Defence Stocks

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.

JM Financial initiates on Hindustan Aeronautics with 'Buy', sees 20% upside

JM Financial has valued Hindustan Aeronautics at around 29 times its post-COVID historical average, reflecting a strong pipeline of prospects

Motilal Oswal sector of the week: Defence; BEL, Bharat Dynamics top picks

A key growth driver for the defence sector remains the robust pipeline of Acceptance of Necessity (AoN) approvals, which typically convert into orders over the next two to three years

Middle East crisis to boost defence demand; Motilal Oswal favours 4 stocks

Motilal Oswal Financial Services has a 'Buy' rating on Bharat Electronics, Hindustan Aeronautics, Bharat Dynamics, and Astra Microwave Products

BEL, GRSE: Defence stocks fall after 17% rally amid Iran war; time to buy?

The recent up move in Nifty Defence reflects renewed buying after a long phase of consolidation, says Om Mehra, technical analyst at SAMCO Securities. The analyst is bullish on BEL, BDL and GRSE.

HDFC Sec initiates coverage on 8 defence stocks; HAL, BEL among top picks

The brokerage in its note highlighted that the global defence sector has entered a structurally elevated growth phase, driven by persistent geopolitical conflicts

Why defence stocks are rising in trade today? Astra Microwave gets 'Buy'

Defence stocks are in a momentum on a day when French President Emmanuel Macron is visiting India, raising hopes that India could seal a deal to buy more fighter jets

Budget 2026 playbook: Brokerages identify 5 sectors that will benefit most

FM Sitharaman announced a tax holiday until 2047 for foreign companies providing global cloud services from India, provided services to Indian customers are routed via an Indian reseller

Nifty Defence tanks 11% from high; GRSE, Paras, slump up to 19% post Budget

Defence stocks: Data Patterns, GRSE, Paras Defence, BEML, Mazagon Dock and BEL among others crashed up to 19% in Sunday's intra-day trade even as FM proposed 15% higher Budget spends for the sector.