Hyderabad | September 27, 2025 — Jaykay Enterprises Ltd has informed exchanges that its step-down subsidiary, Allen Reinforced Plastics Ltd, has received a fresh order from Bharat Dynamics Ltd (BDL) for the supply of launcher tubes.
Subsidiary Linkage
Allen Reinforced Plastics, a specialised composites and defence equipment maker, is a step-down arm of Jaykay Enterprises. Through this structure, Jaykay is indirectly expanding its footprint into India’s defence supply chain, which is being strongly supported by government contracts and PSU partnerships.
Order Specifics
The order covers the manufacture and delivery of launcher tubes, a critical component for missile systems developed and deployed by Bharat Dynamics Ltd. While the filing did not disclose the exact value of the contract, industry estimates suggest such supplies often span multiple crore rupees depending on scale and timelines.
Allen Reinforced Plastics operates its manufacturing unit out of [location, if disclosed], with capacity tailored to high-strength reinforced composites suitable for defence and aerospace end-use.
Strategic Importance
Bharat Dynamics Ltd is a leading defence PSU under the Ministry of Defence, engaged in the production of strategic missiles and allied systems. Winning an order from BDL positions Allen Reinforced Plastics as a reliable vendor for high-spec military hardware.
This deal also highlights the increasing role of private and subsidiary entities in India’s defence production ecosystem, aligning with the “Atmanirbhar Bharat” push for self-reliance in critical technologies.
What to Watch
- Execution timelines: Delivery milestones for launcher tubes and potential for follow-on orders.
- Subsidiary ramp-up: Whether Allen Reinforced Plastics expands capacity in anticipation of repeat BDL business.
- Group strategy: Jaykay Enterprises’ ability to leverage defence contracts for broader diversification.
Outlook
The order marks a significant step for Jaykay Enterprises via its subsidiary, showcasing the group’s alignment with India’s growing defence manufacturing landscape. With PSU partnerships forming the backbone of the ecosystem, further contracts of this nature could enhance visibility and valuations for the group.
