Quarterly Results

According to Motilal Oswal, MTAR Technologies is firmly positioning itself as the indirect beneficiary of the global AI infrastructure wave

With strong growth visibility over the next few years, the MTAR management has increased its FY26 revenue growth guidance to 30-35% and maintained its EBITDA margin outlook at around 21%.

Thus far in the month of February, the Nifty India Defence index slipped 5.5 per cent, as against 1.3 per cent rise in the Nifty 50.

Unimech Aerospace and Manufacturing, Mtar Technologies and Data Patterns rallied in the range of 5 per cent to 6 per cent on the NSE in intra-day trade.

The company's profit for Q3FY26 stood at ₹34.7 crore, reflecting a 117.3 per cent jump from ₹16 crore reported in Q3FY25

Stocks to buy from agri, defence ahead of Union Budget: Gaurang Shah of Geojit Investments prefers defence shares such as - Bharat Electronics, Cochin Shipyard, MTAR Technologies and BHEL.

Thus far in the month of January 2026, the Smallcap index has underperformed the market by falling 6.3 per cent, as compared to 2.8 per cent decline in the BSE Sensex.

Defence Stocks Today: At 11:03 AM on Friday; Nifty India Defence index was up 1.3 per cent, as compared to 0.24 per cent decline in the Nifty 50.

Defence related stocks have rallied up to 5% this year. Sachin Gupta of Choice Broking believes that there is pre-Budget optimism, and projects up to 12% upside in 5 shares based on technical charts.

Market experts attributed the weakness to a combination of valuation concerns, liquidity pressures and profit booking.