Segment has outperformed the Nifty Auto index so far this year
At 11:15 AM on Friday; the Nifty India Defence was the sole sectoral index trading in green and up 0.08 per cent, as compared to 1 per cent decline in the Nifty 50.
Looking ahead into the March 2026 quarter (Q4FY26) and the financial year 2026-27 (FY27), the management said that the worst is behind the company and things are starting to look up
Max Financial, Muthoot Finance and Bharat Forge show strong breakouts. Know entry levels, stop loss and upside targets
Nomura said the combination of lower duties and a weaker Indian rupee increases global competitiveness for auto suppliers such as Bharat Forge, Sansera, Sonacoms, Belrise Industries, and Motherson
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According to Axis Securities, the moderation in reciprocal tariffs to 18 per cent represents a meaningful tailwind for Indian automobile exporters, particularly auto component manufacturers
Bharat Forge bags ₹300 crore EP-VI defence contracts to supply indigenous ISR drones and loitering munitions to the Army and Navy, boosting Atmanirbhar Bharat push.
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The Nifty Auto index has zoomed as much as 157.8 per cent in the last four calendar years as against a 50.6 per cent surge in the benchmark Nifty 50, shows data.
The buying on the counter came after the company inked the largest small arms contract with the Ministry of Defence
The BSE Auto index, up 18% thus far in the calendar year 2025, is set to outperform the BSE Sensex for the fourth straight calendar year.
At the core of the bullish narrative is BHFC's swelling defence order book, now at nearly ₹114,000 crore and executable over the next three to four years.
Market experts attributed the weakness to a combination of valuation concerns, liquidity pressures and profit booking.
Thus far in the month of November, the Nifty Auto index has outperformed the market by gaining 3.3 per cent, as against 1.5 per cent rise in the Nifty 50.
Despite demand challenges and export headwinds, analysts say Bharat Forge's diversified revenue base, strong defence order pipeline
Chandan Taparia, head of derivatives and technicals, Wealth Management at Motilal Oswal Financial Services, has recommended buying shares of Bharat Forge, Hudco and Bharti Airtel
While brokerages said the CV cycle appears to be nearing its bottom, they expect growth momentum to pick up from Q4FY26), driven by defence and aerospace segments.
Bharat Forge Q2 profit rises 23% to ₹299 crore; defence, industrial growth offset North America slowdown. Shares jump 5.6% after results
Forging and advanced engineering company Bharat Forge on Thursday said it has signed an agreement with the UK-based autonomous cargo drone manufacturer Windracers Limited for a collaboration on deployment, localisation and application of the latter's Unmanned Aerial Vehicle (UAV) ULTRA across India. The Memorandum of understanding, signed between the two companies at the ongoing global defence exhibition and conference, DSEI UK 2025 in London, aligns with Bharat Forge's and Windracers' broader aerospace growth strategy of advancing UAV capabilities in India, supporting innovation, technology transfer and strategic aerospace applications across defence, the company said. The MoU begins with an initial two-year term, offering both companies the opportunity to advance localisation, conduct joint trials and shape a definitive agreement for deployment in India, Bharat Forge said. The partnership builds on the UK-India Free Trade Agreement (FTA), advancing aerospace technology transfer an