Bharat Electronics

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.

While analysts acknowledge Bharat Electronics' strong operational performance, healthy order inflows, and strategic initiatives, concerns over valuations have led to divergent recommendations

Data Patterns, Bharat Electronics, CG Power and Industrial Solutions, Siemens Energy India and ABB India rallied in the range of 8 per cent to 14 per cent on the BSE in Wednesday's intra-day trade.

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.

The brokerage highlights a robust export outlook for companies in renewables and T&D, with select EPC and product companies benefiting from international demand.

Only continuous relevance and reinvention can secure a place in the ­­30-stock index

In its winter session, the Defence Acquisition Council (DAC) approved capital acquisition proposals worth ₹79,000 crore, taking total approvals in FY26 year-to-date (Y-T-D) to around ₹3.3 trillion.

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According to Motilal Oswal, defence electronics continues to see long-term demand for radars, avionics, communication systems and electronic warfare solutions

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

Motilal Oswal said that stable execution and rising export momentum could shape capital goods sectors' H2FY26 outlook

Motilal Oswal Financial Services recommends Reliance Industries and HCL Tech from the large-cap basket, while BEL and M&M Financial are top bets from mid-cap

Nuvama Institutional Equities and Choice Institutional Equities have maintained their 'Buy' ratings on the Bharat after the company reported an 18 per cent rise in net profit to ₹1,286 crore in Q2FY26

Pro-growth policy measures such as the government's proposed goods and services tax (GST) rationalisation are expected to aid consumption

Among individual stocks, Solar Industries, Bharat Electronics, Data Patterns and PTC Industries are Goldman Sachs' top buy ideas, while Bharat Dynamics has been rated Sell'.

PSBs have benefited from the Reserve Bank of India's (RBI) cumulative 100 basis points (bps) repo rate cut in three tranches till June 2025, and liquidity measures that lowered borrowing costs

Motilal Oswal analysts retained their 'Buy' rating on BEL with a target price of ₹490, based on 45 times September 2027 estimated earnings.

The addition would strengthen the Indian Army's Army Air Defence, which played a crucial role in thwarting Pakistani drone attacks during Operation Sindoor

At 1:10 PM, L&T shares were trading near day's high level, up 1.19 per cent at ₹3,701.95 per share. In comparison, BSE Sensex was trading 0.24 per cent lower at 81,906.96 levels.