Defence Stocks

Hindustan Aeronautics may fly higher with Tejas deliveries, orders

Defence firm expects to deliver the first 10 light combat aircraft by March 2027

GRSE stock gains 2% despite Q2 results miss; here's what brokerages suggest

Elara Capital said that margins surprised positively, likely led by execution mix, even though growth on the sales front was subdued, likely due to slower execution.

Cochin Shipyard tanks 8% post Q2 show; what's plaguing the defence stock?

Cochin Shipyard's consolidated net profit declined 49.9 per cent year-on-year (YoY) to ₹53.77 crore in Q2 FY27 from ₹107.53 crore in the year-ago period.

Data Patterns shares zoom 9% post Q2 show, nearly double from Jan lows

Data Patterns posted a profit after tax (PAT) of 21.97 crore in Q2 FY27 as against 49.19 crore in Q2 FY26, a reduction of 55.3 per cent year-on-year (YoY).

GRSE, BEL: Defence stocks zoom up to 9% on DAC nod to ₹2.12 trn proposals

Twenty-one of the 22 Nifty India Defence constituents traded green in early trade today, driving the sectoral index 2.8 per cent higher to 8,908.

Bharat Dynamics gains 2%: What's driving defence stock in a weak market?

Domestic brokerage Emkay Global initiated coverage on Bharat Dynamics a day earlier with an 'Add' rating.

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