Page 2 - Defence Stocks

Defence, PSBs, auto, & metal indices outpace Nifty50 in CY25; what's next?

PSBs have benefited from the Reserve Bank of India's (RBI) cumulative 100 basis points (bps) repo rate cut in three tranches till June 2025, and liquidity measures that lowered borrowing costs

Why Motilal Oswal retained 'Buy' on Bharat Electronics; shares up 3%

Motilal Oswal analysts retained their 'Buy' rating on BEL with a target price of ₹490, based on 45 times September 2027 estimated earnings.

Analysts see strong boost to HAL's orderbook after MoD orders 97 Tejas jets

Nomura maintains a 'Buy' rating on HAL with a target price of ₹6,100, citing the streamlined delivery process and the bolstered order book as key positives.

HAL, BEL, BDL to gain from India's ₹4 trn defence overhaul: InCred Equities

The brokerage has assigned an 'Add' rating to HAL and BEL, with target prices of ₹6,325 and ₹459, respectively, while Bharat Dynamics, Astra Microwave, and Data Patterns remain 'Not Rated.'

HAL stock poised for 34% rally; Antique sets highest target on earnings

Antique Broking maintained its 'Buy' rating, with a target price of ₹6,360 per share, the highest target assigned by any analysts under the Bloomberg coverage

JM Financial downgrades defence, industrials; turns bullish on consumption

JM Financial also turned underweight on banks, NBFCs and insurance as disbursement growth is likely to remain weak in FY26

BHEL stock gains 2% after signing agreement with DRDO; check details here

BHEL rose over 2 per cent after the company signed a License Agreement for Transfer of Technology with Defence Metallurgical Research Laboratory

Apollo Micro extends rally, zooms 42% in August; time to book profit?

The average trading volumes on the counter jumped nearly four-fold with a combined 48.46 million equity shares representing 14.52% of total equity of Apollo Micro changed hands on the NSE and BSE.

Analysts predict up to 38% gains in this defence PSU after Q1; do you own?

HAL posted a 4.11 per cent year-on-year (Y-o-Y) decline in net profit at ₹1,377 crore in Q1FY26, compared to ₹1,436 crore in the same quarter last year (Q1FY25).

Bharat Dynamics soars 5% after Q1; buy, sell or hold? Analysts recommend

Domestic brokerage Motilal Oswal noted that Bharat Dynamics delivered a 30 per cent Y-o-Y growth in execution during Q1FY26, aided by a strong order book and easing supply chain challenges.

Rossell Techsys zooms 109% in 3 months; what's driving the defence stock?

The board of directors of Rossell Techsys is scheduled to meet on Wednesday, August 13, 2025, to approve and take on record the unaudited financial results for the quarter ended June 30, 2025.

Defence stocks under pressure: Data Patterns, MDL down up to 8%; here's why

Nifty India Defence index declined 2% in Friday's intra-day trade, corrected 17% from its all-time high level of 9,195.15 touched on June 6, 2025.

This smallcap defence stock rises 4% on securing deal from DRDO; details

At 10:30 AM, Astra Microwave share price was trading 3.12 per cent higher at 978.80 per share. By comparison, BSE Sensex was trading flat at 80,702.97 levels.

Zen Technologies shares fall 10% in 2 days; what should you do?

The defence equipment manufacturer's net profit for the quarter ended June 30, 2025, stood at ₹47.75 crore, down by 38 per cent from ₹76.81 crore recorded in Q1FY25

These defence stocks cracked up to 28% from recent highs; correction over?

Technical charts show that defence stocks such as BDL, Mazagon Dock, Cochin Shipyard, ideaForge and GRSE can fall another 18% from here; check support levels each defence shares here.

BEML stock split news: Here's what investors need to know

On Monday, BEML shares closed the trading session at ₹4,372, down by 0.67 per cent on the National Stock Exchange

PL Capital bets on domestic sectors, sees 6.5% Nifty growth in 12 months

PL Capital expects pharma, banks, defence, and staples to outperform in the near term as domestic demand revives

Premier Explosives shares jump 4% on ₹105-crore worth export order

Premier Explosives shares rose 4 per cent after it landed export orders worth ₹105 crore for the supply of defence explosives

What's firing up Bharat Dynamics? 8 reasons behind MOFSL's positive view

MOFSL today initiated coverage on Bharat Dynamics with a 'Neutral' rating and a target price of ₹1,900, indicating a downside of 4 per cent from current levels.