Defence Stocks

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.

BEL, HAL, Bayer among top analyst bets ahead of Budget 2026; check strategy

Stocks to buy from agri, defence ahead of Union Budget: Gaurang Shah of Geojit Investments prefers defence shares such as - Bharat Electronics, Cochin Shipyard, MTAR Technologies and BHEL.

European defence stocks hit record as geopolitics lift dollar, oil

The broader pan-European STOXX 600 was down 0.2%. Japan's Nikkei lost 1.6% overnight amid rising tensions with China and Wall Street futures eased 0.2%

BEL, HAL, GRSE among 5 defence stocks to buy ahead of Budget 2026: Analysts

Defence related stocks have rallied up to 5% this year. Sachin Gupta of Choice Broking believes that there is pre-Budget optimism, and projects up to 12% upside in 5 shares based on technical charts.

Capital goods, defence outlook strong in Q3; BEL top pick: Motilal Oswal

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

Antique cuts Mazagon Dock target price, earnings on procedural delays

Antique noted that the Indian defence shipbuilding industry is poised for significant order inflows, supported by the Indian Navy and Indian Coast Guard's fleet expansion plans

₹3.3-trillion defence approvals lift visibility; Motilal Oswal backs PSUs

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.

Stocks to Watch today: BEL, RVNL, Waaree Energies, Lemon Tree, IndiGo, RIL

Stocks to watch today, December 30, 2025: Bharat Electronics, Rail Vikas Nigam, Waaree Energies, and Lemon Tree Hotels shares will likely be in focus in Tuesday's session

HAL, Mazagon Dock, BEL drive gains in Nifty Defence today; rally explained

Defence stocks advanced in Friday's session as buying interest emerged on the expected increase in order books in the run-up to the Defence Acquisition Council's (DAC) meeting

Here's why Apollo Micro Systems shares hit 5% upper circuit on Dec 22

Company has received approvals from DRDO)for two distinct Transfers of Technology (ToT) relating to Laser-Based Directed Energy Weapon (DEW) systems and EO Tracking Systems for DEW

Astra Microwave rises 2% on bagging this deal from IMD; key details here

Around 10:50 AM, Astra Microwave share price was trading 1.64 per cent higher at ₹917.50 per share. By comparison, BSE Sensex was trading 0.25 per cent higher at 85,033.88 levels.

Nifty Defence cracks below 200-DMA; analysts flag key support at 7,300

The Nifty Defence index has shed nearly 7 per cent so far in December; the index was seen quoting below the long-term average for the first-ever time.

Defence, aerospace to drive Bharat Forge; CV outlook unclear: Motilal Oswal

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.

Motilal Oswal sector of the week: Defence; check top bets, target here

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

Nifty India Defence index down 2%; what's dragging defence stocks today?

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

Defence stocks HAL, BEML, MIDHANI sink below 200-DMAs; chart check here

The Nifty Defence index has shed nearly 3 per cent in November, with stocks such as BEML, MIDHANI and HAL among others falling up to 17% despite 1% gain on the Nifty 50.

HAL's growth runway stays clear; brokerages keep 'Buy' ratings intact

On the bourses, HAL share price was trading 0.27 per cent lower at ₹4,734 per share at 10 AM. By comparison, the BSE Sensex was trading flat at 84,463.92 levels.

Deals worth ₹289 crore lift Zen Technologies shares 7%; more details inside

Around 12:15 PM, Zen Technologies share price was trading 4.08 per cent higher at ₹1,411.80 per share. In comparison, BSE Sensex was down 0.11 per cent at 83,844.90 levels.

Antique sees 'tremendous' scope in ₹2.5-trn worth FY26 defence proposals

On Thursday, the MoD said the Defence Acquisition Council approved procurement proposals worth ₹79,000 crore