waterways Authority of India | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Our key shipbuilding clients on the domestic front include the Indian Navy, Ministry of Home Affairs, Dredging Corporation of India Limited, various Ports, Inl…” AR p.116 · 31-MAR-26 · +1 DOC | ||||||||
| Ministry of Defence | UNSTATED | — | — | — | R&D | FY26 | EST | 70% |
| “Major Ship Repair customers include Indian Navy, Coast Guard, Shipping Corporation of India Limited, Dredging Corporation of India Limited, Oil and Natural Gas…” AR p.116 · 31-MAR-26 DOC | ||||||||
| SCIShipping Corporation of India Ltd. | UNSTATED | — | — | — | R&D | FY26 | EST | 70% |
| “Major Ship Repair customers include Indian Navy, Coast Guard, Shipping Corporation of India Limited, Dredging Corporation of India Limited, Oil and Natural Gas…” AR p.116 · 31-MAR-26 DOC | ||||||||
| ONGCOil & Natural Gas Corporation Ltd. | UNSTATED | — | — | — | R&D | FY26 | EST | 70% |
| “Major Ship Repair customers include Indian Navy, Coast Guard, Shipping Corporation of India Limited, Dredging Corporation of India Limited, Oil and Natural Gas…” AR p.116 · 31-MAR-26 DOC | ||||||||
| Financial Year | UNSTATED | — | — | — | SG&A | FY26 | EST | 70% |
| “During the Financial year 2025-26, the Company executed an addendum to the contract agreement with Cochin Port Trust, extending the lease period for further 30…” AR p.197 · 31-MAR-26 DOC | ||||||||
| Others | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Less: Provision for doubtful advances 0.07 0.07 2,03,357.44 1,77,492.94 Others Contract Assets for other works 1,25,768.02 89,630.82 Obsolete stock 1,541.49 31…” AR p.211 · 31-MAR-26 · +1 DOC | ||||||||
| Financial Year | UNSTATED | — | — | — | CAPEX | FY23 | EST | 70% |
| “During the Financial Year 2022-23, the Company has handed over the Indigenous Aircraft Carrier (IAC P-71) to Indian Navy in accordance with the contract for th…” AR p.217 · 31-MAR-26 · +1 DOC | ||||||||
| Joint Commissioner | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Assessing office made additions to taxable turnover against the order of Joint Commissioner (Appeals) and raised demand for tax and interest.” AR p.241 · 31-MAR-26 · +1 DOC | ||||||||
| Karnataka | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Central / State Excise / Service Tax / Customs / Goods and service tax / VAT 1,234.65 1,234.65 Karnataka VAT 11.91 11.91 Order no ZD2900223010218S dtd 20/2/23 …” AR p.358 · 31-MAR-26 · +1 DOC | ||||||||
| Resolution Applicant. | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “The Hon’ble NCLT declared CSL as the Successful Resolution Applicant vide its order dated March 04, 2020.” AR p.376 · 31-MAR-26 · +1 DOC | ||||||||
| Securities and Exchange Board of India | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Approval of appointment of Dr. Vani Ahluwalia (DIN: 11754971) as Non-official (Independent) Director To consider and if thought fit, to pass the following reso…” AR p.380 · 31-MAR-26 · +1 DOC | ||||||||
| Office | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “By Order of the Board of Directors Syamkamal N Kochi Company Secretary September 04, 2026 M. No. A25337 Registered Office Administrative Building Cochin Shipya…” AR p.389 · 31-MAR-26 · +1 DOC | ||||||||
| Inland Waterways Authority of India | UNSTATED | — | — | — | CAPEX | FY25 | EST | 70% |
| “The order book position as on March 31, 2025 is as follows: Vessel Type Nos. Post Commission works of Indigenous Aircraft Carrier – Phase III for Indian Navy 0…” AR · +1 DOC | ||||||||
| China. | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “One striking feature of 2024 was that China significantly grew its order book, boosting its share of the global shipbuilding market by 9.7%, further solidifyin…” AR DOC | ||||||||
| China. | UNSTATED | — | — | — | CAPEX | FY25 | EST | 70% |
| “India has reaffirmed its presence in the international shipbuilding market, climbing in the group of countries other than big three (China, Korea, Japan) and E…” AR DOC | ||||||||
| Renewable Energy | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “A consultancy contract has been awarded to EMC, Kerala, to guide CSL’s Renewable Energy Expansion Program, focusing on the development of a hybrid power plant …” AR DOC | ||||||||
| Business | UNSTATED | — | — | — | COGS | FY25 | EST | 70% |
| “Complaints/ Grievances on any of the principles (Principles 1 to 9) under the National Guidelines on Responsible Business Conduct Stakeholder group from whom c…” AR DOC | ||||||||
| Financial Year | UNSTATED | — | — | — | COGS | FY25 | EST | 70% |
