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
In the past one month, the BSE Auto index has outperformed the market by soaring nearly 15 per cent, as compared to 1.4 per cent gain in BSE Sensex.
For vendors like BHFC, RMKF, BIL and SAMIL, analysts believe subdued global CV, CE and tractor demand poses headwinds, though order wins and diversified portfolios may cushion the impact.
Trump Tariff Impact: The US has imposed a 25 per cent penalty via executive order, which takes the total tariff burden to 50 per cent on select Indian goods.
Bharat Forge share price slipped 3.1 per cent after management expressed caution regarding its US export prospects
Bharat Forge and Samvardhana Motherson International shares fell over 3 per cent each after Trump imposed a 25 per cent tariff
In the financial year 2025-26, the Indian two-wheeler industry is poised to build upon the U-shaped recovery trajectory observed over the preceding three fiscal years
Pune-based Bharat Forge acquired AAM India Manufacturing at an equity value of ₹746.46 crore. The acquired company has ₹189.48 crore cash on its books
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