Defence Stocks

Active large-cap funds can outperform in next 3-5 years: Ashwini Shami

We find the large-cap segment to be the most fairly priced compared to mid and small caps at the broad level, says Ashwini Shami of OmniScience Capital.

Ashika bullish on defence pack on global rearmament wave; favours BEL, HAL

The Nifty India Defence index is up 27 per cent on a year-to-date (Y-T-D) basis. It remains higher by 30 per cent in a year.

Defence stocks add ₹2.5-trn in m-cap in June quarter; more headroom left?

Analysts said that defence sector's long-term outlook remains constructive, supported by robust order books that provide multi-year revenue visibility.

Pharma top bet for H2-CY2026; be selective in banks, defence: Ajit Mishra

On the broader market outlook, Ajit Mishra, SVP-Research of Religare Broking says the Nifty remains in consolidation mode, with key support at 23,600. On the upside, bullish pivot stands at 24,600.

GRSE, Paras, Zen Tech: Analyst sees up to 54% upside in 3 defence stocks

Defence stocks to buy: Muthuselvaraj of Mirae Asset Sharekhan explains that Paras Defence is showing an uptrend, trading with higher top, higher bottom pattern after breaking from consolidation zone.

Jefferies favours defence, power equipment plays; L&T, HAL among top bets

Jefferies' top picks include Siemens Energy (SE), Hitachi Energy (Hitachi), Hindustan Aeronautics (HAL), Bharat Electronics (BEL), KEI Industries, and Larsen & Toubro (L&T)

ICICI Securities bullish on defence sector; bets on HAL, Solar, ASTM, BEL

The geopolitical backdrop, analysts believe, continues to provide a structural tailwind, as the conflict in the Middle East has reinforced defence budget urgency across GCCs

BDL shares plunge 8% after weak Q4 results; analysts cut earnings forecasts

Bharat Dynamics shares crashed on the BSE after Q4FY26 results showed a sharp revenue decline, prompting brokerages to cut FY27 and FY28 earnings estimates

Ashok Leyland, BEL, 1 more defence stock set for next upmove: Bajaj Broking

Pabitro Mukherjee of Bajaj Broking believes that Ashok Leyland, Bharat Electronics and Garden Reach Shipbuilders recently saw sideways consolidation and now offer a favourable risk-reward profile.

Nibe shares skyrocket after successful trials of Suryastra rockets

Nibe Limited shares rallied sharply after successful trials of the Suryastra rocket system and Vayu Astra-1 loitering munition boosted investor optimism

Hindustan Aeronautics falls 5% on Q4 results; weak margins drag sentiment

Hindustan Aeronautics reported a consolidated net profit of ₹4,196 crore, up 5.5 per cent from ₹3,977 crore in the corresponding quarter of the previous fiscal

MTAR Tech hits 52-wk high as Q4 PAT jumps 223% YoY; order book at ₹2582 cr

MTAR Technologies reported a net profit of ₹44.3 per cent, up over 223 per cent from ₹13.7 crore in the year-ago period

One year of Op Sindoor: Defence stocks surge amid geopolitical tensions

Defence stocks rally on geopolitical tensions and policy push, but analysts caution that near-term upside may be priced in despite strong long-term prospects

BEML shares surge 8% after major ₹590 crore order from Defence Ministry

BEML's share price was trading 3 per cent higher at ₹1,821.70, compared to the previous session's close of ₹1,768 on the NSE

MTAR Technologies surges 40% in April; stock up 100% in 2026

MTAR Technologies stock hit a new life-time high at ₹4,848 in Wednesday's intra-day trade on the back of healthy business outlook.