| “Complaints/ Grievances on any of the principles (Principles 1 to 9) under the National Guidelines on Responsible Business Conduct Stakeholder group from whom c…” AR DOC | ||||||||
| Ministry of Defence | CONTRACT | CT 50 | — | — | COGS | FY25 | EST | 70% |
| “Stock of raw materials and bought out components procured under "Cost Plus" part of the IAC contract amounting to ₹ 4956.42 lakhs (previous year ₹ 5601.25 lakh…” AR DOC | ||||||||
| Others | CONTRACT | CT 13 | — | — | CAPEX | FY25 | EST | 70% |
| “Note 31 : Other Financial Liabilities - Current (H in lakhs) Particulars As at March 31, 2025 As at March 31,2024 Unpaid Dividend 191.87 142.43 Foreign Exchang…” AR DOC | ||||||||
| HALHindustan Aeronautics Ltd. | UNSTATED | — | — | — | R&D | FY26 | EST | 60% |
| “Major Ship Repair customers include Indian Navy, Coast Guard, Shipping Corporation of India Limited, Dredging Corporation of India Limited, Oil and Natural Gas…” AR p.116 · 31-MAR-26 DOC | ||||||||
| CDSLCentral Depository Services (India) Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 60% |
| “(iii) Now enter your User ID (a) For CDSL: 16 digits Beneficiary ID (b) For NSDL: 8 character DP ID followed by 8 digits Client ID (iv) Next enter the Image Ve…” AR p.385 · 31-MAR-26 · +1 DOC | ||||||||
| SUPPLIER | BASIS | EST ₹CR | RANGE | % COST | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| BELBharat Electronics Ltd. | CONTRACT | 24,732 | 24,732–24,732 | — | CAPEX | FY26 | EST | 85% |
| “633 Crore order from Cochin Shipyard Limited " .” ORDER p.1 · 22-OCT-25 DOC | ||||||||
| ITIITI Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “(vi) Telephones: ITI Bengaluru Plant has Supplied 2850 Clip phones to ISRO for Rs. 0.57 Cr and 92 Nos of 5C telephones to Ashok Leyland, Indian Navy, Cochin sh…” AR · +1 DOC | ||||||||
| INOXINDIAINOX India Ltd. | UNSTATED | — | — | — | CAPEX | FY26 | EST | 75% |
| “Secured a prestigious order from Cochin Shipyard for the supply of 6 units of 800 m³ Marine Fuel Gas Tanks for CMA CGM container vessels, marking our entry int…” AR · +1 DOC | ||||||||
| Indian Defence. | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “During the financial year 2025-26, CSL has conducted various Vendor Development Programmes (VDPs) for MSEs including SC/ ST and women in association with MSME …” AR p.113 · 31-MAR-26 DOC | ||||||||
| Others | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “- - To the extent, the Company has received intimation from the vendors regarding their status under the Micro,Small and Medium Enterprises Development Act, 20…” AR p.216 · 31-MAR-26 · +1 DOC | ||||||||
| Others | UNSTATED | — | — | — | CAPEX | FY26 | EST | 70% |
| “Note 32 : Other Financial Liabilities - Current (H in lakhs) Particulars As at March 31, 2026 As at March 31, 2025 Interest accrued but not due 8.04 0.00 Divid…” AR p.322 · 31-MAR-26 DOC | ||||||||
| ADANIPORTSAdani Ports and Special Economic Zone Ltd. | CONTRACT | CT 450 | — | — | CAPEX | FY25 | EST | 70% |
| “In addition to these vessels, Adani Harbour Services Ltd. operated a fleet of 46 vessels across APSEZ ports APSEZ placed India's Largest Order for eight tugs…” AR · +1 DOC | ||||||||
| ADANIPORTSAdani Ports and Special Economic Zone Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “APSEZ placed India's largest Make in India order for 8 tugs with Cochin Shipyard;” AR DOC | ||||||||
| INOXINDIAINOX India Ltd. | UNSTATED | — | — | — | — | 2026-08 | EST | 65% |
| “So the first order which we received from Cochin Shipyard now, and more and more orders will be coming in due course of time.” CONCALL DOC | ||||||||
| SOURCE | READ | % | LAST READ |
|---|---|---|---|
| ANNOUNCEMENTS | 6/6 | 100% | 12-NOV-26 |
| ANNUAL | 2/2 | 100% | 15-OCT-26 |
| CONCALL | 4/4 | 100% | 15-OCT-26 |
| ORDERS | 6/6 | 100% | 12-NOV-26 |
| SCREENER | 1/1 | 100% | 09-NOV-26 |
| SIGNAL | VALUE | AS OF | INPUTS |
|---|---|---|---|
| CUSTOMER HHI | 1.000 | 15-NOV-26 | ITC Ltd. share 100% |
| CUST MOM 1M | +8.1% | 15-NOV-26 | from 16-OCT-26 · Hindustan Aeronautics Ltd. -3.6% w 0 · HBL Engineering Ltd. -4.0% w 0 · Shipping Corporation of India Ltd. -5.0% w 0 · ITC Ltd. +8.2% w 1 · Central Depository Services (India) Ltd. +12.4% w 0 |
| DISTRESS SCORE | 0.274 | 13-OCT-26 | roe 0.12 · operatingMargin 0.17 · debtToEquity 0.28 · interestCoverage 10 · assetTurnover 0.35 · leverage 2.47 |
| SUPP MOM 1M | +6.4% | 15-NOV-26 | from 16-OCT-26 · INOX India Ltd. -1.3% w 0 · ITI Ltd. +10.1% w 0 · Bharat Electronics Ltd. +6.4% w 1 · Adani Ports and Special Economic Zone Ltd. +8.7% w 0 |