Defence Stocks

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.

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.