Solar Industries' defence revenue surged 160% in FY25 and is set to rise 33% in FY26, with ₹6,000 crore Pinaka orders and global expansion. But the analyst flags over 100x FY26 P/E as risky. Soft coal demand, Turkey exposure, and customer concentration pose threats. Stock is up 57% YTD; sentiment on Stocktwits remains bearish.